The

Master Guide
presented by

www.theworkflowacademy.com www.camberdynamics.com
Zoho One is the best bang for your
buck in business software. By far.
We regularly see businesses cut their software costs by ~80%
while adding 40+ new powerful apps.

However, understanding and implementing Zoho One can be

tricky. The app list is as long as a Tolstoy novel (and easily as
tear-jerking — it’s so beautiful!)
 We’re here to help.
We’ve been developing on Zoho since 2016 — we were at Zoho
HQ when Zoho announced Zoho One in May 2017. Since that
fateful day, we’ve set up dozens of companies on Zoho One
and have gotten pretty good at teaching companies how to
squeeze the most value from this crazy-good offer.

Need help? We give all Zoho questions personal answers. Go

to https://www.theworkflowacademy.com/get-help/
1What is
Zoho One? 2
Sales &
Marketing Apps

3
Productivity &
Operations Apps 4
Other Zoho
One Apps
 CHAPTER 1:

What is
Zoho One?

www.theworkflowacademy.com
What is Zoho One?
Buckle up.
Zoho One is 40+ business apps for the breathtakingly low price
of $35/employee/month. You’ll get software for:

•CRM and Email/Marketing Automation

•Bookkeeping and Inventory/ERP
•Dashboarding + Analytics
•HR + Recruiting
•Customer Service
•30+ more

www.theworkflowacademy.com
Who Competes w/Zoho?
A sample of Zoho competitors:

www.theworkflowacademy.com
Explain Zoho One Pricing
No up-sells, just value.
Zoho is breaking all the rules of software — Zoho One doesn’t
have any up-sells.

No “Enterprise Plan” that costs 3x. No itemized “Sales Suite”,

“Marketing Suite” + “Support Suite” to run up the bill.

$35/employee/month (or $30, if paid annually). That’s it.

Have 150 employees? $5250/month. 10 employees? $350/month.

www.theworkflowacademy.com
What’s the Catch?
One Small Catch (Small!)
This pricing is on a PER EMPLOYEE, not per user basis, and
you’re REQUIRED TO PAY FOR ALL EMPLOYEES.

If you have 10 employees, you have to pay for all 10

employees. If you’d like to pay for individual users, the price
goes up to $90/user/month (or $75, if you pay annually).

Have questions? Reach out, we’re happy to talk through it.

www.theworkflowacademy.com
Why is Zoho One a big deal?
Price Many companies we work with save over 80%
on software costs.

Power With 20+ years spent creating the suite,

Zoho’s built multimple world-class apps.

Integration Zoho apps connect well together right

out of the box. No more siloed data!

www.theworkflowacademy.com
What apps are included?

We’re glad you asked.

The majority of this guide is out thoughts and rating of each
Zoho One app. Keep reading for more.

www.theworkflowacademy.com
App Rating Tiers

A Can go toe-to-toe with

anything on the market,
irrespective of price. B Powerful, but may lack a
couple nice features. Great
for the price.

C D
Covers most of the bases, Fun to play around with, lots
but a competitor product of potential, but probably
may be worth using if you not worth implementing in
have highly-specific needs. your business.

www.theworkflowacademy.com
 App Rating Tiers Click the icons below to view
more information on the apps

A tier

CRM Analytics Desk Sign Cliq Connect

B tier

Campaigns Survey SalesIQ Forms Social Projects Books Inventory People Recruit

C tier

Sites Meeting Workplace Flow

D tier

Marketing Hub

www.theworkflowacademy.com
 CHAPTER 2:

Sales &
Marketing Apps

www.theworkflowacademy.com
www.theworkflowacademy.com
Zoho CRM A
tier

The hub of the entire Zoho One suite, CRM is a highly-customizable

database for organizing your customer info and automating your
sales, marketing, and operations.

1 Centralize customer data from many platforms

2 Organize and automate sales, marketing, &
operations processes
3 Streamline and simplify employees’ day-to-day

www.theworkflowacademy.com
 Zoho CRM A
tier

How it stacks up
Zoho CRM is truly world-class. It provides a similar feature set as
Salesforce (at an astronomically lower price point), while its customizability,
integrations, and automation dominate Hubspot, Infusionsoft, and an
endless sea of more basic CRMs.

Competitors

www.theworkflowacademy.com
Zoho CRM A
tier

What sets it apart?

