Manual
When judgement matters
Your team enters the details, decisions and approvals only people can make.
The ZENRO Model
Ten years of development.Twenty + Zoho ExpertsOne powerful head start.
Software that streamlines your business, automates your processes and turns data into clear reporting takes time, money and expertise. We’ve already made that investment.
Over ten years, our team of 20 skilled specialists has built an advanced Zoho setup designed to support growth and scalability. Every client receives over $1 million in built-in software value, free.
We believe we’re the only Zoho Partner in the world to include over $1 million in software value with every project, free.
The Zenro Model
Your business benefits from years of development already invested in the Core Setup, widgets and ready-made solutions.
The Zenro model
A useful function supports a defined process—and every process must serve a clear business area. Permission controls determine who can perform each function, while optional features enhance how that function works.
From sales and invoicing to jobs, purchasing, inventory, support and reporting.
For example, create an invoice, manage progress payments or reconcile timesheets.
A permission-controlled capability people can perform, with optional features that improve how it works.
How functions are delivered
MAW is the implementation engine behind every Zenro vertical solution.
Ten years of innovation across industry verticals
Our shared portfolio brings proven designs together for a richer, more connected Zoho experience. Each vertical draws on the components that fit its business.
Worth over AUD $150K
More than 15,000 managed fields
Worth over AUD $750K
More than 100,000 lines of code
Worth over AUD $3.1M
More than 500,000 lines of code
Practical AI, in the right place
There are three ways to update your database: by hand, with automation, or with AI. AI is only as powerful as the data it works with, so choosing the right method for each task is what makes it deliver.
When judgement matters
Your team enters the details, decisions and approvals only people can make.
When the rules are clear
Workflows update records the same accurate way, every time.
When there’s something to interpret
Reading documents, drafting content and finding insights in your data.
Explore our solutions
Choose a Business Area to compare what’s included in each vertical.
5 Processes · 19 Functions
✓ Included ✕ Not included
| Process | ||||
|---|---|---|---|---|
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Access to over 50 ApplicationsZoho One | ✓ | ✓ | ✓ | ✓ |
| Desktop and Mobile AccessZoho One | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Domain Name MappingsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Multi Currency SettingsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Multi Brand SettingsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Data Security and Back UpsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| User Profiles and PermissionsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Roles and Hierarchy PermissionsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Customise Users NavigationZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Create User Territories and GroupsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Customise Canvas DesignsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Customise Mobile ApplicationsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Customise Forms to Edit RecordsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Personalised and Stylish PDF TemplatesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Custom Modules and FieldsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Layout Rules to Hide and Show FieldsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Import and Export ToolsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Customise Pipelines and FiltersZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Taxonomy for Dynamic FiltersZoho CRM | ✓ | ✓ | ✓ | ✓ |
16 Processes · 49 Functions
✓ Included ✕ Not included
| Process | ||||
|---|---|---|---|---|
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Email Integration and HostingZoho Mail | ✓ | ✓ | ✓ | ✓ |
| Email Signature ManagementZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Email Sharing PermissionsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Manage Organisational EmailZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Email Opt In and Opt OutZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Bulk Email ToolsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Automated Email WorkflowsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Send, Receive and Reply to SMS/MMSSinch Message Media | ✓ | ✓ | ✓ | ✓ |
