Getting Started with Zoho
Welcome to the complete Zoho implementation guide. Whether you're new to Zoho or looking to optimize your existing setup, this guide will help you get the most out of your Zoho investment.
Choosing the Right Zoho Apps
Zoho offers 45+ applications covering all aspects of business operations. Here's how to choose the right ones for your needs:
For Sales Teams
- Zoho CRM - Customer relationship management
- Zoho SalesIQ - Live chat and visitor tracking
- Zoho Campaigns - Email marketing
For Finance Teams
- Zoho Books - Accounting and invoicing
- Zoho Invoice - Billing and payments
- Zoho Expense - Expense tracking
For Support Teams
- Zoho Desk - Help desk and ticketing
- Zoho Assist - Remote support
- Zoho Survey - Customer feedback
Pro Tip: Start with Zoho One if you need multiple applications. It includes all Zoho apps at a single price per user.
Setting Up Your Zoho Account
-
Create Your Organization Account
Visit zoho.com and sign up with your business email. Choose a strong password and enable two-factor authentication.
-
Set Up Organization Details
Add your company information, logo, and configure regional settings including timezone and currency.
-
Add Users and Define Roles
Invite team members and assign appropriate roles based on their responsibilities.
-
Configure Security Settings
Set up IP restrictions, password policies, and data backup schedules.
Video Tutorial: Zoho Account Setup
Watch our 10-minute setup guide
