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Zoho's Features and Functions

Email, Documents and Activities

  • Email Integration
  • Calendar Integration
  • Desk Ticket Management
  • Document Storage
  • Activity Management

Lead and Quote Management

  • Lead Database
  • Contact Lists
  • Proposal / Quotes
  • Instant Credit Card Payments

Stock and Inventory Management

  • Product/Service Database
  • Price Books
  • Inventory Control
  • Multiple Warehouses
  • Returns and Warranty Management
  • Purchase Order Templates
  • Purchase Order Management

Configuration

  • Create Custom Forms
  • Create Custom Modules/Fields
  • Hide and Show Fields based on logic
  • Automated Workflows
  • Process Management
  • Create Custom Mobile Apps

Integrations to other Apps

  • Telephony Integration
  • Google Integration
  • Office 365 Integration
  • Xero Integration (provided by SOS)
  • Dropbox Integration
  • Custom API’s and Integrations
  • Plus many other available integrations

Marketing

  • Social Media Integration
  • Marketing EDM Campaigns
  • SMS Campaigns (via app)
  • Online Surveys
  • Website Analytics
  • Online Presentations/Meetings
  • Online Chat Integration
  • Integrated Website Forms

Job, Project and Invoice Management

  • Job Pipelines
  • Project Management Tools
  • Gantt Charts/Utilisation Reports
  • Site Reports / Inspections
  • Asset Allocation
  • Materials and Parts
  • Timesheet Management
  • Invoice Management
  • Purchase Order Management

Reports Dashboards

  • Simple Report Builder
  • Comprehensive Reports
  • Custom Dashboards
  • Database Warehouse
  • Report Schedules

Training & Support

  • SOS Phone Support/Training
  • Custom Staff Portal
  • Zoho Help Videos
  • Zoho Chat Support
  • Dropbox Integration
  • Zoho Community Forum

Security

  • 2 Factor Authentication
  • Advanced User Permissions (Fields, Page, Navigation, Functions)
  • Full Audit Trail