Zoho One

Zoho One

Zoho
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About

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.

About

Replace your patchwork of cloud applications, legacy tools, and paper-based processes with one operating system for your entire business. Zoho One gives you one integrated system to transform your business' disparate activities into a more connected and agile organization. Increase productivity across your business, deliver better customer experiences, and much more. Collect leads in one place, close deals quickly, create quotes and invoices, sign contracts digitally, get paid, and track every key metric along the way. Close deals, manage contracts and projects, track and bill for time and expenses, and keep on schedule and on budget. Centralize all your customer data, create segments, send targeted campaigns and surveys at the right time, and track performance with executive dashboards.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses of all sizes

Audience

Companies that want a complete business management platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$19.90/month/user
Core – from $19.90/month/user
Growth – from $32.90/month/user
Performance – from $49.90/month/user
Enterprise – Custom
Free Version
Free Trial

Pricing

$45.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 4.8 / 5
ease 4.8 / 5
features 4.8 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Score is a management application which manages our entire work process at one place. It also helps in managing our customers and sales. It plans to our projects and keep records of our results which basically increases our productivity. Daily routine tasks can be automated. Seamlessly integrate with Slack, Jira software, Harvest, Asana, Trello Basecamp and many more.

Cons

  • Loved the software. Scheduling work saves lots of time. No cons till now.

Pros & Cons from Real Users

Pros

  • One of the biggest advantages of Zoho One is the sheer breadth of applications included under a single subscription. Having access to CRM, Books, Projects, Desk, Marketing Automation, Cliq, People, Sign and many other integrated apps allows businesses to reduce reliance on multiple third-party platforms and subscriptions. The native integrations between apps are a major benefit and help create efficient workflows across sales, marketing, finance, support and operations.
  • Zoho One prioritizes sales management from a single platform, promoting the entire commercial area through different tools: We can focus on our business funnel directly, paying attention to every detail. Marketing automation is perfect for avoiding manual work and making the entire process much faster, speeding up various activities in a totally efficient way. With the CRM system we have been able to promote business growth, connecting much more closely with each person involved with our services, with which we directly take part in how our clients interact with our product and we deal with it by promoting a better relationship with each one. from them. We can manage the entire productive area from Zoho One, reviewing the sales books, inventories, suppliers, payments and invoicing, viewing different receipts and commercial exchanges in a single line without having to search on different platforms, because everything will be organized there, it provides in addition, excellent tools to work everything directly from the platform, encompassing different actions in a single one, which undoubtedly contributes to our workflow. In addition to this, we wanted a platform that would help us with the management and organization of our work team, this platform has been the main reason that we have managed to get our team to work in a coordinated manner, having an optimal workspace adjusted to our needs. labor requirements. Overall, it is an easy tool to handle, its options are the necessary ones, and the interface is quite solid, together with this, the reports are complete and offer exactly what we need to see, specifying each point through dynamic diagrams. Another important point is the export of data, we automate the sending of weekly reports to our emails and in this way, we have obtained a complete study of all the work that we constantly carry out on the platform.
  • Zoho One provides high value for any business at an affordable price. It provides a decent alternative to each of Google and Microsoft's office productivity products. The great privacy features and customer service improve upon an already impressive suite.
  • Set of 40+ powerful Zoho apps Great data privacy - No tracking Supports Mobile apps Affordable pricing Great support 30 day free trial
  • Zoho One is a bundled form of all Zoho services. All services of Zoho are integrated with each other. It gives all in one solution for business needs. Customer Support gives very quick response.

Cons

  • That said, Zoho One does come with a learning curve. Because there are so many applications and configuration options, implementation and optimisation can take time, especially for businesses without internal technical knowledge or an experienced Zoho partner. Some apps feel more polished and mature than others, and certain advanced integrations or automations may require custom development or Zoho Creator to achieve the desired outcome.
  • I wish I could have better and bigger integrations to share my business development reports, this way I could store them in a much safer place instead of having them emailed and then to another platform. Since the time I've been using Zoho this has been the best update, and with the passing of the updates the support team has improved their customer service a lot more. The price packages are very well encompassed, but they could have new and better prices that allow offering variety to new companies, and they can access this platform that does everything and in everything. It would be ideal to be able to access Zoho without an internet connection, an idea that has arisen is the need to advance work in budget loads or organization of work in a non-online way, but it does not give this option, it would be ideal to be able to do it and then Charge when you have internet connection. This function would give us room and space to take much more advantage of our work time outside the office and advance pending issues on the platform. Although Zoho offers this new interface with a new and detailed look at all the CRM marketing and management functions, it can become too complex to manage the tasks to be done, without a doubt it is what we needed, to converge all the dynamics in one, but it could adjust to a lighter experience, with this platform the work is not very fluid and quite dense, we have to take a lot of time to dedicate to the platform and that everything goes as we wish, it takes time to adapt to how abrasive it can be to handle so many things in one but I think that so far we have been achieving very well.
  • We cannot ask any more from Zoho at this point. Even though a few apps are not at par with the top most competition Zoho One is a respectable office suite with plenty of great apps.
  • It's an entirely new ecosystem and for new users it may take for transition from G Suite or Office 365.
  • Many tools are of no use for me but I need to pay because of the bundle limitation.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Scoro
Founded: 2013
United Kingdom
www.scoro.com/

Company Information

Zoho
Founded: 1996
India
www.zoho.com/one/

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Categories

Categories

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Advertising Agency Features

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Gantt Chart Features

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

IT Project Management Features

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Planning Features

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Portfolio Management Features

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Project Tracking Features

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Resource Management Features

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Team Management Features

Assignment Management
Commenting / Notes
Goal Setting / Tracking
Messaging
Productivity Analysis
Progress Tracking
Project Planning
Resource Management
Task Management
Third Party Integration
Time Tracking

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Time and Expense Features

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Work Management Features

Access Roles / Permissions
Calendar Management
Collaboration Tools
CRM
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Integrations

Asana
BambooHR
Dropbox
Jira
Pipedrive
Salesforce
Zendesk
ActiveCampaign
Basecamp
Dubb
Evernote
Gmail
IBM Targetprocess
Intercom
Mailchimp
Rollbar
Sage Intacct
Salesforce Agentforce Service
SolarWinds Service Desk
Todoist

Integrations

Asana
BambooHR
Dropbox
Jira
Pipedrive
Salesforce
Zendesk
ActiveCampaign
Basecamp
Dubb
Evernote
Gmail
IBM Targetprocess
Intercom
Mailchimp
Rollbar
Sage Intacct
Salesforce Agentforce Service
SolarWinds Service Desk
Todoist
Claim Scoro and update features and information
Claim Scoro and update features and information
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