Zoho's main functionality is the CRM. With a fully customizable interface, it has corporate email, financial platform, omnichannel service solutions and application creator.
\nIn its Plus version, the CRM allows customers to access the knowledge base, open tickets or chat with support agents directly through the website or mobile app.
\nThe module also enables the development and automation of processes that connect marketing, sales and support teams. Complementarily, it offers an AI-based voice assistant, Zia.
\nWorkplace, in turn, has remote support and an autonomous access solution, cloud file storage, its own chat and a solution for meetings and webinars. This online work environment has corporate communication and planning and monitoring tools for agile teams.
\nFinance Plus has all the features needed to streamline back office operations, such as creating custom payment pages, issuing invoices, sending automatic payment reminders, and receiving payments online. It also contributes to managing cash flow, orders, subscription-based businesses, travel and expenses.
\nPeople Plus is a unified HR platform to optimize the employee experience in terms of recruitment, training and engagement. In addition, it enables the automation of tax processes, self-service for travel requisition and time adjustment, personalized workflows and analysis of a large volume of data.\n Marketing Plus enables the creation of personalized multi-channel marketing journeys to engage each lead and customer. It has centralized file management, unifies all marketing activities, enables multichannel action and enables the supervision of campaigns carried out — from planning to execution, also including analysis of results.
\nFinally, there is the IT Management module. It features a full-stack ITSM platform with intelligent automations, standardized workflows, and enhanced self-service capabilities. The entire structure is located in the cloud and can be monitored from a single panel, in a simple and secure way. Through this functionality, you can realize intuitive application creation, unified management of mobile devices, easy administration of AWS spend, and efficient notification to users and technicians.