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Comprehensive CRM platform for customer-facing teams.

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Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

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RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

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Social

All-in-one social media management software.

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Campaigns

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

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
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CommunitySpaces

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

CommunitySpaces
 
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
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

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

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
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.

Checkout
 
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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.

Commerce
 
Suites
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.

Mail
 
Meeting

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

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

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

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

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

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

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.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

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

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

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

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

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

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
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

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

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

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

QEngine
 
Tables

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

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

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

Embedded BI
 
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IoT

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

IoT
 
DataPrep

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

DataPrep

IoT

 
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IoT

Low-code IoT platform and solutions for connected businesses.

IoT

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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
 
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.

EXPLORE MARKETPLACE
Marketplace
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Focus on the solution—we'll handle the problems

While you seek solutions for your client, we'll help solve any issues you face along the way. From maintaining clear communication lines with stakeholders to controlling scope creep, Zoho Projects gives you a comprehensive solution for all your project management needs.

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Common challenges faced by consultants

 
When scope creep lurks

Controlling scope creep in a project is a difficult task. For consultants, it can be almost impossible when the scope of your consulting projects and the scope of your own work don't align. Additionally, the nature of your work changes depending on whether you're hired for consultation or full implementation.

 
What's the value of your time?

More often than not, the work of a consultant is treated like perfunctory advice. When defining your work is difficult, estimating your efforts and invoicing to clients for time spent gets even trickier.

 
The scarcity scare

Working with a different set of resources on varying levels of buy-in for each client is something every consultant has to deal with. Coming up with an effective solution for an organization is impossible if all the members aren't involved in the process. Implementing new ideas works best when the methods use all available resources and the people adapting these ideas are engagined in the process.

 
Complex, yet ineffective

More than analyzing and finding the right solution, a major hurdle in a consultant's job is effective communication with everyone involved. Despite repeated emails, calls, or meetings, it seems someone is always left out of the loop. Streamlining your communication with all parties involved is vital.

Why should consultants use Zoho Projects?

  • Managing scope
  • Communicating effectively
  • Easy invoicing
  • Time tracking
  • Stay in the know
  • Managing resources
Managing scope

Manage the scope of the work you undertake by clearly defining what the end goal is. Split this goal into milestones, task lists, tasks, and sub-tasks so you can always keep track of what needs to be done and when to involve your clients.

Communicating effectively

Project management software for consultants should bring all your clients and stakeholders onto a single platform to streamline your communication with them. Discuss roadblocks, ideas, and solutions in real-time to avoid any confusion.

Easy invoicing

Track your work hours and bill your clients easily. Invoicing can be done based on a fixed cost, based on the hours spent on a particular task or issue, or based on the hours you spent on the whole project.

Time tracking

Record the time you spend on a task with effortless automatic timers in our project management tool. You can also manually log your hours. Set up an approval process for timesheet entries and add your clients to the project if needed.

Stay in the know

Sometimes, your work means you're always on the go and keeping track of your tasks can be difficult. Not to worry: we have a mobile application to facilitate tracking your tasks any time, anywhere. You can even sync your Google Calender or iCal with Zoho Projects to keep track of what needs to be done every day.

Managing resources

If implementation is part of your work, resource management becomes crucial to your success. Add all the relevant people to your project to guide them through every step of this process. Manage who needs to do what, how much, and when, using our project management software.

  • Managing scope

    Managing scope

    Manage the scope of the work you undertake by clearly defining what the end goal is. Split this goal into milestones, task lists, tasks, and sub-tasks so you can always keep track of what needs to be done and when to involve your clients.

  • Communicating effectively

    Communicating effectively

    Project management software for consultants should bring all your clients and stakeholders onto a single platform to streamline your communication with them. Discuss roadblocks, ideas, and solutions in real-time to avoid any confusion.

  • Easy invoicing

    Easy invoicing

    Track your work hours and bill your clients easily. Invoicing can be done based on a fixed cost, based on the hours spent on a particular task or issue, or based on the hours you spent on the whole project.

  • Time tracking

    Time tracking

    Record the time you spend on a task with effortless automatic timers in our project management tool. You can also manually log your hours. Set up an approval process for timesheet entries and add your clients to the project if needed.

  • Stay in the know

    Stay in the know

    Sometimes, your work means you're always on the go and keeping track of your tasks can be difficult. Not to worry: we have a mobile application to facilitate tracking your tasks any time, anywhere. You can even sync your Google Calender or iCal with Zoho Projects to keep track of what needs to be done every day.

  • Managing resources

    Managing resources

    If implementation is part of your work, resource management becomes crucial to your success. Add all the relevant people to your project to guide them through every step of this process. Manage who needs to do what, how much, and when, using our project management software.

Invoices

See how Zoho Projects helps you consult better

Invoice clients based on the tracked efforts

Integrations

Get the added advantage of several Zoho apps and other third-party apps.

More Integrations
  • Zoho Cliq
  • Zoho Invoice
  • Zoho Meeting
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  • Office 365
  • Slack
  • Gmail
  • Zoho People
  • Youtube

"We have been utilizing Zoho Projects for over a year and couldn't be more pleased with the product. We use Zoho with our clients and they are able to quickly understand how to interact with the system. The enhancements Zoho regularly adds continue to make this THE project management tool. We don't know how we would effectively manage projects without Zoho."

David Panitch RTG-inc.com, Consulting Services

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