ZOHO ONE - PLAN DETAILS

For an unbelievable price, Zoho One offers you the following applications.

EssentialsStandard
  • Zoho One
  • Sales
  • Marketing
  • Support
  • Productivity
  • Finance
  • HR
Limit Calculator
Zoho Directory
  • Zoho Directory
  • Application/Device management
Sales
  • Bigin
  • Sites
Marketing
  • Campaigns
Support
  • Desk
Productivity & Collaboration
  • Mail
  • Cliq
  • Projects
  • WorkDrive
  • Meeting
  • Notebook
Finance
  • Books
HR
  • People

Zoho Directory

  • Admin Panel
  • Single sign-on
  • Active Directory sync
  • Centralized user management
  • 24x5 support
  • Domain management
  • Conditional app assignment
  • Custom fields
  • Usage stats/reports
  • Telephony
  • Application management
  • Zoho apps
  • Creator custom apps
  • Mobile apps
  • Directory apps
  • Document Automation
  • 1000 default free credits/ organisation/ month + 50 free credits / employee license/ month (max cap is 2000)Learn more
  • Mail mergeGenerate and share personalized documents using data from your business apps or data source. Learn more
  • Fillable documentsCreate and share customized, prefilled forms to streamline data collection, along with custom post-submit actions. Learn more
  • Sign documentsCreate and share business documents like NDAs and contracts for digital signature collection via dynamic signature collection workflows. Learn more
  • Label templatesDesign, generate, and print customized labels in bulk in standard label sizes with data from various apps and sources. Learn more
  • Security Policies
  • Multi-factor authentication
    • Biometric factors - Touch ID/Face ID
    • SMS
    • Time-based OTP
    • Scan QR
    • Push notification
    • Yubikey
  • IP restriction
  • Password policy
  • Groups
  • Customizable group management
  • Customizable security policies
  • Zoho Publish
  • Business Directory listings
  • Review Management
  • Business Directory Analytics
  • Reputation Management

Application/Device Management

  • Mobile Application Management (MAM)
  • Unlimited Devices
  • Distribute only Zoho One apps automatically
  • All type of Device Enrollment
  • Device Actions which is associated like remote lock, Corporate Wipe and Clear Passcode
  • Distribute Zoho One mobile apps to User's device / group
  • Device Authentication New
  • 1 device per employee license
  • Mobile Device Management (MDM)
  • 25 devices by default with all MDM features
  • Device Enrollment
  • Profile Management
  • App Management
  • Security Management
  • Asset Management
  • E-mail Management
  • Reports and Audit
  • Know more about MDM's professional plan
Note: If more than 25 devices are managed, then the cost will be applicable for all the devices. (From the first device)

Bigin

  • Data
  • Records - 1 million/org
  • Products
  • Users and control
  • Profiles - 20/org
  • Roles - 20/org
  • Data administration
  • Import data - 20,000 records/batch
  • Import history - Past 60 days
  • Free data backup - 2/month
  • One time data backup -  /request
  • File storage/org - 1 GB
  • File storage/employee license - 512 MB
  • File storage -  /5 GB/month
  • Audit log
  • Find and merge duplicates
  • Duplicates cleanup
  • Export limits200,000 records per export.    -  100 Exports per day
  • Pipelines
  • Team pipelinesCreate dedicated pipelines for different customer-centric operations with pipeline-specific fields, record types, stages, and profile permissions.    -  15 (includes 4 default team pipelines)
  • Sub-pipelinesSub-pipelines are just the traditional pipelines that contains a series of stages. You can have multiple sub-pipelines inside a Team Pipeline.    -  75 + (15 default sub-pipelines)
  • Custom fields - 50/team pipeline (Maximum limit for pipelines module is 375 custom fields)
  • Stages - 25/sub-pipeline
  • Tags - 50/team pipeline (Maximum limit for pipelines module is 450 tags)
  • Custom list views - 150/team pipeline
  • Pipeline view (Kanban view)
  • Customization
  • Unique fields - 2/module
  • Custom fields - 50/module
  • Lookup fields - 5/module
  • User fields - 3/module
  • Formula fields - 10/module
  • Custom list views - 150/module
  • Max records in list view - 100
  • Customize related lists tabs
  • Tags
    • Tags/record - 10
    • Tags/module - 50
  • Calendar view
  • Sheet view
  • Target meter
  • Custom domains in Form sharing links
  • Automation
  • Automations (workflows + stage automation) - 100 rules/org
  • Date/time based triggers
  • Instant actions
  • Scheduled actions (workflows)
  • Task actions - 5 tasks/action
  • Email actions - 5 alerts/action
  • Field updates - 5/action
  • Connected recordsAutomatically move records from one Team Pipeline to another Team Pipeline with Connected Records action in Workflows.    -  1/action
  • Send email notification for email fields in the module
  • Send email notification for record owners/creators/owner's manager
  • Forms - 10
  • Approve records
  • Notify record owner
  • Create record
  • Advanced features
  • Stage transition rulesCreate rules that mandate users to fill specific fields when they try to move a record to a specific stage.
  • Multi currency - 20 + (1 base currency)
  • Create new organization
  • Integrations and toppings
  • Zoho apps
    • Desk
    • Books/Invoice
    • Meeting
    • Campaigns
    • Forms
    • Flow
    • Analytics
    • CRM
    • Sites
    • Projects
    • Landing Page
    • Directory
    • FSM Integration
    • Thrive
  • Others
    • Bigin add-on for Gmail
    • Microsoft 365
    • Google contacts & calendar
    • Zapier
    • Zoom Meeting
    • Mailchimp
    • Constant contact
    • Payment links
    • Email-inThe first email alias is available for free, and you can automatically convert emails received by email aliases into new records in your pipeline.    -  5 aliases
    • File cabinetExchange files with your contacts easily and securely with a unique Workdrive link.    -  Free till 5 GB
    • Microsoft Teams
    • WhatsApp integration
    • Merge templates using Zoho Writer
    • Tiktok lead adSync TikTok Lead Ads with Bigin using LeadChain to enable two-way data flow for improved targeting.
    • Facebook lead adsIntegrate Facebook Lead Ads with Bigin via LeadChain to enable two-way data flow for improved targeting.
    • LinkedIn lead adsConnect LinkedIn Lead Ads to Bigin using LeadChain to enable two-way data flow for improved targeting.
  • Communication channels
  • In-built telephony
  • PhoneBridge marketplace
  • X (Twitter)
  • Email
  • WhatsApp
  • SignalsGet real-time notifications whenever contacts open your email, mention on Twitter and so on.
  • Email
  • IMAP
  • Email templates - 100 (including default template)
  • Attachments in templates - 3 MB/template
  • Zoho Mail add-on
  • Mass emails
    • 1000/day/org
    • 20/day/org in trial
  • Attachments in mass emails - 3 MB/email
  • Individual email
    • 300/employee/day
    • 50/employee/day (200/day/org) in trial
  • Attachments in individual email - 10 MB/email
  • Automation emails (max limit per day) - 500 emails/employee license (or) 10,000 emails/day (whichever is lower)
  • Email insights
  • Analytics
  • Standard dashboards
  • Custom dashboards - 50
  • Developer tools
  • APIs (Max allowed credits)API limits vary based upon employee license purchased.    -  One to 50,000 credits + (No. of employee licenses × 250)
    More details on limits

