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Comprehensive CRM platform for customer-facing teams.

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Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

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RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

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Thrive

Complete loyalty and affiliate management platform.

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Voice

Cloud Contact Center Software for businesses.

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CRM Plus

Unified platform to deliver top-notch customer experience.

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Social

All-in-one social media management software.

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Campaigns

Create, send, and track targeted email campaigns that drive sales.

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Forms

Build online forms for every business need.

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Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

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Webinar platform for webcasting online webinars.

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All-in-one marketing automation software.

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LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
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LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
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CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
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Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

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Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
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Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
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Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
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Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
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PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
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Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
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IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
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RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
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Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
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IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

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IoT

Low-code IoT platform and solutions for connected businesses.

IoT

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CRM Plus

Unified platform to deliver top-notch customer experience.

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Unified platform for customer service and support teams.

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All-in-one suite to manage your operations and finances.

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People Plus

Comprehensive HR platform for seamless employee experiences.

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Workplace

Application suite built to improve team productivity and collaboration.

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Marketing Plus

Unified marketing platform for marketing teams.

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Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

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Zoho crm

Zoho CRM - Terms of Use

ZOHO CRM, A CUSTOMER RELATIONSHIP MANAGEMENT SERVICE, IS PROVIDED TO YOU OR THE ENTITY THAT YOU REPRESENT (hereinafter “You” or “Your”) BY THE APPLICABLE ZOHO ENTITY LISTED HERE (hereinafter “Zoho”), ACCORDING TO THE FOLLOWING TERMS AND CONDITIONS (hereinafter “Terms”)IN ADDITION TO ZOHO GENERAL TERMS OF SERVICE. USE OF ZOHO CRM SIGNIFIES YOUR ACCEPTANCE OF THE TERMS AND GENERAL TERMS OF SERVICE. IF YOU DO NOT AGREE TO THE TERMS, DO NOT PROCEED OR USE ZOHO CRM IN ANY MANNER.

Accessing Zoho CRM

Zoho CRM is a part of Zoho’s suite of online collaboration, business and productivity applications. You will be able to access Zoho CRM by using your common account for all Zoho Services (hereinafter “Zoho Account”).

Accessing other Zoho Services

Many Zoho Services are integrated with Zoho CRM. Your Zoho Account will also allow you to access all Zoho Services even if such Zoho Services are not integrated with Zoho CRM. Use of some of these Zoho Services may require acceptance of terms of service specific to such Zoho Services (hereinafter “Service Specific Terms”). You must read, understand and accept the Service Specific Terms before using the corresponding Zoho Service.

Accessing Third Party Applications Integrated with Zoho CRM

Many third party applications (hereinafter “Third Party Application(s)”) are integrated with Zoho CRM. Zoho will also be integrating more Third Party Applications with Zoho CRM. In addition, you may also integrate any other Third Party Application with Zoho CRM by using the API if such Third Party Application allows such integration. Access and use of Third Party Applications may require acceptance of terms of service and privacy policy applicable to such Third Party Applications (hereinafter “Third Party Terms”). You are responsible for reading and understanding the Third Party Terms before accessing or using any Third Party Application.

Email Policy

We advocate genuine use of email. If your email bounce rate exceeds a permissible range, your account will be prevented from sending further emails. You are required to comply with the requirements of our Anti Spam Policy when you send commercial emails from Zoho CRM.

We are responsible to keep our system free from illegal activities. To ensure better deliverability for our customers and to maintain our reputation, emails sent via Zoho CRM will be monitored using automated tools. In case of violation of our terms, we may block emails from your account or even terminate your service.

Mail Add-on for Zoho CRM

Mail Add-on for Zoho CRM (hereinafter “Mail Add-on”) allows you to fetch, view, compose and send emails from your Zoho CRM account. If the configuration of Mail Add-on for a user"Users shall mean individual users in an organization and each person having a separate account". (hereinafter “Configuration”) is set as “record level” or “complete”, the emails fetched will be visible to other users"Users shall mean individual users in an organization and each person having a separate account". of the Zoho CRM account according to the permissions set by the administrator and may persist as part of the Zoho CRM account. Once you set the Configuration as “record level” or “complete” and the Configuration is locked by the administrator, you will not be able to change it without an administrator’s permission.

