Zoho ERP

Financial/Accounts Management

• Tax Management
  Handles GST, TDS, TCS, and e-invoicing with real-time tax validation for business operations.
• Fixed Asset Management
  Automatically calculates and posts asset depreciation, tracking purchase cost and useful life.
• General Ledger
  A robust core accounting system for manual journals, chart of accounts, and financial closure.
• Bank Reconciliation
  Automates statement imports and matching to ensure financial records align with bank feeds.
• Budgeting And Forecasting
  Allows setting financial budgets and uses AI to predict future cash flow and revenue.
• Accounts Payable & Accounts Receivable
  Manages the entire billing lifecycle, from vendor payments to customer collections.
• Multi-Currency Support
  Supports transactions in 160+ currencies with automatic exchange rate updates.

Human Resource Management (HRM)

• Payroll Management
  Built-in Zoho Payroll manages salaries, tax deductions, and statutory compliance like EPF/ESI.
• Learning Management
  Available via Zoho People add-on to manage employee training and skill development programs.
• Performance Management
  Managed through the integrated HR module to track employee targets, reviews, and appraisals.
• Time and Attendance
  Tracks salesperson attendance and field staff movement through geo-fencing and mobile apps.
• Employee Information Management
  Centralizes employee records, onboarding, and exit processes in a secure repository.
• Recruitment and Onboarding
  Streamlines the hiring process and digital onboarding for all types of contributors.

Supply Chain Management

• Demand Planning
  Analyzes historical data and trends to plan for seasonal demand and optimize supply chain resilience.
• Inventory Management
  Tracks stock flow across warehouses with serial/batch tracking and automated reorder levels.
• Transportation Management
  Manages shipments, carrier integrations, and delivery tracking within the distribution module.
• Route Planning
  Beat Management' optimizes travel paths for field sales to improve productivity and reach.
• Supplier Relationship Management
  Streamlines digital onboarding, scoring, and performance tracking for vendor networks.
• Procurement and Purchasing
  Automates RFQ to PO conversion and manages blanket purchase orders for sourcing.
• Logistics and Distribution
  Coordinates large-scale distribution networks with predictable delivery and fulfillment.

Manufacturing

• Maintenance Management
  Tracks equipment health and schedules preventative maintenance within the asset management module.
• Work Order Management
  Manages manufacturing orders, assigns job cards, and monitors shop-floor production progress.
• Bill Of Materials (BOM)
  Creates detailed BOMs for production, linking materials and quantities to manufacturing orders.
• Production Planning and Scheduling
  Plans parallel productions and monitors planned vs. actual progress on the shop floor.
• Quality Control Management
  Uses quality checklists and rules to inspect manufactured or purchased items.
• Shop Floor Management
  Monitors daily production using work centers, job cards, and live status tracking.
• Material Requirement Planning (MRP)
  Calculates exact material needs based on manufacturing orders and inventory levels.

Customer Relationship Management (CRM)

• Contact Management
  Centralizes customer and vendor information for seamless communication and transaction monitoring.
• Lead Management
  Integrates with CRM modules to track prospects through the sales funnel and conversion process.
• Marketing Automation
  Automates lead nurturing, email alerts, and customer engagement through integrated marketing modules.
• Audience Segmentation
  Groups customers and suppliers by hierarchy or behavior for targeted communication and schemes.
• Sales Pipeline Management
  Tracks sales quotes and progress invoicing to maintain visibility from quote to close.

Project Management

• Time Tracking
  Features a live time clock on the shop floor to track work hours and production efficiency.
• Collaboration Tools
  Features contextual chat and vendor/customer portals for real-time stakeholder communication.
• Resource Management
  Optimizes the allocation of labor, materials, and machinery for production and distribution.
• Task Scheduling
  Automates report generation and routine system maintenance through scheduled triggers.
• Cost Management
  Uses cost templates to track production expenses and identify hidden cost-center patterns.

Reporting and Analytics

• Predictive Analytics
  Powered by Zia AI to forecast cash flow, detect anomalies, and provide strategic business insights.
• Sales Reports
  Generates detailed insights on quotes, invoices, and sales trends to refine growth strategies.
• Dashboards
  Provides real-time visual summaries of banking, production, and overall business health.
• Financial Reports
  Offers profit & loss, balance sheets, and cash flow statements with microscopic visibility.
• Business Intelligence
  Advanced analytics with 50+ pre-built visualizations for deep-dive data exploration.
• Custom Reports
  Features a flexible report builder to create tailored data views for unique business needs.
• Regulatory Compliance Reports
  Generates e-Way bills, e-invoices, and statutory records required for Indian tax laws.
• Real Time Reports
  Provides instant updates on inventory, sales, and banking as transactions occur.

Integrations

• Customer Support
  Includes a dedicated Customer Portal and tools for tracking service requests and guest feedback.
• Payment Gateway Integration
  Connects with gateways like Stripe and Razorpay for instant online payment collection and reconciliation.
• API Integration
  Offers extensive REST APIs for connecting Zoho ERP with custom apps and enterprise systems.
• Third Party Integration
  Connects with shipping carriers, marketplaces (Amazon/eBay), and 500+ other business apps.
• Ecommerce Integration
  Synchronizes orders and inventory across online stores and omnichannel sales touchpoints.

Security and Compliance

• Disaster Recovery
  Ensures high availability with data hosted in secure, enterprise-grade global data centers.
• Data Encryption
  Protects sensitive financial and employee data with enterprise-level encryption at rest and in transit.
• Audit Management
  Maintains detailed transaction logs and manual journal histories for internal accountability.
• Role-Based Access Control (RBAC)
  Ensures data privacy by restricting module access to authorized personnel based on job roles.
• GDPR and Other Compliance
  Adheres to global standards like GDPR and DPDP to protect data privacy rights.

Administrative Features

• Workflow Automation
  Uses 'Blueprint' and custom rules to automate repetitive tasks across various business modules.
• Data Import/Export
  Supports bulk migration of records via CSV/XLSX to eliminate manual data entry during setup.
• Admin Panel
  Centralized control for managing user roles, organizational settings, and security policies.
• User Access Management
  Provides granular control over who can view or edit specific data based on their role.
• Workflow Approval
  Implements multi-level approval stages for sales orders, purchase requests, and expenses.
• Centralized Database
  Creates a 'Single Source of Truth' by harmonizing data across all business functions.

Alerts & Notifications

• Email and SMS Notifications
  Triggers automated alerts for order status, payment reminders, and critical workflow updates.
• Security Alerts
  Zia AI flags inconsistencies and suspicious activities to maintain robust governance.
• Custom Event Alerts
  Allows users to configure notifications based on specific triggers or field updates.
• Non-Compliance Issues
  Proactively flags tax errors or missing statutory data to prevent penalties.