Go from Sale to Service Delivery
Zoho One gives you one system to run your entire business. Here's how integrating your sales, service delivery, and accounting teams help you streamline operations and make customers happy.
Close deals faster
Map your entire sales process with a series of efficient and repeatable steps for your sales team to follow. Assign leads, set follow-up tasks, and keep all communications with each customer in one place.
Sign contracts with digital signatures
Get quotes and contracts signed faster with digital signatures. Upload a document or create a template that pulls key data from your CRM. Save the final signed copy to each customer record for safe keeping.
Invoice for work
Set up retainer invoices, then bill for hours as your team completes tasks and milestones. Provide customers the option to pay online from their email, or a secure customer portal. Invoice in stages, at set dates, or even for half payments. Automate follow up emails to ensure you get paid.
Manage projects
Keep an eye on your open projects with gantt charts, milestones and task lists. Once a sale is made, a project will automatically get created from a template, along with a series of tasks. Assign tasks to notify colleagues to begin work. Track your team's progress and update customers as you go.
Track expenses to understand total project cost
Connect your credit card to our double entry-accounting system to track overhead costs. Then track expenses and associate them to projects as you go. Simply scan receipts or track mileage from a mobile device, then choose the project to add them to.
Track budgets, project delivery, and performance
Bring your sales, marketing, operations, and accounting data together with more than 500 pre-made reports and executive dashboards. Monitor your sales pipeline, service delivery process, and review the overall performance of your team to keep improving.
Why businesses love Zoho One
"We were losing so much time being on two or three platforms. Being on Zoho One helped us scale way, way faster."
Francis Jobidon
Co-founder - key account manager
"Instead of looking for information in different tools, with Zoho One we were able to see it in one place."
Moira Russel
Internation Business Development Manager