Sites

  • Number of sites
    • Up to 50 employees - 1 site/10 employee licenses
    • Over 50 employees - 5 sites
  • Number of contributors - Number of assigned users + 1 (default)
    • Number of assigned users - Users assigned with the Zoho Sites app in Zoho One
    • 1 default contributor - The user who creates the site space will be added as a contributor by default with the role of the owner
  • Pages - 50
  • Storage - 100 GB
  • Unmetered bandwidth
  • Forms - 50
  • Max file size - 100 MB
  • Photo gallery - 200
  • Page versions
  • Menus - 5
  • Connect your domain
  • Ad-free
  • SSL hosting
  • Code snippet
  • Element animation
  • Premium elements
  • Favicon
  • Unlimited blog posts
  • Mobile optimized
  • Header & footer code
  • Automatic sitemap
  • Message bar
  • Verification file
  • Custom social file
  • Social share button
  • 301 redirect
  • Audio player
  • Comment box
  • Scheduled blog post
  • Social network auto-publish
  • Newsletter subscription
  • Member portal - 2 members
  • Access control
  • Password protection
  • Dynamic content
    • Display content dynamically from Zoho or third-party services.
    • Email - 10/day
    • Invoke URL - 200/day
    • Function execution - 1,000/month
  • Draft pages
  • Individual page publish
  • Schema generator
  • Saved sections
  • Menu icon
  • Menu highlight
  • Custom 404 page
  • File field in forms
  • Custom fonts
  • Zoho integrations
    • SalesIQ
    • Zoho CRM forms
    • Zoho Campaigns
    • Zoho Forms
    • PageSense
    • Marketing Automation
  • Other integrations
    • Mailchimp
    • Google Analytics

Campaigns

  • Design
  • Basic template layouts
  • Pre-designed, responsive newsletter templates - Advanced
  • Drag-and-drop template editor
  • Template library
  • Email marketing
  • Emails - Unlimited
  • Email attachments
  • Chain campaign
  • Child campaign
  • A/B testingCreate two versions of your email campaign (content, subject line, or sender address), test it among two recipient groups, and have the winning version delivered to the rest.
  • RSS campaignsAutomatically share your website or blog updates to your audience via email campaigns.
  • Marketing calender
  • Customizable header and footer
  • Remove Zoho Campaigns logo in footer
  • Reports and analytics
  • Contact Management
  • Contacts - 5,000/employee license
  • Basic segmentation of contacts
  • Advanced segmentation of contacts
  • Bulk segmentsSegment all your contacts based on fields like country, state, and more with just a button's click.
  • Customizable signup forms
  • Customizable pop-up forms
  • Topics
  • Contact scoring and tags
  • Personalization
  • Merge tags
  • Dynamic contentCreate and deliver different versions of an email to different recipients by specifying criteria.
  • Email polls
  • Email delivery and deliverability
  • Schedule email campaigns
  • Recipient time zone sends
  • Recipient optimal open time sends
  • Send in batches
  • Email authentication using SPF/Sender ID, domain key/DKIM
  • Compliance checkThe last step before send, wherein we check if your email is in line with the prescribed standards of the ISPs (Inbox Service Providers).
  • Dedicated IP address - Available on a yearly basis
  • Email marketing automation
  • Basic automated workflowsVisualize, build and automate a series of criteria-defined emails from within an intuitive drag-and-drop interface.
  • Advanced automated workflowsVisualize, build and automate a series of criteria-defined emails from within an intuitive drag-and-drop interface.
  • Built-in workflow templates
  • Account and user management
  • Assign roles and privileges
  • Custom user roles
  • Campaign managerial approval
  • Email-sending policyDefine the number of emails that can be sent out from your organization at different recurring intervals.
  • WorkspacesManage the teams and departments of your organization by creating different workspaces within Zoho Campaigns.
  • E-commerce email marketingA complete email marketing solution for online stores that are built using Shopify, WooCommerce, or Zoho Commerce.
  • Pre-designed newsletter templates
  • Pre-designed cart-abandonment reminder templates
  • Contact, product, and coupon sync
  • Profile- and shopping-history segments
  • AI-based product recommendations
  • Store's revenue vs. Email-based revenue
  • Automated purchase follow-ups
  • Automated cart-abandonment follow-ups
  • Cross-channel marketing
  • SMS marketing
  • Webhook
  • Mailing-list-based notifications
  • Sent-campaign notifications
  • Developer API
  • Campaign management
  • List management
  • Call back URLs
  • Integrations
  • Zoho integrations
    • CRM
    • Creator
    • Survey
    • Contacts
    • Invoice
    • Books
    • Recruit
    • Meeting
    • Commerce
    • Flow
    • Desk
    • Backstage
    • Bigin
    • Zforms
    • Analytics
    • Zplatform
    • Zsolution
  • Other integrations
    • SugarCRM
    • Salesforce
    • Tracking URLs with Google Analytics
    • Eventbrite
    • SurveyMonkey
    • Shopify
    • YouTube for video email campaigns
    • Vimeo for video email campaigns
    • Flickr Add images to the template gallery
    • Google photos Add images to the template gallery
    • Gravatar
    • PayPal
    • Litmus
    • Giphy
    • Zapier
    • GoToWebinar
    • Evernote
    • Dropbox
    • OneDrive
    • Box
    • Wistia
    • HubSpot
    • MS Dynamics 365
    • Zendesk
    • WooCommerce

* Dedicated IP address for yearly subscription is available as an add-on. Know more