| Bulk SMS/MMS ToolsSinch Message Media | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Add Notes to RecordsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Comments and Replys on RecordsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Use Comments to share notesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Share Notes with Internal UsersZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Share Notes with External PartiesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Reply to NotesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Create and Use Note TemplatesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Add Attachments to Notes and CommentsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Task Management for Follow UpsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Automate Tasks and RemindersZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Phone Integration and RecordingsRing Central | ✓ | ✓ | ✓ | ✓ |
| Call Schedules and LogsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Calendar Management for UsersZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Online Booking IntegrationZoho Bookings | ✓ | ✓ | ✓ | ✓ |
| Online Recorded Video MeetingsZoho Meetings | ✓ | ✓ | ✓ | ✓ |
| Publish Calendars to PortalsPortal | ✓ | ✓ | ✓ | ✓ |
| Staff Annual Leave Integration with CalendarsPortal | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Secure Document ManagementZoho WorkDrive | ✓ | ✓ | ✓ | ✓ |
| Templated Folder StructuresZoho WorkDrive | ✓ | ✓ | ✓ | ✓ |
| Automatically Generate FoldersZoho WorkDrive | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| AI Agents and MCP IntegrationZoho MCP | ✓ | ✓ | ✓ | ✓ |
| AI Prompts Using Widgets and WorkflowsZoho MCP | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Custom Design Website Contact FormsZoho Forms | ✓ | ✓ | ✓ | ✓ |
| Integrate Website Forms to CRMZoho Forms | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Custom Personalised SurveysZoho Surveys | ✓ | ✓ | ✓ | ✓ |
| AI Generated Response to Survey QuestionsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Integrate Social Media AccountsZoho Social | ✓ | ✓ | ✓ | ✓ |
| Meta Form IntegrationZoho Social | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Custom Personalise Email/SMS CampaignsZoho Campaigns | ✓ | ✓ | ✓ | ✓ |
| Marketing Groups for Leads and ContactsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Event ManagementZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Creating Marketing GroupsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Adding Marketing Group MembersZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Website Visitor AnalyticsZoho Sales IQ | ✓ | ✓ | ✓ | ✓ |
| Live Website Chat using BOTsZoho Sales IQ | ✓ | ✓ | ✓ | ✓ |
| Heatmaps and Scroll mapsZoho PageSense | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Client Activity HistoryZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Live Chat for UsersZoho Cliq | ✓ | ✓ | ✓ | ✓ |
| Live Chat for External PartiesZoho Cliq | ✓ | ✓ | ✓ | ✓ |
| Team Intranet with Zoho ConnectZoho Connect | ✓ | ✓ | ✓ | ✓ |
5 Processes · 22 Functions
✓ Included ✕ Not included
| Process | ||||
|---|---|---|---|---|
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Client Record Management (CRM)Zoho CRM | ✓ | ✓ | ✓ | ✓ |
| Link Parent and Billing AccountsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Data Enrichment using AIZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Client and Contact GroupsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Google Address and Map IntegrationZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Multi-Site Location ManagementZoho CRM | ✓ | ✓ | ✕ | ✕ |
| Property Portfolio ManagementZoho CRM | ✓ | ✓ | ✕ | ✕ |
| Function | ||||
|---|---|---|---|---|
| Sales Enquiries Linked to Business EntitiesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Using Sales Enquiry AttributesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Using Sales Enquiry Tender GroupsZoho CRM | ✕ | ✓ | ✕ | ✕ |
| Deleting Invalid EnquiriesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Create Sales EnquiriesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Clone Sales Enquiries for Repeat BusinessZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Enquiry Import ToolZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Integration to realestate.com.auZoho CRM | ✕ | ✓ | ✕ | ✕ |
| Integration to Domain.com.auZoho CRM | ✕ | ✓ | ✕ | ✕ |
| Integration to Domain.com.auZoho CRM | ✕ | ✓ | ✕ | ✕ |
| Function | ||||
|---|---|---|---|---|
| Sales Pipeline and TrackingZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Blueprints for Structured Sales ProcessZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Digital Prefilled Discovery FormsZoho Forms | ✓ | ✓ | ✓ | ✓ |
| Forms Prefilled with Existing DataZoho Forms | ✓ | ✓ | ✓ | ✓ |
| Zoho Sign IntegrationZoho Forms | ✓ | ✓ | ✓ | ✓ |
7 Processes · 27 Functions
✓ Included ✕ Not included
| Process | ||||
|---|---|---|---|---|
| ✕ | ✓ | ✓ | ✓ | |
| ✕ | ✓ | ✓ | ✓ | |
| ✓ | ✕ | ✕ | ✕ | |
