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Payroll software with automated tax payments and filing.

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Robotic process automation software to automate high-volume, rule-based tasks.

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Low-code IoT platform and solutions for connected businesses.

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Business formation service to launch and grow your businesses.

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Privacy-friendly application analytics solution.

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CRM

Comprehensive CRM platform for customer-facing teams.

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Bigin

Simple CRM for small businesses moving from spreadsheets.

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Forms

Build online forms for every business need.

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SalesIQ

Live chat app to engage and convert website visitors.

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Bookings

Appointment scheduling app for consultations with customers.

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Sign

Digital signature app for businesses.

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RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

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Thrive

Complete loyalty and affiliate management platform.

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Voice

Cloud Contact Center Software for businesses.

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CRM Plus

Unified platform to deliver top-notch customer experience.

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Marketing

 
Social

All-in-one social media management software.

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Campaigns

Create, send, and track targeted email campaigns that drive sales.

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Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

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Sites

Online website builder with extensive customisation options.

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PageSense

Website conversion optimization and personalisation platform.

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Backstage

End-to-end event management software.

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Webinar

Webinar platform for webcasting online webinars.

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Marketing Automation

All-in-one marketing automation software.

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LandingPage

Smart landing page builder to increase conversion rates

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Publish

Manage all your local business listings on a single platform.

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SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

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Thrive

Complete loyalty and affiliate management platform.

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Voice

Cloud Contact Center Software for businesses.

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LeadChain

Sync, manage, and convert leads across channels seamlessly.

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CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

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Marketing Plus

Unified marketing platform for marketing teams.

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Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

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Service

 
Desk

Helpdesk software to deliver great customer support.

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Assist

Remote support and unattended remote access software.

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Lens

Interactive remote assistance software with augmented reality.

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FSM

End-to-end field service management platform for service businesses.

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SalesIQ

Live chat app to engage and convert website visitors.

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Voice

Cloud Contact Center Software for businesses.

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Solo

The all-in-one toolkit for solopreneurs.

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Bookings

Appointment scheduling app for consultations with customers.

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Service Plus

Unified platform for customer service and support teams.

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Finance

 
Books

Powerful accounting platform for growing businesses.

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Invoice

100% Free invoicing solution.

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Expense

Effortless expense reporting platform.

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Inventory

Powerful stock management and inventory control software.

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Billing

End-to-end billing solution for your business.

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Checkout

Collect payments online with custom branded pages.

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NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

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Commerce

eCommerce platform to manage and market your online store.

Commerce
 
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Finance Plus

All-in-one suite to manage your operations and finances.

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Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

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Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

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Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

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Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

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Voice

Cloud Contact Center Software for businesses.

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ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
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Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
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Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

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Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

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RPA

Automate manual, tedious, and repetitive tasks easily.

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BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

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Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

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IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
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Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
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RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
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Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
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IoT

Build, deploy, and scale IoT solutions for connected businesses.

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DataPrep

AI-powered data preparation service for your data-driven organization.

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IoT

 
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IoT

Low-code IoT platform and solutions for connected businesses.

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CRM Plus

Unified platform to deliver top-notch customer experience.

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Service Plus

Unified platform for customer service and support teams.

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Finance Plus

All-in-one suite to manage your operations and finances.

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Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

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Workplace

Application suite built to improve team productivity and collaboration.

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Marketing Plus

Unified marketing platform for marketing teams.

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All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

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Extension creation & Adding components

The first step in building an effective and efficient extension is identifying the individual components required to make it work. Once you've identified this, then the rest is simply adding and configuring these components.

Once you've setup a blank extension, the next step is to start adding components to it. Components are the building blocks of your extension, allowing you to develop a broad range of tools to augment your CRM. The Zoho Developer Console equips you with multiple components that aid in this process. These components can be grouped into four broad categories:

 Customization

Customization components help users modify the Zoho CRM system to suit their needs.

Name of the Component

Purpose

Limits in Zoho CRM

Custom Modules 

Modules allow you to categorize data in Zoho CRM. They make it easy for users to monitor various aspects of their business such as Sales, Marketing, Customers, Products, Events and more.

Enterprise Edition - 10 custom modules plus 1 additional module for every 10 additional user licences.

Not available for other editions of Zoho CRM.

 

Custom Fields 

Fields are used to store data pertaining to a record.