Desk

  • Ticket management
  • E-mail ticketsConvert emails into tickets automatically when you add email as a channel.
  • Comment in ticketAdd private comments to internal teams.
  • Private conversations in ticketConverse with external agents and consultants, and quickly resolve problems on the same ticket without notifying the customer until you wish to.
  • Spam ticketsMark tickets as spam.
  • Ticket historySee the activity on a ticket in chronological order.
  • Ticket resolution noteMake internal notes about successful solutions to issues.
  • Ticket tagsAdd labels to tickets to organize them intuitively.     - 50/ticket
  • Add resolution as KBDirectly add the ticket resolution as an article in your Knowledge Base.
  • Suggested articlesPulls relevant answers from your FAQs and Knowledge Base and displays them alongside the ticket.
  • Merge ticketsMerge similar tickets into a single one to avoid redundancy.
  • Split ticketsSplit up a ticket with more than one topic, for better accountability.
  • Clone ticketCreate duplicate tickets whenever required.
  • Ticket timelineSee a timeline of all the past tickets from a particular customer.
  • Read/Unread ticketsChange the status of the ticket from read to unread and vice versa.
  • Pinned conversationPrevent important messages from getting buried beneath other conversations by pinning them to the top of the ticket conversation tab.
  • FollowersFollow specific tickets and customers.
  • Time entryKeep track of time spent on every ticket and manage billable hours.
  • ApprovalsAsk for internal approvals in the context of a specific ticket.
  • Team ownershipAssign tickets to teams, rather than individual agents.
  • Ticket sharingShare tickets with other agents to collaborate and solve issues.
  • Send as emailSend outbound emails to your customers.
  • Mass replyRespond to multiple tickets at once, ensuring quicker resolutions and consistency.
  • Scheduled replySchedule replies for a specific date and time.
  • Parent-child ticketingCreate multiple sub-tickets (child ticket) for a primary ticket (parent ticket), *Early Access
  • Agent productivity
  • Quick ticket view (Peek view)View ticket content from the list view, without having to open it.
  • Response editor with rich text supportFormat your responses for better clarity and understanding.
  • Advanced searchSearch across all modules from a single place.
  • Response draftSave in-progress responses as drafts automatically.
  • Table viewView tickets in a simple table, with all the columns you need to see.
  • Keyboard shortcutsUse keyboard shortcuts to perform routine ticket tasks.
  • Agent queueQuick way to access open tickets under each agent.
  • Teams queueQuick way to access open tickets under each team.
  • Search facetQuickly find the item you're looking for by eliminating what you don't need.
  • Snippets for faster responseCreate and use pre-written phrases to avoid typing out common answers every time.
  • Email templates in replyCreate and deploy pre-typed email templates for faster replies.
  • Work modesView tickets based on time, priority, status, or CRM information via Work Modes.
  • Review ticket repliesSend ticket responses for review to senior employees.
  • Gamescope for agentsUse incentives and rewards to encourage agents to perform better.
  • Agent idle timeoutSet a limit on how long your agents can sit idle before their availability status changes from online to offline.
  • Real time collaboration
  • Real time updates in ticket list & detail viewGet real-time updates for any changes made to a ticket.
  • Real time ticket count in starred viewsGet real-time updates of the ticket count in starred views.
  • Team feedsView and interact with a feed of recent updates from customer tickets.
  • Agent collision detectionGet notified instantly when another agent works on the same ticket.
  • Agent collision chatQuickly chat with the other agent when you find yourselves both working on the same ticket.
  • Agent collision reply avoidanceGet notified instantly when another agent begins to formulate a reply.
  • Customer support channels
  • Email channelThis refers to your support email address.    -  - 100
  • Help centerSet up a self-service portal for your customers.
  • Feedback widgetAdd the Advanced Web Form as a portable widget to your website.    -  1/department
  • Advanced web formsAllow potentials and customers to log tickets via forms on any web page.    -  50/department
  • X (Twitter)Receive and respond to tickets via X (Twitter) directly from Zoho Desk.    -  2 brands (add-on brand available on request)
  • FacebookReceive and respond to tickets via Meta (Facebook) directly from Zoho Desk.    -  2 brands (add-on brand available on request)
  • InstagramReceive and respond to tickets via Instagram comments and posts directly from Zoho Desk.    -  2 brands (add-on brand available on request)
  • Community forumsBuild a community of customers and users by opening a forum where they can talk to each other.
  • TelephonyIntegrate with a host of telephony providers to offer support over the phone.
  • Live chatChat with customers on your website and convert conversations to tickets.
  • Instant messaging
  • WhatsApp  Communicate with customers on WhatsApp from Zoho Desk's Instant Messaging module.    -  Usage based charges applied by WhatsApp
  • TelegramCommunicate with customers on Telegram from Zoho Desk's Instant Messaging module.
  • WechatCommunicate with customers on WeChat from Zoho Desk's Instant Messaging module.
  • LINECommunicate with customers on Line from Zoho Desk's Instant Messaging module.
  • Facebook MessengerCommunicate with customers on Facebook pages from Zoho Desk's Instant Messaging module.
  • InstagramCommunicate with customers on Instagram DM from Zoho Desk's Instant messaging module. 
  • DashboardMonitor all your instant messaging conversations data in one place.
  • WhatsApp SandboxTest the functionality of WhatsApp Business Messaging APIs even before getting your WABA approved.
  • Canned messagesSave pre-drafted responses to common questions, and other interactions.
  • Auto-responsesSet auto-responses to keep customers engaged when you are out of office, or in any other instance.
  • WhatsApp template messagesSend WhatsApp pre-approved highly structured messages through our integrated WhatsApp channel.
  • Ticket conversionConvert WhatsApp conversations into tickets.
  • Embeddable optionsEmbed instant messaging chat button, link, or QR code on your website.
  • Profanity managementDetect inappropriate language and block abusive users.
  • Chat transferAssign conversations to the right person.
  • NotificationsReceive real time notifications of chat activities.
  • Customer happiness ratingsCollect customer feedback on the quality of support and experience offered to customers on your messaging apps through ratings. *available for WhatsApp, Line, Telegram, Facebook Messenger, Instagram. New
  • Custom workflowsAutomate actions when certain conditions are met.
  • Blueprint in IMCreate flowcharts with automated transitions for your IM tickets to ensure error free and well-monitored ticketing flow. New
  • IM webhooks in Zoho DeskAutomate event-driven tasks between your messaging apps and existing business workflows. New
  • Chatbots in IMEnable rule-based chatbots for your messaging channels to ensure 24/7 support *currently available for WhatsApp, Instagram,Telegram, Business Messaging, Line, Messenger. New
  • Help desk automation
  • Notification rulesUse rules to notify agents and customers about progress made on tickets.
  • MacrosCombine actions performed frequently on tickets into macros that can be manually applied.     - 30/department
  • Workflow rulesA set of actions that are executed when certain specified conditions are met.     - 30/department/module
  • Supervise - time-based rulesCreate rules for time-based events such as ticket resolution reminders.     - 30/department
  • Custom actions gallery in workflowsWorkflow actions in addition to alerts, tasks, field updates, skills, and custom functions that are available by default.
  • Custom functions in workflowsAutomate actions in related help desk modules or other third-party apps when a specific event occurs.
  • SchedulesExecute automated actions through custom functions either at a specific time or on a recurring basis.     - 10/department
  • Field watchingTrigger pre-defined rules when a field is updated.
  • Contract and support plansProvide custom support plans to your customers, and link each plan with an SLA automation.
  • Ticket assignment rules
  • Direct assignment to agents and teamsWrite rules to automatically assign tickets to specific agents based on criteria you set.     - 30
  • Round-Robin ticket assignment by load balancingUse Round Robin scheduling to assign tickets to agents based on their current load.     - 15/department
  • Round-Robin sequential assignmentAssigns tickets equally among agents in a specific sequence, either alphabetically or based on a custom sequence configured for a round-robin rule.
  • Agent specific threshold in Round-robin assignmentSet threshold limitations for ticket assigment in round-robin rule to ensure fair workload distribution amongst your support teams. *Early AccessNew
  • Active skillsAdd the distinct talent or expertise possessed by each agent on your team.     - 30/department
  • Skill based ticket assignmentAutomatically route tickets to agents based on their proficiency and availability.
  • Advanced process management - Blueprints
  • Active blueprintsCreate flowcharts with automated steps, notifications, and requirements to follow and keep processes on track.     - 20/department
  • Transitions per blueprintTransitions define what happens between stages in a Blueprint, such as required actions by agents or approval from a manager.     - 100
  • Common transitions per blueprintAllows agents to perform the transitions from all the states in a Blueprint.     - 5
  • Fields and actions per transitionSelectively configure the fields and actions you want to make mandatory during a transition.     - 30
  • State level SLAs & escalationsSet service levels and escalation rules for each stage of the process.
  • Dynamic transition ownerAdministrators or transition owners can change the ownership of the blueprint transition manually when needed.
  • Transitions draft (Partial transitions)Save a transition as a partial draft until its finalized.
  • Blueprint widget supportAdd a Zoho, third-party or custom widget to your Blueprint flow without having to navigate among various tabs.    -  3/transition
  • Strict mode controlsRestrict the agents from performing actions other than the ones mentioned in the transition bar as a preventive measure.
  • Custom functions in blueprintsWrite scripts for specific actions to be performed after each stage of a process.
  • Service level agreements (SLAs)
  • Number of SLAsService level agreements (SLAs) help you manage response and resolution time by automating actions based on ticket deadlines.     - 20/department
  • Stop the SLA clock (on hold state)Pause response time counter when progress cannot be made on a ticket.
  • Multi-level escalationsWrite rules to establish an automatic escalation matrix for your tickets.
  • Customer based SLADefine service level agreements for specific customers.
  • Management in SLAManage support contracts associated with service levels.
  • Help desk working hours
  • Business hoursDefine the hours within which your teams will work on customer tickets. This can be used for time-related automations and SLAs.     - 100
  • Holiday listCreate holiday lists based on the regions and timezones in which your agents work.     - 100
