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Recent Launches

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Easy domain registration, transfer, and secured DNS management.

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Payroll software with automated tax payments and filing.

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Low-code IoT platform and solutions for connected businesses.

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New

Business formation service to launch and grow your businesses.

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New

Unified payment solution built for all businesses.

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New

Comprehensive email security and archiving for every business.

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Suites

Cloud-based qualitative data analysis tool.

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New

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

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New

Modern retail POS to sell better, manage your entire business, and join the digital revolution.

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SuitesNew

Unified project management platform for intelligent, data-driven work.

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Suites

Unified platform for customer service and support teams.

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Sales

CRM

Comprehensive CRM platform for customer-facing teams.

CRM
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
Thrive

Complete loyalty and affiliate management platform.

Thrive
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

Campaigns

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

Campaigns
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Social

All-in-one social media management software.

Social
Survey

Design surveys to reach and interact with your audience.

Survey
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Sites

Online website builder with extensive customisation options.

Sites
Backstage

End-to-end event management software.

Backstage
PageSense

Website conversion optimization and personalisation platform.

PageSense
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
Webinar

Webinar platform for webcasting online webinars.

Webinar
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
NEW
Domains

Easy domain registration, transfer, and secured DNS management.

Domains
NEW
CommunitySpaces

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

CommunitySpaces
Thrive

Complete loyalty and affiliate management platform.

Thrive
Publish

Manage all your local business listings on a single platform.

Publish
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

Desk

Helpdesk software to deliver great customer support.

Desk
Assist

Remote support and unattended remote access software.

Assist
Voice

Cloud Contact Center Software for businesses.

Voice
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
FSM

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

FSM
Lens

Interactive remote assistance software with augmented reality.

Lens
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

Books

Powerful accounting platform for growing businesses.

Books
Expense

Effortless expense reporting platform.

Expense
Sign

Digital signature app for businesses.

Sign
Inventory

Powerful stock management and inventory control software.

Inventory
FREE
Invoice

100% Free invoicing solution.

Invoice
Billing

End-to-end billing solution for your business.

Billing
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Commerce

eCommerce platform to manage and market your online store.

Commerce
Checkout

Collect payments online with custom branded pages.

Checkout
Practice

Practice management software for accounting firms.

Practice
Solo

The all-in-one toolkit for solopreneurs.

Solo
NEW
Payments

Unified payment solution built for all businesses.

Payments
Suites
Finance Plus

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

Finance Plus

Email, Storage, and Collaboration

Mail

Secure email service for teams of all sizes.

Mail
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
WorkDrive

Online file management for teams.

WorkDrive
Bookings

Appointment scheduling app for consultations with customers.

Bookings
Cliq

Stay in touch with teams no matter where you are.

Cliq
Notebook

Beautiful home for all your notes.

Notebook
Meeting

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

Meeting
Connect

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

Connect
Learn

Knowledge and learning management platform.

Learn
Office Integrator

Built in document editors for web apps.

Office Integrator
Writer

Word processor for focused writing and discussions.

Writer
TeamInbox

Shared inboxes for teams.

TeamInbox
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Show

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

Show
Tables

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

Tables
Sheet

Spreadsheet software for collaborative teams.

Sheet
Office Suite

Powerful collaborative work platform for teams.

Office Suite
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
ToDo

Collaborative task management for individuals and teams.

ToDo
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

Expense

Effortless expense reporting platform.

Expense
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
People

Organize, automate, and simplify your HR processes.

People
Sign

Digital signature app for businesses.

Sign
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Shifts

Employee scheduling and time tracking app.

Shifts
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
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
Assist

Remote support and unattended remote access software.

Assist
Vault

Online password manager for teams.

Vault
Directory

Workforce identity and access management solution for cloud businesses.

Directory
Lens

Interactive remote assistance software with augmented reality.

Lens
QEngine

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

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
eProtect

Comprehensive email security and archiving for every business.

eProtect
FREE
OneAuth

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

OneAuth
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit

BI and Analytics

Analytics

Modern self-service BI and analytics platform.

Analytics
DataPrep

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

DataPrep
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT
Embedded BI

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

Embedded BI

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
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

Creator

Build custom apps to simplify business processes.