| ✓ | ✕ | ✕ | ✕ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| BOQ Estimating TemplatesZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Bill of Quantity EstimatingZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Labour Rate TablesZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Dynamic Terms and ConditionsZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Build Calculator for Property PortfoliosZoho CRM | ✕ | ✓ | ✕ | ✕ |
| CSV Import ToolsZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Allowances and Product OptionsZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Group BOQ Items in ProposalsZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| RFQ's for Supplier BidsZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Shopify IntegrationShopify | ✓ | ✕ | ✕ | ✕ |
| WooCommerce IntegrationWooCommerce | ✓ | ✕ | ✕ | ✕ |
| Vend POS IntegrationVend | ✓ | ✕ | ✕ | ✕ |
| Function | ||||
|---|---|---|---|---|
| Customer Order Forms with Price ListsZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Custom Production OrdersZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Advanced Product Searches and FiltersZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Customer Shipping Cost CalculatorsZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Custom Calculators and PricingZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Function | ||||
|---|---|---|---|---|
| Tranasction Integration and AutomationZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Customer Payment TermsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Stylish Quotes/ProposalsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Templates with Images and LinksZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Digital Signatures with Facial RecognitionZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Sales Order/Contract Item ManagementZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Manage Indent OrdersZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Function | ||||
|---|---|---|---|---|
| Creating Job Variations / Work OrdersZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Variation Management and ApprovalsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Publishing Contract ChangesZoho CRM | ✓ | ✓ | ✓ | ✓ |
6 Processes · 17 Functions
✓ Included ✕ Not included
| Process | ||||
|---|---|---|---|---|
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✕ | ✓ | ✓ | ✓ | |
| ✓ | ✕ | ✕ | ✕ | |
| ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Xero AR IntegrationXero | ✓ | ✓ | ✓ | ✓ |
| QuickBooks AR IntegrationQuickBooks | ✓ | ✓ | ✓ | ✓ |
| Zoho Books AR IntegrationZoho Books | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Customisable Invoice TemplatesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Invoice AutomationZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Manage Void and Cancelled InvoicesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Create Invoices for Deposits and PrepaymentsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Create Invoices and Forecast Balances for Job BudgetsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Bulk Invoice ForecastsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Link Forecasts to Job DatesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Do and Charge InvoicingZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Cost Plus InvoicingZoho CRM | ✕ | ✓ | ✕ | ✕ |
| Function | ||||
|---|---|---|---|---|
| Consolidate InvoicesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Manage Batch Payments from Payment GatewaysZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Function | ||||
|---|---|---|---|---|
| Managing Invoice PaymentsStripe | ✓ | ✓ | ✓ | ✓ |
| Stripe Payment IntegrationStripe | ✓ | ✓ | ✓ | ✓ |
| Credit Note IntegrationZoho CRM | ✓ | ✓ | ✓ | ✓ |
4 Processes · 19 Functions
✓ Included ✕ Not included
| Process | ||||
|---|---|---|---|---|
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✕ | ✕ | ✕ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Manage Key Dates for JobsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Accurate Job Financial ValuesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| View all Related RecordsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Link Suppliers and Subcontractors to JobsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Dynamic Job Pipelines and FiltersZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Job Production ManagementZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Stock Replenishment ProductionZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Function | ||||
|---|---|---|---|---|
| Zoho Projects IntegrationZoho Projects | ✕ | ✓ | ✓ | ✓ |
| Zoho Project Templated SchedulesZoho Projects | ✕ | ✓ | ✓ | ✓ |
| Zoho Project Management FeaturesZoho Projects | ✕ | ✓ | ✓ | ✓ |
| Creating Job Tasks from BOQ EstimatesZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Managing Job Tasks using a CRM Servicing CalendarZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Route IQ IntegrationZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Project Task PipelineZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Creating Timesheet RecordsZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Timesheet Photos and Geo LocationsZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Timesheet Approval ProcessZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Timesheet Cost ReconcilationZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Timesheet Revenue CalculatorsZoho CRM | ✕ | ✓ | ✓ | ✓ |