  • Help desk customization
  • Custom email templatesCreate your own email templates for notifications and agent responses.
  • Customize tabsRename, hide, and reorder the tabs at the top of the Zoho Desk interface.
  • Customize form fieldsUse field layouts to customize fields and field values pertinent to each department.
  • Custom viewsUse filters to list just the tickets you need to focus on.
  • Starred viewsView important tickets at the top of the left panel by staring them.
  • Custom fieldsStore additional information relevant to a ticket using custom fields.     - 230/module
  • Custom ticket status & status groupingCreate customized statuses for your tickets.
  • Field dependenciesManage dependencies between two fields.
  • TeamsOrganize departments into smaller sub-groups called Teams.
  • Ticket templatesCreate ticket templates for different types of customer requests.     - 600/department
  • Department specific layoutCreate field layouts specific to each department.
  • Multi lingualTranslate field names and picklist values into any of the languages supported by Zoho Desk.
  • Custom lookup fieldsEstablish a one-to-many relationship between data across different modules.    -  5/module and layout
  • Ticket ID customizationCustomize your ticket Ids for easy tracking and streamlining your support. New
  • Layout rulesDefine the behavior of a layout (form) based on the value entered in a particular field.     - 50/department
  • Validation rulesPrevent the creation of records with incomplete or inaccurate information.
  • Multi layoutShow a separate set of fields for each process or service and ensure that your customers and agents see only the relevant fields.     - 20 layouts/department
  • Custom modulesBuild your own modules that reflect your business processes apart from already available standard Zoho Desk modules.
  • Regular expression RegEx validates data with pre-defined criteria and prevents incorrect data from entering your system, upholding data integrity.
    • Layout rules - 50/department
    • Validation rules - 10/department
  • Picklist color codingOrganize and customize your default picklist fields with color coding for easy management. Can also reflect brand's aesthetics.
  • Personalization
  • Helpdesk appearance - night modeSwitch between light mode, night mode, or auto-mode based on your surroundings.
  • Display screen settingsChoose the most suitable display layout that is optimal for your screen resolution.
  • Display font controlSelect your preferred font style and size.
  • Reply editor font controlsSelect the default font type and size for your email description and reply editors.
  • Reply button behaviourSelect the reply actions you want the button to display by default.
  • Landing page settingsSelect the default home page that appears when you log in.
  • Reply - article auto suggestionGet article suggestions while replying to tickets.
  • Default send behaviourSet default send behavior for ticket as Send & Close or Send.
  • Multi-language supportView Zoho Desk in any of the supported languages.
  • Date & time format controlSelect a date & time format based on your preference or locale.
  • Artificial intelligence - Zia
  • Reply assistantZia shares relevant solutions from your knowledge base directly with your customers. Supported Language: English
  • Sentiment analysisZia analyzes incoming tickets to gauge the customer's mood, so your agents know how to respond. Supported Language: English
  • Tickt auto taggingZia identifies key aspects of a ticket and tags them appropriately. Supported Language: English
  • Anomaly servicesAgents and Admins receive real-time notifications for anomalies in ticket trends.
  • Zia answer botAn AI-powered reply assistant that provides relevant responses to agents and customers based on its intelligence from the existing KB articles. Supported Language: English
  • Zia field predictionsZia can analyze ticket patterns and automatically update field values such as priority, type of issue, location and much more.
  • Zia powered by ChatGPTZia now integrated with OpenAl's generative Al can analyze customer support requests for mood analysis, ticket summary, and reply assistance. Supported Language: English
  • Re-branding
  • Custom domain mappingConnect Zoho Desk with your website domain.
  • Multi-department
  • Multiple department support trackingOrganize your service operation into departments for efficiency and clarity.     - 50
  • All-department view of ticketsSee tickets from across all your departments on a common screen.
  • Department based signaturesCreate email signatures specific to each department.
  • Department-specific product handlingAssociate a different set of products with each department.
  • Guided conversations
  • GC flowsBuild predefined conversations using the low code Flow Builder by adding blocks and variables. Includes publish, draft, and delete options.    -  25/department
  • Global variablesPlace holder values that can be used across GC flows under any department. E.g. support email address.    -  100/portal
  • Session variablesInformation stored in the memory of a web browser and is available until the user closes the browser. E.g. User ID.    -  100/portal
  • Local variablesPredefined place holder values within a particular GC flow. E.g. Vehicle engine number.    -  100/flow
  • GC blocksUse blocks to present a message or induce an action based on the user's input. It includes response and action blocks.    -  500/flow
  • GC widgets Make a flow available on different websites or web pages by associating it with multiple GC Widgets.
    • Agent widget - 1/department
    • Customer widget - 5/department
  • Flow metricsAnalyze live usage patterns of a GC flow, including the number of users, chat participation, and route taken, for better flow adoption.
  • Data migration
  • Migration from other help deskMake the switch from Zendesk or Freshdesk with extensive support from our team.
  • Help center
  • Private knowledge base for agentsCreate a private repository of solutions for your agents to access.
  • Article versioningKeep track of multiple versions of your KB articles.
  • Public knowledge baseCreate a public repository of help articles, guides, and FAQs. 700 sections under a category can be added, including the root category. Within a root category, 699 sections can be created, with a maximum of four hierarchical levels.
  • CommunityBuild and grow a community of customers, prospects, and visitors.
  • ASAPEmbed customer service capabilities into your websites and mobile apps with the ASAP widget.
  • Text-to-speech in ASAP mobile SDKConvert your knowledge base articles and community to speech on mobile phone.
  • Multilingual knowledge basePublish Knowledge Base articles in over 40 languages.
  • Community gamificationAward points to your end users based on their activities in the community.
  • 301 redirectionSet up 301 redirection for articles when you edit their permalinks.
  • Google analytics integrationApply Google Analytics to your help center to understand customer behavior better.
  • Themes gallerySelect an aesthetic theme for your customer self-service portal based on your brand identity.
  • CSS customizationCustomize any given theme further using CSS.
  • Custom widgetsChange the appearance of your widgets based on the purpose you wish to use them for.
  • Auto-translation of KB articlesTranslate help articles instantly using auto-translate tools like Google translate and Unbabel.
  • Answer bot in ASAPAI-powered answer bot within ASAP, for customers to interact with.
  • Live chat in ASAPAllow customers to chat with agents through ASAP.
  • Multi-brand help centerCreate self-service portals for multiple brands within the same Zoho Desk account.
  • HTML customizationCustomize the look and feel of your help center from scratch to represent your brand identity.
  • Customer management
  • Contact & account information managementRecord customer details as contacts, and group them into common accounts.
  • Private notes for contacts & accountsMake internal notes about customers for the team's future reference.
  • Dedicated owners for contacts & accountsAssign dedicated agents within your team to specific customers.
  • Contact & account custom fieldsCreate custom fields to store additional information about your customers.     - 230
  • Merge contactsMerge contacts to avoid redundancy or duplication.
  • Merge accountsMerge accounts to avoid redundancy or duplication.
  • Custom views for customersCreate filters to view a list of customers you need to focus on.
  • Contact & account insightsView contact and account activity and engagement in a neat dashboard.
  • Deduplicate contacts & accountsEliminate duplicate customer information to reduce complications.
  • Follow contacts & accountsClosely monitor contact or account-specific activity.
  • Contact to product associationAssociate each customer with the products they've purchased or are using.
  • Secondary contact (Cc's)Establish a secondary customer contact for every customer organization.
  • Contacts to multiple accountsRelate a contact to multiple accounts to track the relationships between people and the companies they work with.
  • Activity
  • TasksCreate follow-up tasks for your team based on ticket conversations.
  • EventsLog and schedule events and invite other agents to be a part of them.
  • CallsMake, receive, and log calls from your help desk.
  • Time tracking
  • Manual ticket time trackingAgents have control over the ticket timer.
  • Auto ticket time trackingAutomatically track the time spent on a ticket without any manual intervention.
  • Activity time trackingTrack the time spent on activities such as tasks and calls.
  • Billing preferencesDefine hourly billing information for your agents.
  • Products
  • Product based ticket trackingTrack tickets by associating them with specific products.
  • Associate products to contactsAssociate each customer with the products they've purchased or are using.
  • Associate products to accountsAssociate each customer organization with the products they've purchased or are using.
  • Dedicated owner for productsAssign a dedicated agent for each product.
  • Custom fields for productsCreate custom fields to store additional information about your products.     - 230 fields
  • Custom views for productsUse filters to see a list of products you need to focus on.
  • Analytics
  • Agent dashboardTrack all agent performance parameters along with agent information and current availability.
  • Predefined reportsGet more than 100 built-in reports that offer relevant insights across different modules.
  • Ticket overview dashboardView and track your vital ticket metrics in a single dashboard.
  • Ticket status dashboardView tickets according to their statuses, default and custom.
  • Customer happiness dashboardTrack customer satisfaction levels over a given period of time in a single dashboard.
  • Tickets stagesLearn about ticket's lifecycle stage as it progresses.
  • Custom reportsCreate your own custom reports to keep track of metrics that matter to you.
  • Export reports to CSV, XLS or PDFExport reports from Zoho Desk to your computer in CSV, XLS, or PDF formats.
  • Custom dashboardsCreate your own custom dashboard visualizations for reports you use the most.
  • Headquarter dashboardTrack ticket traffic and volume over a given period of time in a single dashboard.
  • Response, resolution & FCR dashboardsView and track ticket response and resolution times across your team.
  • Knowledge base dashboardView metrics and reports related to Knowledge Base articles.
  • Community dashboardAnalyze customer interaction and behavior on your community.
