Zoho glossary

Short definitions of the Zoho products and terms we use every day.

Zoho CRM

Customer relationship management software from Zoho for managing leads, contacts, deals, quotes and sales automation.

Online accounting software from Zoho covering invoicing, bills, banking, taxes such as GST and VAT, and financial reports.

Inventory and order management software from Zoho for stock tracking, sales and purchase orders and shipping.

A low-code platform from Zoho for building custom business apps with forms, workflows, reports and portals.

HR software from Zoho for employee records, attendance, leave, onboarding and performance reviews.

Payroll software from Zoho for salary processing, statutory deductions and payslips in supported countries.

Customer support software from Zoho that turns messages from many channels into tickets with SLAs and a knowledge base.

Email marketing software from Zoho for newsletters, automation and subscriber management.

An integration and automation tool from Zoho that connects apps through triggers and actions without code.

Business intelligence software from Zoho for dashboards and reports that combine data from many sources.

The scripting language used in Zoho products such as CRM and Creator to write custom logic and automation.

A bundled suite subscription from Zoho that gives access to a large set of Zoho apps under one licence model.

A company that plans, configures, migrates data for, integrates and supports Zoho applications for a client business.

Moving records from an old system or spreadsheets into a new system after cleaning and mapping fields.

An automatic action in Zoho, such as assigning a lead or sending an email, triggered when a record meets a condition.

A Zoho CRM feature that enforces a defined process, with required steps and fields, as a record moves through stages.