Insanely customizable
Fits almost any business model perfectly

Enterprise-level automation
Granular filtering, powerful actions

Integrates with everything

Open API, great Zapier link, syncs with all Zoho apps

www.theworkflowacademy.com
www.theworkflowacademy.com
Zoho Campaigns B
tier

The email marketing sidekick to Zoho CRM, Zoho Campaigns

provides a solid email campaign management tool with a powerful
and seamless integration with CRM.

1 Manage and send to your newsletter list.

2 Trigger email drip campaigns
3 Segment subscribers based off Zoho CRM data

www.theworkflowacademy.com
 Zoho Campaigns B
tier

How it stacks up
Perfect for Zoho One, not the best on its own. Zoho Campaigns shines with
its easy Zoho CRM integration, and checks most of the boxes you need from
an email marketing platform. It loses points for lacking A) good eCommerce
integrations, B) a few design widgets, and C) the polish of its competitors.

Competitors

www.theworkflowacademy.com
Zoho Campaigns B
tier

What sets it apart?

Very granular segmentation
Pull in Zoho CRM data and segment accordingly

Easy-to-use email builder

Drag-and-drop, easy to teach

Integrated with CRM

Use Campaigns as part of your greater sales effort

www.theworkflowacademy.com
www.theworkflowacademy.com
Zoho MarketingHub D
tier

Zoho’s marketing automation engine, MarketingHub has a

menagerie of user-action-based segmentation options that allow
for powerful segmentation.

1 Gather lead data from multiple sources

2 Send leads on automated marketing journeys
3 Lead scoring — when a lead is engaged enough,
push them to a salesperson in CRM

www.theworkflowacademy.com
 Zoho MarketingHub D
tier

How it stacks up
Lots of potential, too many roadblocks to implementation. Our only
MarketingHub implementations have usually been fraught with issues.
Journey entry and exit is confusing, bugs abound, the API is limited, and
migrating from similar products is nigh-on impossible.

Competitors

www.theworkflowacademy.com
Zoho MarketingHub D
tier

What sets it apart?

Very granular segmentation
Pull in Zoho CRM data and segment accordingly

Easy-to-use email builder

Drag-and-drop, easy to teach

Integrated with CRM

Use Campaigns as part of your greater sales effort

www.theworkflowacademy.com
www.theworkflowacademy.com
 Zoho Analytics A
tier

Dashboarding software that integrates immediately and

seamlessly with other Zoho apps. Get an immediate, visual
snapshot into a potentially limitless # of KPIs.

1 Integrate instantly with almost every Zoho app

2 Create and share visual dashboards
3 Combine data from multiple sources into a few
comprehensive snapshots of your business

www.theworkflowacademy.com
 Zoho Analytics A
tier

How it stacks up
Highly polished, very powerful, simple-to-use. Analytics is a fantastic data
visualization platform that perfectly integrates with the rest of the Zoho
Suite and other external apps. It can take a bit of time to learn, but once
you’ve learned it, it’s an invaluable tool.

Competitors

www.theworkflowacademy.com
Zoho Analytics A
tier

What sets it apart?

Beautiful reports and widgets
For gorgeous, shareable dashboards

Easy-to-create dashboards
To visualize data from every Zoho app

Get started instantly

comes with built-in dashboard templates

www.theworkflowacademy.com
www.theworkflowacademy.com
Zoho Survey B
tier

Survey-builder that integrates perfectly with the CRM, including

the ability to pre-populate surveys with CRM data and quickly
send surveys to all your Leads and Contacts in CRM.

1 Create robust surveys with stellar logic

2 Push data to CRM to trigger automations
3 Automate survey distribution from within CRM

www.theworkflowacademy.com
 Zoho Survey B
tier

How it stacks up
INCREDIBLE CRM connection, lacks some survey-building functionality.
For 80% of users, Zoho Survey is easily robust enough, AND it integrates so
well with Zoho CRM (better than Zoho Forms, in some cases). However, for
certain power users, the survey functionality leaves much to be desired (with
question/page logic, for instance).

Competitors

www.theworkflowacademy.com
Zoho Survey B
tier

What sets it apart?

CRM Integration and Automation
Send from CRM, pipe results into CRM

Slick UI
Very user-friendly and easy-to-build

Standalone Automation
Deluge scripting, custom automations, document merging

www.theworkflowacademy.com
www.theworkflowacademy.com
 Zoho SalesIQ B
tier

A web live-chat app and visitor tracking tool that allows you (or a
programmable chat-bot) to engage with website visitors and
track their activity across your site.