5 Processes · 21 Functions
✓ Included ✕ Not included
| Process | ||||
|---|---|---|---|---|
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Xero AP IntegrationXero | ✓ | ✓ | ✓ | ✓ |
| QuickBooks AP IntegrationQuickBooks | ✓ | ✓ | ✓ | ✓ |
| Zoho Books AP IntegrationZoho Books | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Customisable Purchase TemplatesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Creating Purchase OrdersZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Purchase Order ApprovalsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Manage Void and Cancelled PurchasesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Tracking Products UsedZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Manage Purchase ReceivesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Track Purchase Transfers and FreightZoho CRM | ✓ | ✓ | ✕ | ✕ |
| Manage Purchased Serial NumbersZoho CRM | ✓ | ✓ | ✕ | ✕ |
| Manage Purchased BatchesZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Track Used Materials for Supplier ConsignmentsZoho Projects | ✕ | ✓ | ✕ | ✕ |
| Function | ||||
|---|---|---|---|---|
| Match Supplier Bills to Purchase OrdersZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Convert Purchase Orders in BillsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Convert PO Receives into BillsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Convert Bills into Purchase OrdersZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Manage Supplier / Contractor Payment TermsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Track PO Payments and BalancesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Capture Job ExpensesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Approve Job ExpensesZoho CRM | ✓ | ✓ | ✓ | ✓ |
7 Processes · 34 Functions
✓ Included ✕ Not included
| Process | ||||
|---|---|---|---|---|
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✕ | ✕ | ✕ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Managing Products to Buy and SellZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Product Images, Videos and LinksZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Managing Product Composite ItemsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Serial Number ManagementZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Batch Number ManagementZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Production SpecificationsZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Function | ||||
|---|---|---|---|---|
| Product Taxonomy ManagementZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Function | ||||
|---|---|---|---|---|
| Price Lists with Currency and Tax RulesZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Sync Price Lists with ShopifyShopify | ✓ | ✕ | ✕ | ✕ |
| Sync Price Lists with WooCommerceWooCommerce | ✓ | ✕ | ✕ | ✕ |
| Sync Price Lists to the Customer PortalZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Sync Price Lists to VendVend | ✓ | ✕ | ✕ | ✕ |
| Function | ||||
|---|---|---|---|---|
| Stock Management in CRMZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Multiple Warehouse ManagementZoho CRM | ✓ | ✓ | ✓ | ✓ |
| CSV Imports for Stock TakesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Make Stock AdjustmentsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Track Bin LocationsZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Managing Stock Allocations to JobsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Stock Interation with Custom PortalsZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Stock Interation with ShopifyShopify | ✓ | ✕ | ✕ | ✕ |
| Stock Interation with WooCommerceWooCommerce | ✓ | ✕ | ✕ | ✕ |
| Stock Interation with VendVend | ✓ | ✕ | ✕ | ✕ |
| Function | ||||
|---|---|---|---|---|
| Manage Transfers and ConsignmentsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Capture Freight CostsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Calculate Landed CostsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Automated Inter Company TransfersZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| PDF and Digital PicklistsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Picking and Dispatching OrdersZoho CRM | ✓ | ✓ | ✓ | ✓ |
| StarShipit Courier IntegrationZoho CRM | ✓ | ✕ | ✕ | ✕ |
| ShipStation Courier IntegrationZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Carton Cloud Integration for 3PLZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Customised Shipping LabelsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Integrated Tracking URLsZoho CRM | ✓ | ✕ | ✕ | ✕ |
| Returns and Warranty ManagementZoho CRM | ✓ | ✓ | ✓ | ✓ |
2 Processes · 8 Functions