Creator
Flow

Automate business workflows by creating smart integrations.

Flow
Office Integrator

Built in document editors for web apps.

Office Integrator
DataPrep

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

DataPrep
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Tables

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

Tables
QEngine

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

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
IoT

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

IoT
Apptics

Application analytics for all apps.

Apptics
Embedded BI

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

Embedded BI

IoT

NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

CRM Plus

Unified platform to deliver top-notch customer experience.

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CRM Plus
Service Plus

Unified platform for customer service and support teams.

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Service Plus
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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People Plus
Workplace

Application suite built to improve team productivity and collaboration.

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Workplace
Marketing Plus

Unified marketing platform for marketing teams.

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Marketing Plus
Projects Plus

Unified project management platform for intelligent, data-driven work.

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Projects Plus
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 Marketplace

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

EXPLORE MARKETPLACE
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Manage your workforce like never before

Add field agents, organize crews, assign tasks based on skills, oversee equipment, manage service territories, and define business hours along with holidays—all from a single, unified platform.

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Zoho FSM Help
  • Add users, assign roles, and create crews for complex jobs
  • Match tasks to technicians based on skills
  • Ensure equipment availability for service tasks
  • Assign technicians to specific territories or routes
  • Manage territories, business hours, and holiday schedules
Businesses prioritize workforce management

Why should businesses prioritize workforce management?

Effective workforce management is essential for keeping your team organized and productive. It helps allocate the right resources—whether it’s the right crew, skills, or equipment—so your team can handle services efficiently. By using Zoho FSM to organize service tasks and track on-site requirements, you can ensure every job is completed on time with the necessary assets and team members in place. Job sheets further enhance this process by documenting on-site work and providing transparency for both your team and clients. Additionally, you can define your business hours, service territories, and holidays to set clear expectations for service timelines.

  • Users
  • Crews
  • Skills
  • Equipments
  • Territories
  • Business Hours
  • Time Off
  • Holidays

Empower teams with effective user management

Add and manage users—Administrators, Dispatchers, Field Agents, Limited Field Agents, and Call Center Agents—within Zoho FSM. Assign permissions using system-defined or custom profiles to keep your team aligned, streamline operations, and deliver exceptional service. The Users module also provides insights into users’ schedules, timesheets, and trip records, making it easy to track their work.

Empower teams with effective user management

Build crews to tackle complex jobs

Not all jobs are for one person, and we understand that. With Zoho FSM, you can create and manage crews, assign leaders and members, track their activities and time spent, and tackle large-scale or complex jobs by ensuring the right people are assigned.

Build crews to tackle complex jobs

Match the right skills with the right jobs

Define the skill sets of your technicians and easily assign them to jobs that match their expertise. Filter agents based on their qualifications, which not only improves service quality but also drastically reduces the chance of errors, ensuring the right technician is always on the job.

Match the right skills with the right jobs

Equipment management to ensure availability

Track all the equipment your service business needs. You’ll know exactly when equipment is available or when it’s scheduled for maintenance, making it easier to allocate resources and schedule services without a hitch.

Equipment management to ensure availability

Manage different territories you service seamlessly

No service area is out of reach. Add all the regions you cover as territories in Zoho FSM. Assign users and crews to specific territories based on proximity, reducing travel time. This means faster and more reliable service for your customers.

Manage different territories you service seamlessly

Define the operational hours of your business

Define your business hours with the Shifts Module, allowing you to set up multiple work shifts like general, night, and weekend. Easily configure working hours, time zones, and days of the week to ensure smooth scheduling across shifts. Schedule jobs based on available hours, prevent overbooking, and ensure your team is available when needed.

Define the operational hours of your business

Manage employee availability with time-off tracking

Easily record and manage field agents’ absences and leave requests using the Time-Off Module. By providing a clear overview of team availability, Zoho FSM makes scheduling and planning more efficient.

Manage employee availability with time-off tracking

Manage your business's holiday list

List all days considered holidays for your business, whether public holidays or company-wide breaks. Displaying them on the dispatch console and calendar allows you to schedule services around these dates, ensuring smooth operations without unexpected disruptions.

Manage your business's holiday list

Effortless management. Enhanced productivity.Profitable growth.

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