  • Calls reports and dashboardsView reports about all incoming and outgoing calls received and made, across geographies.
  • SLA dashboardsAnalyze how well your agents maintained their SLAs.
  • Telephony agent availabilityTrack how often your agents were and weren't available to your customers over the phone.
  • All department analytics (Global reports and dashboards)Get reports spanning all your departments.
  • Schedule reportsSchedule reports to be sent to you automatically.     - 100
  • Blueprint dashboardTrack how well your blueprints have been executed, across blueprint States and Transitions.
  • ZIA dashboardView all AI-powered intelligence in a single dashboard.
  • Telephony
  • In-product call notificationsGet notified every time you receive a call within your help desk portal.
  • Call-to-ticket conversionAfter taking a customer call, convert it into a ticket easily, with custom notes.
  • Answer over-the-webTake calls from your help desk portal without the need of a physical handset.
  • Answer over-the-phoneIf you prefer to answer calls via a physical handset, you can choose to do that.
  • Call loggingA log of all incoming and outgoing calls is automatically created within Zoho Desk.
  • Call transferTransfer your call to another agent when required.
  • Call recordingRecord all your incoming or outgoing calls for future reference and training purposes.
  • Call holdPut a call on hold when required.
  • Call muteMute calls when required.
  • Business hours configurationConfigure business hours for all incoming calls via Twilio.
  • Non-business hour managementDefine a protocol for when calls come in outside of your business hours.
  • Call queue handlingWhen traffic is high, manage multiple calls in your queue seamlessly.
  • Outbound callsMake outbound calls to customers right from within Zoho Desk.
  • Missed call managementGet notified every time you have a missed call so you can follow up.
  • Custom greeting configurationGreet your customers when they get on a call to create a better customer experience.
  • Call routing (Sequential & simultaneous)Route your call to another agent based on expertise or availability.
  • Call waiting messageCreate a call waiting message to let customers know you'll be with them shortly.
  • Caller historyKeep track of your entire caller history, to ensure no customer falls through the cracks.
  • Voice mailWhen an agent is not available, allow customers to leave a message.
  • Real-time agent availabilityHelp your agents be available for customers in real time.
  • Call reports and dashboardsView in-depth analytics and metrics about calls received.
  • Fallback numberRoute calls to backup phone number in case the regular destination number is unavailable.
  • Spam call handlingDrop the call or get an alert if the call is from a contact marked as spam.
  • Call summaryAdd a note to summarize the conversation.
  • Multi-level IVRSimplify customer navigation so they can reach the right agents using IVR.
  • Agents & permissions
  • ProfilesManage permissions to modules, fields, and utilities by categorizing agents under different profiles.     - 50
  • RolesCreate roles to replicate your organization chart and assign a profile to each role accordingly.     - 250
  • Field-level access controlGrant or deny access to agents for specific fields in layouts.
  • Data sharingAssign different levels of access to support data to different roles.
  • Add-ons & integrations
  • G SuiteCollaborate and share information from your GSuite account to Zoho Desk easily.
  • Zoho TranslateAI-powered extension that translates tickets to a language of your preference.
  • Google chatManage tickets within Google Chat without constant navigation to the Desk interface.
  • Zoho CRMBridge the gap between Sales and Support with context, using the Zoho CRM integration.
  • Zoho FSMSync your field support teams with your customer support agents for better communication experience. New
  • BiginIntegrate with Bigin and make it easier for your sales and support teams to connect with prospects.
  • Zoho AnalyticsIntegrate with Zoho Analytics and enjoy advanced reports based on your support data.
  • Zoho ProjectsSubmit bugs in Zoho Projects for new Zoho Desk tickets.
  • Zoho BugTrackerFind, report, and solve bug-related issues using Zoho Bug Tracker.
  • Zoho Lens Add-onIntegrate Zoho Lens with Zoho Desk to ensure hassle-free remote assistance experience right from the tickets.
  • SMS Add-onSend acknowledgment messages to your customers and notify agents on new ticket assignment via SMS.
  • Zoho CliqCollaborate over chat with your team members without switching windows.
  • Zoho SalesIQEnable live chat for your website to capture and nurture leads effectively.
  • Atlassian JiraBreak silos and collaborate with your engineering team effectively using Jira.
  • SlackView ticket details, receive support notifications, and collaborate without leaving Slack.
  • Zoho Books/InvoiceAccess your customer's billing information, and receive and create invoices from within Zoho Desk.
  • Zoho InventoryGet instant and detailed access to the current account status of the customer right inside your tickets with the Zoho Inventory integration.
  • Zoho SubscriptionView customer subscription information alongside their tickets and build a better conversation.
  • Zoho FlowUse Zoho Flow to effortlessly integrate Zoho Desk with 800+ apps without writing code and automate complex business workflows.
  • Zoho CampaignsGet campaign-related context within support tickets like campaigns sent to a contact, the mailing lists they are associated with, and more.
  • SalesforceIntegrate Desk with Salesforce to bring your support and sales information together.
  • ZapierUse the Zapier integration to connect Desk with other vital apps.
  • Office 365Add Office 365 users as agents, so they can access Zoho Desk via single sign-on.
  • MS TeamsBring the Zoho Desk experience into MS Teams via bots and message extensions.
  • Zoho PageSenseEngage your customers better with analytics for web forms, powered by Zoho PageSense.
  • Google Play ReviewsManage customer reviews on the Google Play app through Zoho Desk.
  • YouTubeEngage with your audience on YouTube by responding to their comments easily.
  • Telephony and PBXIntegrate with Twilio, Amazon Connect, Zoho PhoneBridge, and 85 others.
  • Zoho Marketplace for Zoho Desk
  • Public extensionsBuild, host, and sell custom extensions on the Zoho Desk marketplace.
  • Extension starter packOptimise current operations with app recommendations from Zoho Desk marketplace, third-party integration or custom built extension.
  • Private extensionsBuild custom extensions for your business, and host them privately.
  • Custom actions via extensionsCreate custom actions when an extension is installed. These actions are displayed in workflow actions.
  • Mobile apps
  • Radar app for Zoho DeskVital stats curated in real-time for managers and agents.
  • Zoho Desk appCollaborate from anywhere effortlessly, with Zoho Desk on mobile.
  • Security
  • IP range restriction (active directory)Whitelist the IP addresses you use to access Zoho's services and deny access attempts from networks not added to the whitelist.
  • CSP policy headerPrevent client-side script execution of malicious content on the web page.
  • SSL certificateKeep user data secure, verify ownership of the website and prevent attackers from creating a fake version of the site.
  • Attachment controlsPrevent malware by controlling which file type can be used as an attachment.
  • Single sign-on using SAML in helpcenterConfigure SAML-based single sign-on for end users so they can access your Help Center without being prompted to enter separate login credentials.
  • User authentication (JWT) in ASAPVerify the authenticity of a user of the main app and provide them with permission to use ASAP with the same credentials.
  • DKIM/DMARCProvide credibility to your domain and tell the receiving server that you are trustworthy to avoid ending up in spam.
  • ePHI field labelingMark a field related to medical records as ePHI (Electronically Protected Health Information) transmitted by HIPAA covered entities.
  • Field encryptionEnsure that sensitive data within your fields are encrypted and saved.
  • System field encryptionSecure sensitive customer information for data privacy and safety.
  • Federated loginAccess helpcenter through a single authentication ticket/token from different identity providers (IPs) without having to create separate accounts.
  • Privacy
  • Anonymization of agent and customerAnonymize data subjects who reside in the European Union as outlined in the General Data Protection Regulation (GDPR).
  • Data center locationChoose the nearest data center country location while signing up.
  • DSR - Data Subject RequestsProcess your client's inquiries and serve them their required personal information that has been collected, stored, and used.
  • Read recipientsSee whether email recipients have read your reply and take necessary actions for follow-ups.
  • Accessibility
  • Highlight critical informationDisplay critical information like ticket ID, ticket owner, contact details, etc. in striking color.
  • Underline linksIncrease the visibility of links with an underline.
  • Emphasis focus areaIndicate the extent and clickablity of focus area by adding a border.
  • Animation controlsOptimize the animations and transitions across your helpdesk.
  • Reading maskEliminate distractions by focusing the text you're reading and masking the rest.
  • Zoom level adjusterAdjust the zoom level until the page is easy to view.
  • Screen readerRender the content (text, buttons, images, and links) on your screen into speech or braille.
  • Keyboard focus navigationNavigate between screens, switch tabs, and perform tasks using only keyboard keys.
  • Custom scrollbarReplace native scrollbar with a compact scrollbar for seamless navigation while indicating the scroll position.
  • Focus ringHighlights the present interactive element on your screen.
  • Custom cursorSelect a mouse pointer of your desired color and size based on your preferences or actions instead of a default arrow-based cursor.
  • Page navigationNavigate to the section you choose to read using a keyboard instead of sequentially scrolling through the entire document.
  • Developer tools
  • APIIntegrate with other Zoho apps and third-party tools by adhering to RESTful principles.     - 1,000,000 calls/day/org
  • API dashboardMonitor and optimize API usage metrics based on functionalities specific to editions.
  • API usage matrixAccess detailed reports on how API is consumed by your Desk. New
  • API usage alertsGet notified when you are close to exceeding your pre-defined API usage threshold. New
  • Mobile SDKBuild custom Zoho Desk-based mobile apps for the customer service team, and support apps for your customers.
  • WebhookSend automated messages or information to third-party apps every time an event occurs in Zoho Desk.     - 10 active
  • Deluge (Custom function)
  • Data administration
  • Export dataExport your data in CSV format from individual Zoho Desk modules.
  • Import historyKeep track of all the times you've imported data into your help desk.     - Past 60 days
  • Import dataImport accounts, contacts, tickets, and other important data into your Zoho Desk portal.     - 30,000/batch
  • Data backupSchedule data backups or instantly download data for protection against any data loss.     - 1 full backup/month
  • SandboxTry and test new processes in a simulated setup without hindering ongoing customer interactions.
  • Audit logKeep a track record of automation and custom modules' activities to prevent any breaches or mishaps.New

