Our practical guides to get started with the main Zoho apps: first steps, key features and tips from our certified specialists. Written by the Nuagix team, a Zoho Premium Partner in Quebec.
- Zoho One guide — the complete suite of more than 45 apps.
- Zoho CRM guide — customer and sales pipeline management.
- Zoho Books guide — accounting, invoicing and GST/QST.
- Zoho Projects guide — project, task and timesheet management.
- Zoho Forms guide — web forms connected to your automations.
- Zoho Sign guide — electronic signatures for your documents.
- Zoho Inventory guide — stock and order management.
- Zoho Billing guide — recurring billing and subscriptions.
- Zoho Analytics guide — business dashboards and reports.
- Zoho Writer guide — word processing and document generation.
Zoho’s official documentation is extensive; our guides give you the essentials in a practical, to-the-point format. To go further, check out our training, our knowledge base or book a Zoom meeting with a specialist.
How to use these guides
Each guide covers one Zoho One application: what it is for, what it actually solves in a Quebec SMB, what it does not do, and which other applications it combines with. They are written for an owner or a manager, not for an IT specialist.
If you are evaluating Zoho One, start with the applications that touch your most expensive irritant — usually the CRM, invoicing or customer service. If you already use Zoho, the guides mostly serve to reveal the applications included in your subscription that nobody has switched on yet, which is the most common situation we meet in optimization work.
A suite, not a collection of software
The value of Zoho One does not come from the applications taken one by one. It comes from what moves between them: a contact entered once, a quote that becomes an invoice without re-entry, a support ticket attached to the right client, a project that carries its hours through to billing.
That is also what makes configuration delicate. Switching on ten applications without deciding what flows between them produces ten more silos, not a suite. That is the reason behind our more than 250 optimizations to date.
Frequently asked questions
Do we have to switch everything on at once?
No, and it is best avoided. We deploy in stages, starting with the processes that cost the most time. The other applications stay available in your subscription, ready when you are.
Do these applications work in French?
Yes. The interface, the document templates and the communications sent to your clients all work in French, and in English within the same environment when you need both.
Does our data stay in Canada?
Yes. We host our clients’ Zoho environments in Canada and configure privacy settings against Quebec’s Law 25.
Let us look at your situation together
The fastest way to find out whether Zoho One fits your organization is a Zoom meeting. We look at the tools you use today, we identify what is costing you time, and you leave with a clear picture and an order of magnitude. No obligation, no sales pitch.
Release notes for other Zoho apps
Also keep up with official updates for Zoho apps that don’t have a dedicated guide yet:
- Zoho Desk release notes — what’s new and improved
- Zoho Creator release notes — what’s new and improved
- Zoho FSM release notes — what’s new and improved
- Zoho Bookings release notes — what’s new and improved
Browse our free user and administrator manuals for 26 Zoho apps, in French and English: Zoho manuals and guides