1 Website live-chat and support routing

2 Website activity data (that pushes into CRM)

www.theworkflowacademy.com
 Zoho SalesIQ B
tier

How it stacks up
Solid, solid web chat with adequate website visitor tracking. We have
clients with multiple web properties each with 3,000+ daily visits that love
SalesIQ live chat. The visitor tracking is more hit-or-miss. If you rely HEAVILY
on clean website tracking data, there are likely other, better products.

Competitors

www.theworkflowacademy.com
Zoho SalesIQ B
tier

What sets it apart?

ChatBot Customization
Requires a dev, but isn’t TOO hard

Powerful Live Chat Routing

Great at routing chats to the right people

So Much Cheaper Than Intercom!

Most companies can make do with SalesIQ vs. Intercom

www.theworkflowacademy.com
www.theworkflowacademy.com
 Zoho Sites C
tier

A template-based website builder that guides you through the

creation of your fairly simple, straightforward website.

1 Website builder
2 Built-in templates allow for rapid site development
3 Blogs, member portals, payment processing

www.theworkflowacademy.com
 Zoho Sites C
tier

How it stacks up
Great at building simple brochure sites, struggles with everything else.
The aesthetic is there, but the dearth of features is a killer for most serious
businesses. Other builders have oceans of 3rd-party plugins to extend
website functionality. Zoho Sites has... whatever Zoho gets around to
building.

Competitors

www.theworkflowacademy.com
Zoho Sites C
tier

What sets it apart?

Integration w/CRM
Easy to pipe leads into CRM

Pre-built templates
Easy to build a site

Comes with Zoho One!

If you don’t have a site, it’s a godsend

www.theworkflowacademy.com
www.theworkflowacademy.com
 Zoho Forms B
tier

A powerful, flexible form builder that allows you to gather

information in almost any format and sync it to your CRM.

1 Form builder
2 Pushes data from forms into almost every Zoho app
3 Notifications and document merge options

www.theworkflowacademy.com
 Zoho Forms B
tier

How it stacks up
Lacks visual polish, but super reliable and powerful. We love Zoho Forms
and develop frequently on it. The form builder itself is very intuitive and
powerful (lots of question logic options) and the integrations are endless
(we’re especially enamored with the Zoho CRM and Zoho Sign integrations,
though the latter costs extra $$$).

Competitors

www.theworkflowacademy.com
Zoho Forms B
tier

What sets it apart?

Integrations
It’s so damn useful to push form data anywhere in Zoho

Intuitive Builder
Extremely rapid form development

Feature-Rich
Subforms, document merge, question and page logic

www.theworkflowacademy.com
www.theworkflowacademy.com
 Zoho Social B
tier

A solid social media calendar/scheduler. Integrate with Facebook,

Instagram, Twitter, LinkedIn, and GoogleMyBusiness to
create/schedule posts, review analytics, and respond to messages.

1 Create/schedule social media posts

2 Reply to messages and comments
3 Review the performance of your various channels

www.theworkflowacademy.com
 Zoho Social B
tier

How it stacks up
Super user-friendly and has most features you’d want. For most
companies that Zoho attracts (i.e. those without massive social media
followings), Zoho Social works perfectly — it’s a much-needed time-saver
for a Marketing Manager wearing many hats. For agencies and those with
large followings, there are more feature-rich schedulers.

Competitors

www.theworkflowacademy.com
Zoho Social B
tier

What sets it apart?

Easy-to-use
Quickly set up and start using the scheduler

Nice Google Chrome extension

Quickly clip web pages/images and save them to Social

Solid scheduling/drafting options

Quickly populate a social media calendar with content

www.theworkflowacademy.com
 CHAPTER 3:

Productivity &
Operations Apps

www.theworkflowacademy.com
www.theworkflowacademy.com
 Zoho Projects B
tier

An EXTREMELY feature-rich project/task management tool.

Create projects/tasks, invite internal/external users, comment
and collaborate on tasks, link documents, and gather analytics on
employee productivity.

1 Create and track projects and tasks

2 Centralize project communication
3 Involve clients + external users in projects

www.theworkflowacademy.com
 Zoho Projects B
tier

How it stacks up
Chock-full of features, but the UX is just a step behind the competition.
For large construction companies, Zoho Project’s bevy of features are all
useful. However, for many of us, less is more. Zoho Projects can be slimmed
down and works FANTASTICALLY as a basic task/project manager, but I
sometimes wish it was as lightning-fast and easy-to-use as Asana.

