Solution architecture
Which Zoho One apps to use, which to skip, and how they connect.
Org and user setup
Directory, roles, profiles, SSO and security policies.
App configuration
CRM, Books, People and the rest configured to your process.
Cross-app workflows
Deal to invoice, hire to payroll, project to billing, automated.
Data migration
Customers, items, employees and open transactions moved in.
Integrations
Connect banks, marketplaces, ERPs and other tools via APIs.
Dashboards
Zoho Analytics views for management and each team.
Training and adoption
Role-based training and admin handover.
05
Go live and evolve
Migration, training and ongoing optimisation.
01.
What is included in Zoho One?
Zoho One bundles Zoho's full suite of business apps, including CRM, Books, People, Payroll, Desk, Projects, Analytics and Creator, under one per-user licence with a shared admin console.
02.
Should we start with Zoho One or individual apps?
03.
How long does a Zoho One implementation take?
04.
Can you implement Zoho One for multiple companies or branches?
05.
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