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Comprehensive CRM platform for customer-facing teams.

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Simple CRM for small businesses moving from spreadsheets.

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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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Digital signature app for businesses.

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Comprehensive sales map visualization and optimal route planning solution.

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Complete loyalty and affiliate management platform.

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Cloud Contact Center Software for businesses.

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Unified platform to deliver top-notch customer experience.

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All-in-one social media management software.

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

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Forms

Build online forms for every business need.

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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 platform for webcasting online webinars.

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All-in-one marketing automation software.

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Smart landing page builder to increase conversion rates

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Manage all your local business listings on a single platform.

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SalesIQ

Live chat app to engage and convert website visitors.

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

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Unified marketing platform for marketing teams.

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Commerce

eCommerce platform to manage and market your online store.

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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.

SalesIQ
 
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.

Bookings
 
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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.

Books
 
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Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

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Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

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Finance Plus

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

Finance Plus

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.

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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.

Sign
 
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.

ZeptoMail
 
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.

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Tables

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

Tables
 
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PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
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Workplace

Application suite built to improve team productivity and collaboration.

Workplace

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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.

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Shifts

Employee scheduling and time tracking app.

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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
 
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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.

QEngine
 
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RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

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Analytics

Modern self-service BI and analytics platform.

Analytics
 
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.

DataPrep
 
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IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

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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
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

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

Embedded BI
 
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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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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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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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Comprehensive HR platform for seamless employee experiences.

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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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Workplace Automation with Zoho Forms

Numerous processes in just about any workplace, regardless of the nature of business, can be streamlined to reduce the workload on employees and cut down on additional costs. With Zoho Forms' automation features, you can automate the regular, mundane, time-consuming tasks, giving your employees more time to engage in activities that require human involvement. It also ensures the efficiency and compliance of various workflows. Explore the advantages of automating your business workflows and a few examples of businesses that can use workflow automation.

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Simplify tasks at office

Every business has tedious jobs that are time-consuming, monotonous, and tedious, but are supposed to be error-free. These jobs when done manually are prone to errors. Identify tasks that are frequently performed and take a long time to complete manually. Evaluate whether the identified tasks can be automated, and if not, break the workflow down into granular tasks to find out which ones can be automated. Once you have discovered the workflows fit for automation, choose the software features that can automate them.
This article will help you understand some of the use cases where Zoho Forms can automate workflows to ensure your business runs smoothly.

Workplace tasks
Integrate form with your sheet

Data Entry of Employee Records

Assume you have a large number of employees, and manually keeping all of their data, including personal information, department, emergency contact information, and so on, will be inconvenient. While an Employee Details form simplifies collecting this data from employees, managing the form responses in a sheet is also simple by auto-populating them into spreadsheets in real time, using the Zoho Forms integration with Zoho Sheet/Google Sheets.

Leave Approval Process

At some point, every employee in an organization will have to go through the leave application and approval process. Having an approval process within your organization becomes essential to approve certain documents, applications, invoices, budgets, purchase orders, discounts, vacation time, etc. To streamline the manual approval processes that you already have and make them more efficient, and easier to manage, you can automate the repetitive approval processes by building appropriate forms and setting up an approval process.

Automate leave approvals
Automate expense approvals at workplace

Expense Approvals

An organization's expense approval process should be simple and efficient. Trying to accomplish the approval process through spreadsheets is unreliable and time-consuming. When managers or the finance team fail to approve expenses on time due to manual processes, it frequently stymies the work of various teams and results in a lack of funds to purchase supplies.
Zoho Forms' Approval workflows will help you automate the expense approvals. 
Create an Expense Report Form and set up Approval Levels (Manager Review, Finance Review, etc.) to automate stage-by-stage approvals.

Signature Workflow of Legal Contracts

Digitize your paperwork by using Zoho Forms - Zoho Sign integration to customize your HR agreements, sale of goods contracts, etc., and let your forms handle the hassle of collecting e-signature from business signatories. With this automated process, your documents will be approved with legally binding signatures in a matter of seconds. You can now close business deals more quickly than ever before by getting the approval of multiple collaborators on a single document in an orderly manner.

Automate invoice generation

Invoice Generation

Instead of manually creating invoices for each form submission in your payment form, you can automatically generate unique invoices with each form submission and attach them to the email notifications sent to your customers.
Select from a variety of pre-designed Zoho Writer templates or create your own custom invoice template. Then, auto-populate these templates with form responses with the Document Merge feature. You can create a unique invoice number for each invoice generated as well with the Unique ID field.

You can even get merged documents signed and verified by multiple members of your organization using Zoho Sign, after the document merge process is configured with Zoho Writer. In a few straightforward steps, you can list the emails of teammates who need to sign a document or receive a signed copy of it, and your documents will be mailed to them all automatically.