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Zoho One

Score8.9 out of 10

37 Reviews and Ratings

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What is Zoho One?

Zoho One is a suite product from Zoho Corporation, that combines their sales and marketing application, and also gives organizations a comprehensive set of tools to organize finances, track payables, and manage bills and expenses.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features Zoho One has to offer, as determined by TrustRadius' reviewers.
Based on 37 ratings of Zoho One's features
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Top Performing Features

  • API for custom integration

    An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

    Category average: 7.6

  • Inventory tracking

    The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

    Category average: 8

  • Location management

    The software can track multiple goods across multiple locations.

    Category average: 7.7

Areas for Improvement

  • Billing Management

    Access role-based billing work area, perform discrete and recurring billing

    Category average: 7.9

  • Global Financial Support

    Account using multiple ledgers, multiple currencies, and multiple entities

    Category average: 7.8

  • Forecasting

    Statistically forecast based on historical patterns and sales input, monitor accuracy and estimate new demand

    Category average: 6.9

Reviews

What users are saying about Zoho One.
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One subscription multiple apps.

Incentivized
Verified User
Manager in Marketing (51-200 employees employees)

Use Cases and Deployment Scope

I have used multiple apps under Zoho One, which are - Zoho CRM, Campaigns, Marketing Automation, Analytics, Projects, Flow, Mail, Cliq, and more. They take care of complete sales and marketing (GTM) team functions, and also make sure that there is a seamless data connectivity between applications.
Zoho CRM and Zoho Projects are also connected with HubSpot, where our onboarding uses it for project management and sync up with Sales which uses HubSpot.

Pros

  • One interface, multiple business apps
  • Data is seamless as everything is under one roof
  • Pricing is cheaper compared to buying different apps from different vendors

Cons

  • At times the UI gets slow
  • Would be nice if we could have more pricing tiers
  • Navigation between apps can also get better

Return on Investment

  • Projects is a lifeline for the onboarding team, as it does the major heavy lifting in onboarding project management
  • Data flow between apps is a must have for contextual information to pass on between teams
  • In terms of ROI, it happens much quicker compared to having multiple apps to do the job, as Zoho One is a lot cheaper than having many tools.

Usability

Other Software Used

HubSpot CRM, HubSpot Marketing Hub, HubSpot Sales Hub, Clay

Zoho One is the only One

Incentivized
Stephen LallaView profile
CEO in Corporate at Dynamic Image Marketing (1-10 employees employees)

Use Cases and Deployment Scope

It is the single platform we use to operate our entire business other than the web browser. I've been a long time Zoho user starting with Zoho CRM and then a year or so later, began using Zoho Books, and then Zoho Mail. Once Zoho One was released which is the all inclusive subscription which includes at the time about 40 Zoho modules, I was sold as it was the more economical option and was a full integrated approach to operating our business. Most recently we've incorporated Zoho Payroll which we'd been waiting for and so far, love it.

Pros

  • Single Sign on
  • Single Subscription payment
  • Full Integrated across all modules
  • Excellent UI/UX

Cons

  • Sometimes updates are released without prior notification
  • So feature rich it can be a bit of a learning curve if you don't start with the basics
  • Not as well known as the heavily promoted SalesForce or HubSpot

Return on Investment

  • An affordable alternative to more expensive options that are not even close to all that Zoho One has included in their subscription.
  • I cannot imagine ever going back to using multiple software to run our business.
  • Completely eliminates duplicate data entry since Zoho One is full integrated across modules.
  • I wish our organization was larger so we could use some of the other totally tricked out features like Zoho People.

Usability

Alternatives Considered

Daylite, Priority AccountEdge and MYOB

Other Software Used

Brave

Getting in to Zoho One

Incentivized
Geoffrey SchallerView profile
Senior Developer in Information Technology at Arcoflex Australia (1-10 employees employees)

Use Cases and Deployment Scope

We only use Zoho One for Zoho Sites - the sebsite builder. And for now, only the static website (not eCommerce). The reason is that whilst it is not the most sophisticated of site builders it is relatively easy to learn and use and is price-competitive. It has forms for surveys, log-on security if required and integrates with social media well. We recently added Zoho Desk and so soon will start to use the Groups and user management features. Together, we plan to use all htree tools to manage websites and help desks, along with Knowledgebase capabilities. Hence, this is an evolving experience with Zoho One.

Pros

  • Integration with Microsoft 365 apps
  • Social media integration
  • Collaboration between the apps we use (Desk and Sites)

Cons

  • In my experience, the website builder confuses the concepts of columns and rows with layout options difficult to change once a template is chosen.
  • International - we made the mistake of setting up our Desk in Australia where SSL and modern OAuth with mail integration is not possible. We needed to migrate to a US subscription to get these features. Why?
  • In my opinion, Forms are still a little bit tacky - in structure and reporting. We usually go back to M365.

Return on Investment

  • Most Zoho One apps are well priced so it is cost-effective
  • Help and support is provided very rapidly. This enhances the useability of each of the products. Sales reps keep on our backs constantly.
  • The ability to add contributing editors to app is great. This helps control overall subscription costs.

Usability

Other Software Used

Microsoft 365

Zoho One is a great suite of products!

Incentivized
Greg RellafordView profile
Business Retention Associate in Customer Service at Hope Squad (11-50 employees employees)

Use Cases and Deployment Scope

We use Zoho One as our main CRM. It helps us keep track of all of our customers, we do billing inside of it, we do a lot of other tools like reporting, analytics, desk, etc. We use a hoe for almost every single function of the company and everything that relates to customer information. We also use it for sales tracking.

Pros

  • Zoho One has access to so many tools and makes it extremely convenient!
  • The tools worked together really well, like Desk communicating to the CRM, etc.
  • Zoho One is super affordable!

Cons

  • I would say that sometimes the different pieces feel separate from each other, even though they’re supposed to be connected. They do communicate well, but they also have a lot of weird issues too.
  • Zoha one offers a ton of different tools, but not all of those tools are flushed out super well. I’d like to see them make each other their tools better.

Return on Investment

  • We used to operate on a nationwide scale using spreadsheets, and Zoho One has lettuce to put all of our contact with the one place where we can communicate across the nation and eliminate a lot more communication issues.
  • Were able to standard processes and create lots of automations to increase support and ease of work

Usability

Alternatives Considered

Keap, Salesforce CMS and HubSpot CRM

Other Software Used

Zoho Desk, Eventzilla

Zoho One is a huge upgrade in the CRM game!

Incentivized
David Plaunty
Service Manager in Information Technology at Office Technology Center (1-10 employees employees)

Use Cases and Deployment Scope

We use Zoho One to run all of our customer interactions. Zoho One is our CRM, ticketing system and remote management solution. It allows us to remotely control remote computers, generate help tickets, and track all aspects of our customer service. It also includes features for business email, website building and hosting, and e-sign for documents.

Pros

  • E-signature
  • Ticketing
  • CRM
  • Inventory Management

Cons

  • Some of the inventory features in the Remote pc management module (Assist) could be better
  • Lack of a native integration for Quickbooks
  • Lack of an integration in the Desk app for the Vault app

Return on Investment

  • Huge positive impact for customer interaction tracking
  • Hugely positive for our document management and e-signatures
  • I used it to create our entire website

Usability

Alternatives Considered

Zoho CRM Plus

Other Software Used

ThreatDown, powered by Malwarebytes, Axcient x360Recover

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