Xevort Technology

All-in-one suite

Zoho One solutions set up the way you work.

Zoho's unified suite of business apps under one license, rolled out and connected so departments share data instead of juggling tools.

Talk to a Zoho ExpertSee Rollout Plan
  • Sales
  • Marketing
  • Support
  • Finance
  • HR
  • Operations
Zoho One logoZoho OneAll-in-one suite
  • Unified Data
  • Cross-App Automation
  • Business Insights

What is Zoho One

One suite. One connected business.

Zoho One brings Zoho's business applications together under a single licence, with shared users, data and administration.

50+integrated business applications

  1. 01

    Sales & service

    Run selling and customer support on connected apps that share the same customer record.

  2. 02

    Marketing

    Plan email campaigns, nurture journeys, social posts and lead capture from one marketing stack.

  3. 03

    Finance

    Handle accounting, subscriptions, expenses and payroll in apps designed to exchange data with each other.

  4. 04

    HR

    Recruit, onboard and manage employees, with attendance, policies and reviews in one HR system.

  5. 05

    Operations & commerce

    Manage projects, sprints, stock and online sales across warehouses and channels.

  6. 06

    Collaboration

    Chat, email, files, documents and signatures for everyday teamwork across departments.

  7. 07

    Admin & security

    Add users, assign apps, enforce security policies and manage devices from a central admin console.

  8. 08

    Platform & insights

    Build custom apps, no-code integrations, bots and cross-app dashboards on the shared Zoho platform.

Business applications

50+ integrated apps, organized by function.

How Zoho groups the suite by business function. We plan which apps each team actually needs instead of switching everything on.

Sales

Capture leads, manage pipelines and engage website visitors with a repeatable sales process.

CRMBiginSalesIQ

Marketing

Run email campaigns, nurture journeys, social publishing, surveys and lead capture forms.

Marketing AutomationCampaignsFormsSocialSurvey

Service

Handle support requests across channels with the full customer history at hand.

Desk

Finance

Manage accounting, invoicing, subscriptions, expenses and payroll where it is available.

BooksInvoiceBillingExpensePayroll

HR

Hire, onboard and manage employees, attendance and performance reviews.

PeopleRecruit

Operations

Track projects and sprints, control stock across warehouses and sell online.

ProjectsSprintsInventoryCommerce

Collaboration & platform

Team chat, email, files and e-signatures, plus Creator, Flow and Analytics for custom apps, integrations and reporting.

CliqMailWorkDriveSignCreatorFlowAnalytics

Implementation strategy

A phased rollout, not a big-bang switch.

We recommend this phased approach for larger Zoho One implementations, so each team adopts its apps before the next one starts.

  1. 1

    Phase 1

    Discover and plan

    We recommend starting by mapping current tools, processes and data, then agreeing which apps each team needs first.

  2. 2

    Phase 2

    Set the foundation

    Next, set up Zoho Directory, domains, users, roles and security policies, then configure the core customer and finance apps.

  3. 3

    Phase 3

    Expand by department

    Then add support, HR, operations and marketing apps in stages, migrating data and training each team as it goes live.

  4. 4

    Phase 4

    Connect and refine

    Finally, link apps with cross-app automation and Analytics dashboards, and refine based on how teams actually use the system.

Data migration

Moving your data in safely.

  • Customer, contact and deal records into Zoho CRM
  • Chart of accounts, opening balances and open invoices into Zoho Books
  • Employee records and leave balances into Zoho People
  • Tickets and knowledge base articles into Zoho Desk
  • Shared files and folders into Zoho WorkDrive
Zoho data migration

Cross-app automation

Apps that work as one.

  • Won deal to invoice

    A closed deal in CRM can create the customer and invoice in Books and start a delivery project in Projects.

  • Hire to onboarding

    An accepted offer in Recruit can create the employee in People and trigger onboarding tasks and account setup.

  • Ticket to account owner

    Desk tickets can appear on the CRM record, with escalations alerting the account owner in Cliq.

  • Order to fulfillment

    Commerce orders can update stock in Inventory and post sales to Books for reconciliation.

Zoho automation

Integrations

Connect Zoho Onewith the tools you use.

We can connect One with other Zoho apps and the services you already use, so records move between them without anyone re-typing them.

  • Native Zoho connectionsZoho apps that share data with each other out of the box.
  • Delivered by XevortIntegrations our team has built on client projects.
  • Officially supportedConnectors Zoho provides, set up and mapped to your process.
Explore integrations

How Xevort helps

Making One work your way.

What our team can set up, customize and connect in Zoho One.

Zoho consulting Zoho data migration Zoho automation Zoho integration

  • Setup

    Zoho Directory, domains, users, groups and app assignments prepared for every department.

  • Customize

    Each app configured for its team, with shared fields and naming kept consistent across the suite.

  • Automate

    Workflows and Deluge functions that pass records between CRM, Books, Desk, People and other apps.

  • Integrate

    Zoho One linked to your website, payment gateways and the tools you are keeping, natively or through Flow.

  • Rollout plan

    A phased adoption roadmap that sequences apps by department, dependency and business priority.

  • Data migration

    Customers, balances, employees and history moved from legacy tools and checked before go-live.

  • Access & SSO

    Role-based access, MFA policies, single sign-on and device management configured centrally.

  • Cross-app BI

    Analytics dashboards that combine sales, finance, support and HR data for leadership.

FAQ

Zoho Onequestions, answered.

Straight answers on setup, migration, integrations and timelines before you start.

Still have questions?

Tell us about your Zoho One setup and our team will get back to you.

Ask our teamsupport@xevort.com

Zoho One usually makes sense when several departments will use Zoho apps. We review your current tools and processes, then recommend whether Zoho One or individual apps are the better fit.

No. We recommend a phased rollout that starts with the core apps behind your most important processes, then adds departments once that foundation is stable.

Yes. We move customers, deals, accounting data, employees and history from spreadsheets or other systems into the right Zoho One apps, and validate everything before go-live.

We start with the native integrations between Zoho apps, then use Zoho Flow, Deluge functions and, where available, the newer CommandCenter for processes that span several apps.

Yes. We run role-based sessions for each department and for admins, so users learn the apps they actually use and admins can manage users, access and settings confidently.

This depends on the systems involved, API availability, data complexity, testing requirements and business rules. These are typical Xevort project estimates, not fixed delivery commitments.

Free Zoho consultation

Ready to get more from Zoho One?

Tell us how your business works, what you want to improve, and where Zoho fits today. We'll recommend the right approach, with no obligation.

  • Reply within 1 business day
  • New or existing Zoho setups
  • Fixed-scope proposals
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