Mail

  • 50GB storage/employee license
  • Huge attachments - up to 1GB
  • Email hosting for multiple domains
  • Domain aliases
  • Email routing
  • Email and folder sharing
  • Streams - collaboration tool
  • Offline access
  • Email recall
  • eWidget and developer space
  • Tasks, notes, and bookmarks
  • IMAP/POP access in email clients
  • Exchange Activesync
  • Mobile apps for iOS and Android
  • Archival and eDiscovery
  • Email backup and restoration
  • White labeling
  • S-MIME
  • Calendar
  • Shared calendars
  • Group calendars
  • Appointment scheduling
  • Calendar sync
  • Calendar on mobile
  • Resource booking

Cliq

  • Messages
  • Unlimited 1-1 chats and group chats
  • Unlimited searchable messages
  • 1-1 and group chats with external users
  • General
  • 100GB file storage/employee license
  • Advanced unified org directory
  • Reminders
  • Zia events
  • Integrations
  • Zoho integrations
    • Calendar
    • People
  • Other integrations
    • Office 365
    • 100 extensions/organization
  • Chat window
  • @mentions and #tags
  • Star important messages
  • Link preview
  • Pinned messages
  • Print a chat transcript
  • Channels
  • Organization & personal channels
  • Team & multi-team channels
  • 5 external channels/employee license
  • Channel permissions
  • Announcement channels
  • Custom roles
  • Archiving channels
  • 5,000 organization, team, and personal participants per channel
  • 500 external participants per channel
  • Live media
  • 1-1 audio &video calls
  • 1-1 screen sharing
  • PrimeTime - handshake+assembly & ScreenSharing
  • Platform internal tools
  • 1,000 slash commands/org
  • 1,000 message actions/org
  • 250 bots/org
  • 1,000 functions/org
  • 100 schedulers/org
  • 100 databases/org
  • 10,000 database records/db/org
  • Security and privacy
  • Data encryption both in transit and at rest
  • Consents
  • Secret chat
  • User preferences
  • Desktop notifications
  • Personal information
  • Media and links
  • Themes
  • Email & sound notifications
  • Admin panel
  • User roles
  • User fields
  • Allowed IPs
  • Org policies
  • Enterprise mobility management
  • Module configuration
  • One theme for the entire organization
  • Custom domain
  • Custom email

Projects

  • Basics
  • Projects - Unlimited
  • Client users - 5/org
  • Storage space - 120GB
  • Project templates - 30
  • Pages & chat - All projects
  • Resources - Can be purchased as add-ons
  • User hierarchy
  • Charts/Reports
  • Gantt charts - Across projects
  • Workload report - Across projects
  • Advanced task/issue reports - Advanced
  • ZIA - Zoho's AI assistant New
  • Zia Insights
  • Zia Translate
  • Core features
  • Tags
  • Project feeds
  • Task management
  • Document sharing
  • Import from MS Project
  • Calendar & forums
  • Google apps integration
  • Project custom status
  • Milestone custom status
  • Task custom status
  • Subtasks
  • Pre-built templates
  • Task duration (hours/days)
  • Reminders
  • Project timeline Gantt
  • Task dependency - Across projects (all four types)
  • Task layout - Create
  • Sync Google tasks
  • Time tracking
  • Export projects
  • Custom views
  • Recurring tasks
  • Timesheet approval
  • Time log restriction
  • Blueprint for tasks
  • Parallel transitions
  • AI chatbot powered by Zia
  • Project budget
  • Work - planned hours (Planned vs actual report)
  • Business hours
  • Weekends & holidays
  • Strict project
  • Task rollup
  • Earned value management
  • Milestone layout
  • Project layout
  • Flexible work hours
  • Workflow rules
  • Critical path
  • Baseline
  • Multiple Baseline Support
  • Task layout rules
  • Project custom fields - 155/org
  • Milestone custom fields - 215 fields
  • Task custom fields - 255/org
  • Issue custom fields - 120/org
  • Timesheet custom fields - 55/org
  • Custom profiles and roles
  • Custom domain
  • Web tab Web tab gives you access to your browser tabs from within Zoho Projects. You can create a web tab within your projects by embedding a URL from a third-party application.
  • Teams
  • IssueTracker
  • Import issues (CSV, XLS & JIRA)
  • Add issues through email
  • Export issues
  • Notifications
  • Business rules
  • Web to issue form
  • Link issues
  • Custom fields
  • Email settings
  • SLA
  • Webhooks
  • Custom issue email templates
  • Integrations
  • Zoho integrations
    • CRM
    • Meeting
    • Sprints
    • Invoice (For Invoice & Expenses)
    • Books (For Invoice & Expenses)
    • People
    • Analytics
    • Flow
    • Desk
    • Directory Single Sign-On, Two-factor Authentication & IP Restriction
  • Other integrations
    • Zapier
    • Zendesk
    • Microsoft Teams
    • Office 365
    • Slack
    • ServiceNow
    • Dropbox
    • SharePoint
    • GitHub
    • Bitbucket
    • GitLab
    • Gitea