Competitors

www.theworkflowacademy.com
Zoho Projects B
tier

What sets it apart?

Integration w/Zoho Suite
Create Desk tickets, associate Projects w/CRM deals

Project Templates
Easily repeat projects over and over

Invite Clients and External Users

Super easy to add others to your projects

www.theworkflowacademy.com
www.theworkflowacademy.com
 Zoho Desk A
tier

A shared customer-service inbox with a tight CRM integration.

Centralize, automate, and track all support inquiries. Integrate to
pull tickets from phones, live chat, webforms, email, Twitter,
EVERYWHERE!

1 Centralize customer support inquiries

2 Escalate/assign tickets to different agents/teams
3 Create a customer portal and knowledge base

www.theworkflowacademy.com
 Zoho Desk A
tier

How it stacks up
We’re 99.9% sure Zoho Desk will do everything you need it to. Desk
manages to balance a rich set of features with smooth performance and a
lovely UI. Its tight integration w/Zoho CRM helps bridge your sales and
customer support, and the Zoho Analytics integration comes through with
gallons of data on your support team’s successes/failures.

Competitors

www.theworkflowacademy.com
Zoho Desk A
tier

What sets it apart?

Customer Portal/Knowledge Base
Easily point customers towards the help they need

Automation/Blueprinting
Build perfect internal processes to maximize productivity

CRM Integration
Full transparency in CRM into all customer interactions

www.theworkflowacademy.com
www.theworkflowacademy.com
 Zoho Books B
tier

A cloud-based bookkeeping platform. Offers pretty much

everything financial an SMB would need: automate
invoicing/payments, pull in bank/credit card transactions, track
time/expenses/milage. and more.

1 Record transactions and journal entries.

2 Automate customer interactions
3 Create robust financial reports

www.theworkflowacademy.com
 Zoho Books B
tier

How it stacks up
Your Executive Team will fall in love, your old school accountant might not.
We personally LOVE Zoho Books. It’s easy-to-use, has POWERFUL
automation, pushes tons of data to Zoho Analytics. We’ve seen plenty of
CPAs fall in love, but we’ve also seen our share of crotchety accountants
gripe about features they miss from QuickBooks (like payroll!!!).

Competitors

www.theworkflowacademy.com
Zoho Books B
tier

What sets it apart?

Zoho Integrations
Easily push data to Zoho Analytics, pull from CRM

Easy-to-Use
Quickly get set up and running

Automation Station
Automate and templatize most of your busywork

www.theworkflowacademy.com
www.theworkflowacademy.com
 Zoho Inventory B
tier

Inventory tracking and ERP software. Track and fulfill purchases

and receipts across multiple warehouses, including serial number
and batch tracking options. Shares data with Zoho Books (more
than an integration — they’re built into each other).

1 Multi-warehouse Inventory + transaction management

2 Shipping management
3 Connects with bookkeeping software

www.theworkflowacademy.com
 Zoho Inventory B
tier

How it stacks up
So so close to A-tier for non-eCommerce, has some major eCommerce
issues. We’ve had smaller companies migrate from Netsuite and sing
Inventory’s praises (no manufacturing, sorry). We’ve had small eCommerce
companies regret switching to Inventory, mostly because the eCommerce
integrations are weak and the shipping label printing sucks pretty bad.

Competitors

www.theworkflowacademy.com
Zoho Inventory B
tier

What sets it apart?

Powerful Yet Inexpensive
Can replace Netsuite for 1/20th the cost

Love the Books Integration

They work so well together!

Easy-to-Use, Great Mobile App

One of Zoho’s best UIs, simple to get the hang of

www.theworkflowacademy.com
www.theworkflowacademy.com
 Zoho Sign A
tier

Software to manage the digital signature and storage of

important documents. Pulls data in from other Zoho apps to
populate and send contracts.

1 Simple and complex sign workflows

2 Great client signature user experience
3 Merge data from other Zoho apps into contracts

www.theworkflowacademy.com
 Zoho Sign A
tier

How it stacks up
Some may have a bone to pick, but we LOVE Zoho Sign. Here’s our
reasoning — it’s simple and does its job well. No fancy bells and whistles
EXCEPT for all the INCREDIBLY USEFUL contract merging you can do from
Zoho CRM, Zoho Forms, Zoho People, etc. You haven’t lived until you’ve
automated boring paperwork in a beautiful Zoho Sign workflow.