Telephony Functionality

In connection with your use of telephony functionality, as part of Zoho CRM, you understand and agree (i) that you may be required to provide additional information, as mandated by the concerned regulatory authorities, for purchasing telephone number(s); (ii) that you are solely responsible for complying with all applicable laws in all jurisdictions governing your use of the telephony functionality; (iii) that the telephony functionality is not intended to support or carry emergency calls to any emergency services; and (iii) to indemnify, defend and hold harmless Zoho from and against any third party claim arising from any of the foregoing.

Short Message Service (SMS) System Notification Functionality

By using the SMS System Notification functionality, you agree to the following:

  1. You will receive notifications regarding your upcoming tasks, meetings, calls, appointments, etc., via SMS to the primary contact number associated with your Zoho CRM account ("SMS System Notifications").
  2. The frequency of such SMS System Notifications depends on the notification preference set within your Zoho CRM account.
  3. You have the option to stop receiving SMS System Notifications by modifying your preference within your Zoho CRM account.
  4. Additionally, if you are from the US region, (a) you have the option to opt-out from receiving SMS System Notifications by replying "STOP" to the mobile number from which the SMS System Notifications are received, and (b) you can reply "HELP" to the mobile number from which you receive the SMS System Notifications to get additional information. Standard SMS charges may apply for such responses to SMS System Notifications.
  5. You acknowledge that neither Zoho nor the network service providers are responsible or liable for any delays or failures in the message delivery.
  6. To receive additional information about the SMS System Notifications, you can write to support@zohocrm.com.

Usage Limits for Zoho CRM

Zoho may prescribe usage limits based on the subscription plan chosen by you. You must make sure that your usage is within the usage limits prescribed by Zoho in order to avail uninterrupted service. You understand that Zoho may restrict an activity if you reach the usage limit corresponding to such activity.

TERMS FOR USE OF API

Integration of Zoho CRM with Third Party Applications using APIs provided by Zoho requires technical skill. You understand that errors or defects in the integration may cause loss and corruption of data. You must make sure that you use the services of technically skilled persons for the integration. You agree that Zoho is not liable for any loss and corruption of data caused due to errors or defects in the integration.

You must not try to access any functionality that is not exposed in the documentation for the API. You understand and agree that Zoho will not be liable for the consequences of accessing or using any unexposed functionality of the API.

API Deprecation

Zoho, in its discretion, may cease providing the current version of the API either as a result of discontinuation of the API or upgradation of the API to a newer version. In both cases, the current version of the API will stand deprecated and become the deprecated version of the API (hereinafter "Deprecated Version"). When Zoho decides to deprecate the current version of the API, you will be informed about such deprecation through a service announcement. For a period of six months following announcement of deprecation (hereinafter the "Deprecation Period"), Zoho will use commercially reasonable efforts to support the Deprecated Version. You understand that Zoho is not obliged to provide the features of the newer version in the Deprecated Version.

Zoho in its discretion may cease supporting the Deprecated Version during the Deprecation Period if i) Zoho is required to do so by law or ii) You have breached any provision of these Terms or the General Terms of Service or iii) Zoho determines that supporting the API is likely to result in a security risk to Zoho.

API Usage Limits

Zoho may prescribe usage limits, including limits on the number of calls, number of records per call, bandwidth usage and frequency of calls. You are required to adhere to the usage limits prescribed by Zoho in order to avail uninterrupted service. You understand that Zoho may restrict an activity if you reach the usage limit corresponding to such activity and that an API call may either fail or be partially executed if the usage limits are reached before or during an API call.

Modification of Terms of Use

Zoho reserves the right to modify Zoho CRM Terms of Use. Modifications to the Terms of Use are effective upon your use of Zoho CRM subsequent to publication of such modification.

Updated on: November 1, 2024