Online Tools To Manage Your Business

With the right online tools in place your business can save time, increase efficiency, reduce human error and manual tasks and boost productivity. Not to mention increase sales and ensure you get paid on time, whilst your team work from the comfort of their own home.


So what are the right online tools to manage your business from anywhere?

We use the Zoho One suite of applications in our business and our clients rave about the range of online tools available to them!

Let’s take a look at the types of online tools Zoho provides.

Remote working, location doesn't matter like it used to, location independent


Project Management & Collaboration Online Tools

Zoho has a suite of Project Management and Collaboration tools. Here is an overview of what is available.

Zoho Projects: enables you to set project milestones, plan and track progress and collaborate on projects across teams to get things done. It brings all your work and task lists into one place where you can track, monitor, share, allocate team members and much more.

Zoho Showtime: have a presentation or project ideas to deliver to your team or customers? Through Zoho Showtime you can present your slide decks to audiences anywhere, interact with them and share your handouts and resources.

Zoho Meeting: is an online meeting and webinar platform. It allows you to meet online to discuss, present and collaborate from any location. Scheduling meetings, screen sharing and recording, replaying and sharing is all easily managed within the app.

Cliq: this is more than just an instant messaging tool. With the ability to organise conversations into channels and use text, voice or video calling functions, you can communicate instantly with quick and informal team messaging.

Zoho Connect: makes it easy for teams to work together, to share information and to collaborate closely – whether they are in the same room or in different countries.

Zoho Workdrive: is the online file management app for teams that work together. Workdrive makes document sharing simple. Store, organise and manage your team files securely.

Zoho Vault: this is an online password manager for teams. No more storing your important passwords on spreadsheets or post-it notes; with Zoho Vault you stay organised while your passwords remain secure.


Event Management Software

Zoho Backstage: this is event management software that helps you create everything you need – from website building, ticketing, event promotion, attendee registration and more.

The easy to use drag and drop schedule builder, along with the ability to brand everything as your own means that you can easily engage with your delegates to leave a lasting impression.


Marketing Tools

Zoho has everything you need to spread the word about your business!

MarketingHub: this is your one stop shop for all your marketing activities across multiple channels. MarketingHub supports your business from lead generation and management through to website tracking, multi-channel marketing and analysis. This is marketing automation software that really delivers results.

Zoho Campaigns: allows you to create, track and send email campaigns to your GDPR compliant list. You can build your audience using the double opt-in website forms, run targeted email campaigns with automated email sequences and access live reporting on everything that you create and send.

Zoho Social: is the perfect place to manage your businesses social media accounts. With the ability to plan and schedule posts across all platforms and see your content in a calendar style view you can ensure your audience are fully informed. The analytics allow you to view pre-built reports or build your own so you can see the stats that really matter to your business.

SalesIQ Visitor Tracking: this is your business websites online live chat, visitor tracking and analytics tool rolled into one application. It is perfect for first class customer support and business growth. It integrates into Zoho CRM to provide visitor details and integrates with Google Adwords to monitor ROI.

Zoho Survey: a fully branded survey is just a few clicks away with this easy to use application. Zoho Survey has over 25 question types and the drag and drop feature means that you can quickly create, share and analyse your surveys. With customisable reports and the ability to view results in real time, this application allows you to really engage with your audience.

Zoho Forms: create and share online forms, configure email alerts and efficiently manage your data for lead generation and customer engagement. You can integrate web-forms directly with your CRM and other Zoho Tools. Data captured from customers or employees can be stored either directly inside Zoho Forms or within other modules and applications.


Sales and Customer Relationship Management (CRM)

Customer Relationship Management (CRM) is a tool for tracking and building customer relationships and accelerating sales; contacts, leads, partners, potentials or suppliers – you decide how to categorise everyone you add!

CRM platforms let you easily manage, sort and search through all of your contacts and client conversations in one place. Many also include to-do lists and reminders to help you follow up with them.

Zoho CRM does all this and more. It automates every aspect of your business, cutting out time-intensive, repetitive tasks.


Support Tools

Zoho Desk: this allows you to deliver first class, consistent customer service. The ticketing system allows team members from across the company to work together to resolve issues. Trends and patterns can be monitored for continuous improvement.


Accounting Tools

Zoho have a range of accounting tools available allowing you to simplify and automate the tracking of your business finances, then gain powerful insights and analysis.

Zoho Books: is easy-to-use, online accounting software that manages your businesses finances, VAT and sends professional quotes and invoices to clients. Zoho Books has bank account integration and fast reconciliation for credits and debits. You can track your expenses, categorise and bill them to your clients all from one place.

Zoho Invoice: this is online invoicing software that helps you craft professional invoices, automatically send payment reminders and get paid faster online.

Zoho Checkout: allows you to accept payments anytime online. You can build a secure payment page without writing a single line of code. Then make your payment page your own, where you can fine-tune the look and feel of the page to offer your customers a seamless brand experience. Zoho Checkout enables you to take one-time or recurring transactions, taking the hassle out of collecting payments.


Analytics Tools

Zoho Analytics: offers Business Intelligence, reporting and analytics software. At Creative Analysis we can develop dynamic dashboards which pull data from any Zoho application into one usable location, giving you key insights at your fingertips from every function of your business.

work remotely, work from anywhere, location independence, business freedom, online tools


As you can see, the possibilities using online tools are endless!

With a huge range of apps available, Zoho really is the only tool you need to run and grow your business.


The best online tools work together in a system

True efficiency comes when all of the tools at your disposal work together in a system.

Your email should be able to pull contacts from your CRM, and your CRM should log your email conversations within your contacts list.

Likewise, your invoice management system should integrate with your accounting tools, and your project management platform should integrate with wherever you store your documents.

In essence, every single tool and application you use should seamlessly integrate and work together.

With Zoho’s 40+ applications, that is what you get.

Click here to learn more about the range of Zoho apps available.

Feel free to drop us a line on 01484 307066 for a chat about your business and system requirements!

Leave a Reply

Your email address will not be published. Required fields are marked *