Competitors

www.theworkflowacademy.com
Zoho Sign A
tier

What sets it apart?

Zoho Integrations
Save SO MUCH TIME by pulling data into your contracts

Customizable Client Experience

Personally brand the contract signing experience

Great CRM Storage Options

Store signed contracts associated with customer records

www.theworkflowacademy.com
www.theworkflowacademy.com
 Zoho Meeting C
tier

Web conferencing and webinar software similar to Zoom or

GoToMeeting. Schedule meetings that users can either log into
over VOIP or call into via a dial-in #.

1 Schedule meetings/webinars with many attendees

2 Record/share meeting recording with attendees
3 Share and annotate screen

www.theworkflowacademy.com
 Zoho Meeting C
tier

How it stacks up
Well, at least it’s not D tier! Zoho Meeting really is fine. It works well 90% of
the time. For internal meetings/meetings with frequent customers, we’re
totally fine to use it. However, for salespeople, the 10% chance that your
call/webinar will completely crap out is tough. Hell, even Zoho itself uses
GoToWebinar sometimes for high-stakes webinars.

Competitors

www.theworkflowacademy.com
Zoho Meeting C
tier

What sets it apart?

Zoho Integrations
Really nice to schedule meetings from CRM

Decently easy UI
Call attendees understand how to use it

Much-improved audio/video
Fairly crisp, competes well with other tools

www.theworkflowacademy.com
www.theworkflowacademy.com
 Zoho People B
tier

A very handy HR management platform. Zoho People will allow

you to finally organize and automate all of the tricky, boring HR
stuff that you never have time to do.

1 Setup automated on-boarding/off-boarding.

2 Vacation + Sick Leave + Attendance Tracking
3 Performance Management

www.theworkflowacademy.com
 Zoho People B
tier

How it stacks up
We wish it were more simple, but once you’ve got it set up, it’s a life-saver.
Zoho People’s glut of features is both a blessing and a curse — without a
guided onboarding, it can take a little while to fully understand. However, the
time spent learning and implementing is well worth it once you’ve
automated all the annoying idiosyncracies of HR.

Compare With:

www.theworkflowacademy.com
Zoho People B
tier

What sets it apart?

Automated Onboarding
Don’t leave new employees hanging!

Robust Performance Management

Get the jump on providing solid employee feedback

Self-Serve Vacation + Sick Leave

Finally give convenience and transparency to that process

www.theworkflowacademy.com
www.theworkflowacademy.com
 Zoho Recruit B
tier

A recruiting applicant tracking system that works almost the

same as Zoho CRM. Drive applicants into a system where you and
other stakeholders can record interviews, score resumes, and
leave feedback.

1 Automatically post to 20+ job boards

2 Track and assess candidates; fill your hiring pipeline
3 Create your own careers website

www.theworkflowacademy.com
 Zoho Recruit B
tier

How it stacks up
So much better than how you’re currently doing it. There are undoubtedly
better enterprise-level solutions — they’re just literally 100x more expensive.
For the small/medium business tier, Zoho Recruit is fantastic, allowing you to
organize your hiring process, involve multiple stakeholders in candidate
assessment, and create a database of previous applicants.

Compare With:

www.theworkflowacademy.com
Zoho Recruit B
tier

What sets it apart?

Resume Parsing Inbox
Automatically parse resumes into applicants!

Create/Review Assessments
Get multiple sets of eyes on objective assessments

Zoho Campaigns Integration

Build a list of your previous applicants for your next opening

www.theworkflowacademy.com
www.theworkflowacademy.com
 Zoho Workplace C
tier

Zoho Workplace is a totally feasible alternative to Microsoft Office

365 or Google GSuite. It provides email hosting, cloud storage,
calendar, spreadsheets, word processing, and presentations.

1 Email hosting and calendar

2 Powerful cloud-based storage
3 Microsoft Office/Google Docs alternatives

www.theworkflowacademy.com
 Zoho Workplace C
tier

How it stacks up
Some better than others — ultimately not worth the time/hassle of
migrating if you’re already using a competitor. WorkDrive is FANTASTIC,
Sheet is slow, Writer is great, Mail is amazing (but IMAP integration is tough,
especially at scale), Calendar is ugly, and Show is fine. If you have a flexible,
tech-savvy workforce, switch today, the tools honestly are great.