WorkDrive

  • 250GB file upload limit
  • Storage
    • Upto 10 employees - 5TB/org
    • After 10 employees, get additional shared storage of 500GB/new employee
  • Built-in document editors
  • Writer
  • Sheet
  • Show
  • Internal collaboration
  • Team FoldersA secure hub for your team to store, share and work together on files.
  • Granular access controls
  • Sub-folder level sharing
  • Preview 200+ file formats
  • Universal content search
  • File locking
  • Commenting on files
  • Unlimited file versioningAccess and revert to any previous version of your files. You can even compare changes between different versions.
  • Unread and global notificationsUnread Notifications keep you informed of any changes made in a Team Folder you’re part of. Global Notifications let you know every time a file/folder is shared with you, when you’re @mentioned or invited to a Team Folder, and about public Team Folders that are relevant to you.
  • Follow updatesFollow important files and folders to stay up to date on all changes made by collaborators. You can choose a preferred notification setting to receive bell notifications, email notifications, or both.
  • Groups
  • External collaboration
  • External file sharingCreate multiple file links to share files with people outside your team, then label them for easy reference. Set different access permissions for each file link and track them all separately.
  • Client usersAdd external users to your WorkDrive Team with limited roles and permissions. Separate client user add-on purchase is required.
  • Password-protected links with expiry
  • External file access controlRetain control over files shared externally. Decide who gets to view or download them.
  • Custom download links
  • Create embed codes
  • Productivity
  • Collect FilesEasily request internal and external users to upload files via collection links to a particular folder. View user submissions and manage their files effortlessly.
  • WorkDrive SnapWorkDrive Snap is a video-based, asynchronous communication solution that combines the power of video calls with the flexibility of a chat.New
  • Add-ons and Apps
  • Mobile appsThe Zoho WorkDrive app, for Android and iOS, lets you contribute to your team while on the go.
  • Microsoft add-onCreate and edit files with Microsoft Office Suite and store them on WorkDrive.
  • Gmail add-onSave important email attachments to WorkDrive and attach files from WorkDrive-all without ever leaving Gmail.
  • Desktop Apps
  • WorkDrive GenieThe WorkDrive Genie app lets you quickly open and edit your WorkDrive files on the web with your default desktop applications.
  • WorkDrive SyncSync to the cloud from your Windows, Mac, or Ubuntu Linux desktop and vice versa. Maximize your local storage space by choosing which files to sync and de-sync.
  • WorkDrive TrueSyncGive your desktop the power of the cloud. Explore all your WorkDrive files and folders directly from your desktop, without using up space in your hard drive, with TrueSync.
  • Data organization
  • LabelsLabels help you to easily identify and access files and folders across different locations in WorkDrive.
  • Data TemplatesCreate data templates to classify files and folders and organize them by adding custom information or properties as metadata.
  • Templates
  • Data administration and security
  • Admin controls
  • Custom domainCreate a custom domain to access your WorkDrive account. This will help you promote your brand when you share files with your team members and external users.
  • Control external sharing
  • Transfer file ownership
  • Full content visibility and managementFind and manage any file ever created by anyone in your team.
  • File recoveryRestore files deleted from the trash for a period of 90 days after deletion.
  • Device managementView connected devices, manage app permissions, and disconnect or wipe and disconnect devices remotely.
  • 256-bit AES encryption at rest
  • TLS, SSL, and PFS encryption during transit
  • Advanced analytics and reporting
  • File access statsA list of all the users who have accessed a file and when they accessed it.
  • File activity timelineA timeline of all activities performed by users on a particular file.
  • Admin dashboard
  • Generate and export customized activity reportsFilter out all team activities you want to monitor and then generate activity reports about them.
  • Team Folder activity timeline
  • Integrations
  • Zoho integrations
    • Bigin by Zoho CRMCreate File Cabinets for each customer, so you can share files, and manage all their documents in a single place.New
    • Zoho CliqBring together content and communication, and boost team productivity. Share WorkDrive files with users and channels, and set access permissions, from right within Cliq.New
    • Zoho FlowUse Zoho Flow to integrate Zoho WorkDrive with 650+ apps without writing code. Automate any tasks that keep you away from what you do best.
    • Zoho ProjectsZoho WorkDrive now integrates with Zoho Projects to help your team manage their work and documents from a single place.
    • Zoho Connect
  • Other integrations
    • Zapier

Meeting

  • General
  • Host - 1/employee license
  • Meeting participants - 100/host
  • Session duration - 24 hours
  • Storage - 25 recordings/host
  • Webinar attendees - 100/organizer
  • Meeting features
    • Collaboration features
      • Screen/Application sharingAvailable for all participants
      • Annotation
      • Computer audio/VoIP
      • Webcam sharing
      • International dial-in numbers
      • Browser based (no downloads required)
      • Virtual background
      • Custom virtual background
      • Emoji reactions
      • File management
    • Online meeting features
      • Instant or scheduled meeting
      • Keyboard and mouse sharing
      • Personal room
      • Breakout rooms New
      • Instant chat
      • Whiteboard
      • Meeting polls
      • Co-hostUp to 5 co-hosts while scheduling and add more during meeting.
      • Share material
      • Pin video
      • Remote control
      • Join before hostAllow participants to join meetings before host.
    • Scheduling and reminders
      • Schedule meeting
      • Instant meeting
      • RSVP
      • Add to calendar
      • Reminder setting
      • Embed meeting widget
    • Moderation controls
      • Mute/unmute meeting participants
      • Remove meeting participants
      • Lock meeting
      • Multiple email reminders
      • Advanced moderator settings
      • Raise hand
  • Recording and storage
  • Session recording
  • View and share recording
  • Recording transcripts
  • Meeting keynotes
  • Organization management
  • User management
  • Co-branding
  • Organization level settings
  • Multiple portals
  • Custom domain
  • Automated email settings
  • Configure the sender and reply-to email address
  • Departments
  • Webinar features
    • Scheduling and registrations
      • Customize registration form
      • Embed registration widget
      • Moderate registrations
      • Add co-organizers
      • Create polls before session
      • View and export registration report
      • Customize emails
      • Multiple email reminder setting
      • Automated follow up email configuration
      • Post attendee link configuration
      • Source tracking
      • Domain restriction for registration
      • Attendees list configurationAllow attendees to view other attendees list.
    • Attendee engagement and in-session features
      • YouTube live streaming
      • Upload and share materials
      • Create instant polls
      • Polls
      • Q&A
      • Raise hand
      • Broadcast message
      • Allow attendee to talk
      • Make presenter
      • Allow anonymous questions
      • Chat between organizer and co-organizers
    • Post webinar analytics
      • Basic reports
      • Advanced reports
  • Security and compliance
  • TLS 1.2 transport security with AES-256-bit encryption
  • Two-factor authentication
  • Consent for turning on video
  • Action log viewer
  • End-to-end encryption (E2EE) New
  • Apps and extensions
  • Desktops application (Windows, Mac, and Linux)
  • iOS mobile appAvailable for co-organizers and attendees to join webinar
  • Android mobile appAvailable for co-organizers and attendees to join webinar
  • Outlook plugin
  • Firefox extension
  • Google chrome extension
  • Integrations
  • Zoho CRM
  • Zoho Projects
  • Zoho Calendar
  • Zoho Campaigns
  • Zoho Bookings
  • Zoho Sprints
  • Zoho Notebook
  • Zoho Connect
  • Zoho Backstage
  • Zoho Bigin
  • Zoho Mail
  • Gmail add-on
  • Zoho Marketing Automation
  • Zoho Flow
  • Zia
  • Rev AI