Standard Edition - 10 fields/module.
Professional Edition - 150 fields/module (Note: Activities module has only 140 fields).
Enterprise Edition - 500 fields/module (Note: Activities module has only 140 fields).

Not available for the free edition of Zoho CRM.

Custom Related Lists 

Related lists are used to associate records in Zoho CRM with other related records and view them in a single details page.

Enterprise Edition - 3 custom related lists/module.

Not available for other editions of Zoho CRM.

Custom Buttons 

Buttons in Zoho CRM allows you to perform predefined actions with a single click.

Enterprise Edition - 10 custom buttons/module.

Not available for other editions of Zoho CRM.

Custom Links 

Links help you access third party applications and URLs. This advanced feature gives you the advantage of integrating content from other sites into your Zoho CRM account.

Professional Edition - 10 custom links/module.
Enterprise Edition - 10 custom links/module.

Not available for free and standard edition of Zoho CRM.

Web Tabs 

Webtabs allow users to access web applications/pages within their CRM interface.

Enterprise Edition - 10 Webtabs.

Not available for other editions of Zoho CRM.

 Automation

These components help the user automate the day to day work process, saving time and money.

Name of the Component

Purpose

Limits in Zoho CRM

Workflow Rules 

Workflow Rules , are a set of actions (alerts, tasks and field updates) that are executed when specific conditions are met.

Free Edition - 1 rule/module.

Standard Edition - 3 rules/module.

Professional Edition - 10 rules/module.

Enterprise Edition - 30 rules/module.

Workflow Tasks 

Tasks are activities assigned to users. When associating a workflow task with a workflow rule, the task is automatically assigned to the chosen user when the rule is triggered.

Free Edition - 5 tasks/action.

Standard Edition - 5 tasks/action.

Professional Edition - 5 tasks/action.

Enterprise Edition - 5 tasks/action.

Workflow Alerts 

Workflow alerts are one of the actions associated with a workflow rule. Alerts are nothing but automated emails that are sent to leads/contacts when the associated rule is triggered.

Free Edition - 5 alerts/action.

Standard Edition - 5 alerts/action.

Professional Edition - 5 alerts/action.

Enterprise Edition - 5 alerts/action.

Workflow Field Updates 

Field Updates automatically update the information contained in a field when an associated workflow rule is triggered.

Professional Edition - 3 field updates/action.

Enterprise Edition - 3 field updates/action.

Not available for free and standard editions of Zoho CRM.

Custom Functions 

Custom functions are simple scripts that help update data in related CRM modules or third-party applications. Custom functions can be associated with a workflow rule, or invoked using a custom button.

Enterprise Edition - 1 Instant Action and 5 Time-Based Actions per Rule.

Not available for free and standard editions of Zoho CRM.

Schedules 

Schedules allow users to automate user-defined actions, which can be performed through custom functions either at a particular time or on a recurring basis.

This feature is available only for the Enterprise edition of Zoho CRM.

 Templates

Create customized email and inventory templates.

Name of the Component

Purpose

Limits in Zoho CRM

Email Templates 

Email templates allow you to send mass emails to a group of leads/contacts, or setup a workflow rule to automatically send email notifications to CRM user when a specific conditions are met.

Free Edition - 10 Templates.

Standard Edition - 100 Templates.

Professional Edition - Unlimited.

Enterprise Edition - Unlimited.

Inventory Templates 

Inventory templates allow you to customize the layout for your Quotes, Purchase Orders, Sales Order and Invoice prints.

Professional Edition - Unlimited.

Enterprise Edition - Unlimited.

Not available for the free and standard editions of Zoho CRM.

 

 Integrations

These components help you integrate your Zoho CRM with third party services.

Name

Purpose

Connectors 

Connectors are the primary integration components that allows you to integrate Zoho CRM with any third-party service that follows OAuth 2.0 protocol.

Custom Variables 

Custom variables are used to store any static information that can be reused at various points in Zoho CRM.

Connected Apps 

Connected apps are any application that can be integrated with Zoho CRM using CRM user sign in credentials.

The components you include in the creation of your extension will define what your extension will do and how it will work.

Extensions that you create using Zoho Developer console falls into two categories: Native extensions and Third-party integrations. Native extensions add more functionality to your CRM system, where as Third-party integration allow Zoho to influence or draw data from third-party services such as Dropbox, Pandadoc, Google, etc.,

Native Extensions can utilize the following components:

Third-party Integrations must utilize at least one integration  component in addition to the components mentioned above.