Compare With:

www.theworkflowacademy.com
Zoho Workplace C
tier

What sets it apart?

Zoho Writer Mail Merge Documents
Automate document creation across the Zoho Suite

Awesome WorkDrive Automation

All sorts of automation options with WorkDrive

Keep $ Away From Google/Microsoft

FINALLY, an option besides those two behemoths

www.theworkflowacademy.com
www.theworkflowacademy.com
 Zoho Cliq A
tier

A Slack alternative for handling workplace communication.

Instant messaging across teams and 1-to-1, VOIP, screen sharing,
multi-user calls, and tools for remote teams to show off their
current status.

1 Internal/external user channels

2 Deliver notifications from tons of Zoho Apps
3 Manage company-wide communication

www.theworkflowacademy.com
 Zoho Cliq A
tier

How it stacks up
Already used to Slack? Probably stick with it. Not using anything? Zoho
Cliq is great. We love how well integrated Cliq is with the rest of the Zoho
suite — it’s nice to pull notifications off of email and onto Cliq. We also
appreciate how easy it is to set up and get used to it. Finally, we love how
the Cliq bar shows up in all the other Zoho apps.

Compare With:

www.theworkflowacademy.com
Zoho Cliq A
tier

What sets it apart?

Straightforward UI
Really easy to teach new users

Notifications Across Zoho Apps

Put all your notifications into one spot

Solid Remote Work Tools

We run our whole remote team on Cliq!

www.theworkflowacademy.com
www.theworkflowacademy.com
 Zoho Connect A
tier

An internal social media network. Empower employees to speak

up, share knowledge (in Zoho Connect manuals), schedule events,
hold town halls, and discuss company issues in a transparent, safe
community.

1 Post, comment, and follow posts

2 Hold town halls Q&As with management
3 Invite external users into your internal networks

www.theworkflowacademy.com
 Zoho Connect A
tier

How it stacks up
For companies with 15+ employees, it fills a really important niche. We’ve
had lots of clients say “Connect seems dumb, we won’t need that, we have
-Slack/Cliq/Email-”, only to fall in love with how it can unite your team.
Schedule a company book club, ask employees to weigh in on important
company issues, or invite your best customers to internal boards.

Compare With:

www.theworkflowacademy.com
Zoho Connect A
tier

What sets it apart?

External Channels
Gather tight-knit communities outside Facebook

Town Halls
Frequently get management answering tough questions

Centralize Company Culture

Create manuals and codify your culture

www.theworkflowacademy.com
www.theworkflowacademy.com
 Zoho Flow C
tier

Easily (and visually) create additional connections between your

various apps (especially Zoho apps) to further automate your
processes and de-silo your data.

1 Trigger automated actions from different apps

2 Push and pull data between almost every Zoho app
3 Automate and streamline your workflows

www.theworkflowacademy.com
 Zoho Flow C
tier

How it stacks up
Honestly, why not use Zapier? We’re really sorry, Zoho Flow team. We love
Zoho. We wear Zoho pajamas to bed at night. But Zoho Flow just needs
more time and TLC. There aren’t many important connections you can do
with Flow that you can’t do with Zapier, and Zapier is more reliable and
stable. Give Flow a couple years.

Compare With:

www.theworkflowacademy.com
Zoho Flow C
tier

What sets it apart?

More Integrations Within Zoho
Some stuff you can’t do w/Zapier

Solid Error Reporting

Which you might end up needing

Feature-Rich
Solid filtering, conditional logic, etc.

www.theworkflowacademy.com
Other Zoho Apps

www.theworkflowacademy.com
And the Other Apps?
Let’s roll through those quick.
It’d be pretty exhausing to go through each and every Zoho
One app.

Instead, we’ve gone through the ones that have mass appeal.
Now, we’ll quickly go through the other Zoho One apps. These
apps appear here because either:

A) They’re only really important to niche customers

B) We don’t have enough experience with them to rate them

www.theworkflowacademy.com
 Zoho Creator
1 Quickly develop and deploy custom applications
2 Run these apps on desktop, tablet, or mobile
3 Almost limitless integration within Zoho Suite.

