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Simple CRM for small businesses moving from spreadsheets.

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Build online forms for every business need.

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Live chat app to engage and convert website visitors.

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Appointment scheduling app for consultations with customers.

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Digital signature app for businesses.

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Comprehensive sales map visualization and optimal route planning solution.

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Complete loyalty and affiliate management platform.

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Cloud Contact Center Software for businesses.

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Unified platform to deliver top-notch customer experience.

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All-in-one social media management software.

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

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Build online forms for every business need.

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Design surveys to reach and interact with your audience.

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Online website builder with extensive customisation options.

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Website conversion optimization and personalisation platform.

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End-to-end event management software.

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Webinar platform for webcasting online webinars.

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All-in-one marketing automation software.

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Smart landing page builder to increase conversion rates

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Publish

Manage all your local business listings on a single platform.

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SalesIQ

Live chat app to engage and convert website visitors.

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Digital signature app for businesses.

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Thrive

Complete loyalty and affiliate management platform.

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Voice

Cloud Contact Center Software for businesses.

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LeadChain

Sync, manage, and convert leads across channels seamlessly.

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

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Marketing Plus

Unified marketing platform for marketing teams.

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Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

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Helpdesk software to deliver great customer support.

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Assist

Remote support and unattended remote access software.

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Lens

Interactive remote assistance software with augmented reality.

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FSM

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

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SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

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Solo

The all-in-one toolkit for solopreneurs.

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Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
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Service Plus

Unified platform for customer service and support teams.

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Books

Powerful accounting platform for growing businesses.

Books
 
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Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

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Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

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Payroll

Payroll software with automated tax payments and filing.

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Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

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Sign

Digital signature app for businesses.

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Commerce

eCommerce platform to manage and market your online store.

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Finance Plus

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

Finance Plus

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Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

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

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Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

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

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

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

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

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Voice

Cloud Contact Center Software for businesses.

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ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

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

Tables
 
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PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
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Workplace

Application suite built to improve team productivity and collaboration.

Workplace

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People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

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Payroll

Payroll software with automated tax payments and filing.

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Shifts

Employee scheduling and time tracking app.

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Sign

Digital signature app for businesses.

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Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

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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
 
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RPA

Automate manual, tedious, and repetitive tasks easily.

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Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

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

Embedded BI
 
DataPrep

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

DataPrep
 
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IoT

Harnessing IoT analytics for real-time operational intelligence.

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Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

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Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

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

QEngine
 
Tables

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

Tables
 
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RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
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Apptics

Application analytics for all apps.

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

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

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

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Low-code IoT platform and solutions for connected businesses.

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CRM Plus

Unified platform to deliver top-notch customer experience.

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Unified platform for customer service and support teams.

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Finance Plus

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

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People Plus

Comprehensive HR platform for seamless employee experiences.

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Workplace

Application suite built to improve team productivity and collaboration.

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Unified marketing platform for marketing teams.

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All-in-one suite

Zoho One

The Operating System for Business

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

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Zoho One
Zoho Marketplace

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

EXPLORE MARKETPLACE
Marketplace
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Common challenges in the financial industry

  • Security
  • Compliance
  • Business continuity
  • Time
  • Dynamic data
Common challenges in the financial industry
  • Security

    In the financial industry, threats lurk in every corner. Dealing with sensitive data comes with its own security risks. Any leak of confidential data will be harmful to both you and your clients. You must protect all sensitive information, including your clients’ personally identifiable information (PII), from both internal and external threats.

  • Compliance

    The financial industry is highly regulated because it deals with sensitive data. It must comply with both national and international laws. It must provide auditors with compliance reports during audit checks. Often, these tasks can prove to be difficult without an easy reporting process.

  • Business continuity

    In the event of a disruption or a disaster, man-made or natural, some business functions may be affected. A prolonged disruption of critical operations and services may cause financial or reputational loss. Financial institutions must be well-equipped to identify, protect, and react to ensure smooth continuation of business activities.

  • Time

    Every second is an opportunity to be more productive. Complex processes squander away time that could be used for other pursuits. In a setting where every decision is time-critical, anything time-consuming is a wasted effort.

  • Dynamic data

    The financial industry deals with volatile data that can change every minute, and there’s a looming threat of outdated data seeping into the process. Cross-functional teams might duplicate or use obsolete data, which would be disastrous. You may have to work with dynamic data and integrate it efficiently.

Why should you use Zoho Workplace?

Fishing for phishing

Are you tired of seeing spam emails in your mailbox? Relax. All of your incoming emails are now screened for phishing and spoofing. It’s then sorted into either your inbox or the spam folder. Only secure and encrypted mails are authorized to pass through. Go one step further and set your own email policies, such as quotas, IP blocking, usage thresholds, and more.