Notebook

  • Sync across devices
  • 100GB cloud storage for notes and files per employe
  • Upload files up to 1GB
  • 200MB notecard size
  • Note history up to 100 versions
  • Record up to 60 minutes of audio notecard
  • Turn emails into notecards
  • Collaborate in notecards, notebooks and notecard groups
  • Co-work in notecards and notecard groups
  • Smart search using OCR and object detection
  • Set custom recurring reminders
  • Smart tags
  • Bookmarks
  • Save flight tickets as flight cards
  • Read bookmarks offline
  • Secure notes (lock using Face ID/Touch ID)
  • Scan tables & business cards
  • Unlimited BoardLists in NoteBoards
  • Set premium covers

Books

  • Core features
  • GSTIN (within a single organization) - 3 branches
  • Schedule reports
  • Custom modules
  • Cashflow forecasting report
  • Quotes
  • Invoices - 25,000 per year
  • Sales orders
  • Credit notes
  • Debit notes (Edition-specific: available to specific countries alone)
  • Manage clients
  • Client portal
  • Bills
  • Bill of supply (Edition-specific: available to specific countries only)
  • Purchase orders
  • Vendor credits
  • Stock tracking
  • Online payments
  • Generate payment links
  • Delivery challans
  • E-way bills
  • Expenses
  • Mileage tracking
  • Direct bank integration and reconciliation
  • Direct Bank Feeds via Partner Banks (Edition-specific: available only in specific countries)
  • Import PDF statement
  • Manual journals
  • Chart of accounts
  • Sub-accounts
  • Predefined user roles
  • Multi-lingual transactions
  • Audit trail
  • Reports
  • Bills of entry
  • E-invoicing (Edition-specific: available only in specific countries)
  • Reporting tags
  • Bulk updates
  • Transaction locking
  • 100 custom views
  • Custom fields
  • Unlimited custom reports
  • Custom financial report generator
  • Project invoices
  • Project tasks
  • Project expenses
  • Timesheet and Billing
  • Retainer invoices
  • Multi-currency
  • Automatic exchange rates
  • Digital signatures
  • Time tracking/Projects
  • Project profitability
  • Price lists
  • Landed costs
  • Currency adjustments
  • Journal templates
  • Tasks
  • Recurring journals
  • Customer approval
  • Sales approval
  • Timesheet approval
  • Timesheet - Customer approval
  • Contextual chat - available through Cliq in Zoho One
  • Purchase approval
  • Custom user roles
  • Workflows - 10 rules per module
  • Estimates
  • Expense tracking
  • Basic inventory
  • Advanced inventory
  • Financial reports
  • Accountant
  • Budgeting
  • Custom functions
  • Contacts
  • Custom domain
  • Automate
  • Recurring invoices
  • Recurring expenses
  • Recurring bills
  • Payment reminders
  • Automatic data entry from bills
  • Taxes:
  • Manage Tax Rates
  • Manage Tax Groups
  • Tax Summary Report
  • Tax Rules
  • GST:
  • Track GST
  • GST Returns
  • GST Filing
  • GST Payments
  • Taxes:
  • Track Sales Tax
  • Taxes:
  • VAT Tracking
  • VAT Returns
  • MTD VAT Filing
  • CIS
  • EC Sales List
  • Taxes:
  • GST/HST Return Details
  • GST/HST Returns List
  • QST returns
  • BC PST returns
  • Taxes:
  • Track GST
  • Generate BAS
  • Taxes:
  • Manage Tax Rates
  • Manage Tax Groups
  • Tax Summary Report
  • Taxes:
  • Taxable/Non-taxable Items/Services
  • Tax treatment for contacts
  • VAT tracking
  • VAT Audit
  • VAT Returns
  • Taxes:
  • Taxable/Non-taxable Items/Services
  • Tax treatment for contacts
  • VAT tracking
  • VAT Audit
  • VAT 3 Returns
  • Integrations
  • Zoho integrations
    • CRM
    • Inventory
    • Expense
    • Billing
    • Projects
    • Analytics
  • Other integrations
    • Twilio

People

  • Unlimited administrators
  • Employee database
  • Employee database
  • Multi-entity management
  • Document management
  • Onboarding
  • Candidate onboarding
  • Offerletter management
  • Employee onboarding
  • Time off management
  • Time off policy customization
  • Time off tracking
  • Compensatory off management
  • Holiday tracking
  • Attendance
  • Attendance tracking
  • Biometric integrations
  • Geo & IP tracking
  • Attendance regularization
  • Overtime tracking
  • Shift scheduling
  • Timesheet
  • Projects, jobs, and clients mapping
  • Job scheduling
  • Time tracking
  • Timesheet management
  • Timesheet scheduler
  • Billing and invoicing integration
  • Reports
  • Reports (module based)
  • Zoho Analytics integration - 100 reports
  • Storage
  • 10GB
  • Performance management
  • KRA
  • Goals
  • 360-degree feedback
  • Competencies
  • Skill sets
  • Performance appraisals
  • Self-appraisals
  • Multi-rater review
  • Learning management system
  • Learner dashboard
  • Self learning
  • Blended learning
  • Targeted course creation
  • Video conferencing
  • Course management
  • Course feedback
  • Discussion forums
  • Case management
  • Case categories
  • Case agents
  • SLA tracking
  • Customization
  • 100 forms
  • Custom services and forms
  • Custom domain URL
  • Automation
  • Multi-level approvals
  • Workflow checklists & tasks
  • Workflow mail alerts
  • Webhooks
  • Template configuration
  • Custom functions
  • Blueprint
 
Sales - Bigin >>
No. of Employees 
  • Zoho One
    • Zoho Directory
    • Application/Device Management
  • Sales
    • Sites
  • Marketing
    • Campaigns
  • Productivity
    • Mail
    • Cliq
    • Projects
    • WorkDrive
    • Meeting

Zoho Directory feature limits

FeaturesDescriptionLimits
Document automation1000 default free credits/ organisation/ month + 50 free credits / employee license/ month credits
See all features

Application/Device Management feature limits

FeaturesDescriptionLimits
Device authentication1 device/employee license devices
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Sites feature limits

FeaturesDescriptionLimits
Number of sitesUp to 50 employees - 1 site/10 employee licensesOver 50 employees - 5 sites sites
Member portalUp to 10 employees - 2 portal members per siteOver 10 employees - 100 portal members per site member portals
See all features

Campaigns feature limits

FeaturesDescriptionLimits
ContactsPaid - 5,000/employee license contacts
Post campaigns1 account/social network/employee license accounts
See all features

Mail feature limits

FeaturesDescriptionLimits
Storage50GB storage/employee license GB
See all features

Cliq feature limits

FeaturesDescriptionLimits
Storage100GB file storage/employee license GB
External channels5 external channels/employee license channels
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Projects feature limits

FeaturesDescriptionLimits
Client users5/employee license client users
See all features

Workdrive feature limits

FeaturesDescriptionLimits
StorageUpto 10 employees - 5TB/orgOver 10 employees - 500GB/employee license additional shared storage TB
See all features

Meeting feature limits

FeaturesDescriptionLimits
Host1 host/employee license hosts
Meeting Participants100 meeting participants/session100 meeting participants
Storage25 recordings/host recordings
Webinar attendees100 webinar attendees/session100 webinar attendees
See all features