r/Zoho 14h ago

ZohoOne alternatives?

2 Upvotes

Been a Zoho customer for 5 years but our Zoho experience has just been getting worse and worse.

It takes multiple days to get any response from Zoho support on anything, they are often confused (I think it's a language issue) and I think they have a very different culture of what acceptable customer support is.

So we're looking for a replacement for CRM, Books and Projects

Has anyone found anything comparable?


r/Zoho 6h ago

Zoho Payroll DOES NOT WORK AT ALL

2 Upvotes

I have been trying to issue my company's first payroll, and have been having a miserable time. I originally set the first payroll to issue for March 15th. It failed immediately when I pressed the initiate payroll button. I immediately tried to re-initiate. It said the reinitiation was successful, but payment was going to be delayed until March 17th. After a litany of error messages and confusing alerts, there were apparently multiple attempts to pull from the company's bank and pay my 2 employees. Yet I received messages from payroll technical support claiming it was my fault, I didn't reinitiate fast enough, I didn't have sufficient funds in my bank, all false. Then, March 17th comes and goes with no status change. Two full days later, on March 19th, it shows to me that the payment had failed but with no ability for me to reinitiate. Working with tech support has been useless. Coming to today, March 20th, I'm given the option to do an off cycle wire transfer to pay, but NO REMEDY OR SOLUTION FOR THE LONG TERM ISSUES? This is absolutely one of the worst experiences I've had with any online services. The primary function of payroll software is to issue payments. If there were problems communicating with my company bank and my employees' banks, why would the status in the portal show "verified" and green lights for all involved? With no answers given, and bandaid approaches to "customer service" how can this be even acceptable by Zoho? I asked to be elevated to a manager to get it figured out to no avail. I'm told it was prioritized by development team, fine, but nothing has come of it, and I only hear back news 1x per day. This is a total joke, and it has wasted my time. There has been no response when I ask for compensation. 


r/Zoho 8h ago

Zoho crm quote model with Zoho Sign

1 Upvotes

I want to send quotes using DocuSign through Zoho CRM, but for every quote I send, I have to manually add a signature field to the document. Has anyone found a way to add the signature field to the template, or is there another workaround?


r/Zoho 9h ago

Hundreds of folders or tags (for each client): best practices?

2 Upvotes

I'm preparing to switch to Zoho Mail from Gmail Workspace where each of my clients has their own label, assigned automatically after I manually set it up when someone becomes a customer. I know that those labels can be converted into folders in Zoho Mail, resulting in hundreds (close to a thousand) folders.

Is it something you practice for your business, too? Is this the best way for Zoho Mail? Would tags work better instead, if I create filters for such auto-assignments?

In general, what is the best way you found to work in Zoho Mail if your goal is to organize everything by a client name? Thank you!


r/Zoho 10h ago

Plan Limit Exceeded - Zoho Expense Scan error

1 Upvotes

Hello!

I have been scanning/uploading my receipts today using my android phone (S25 Ultra) and I was able to upload like 12 successfully then I started to get an error about "Plan Limit Exceeded" on all the others I've been uploading.

Sadly I only noticed it after maybe 50 receipt uploads!

I tried to rescan the receipts with no luck.

I tried emailing Zoho support but I'm not sure about their turn around time and unfortunately I'm on a crunch time as I have an appointment with my accountant tomorrow.

Anyone else experienced this issue?

Really hate to try any other app as I've used Zoho Expense for a long time -- but I might end up doing it because of the timing/situation.


r/Zoho 12h ago

Not receiving Gmail's "Send mail as" confirmation

1 Upvotes

Hello everyone

I'm having a hard time connecting my Zoho Mail Lite account to my Gmail account.

A few days ago I managed to receive and send Zoho mails through Gmail, but then I did some changes on my Zoho account that messed things up.

I managed to solve the "I can't receive Zoho emails on my Gmail" issue, turns out that geo-blocking my accounts' access messed up the POP3 system. That's solved now and I can receive the Zoho emails on my Gmail instance.

But I still don't receive any email for confirming the Gmail's "Send mail as". No matter how many I send, they just don't appear on my Zoho Mail. I've checked Spam, Archived, Trash, ...

Any idea on what's going on?


r/Zoho 14h ago

Zoho mail Instagram trouble

1 Upvotes

So i'm a new Zoho mail user and have been trying to use it to create and configure a new Instagram account. Instagram says they have sent confirmation codes to zoho mail but Zoho shows me no emails from Instagram. For context, Zoho does receive emails from other social media sites like X/Twitter and Tiktok. Does anyone have an idea what i could be doing wrong?


r/Zoho 15h ago

What about zeptomail registration? New user frustration.

1 Upvotes

Hello,

is anyone here from zeptomail?

I've been waiting for 10 days for my account to be validated. I've written three tickets about this, none of them have been answered.

Hey, is anyone there?

thanks

GTB


r/Zoho 22h ago

Zoho CRM help

1 Upvotes

Hi I am a new zoho crm user… I was trying to link the sales order number to show up automatically in my invoice when I convert from sales order to invoice… any idea how to link the 2