Fishing for phishing

Secure emailing

Dealing with sensitive client data, such as bank details or social security numbers, is daunting. The threat of such data falling into the hands of an unintended recipient is high. Send confidential data via SecurePass emails with confidence! A one-time password (OTP) is required to view it, which is sent to the recipient in a separate email. SecurePass emails cannot be forwarded, copied and pasted, printed, or downloaded. You can even set an expiration date after which they cannot be viewed.

Secure emailing

Business as usual

Are you looking to shift from another service but you’re worried your business might be interrupted? With Split delivery and Dual delivery, experience a seamless and swift migration from any service. It ensures business continuity while allowing you to test the waters before complete migration.

Our well-protected data centers, which are available globally, guarantee minimal latency. In case of any disruption or unexpected event, you can still work from anywhere as a team using the cloud-based Workplace suite.

Split deliveryDual delivery 
Split deliveryBusiness as usual
Dual deliveryBusiness as usual

Insights in an instant

Sifting through rows and columns of data takes time. With visual representation, Zoho Workplace empowers you to read and understand your data in a single glance. Sparklines, the customizable in-cell charts, helps you visualize the increase in your profit margin. Use Race charts to bring your year-on-year sales figures to life with animated charts. Do you have too many things on your plate? Just ask Zia. This nifty personal data analyst pulls up charts and insights from your questions.

Compliant, not complacent

Compliance is everyone's responsibility. Create awareness for mandatory compliance and security practices. Use the intranet Connect to keep every employee, partner, and stakeholder in the loop. For instance, you can flag “General Data Protection Regulation (GDPR)” as Mandatory Reads for all employees to read and acknowledge.

Compliant, not complacent

An easy-to-track trail

During your audit, your auditor asks for a report of all the changes made to the Service Level Agreement (SLA) spreadsheet, including who made the changes and when they made them. But extracting this data is like finding a needle in a haystack. The Audit Trail feature allows you to see the last 1,000 edits made to the spreadsheet, including who made them and when. Filter this feature based on names, dates, or even cell ranges.

An easy-to-track trail

Work with real data

Your analysts might work with dynamic data that is constantly changing. Working with outdated data leads to grave errors which may cause financial, reputational, and operational losses. Collaborative productivity suites—such as Writer, Sheets, and Show—help you maintain data such as stock prices, sales figures, and product pricing synchronously. When data is changed, it’s reflected immediately to all of the collaborators. It enables cross-functional teams to work remotely.

Work with real data

Strengthen passwords

A chain is only as strong as its weakest link. With sensitive information at stake, all employees must have secure passwords. The password manager in Zoho Workplace provides a holistic dashboard view of data so you can identify all the weak, reused, and recycled passwords in your institution. Alert your employees to reset their password too!

Strengthen passwords

What more can Zoho Workplace offer?

Workplace is secure, efficient, and compliant with ISO 9001:2015 (QMS), among other prominent industry standards. What more does it offer?

The power of choice
The power of choiceThe power of choice
The power of choice

Empower yourself with choice. In addition to choosing the migration method, you can choose the plan that’s right for you. Workplace offers a range of subscription plans with storage that suits your needs. Enjoy additional storage using the flexible storage options.

Contextual Integrations
Contextual Integrations

Work in tandem with other applications, like Zoho Invoice to create invoices, bill clients, and track expenses, and Zoho Books for cash flow predictions, and more. Seamlessly integrate with third-party applications such as Asana, Jira, and more to track your financial goals, or process incoming budget requests.

Hear it from our customers:

Safeguard your company data and feel confident with an iron-clad security and compliance

“Zoho Workplace has an entire ecosystem that is required by the company. The products have integration between them and that makes much more easier to adopt in a wide range of business cases." - Neelay Shah, Group CRM Head, IIFL and 5Paisa.

Frequently Asked Questions

  • How secure is your service?

    Your data is encrypted both in transit and at rest. Your emails are protected against data leaks, phishing, email spoofing, and other attacks. Because we’re GDPR-compliant, your personal data stays personal.

  • How do I migrate my data from a different provider?

    Migrating from your current service provider to Zoho Workplace is simple. Learn more about email migration here.

  • Can I add external participants to my channels for important updates?

    You can add external participants to your Cliq channels or your Connect networks without compromising convenience or safety. Allow permission and grant access to data on a need-to-know basis.

  • Do you provide eDiscovery and email retention facilities?

    Yes! eDiscovery licenses you to search and access any email, while email retention keeps valuable email data for a predefined period.