Your success with Zoho Creator will be heavily dependent on your

needs and the strength of your developer. If you think you need a
Creator app, please reach out to us — we’ll be happy to either A) match
you with a dev or B) convince you that you don’t need to use Creator.

www.theworkflowacademy.com
 Zoho Bookings
1 Calendly alternative for booking appointments
2 Integrates with your calendar to show free/busy
3 Only works w/Zoho or Google Calendars

Still not stable enough for us to recommend, but give it a shot, it’s
getting close. We’ve started using it ourselves and overall enjoy it after
a rocky beta period. For the money, we still think you’re better off with
Acuity Scheduling or Calendly (especially because Zoho Bookings
doesn’t allow you to ask custom pre-appointment questions).

www.theworkflowacademy.com
 Zoho Bigin
1 Simple CRM alternative
2 Pipeline focused
3 Contact management

If you’re a small/nimble company with limited needs, why not? Most

of our clients prefer the robust Zoho CRM, but we’ve been hearing
good things about Bigin. If you prefer a highly simplified product with a
cleaner UX (and far less features), give it a shot!O

www.theworkflowacademy.com
 Zoho PageSense
1 Detailed web visitor tracking
2 Gather heatmaps and recordings on your site
3 Conversion-rate optimization recommendations

If you’re working on a site that gets enough traffic to warrant a tool

like this, you may be better off looking at HotJar or CrazyEgg. We
haven’t implemented PageSense yet, but we have worked with HotJar
and CrazyEgg. They’re just so cheap, it feels like it’s almost not worth it
to go with a more stable competitor.

www.theworkflowacademy.com
 Zoho Backstage
1 Event management platform
2 Create tickets, badges, agendas, and event websites
3 Push data to other parts of the Zoho Suite

Unless you run large, full-day events, Backstage is probably overkill

versus Eventbrite. Eventbrite is simpler and more widely used. With
that said — if you’re doing any sort of large event, Backstage is
FANTASTIC. We love using it as part of Zoholics.

www.theworkflowacademy.com
 Zoho Assist
1 Remote support/screen share
2 Login to customer computers to troubleshoot
3 Integrates well w/Zoho Desk

Very handy to have, though it works better on an ad hoc customer

support ticket basis than as routine screen sharing tool. Assist won’t
replace GoToMeeting or TeamViewer — it’s main use is for quickly
establishing contact with customers where you don’t want to go
through the rigamarole of getting on a GoToMeeting/Zoom.

www.theworkflowacademy.com
 Zoho Sprints
1 Agile sprint management tool
2 Built for software developers by software developers
3 Integrates w/Zoho Projects

Solid product. However, if you’re paying expensive devs, I’d usually

rather let them use tools they’re used to. Confluence and JIRA are
fairly inexpensive. If your devs have never used tools like that, then
Sprints is great. If they have used a competing product, then give the
devs whatever they want!

www.theworkflowacademy.com
 Zoho ShowTime
1 Web-based training tool
2 Facilitate trainings and discussions
3 Replicate the classroom setting online

If you’re specifically focused on training/education, it’s better than

most webinar software. If you’re focused on marketing, most webinar
platforms are better. ShowTime is great and really user-friendly for
people trying to present a slide deck and interact with the audience. Its
marketing tools lack a little, and it’s redundant with Zoho Meeting.

www.theworkflowacademy.com
 Zoho Vault
1 Store and manage organization passwords
2 Allow for single-sign on to other apps
3 Give users access to apps without giving the password

If you don’t have OnePassword or LastPass or Dashlane, use Zoho

Vault. If you do, they’re usually so cheap that it’s not worth switching.
We really love Zoho Vault — it’s a great option for businesses like us that
started growing, needed a shared password solution, and realized that
they were already paying for Zoho Vault.

www.theworkflowacademy.com
 Zoho Expense
1 Mobile-first expense tracking and reporting
2 Pushes immediately to Zoho Books
3 Easy-to-use, very straightforward

If you’re using Zoho Books, this is a no brainer. If you aren’t, it

actually integrates pretty well with other accounting tools, though
there may be another you like more. Expense isn’t really a
game-changer, it’s just a REALLY nice-to-have for SMBs with lots of
receipts and expenses to track.

www.theworkflowacademy.com
 Zoho Subscriptions
1 Subscriptions made easy
2 Integrates w/many payment processors
3 Pushes immediately to Zoho Books

If you’re processing online transactions, there’s a chance your

website builder will have a better subscription app than Zoho
Subscriptions. If not, Subscriptions is great. It’s especially nice how it
automatically pushes to Zoho Books.

www.theworkflowacademy.com