✓ Included ✕ Not included
| Process | ||||
|---|---|---|---|---|
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Support Desk for Ticket ManagementZoho Desk | ✓ | ✓ | ✓ | ✓ |
| Sync Desk Tickets to CRM EnquiriesZoho Desk | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Structured and Audited Processes and FunctionsZoho CRM | ✕ | ✕ | ✕ | ✓ |
| Wish List ManagementZoho CRM | ✕ | ✕ | ✕ | ✓ |
| Full Version ControlZoho CRM | ✕ | ✕ | ✕ | ✓ |
| Module and Field APIZoho CRM | ✕ | ✕ | ✕ | ✓ |
| Install Management for Patches and EnhancementsZoho CRM | ✕ | ✕ | ✕ | ✓ |
| Delete Test Records ToolZoho CRM | ✓ | ✓ | ✓ | ✓ |
4 Processes · 7 Functions
✓ Included ✕ Not included
| Process | ||||
|---|---|---|---|---|
| ✓ | ✓ | ✓ | ✓ | |
| ✕ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Customisable Dashboards and ReportsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Customisable Home PagesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Analytics for Business Intelligence ReportingZoho Analytics | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Job Budgets with Estimated V's Actual ValuesZoho CRM | ✕ | ✓ | ✓ | ✓ |
| Close Out Unused Stock on JobsZoho CRM | ✕ | ✓ | ✕ | ✕ |
| Function | ||||
|---|---|---|---|---|
| Automated and Manual WIP CalculatorsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Journal Tracking and ManagementZoho CRM | ✓ | ✓ | ✓ | ✓ |
3 Processes · 9 Functions
✓ Included ✕ Not included
| Process | ||||
|---|---|---|---|---|
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Managing Internal and External ResourcesZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Licence and Compliance ManagementZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Job Trackers and Zoho FormsZoho CRM | ✓ | ✓ | ✓ | ✓ |
| Job Induction ReportsZoho Forms | ✕ | ✓ | ✕ | ✕ |
| Site InspectionsZoho Forms | ✕ | ✓ | ✕ | ✕ |
| Job Daily LogsZoho Forms | ✕ | ✓ | ✕ | ✕ |
| Quality Assurance FormsZoho Forms | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Using Zoho People for HRZoho People | ✓ | ✓ | ✓ | ✓ |
| Zoho Recruitment ManagementZoho Recruit | ✓ | ✓ | ✓ | ✓ |
2 Processes · 12 Functions
✓ Included ✕ Not included
| Process | ||||
|---|---|---|---|---|
| ✓ | ✓ | ✓ | ✓ | |
| ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Set Up Job PortalsPortal | ✓ | ✓ | ✓ | ✓ |
| Customise Portal User ProfilesPortal | ✓ | ✓ | ✓ | ✓ |
| Tailor Portal Navigation MenusPortal | ✓ | ✓ | ✓ | ✓ |
| Impersonate Portal UsersPortal | ✓ | ✓ | ✓ | ✓ |
| Function | ||||
|---|---|---|---|---|
| Switch Portals for Multi Portal AccessPortal | ✓ | ✓ | ✓ | ✓ |
| Multi Location ManagementPortal | ✓ | ✓ | ✓ | ✓ |
| Share Records with Portal MembersPortal | ✓ | ✓ | ✓ | ✓ |
| Publish Schedule UpdatesPortal | ✓ | ✓ | ✓ | ✓ |
| Manage Approvals via the PortalPortal | ✓ | ✓ | ✓ | ✓ |
| View and Reply to CommentsPortal | ✓ | ✓ | ✓ | ✓ |
| Upload Files, Images and VideosPortal | ✓ | ✓ | ✓ | ✓ |
| Portal ManualsPortal | ✓ | ✓ | ✓ | ✓ |
How it works
Every one of our vertical solutions follows the same structure, from the broadest parts of your business down to the smallest options on screen. Understanding these four levels makes it easy to see what's included, who can use what, and how the system fits the way you work.
The major parts of your business the solution connects — such as Sales, Estimating, Purchasing or Invoicing. Think of these as the departments of your system, each linked to the others so information flows between them.
The different ways work gets done within a business area. Invoicing, for example, might run as Do and Charge for time-based work or Progress Payments for staged projects. Each process reflects how businesses in your industry actually operate.
Processes are designed around each industry, but they aren't locked to it. If your business diversifies, processes from another vertical can be added. A builder that also assembles products in a warehouse, for instance, can run ZERP production alongside Builders Excellence construction — in one connected system.
The tasks people perform as part of their role, such as timesheet invoicing, viewing timesheet reports or exporting data. Functions are controlled by permissions, set through user profiles, roles and hierarchies, so each person can do exactly what their role requires and nothing more.
Access can also be narrowed within a function. A user might be able to view timesheets, but only for their own team or their own jobs.
The options available once someone has access to a function. If a user can export data, features let them choose which columns to include or save as CSV or PDF. Features come with the function and don't need separate permissions.
Data security still applies, though. A feature can only ever work with information the user is allowed to see — so when choosing columns for an export, only the modules and fields they have access to will appear.
One connected structure: each level becomes more specific while permissions and data security continue to control what every user can see and do.