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Zoho Desk

by Zoho

Media

A beginner's guide tutorial on how to effectively use the Zoho Desk help desk software platform.

A beginner's guide tutorial on how to effectively use the Zoho Desk help desk software platform.

About This Product

A fully-featured free edition of Zoho CRM designed for small teams (up to 3 users), offering lead, deal, and contact management, multichannel marketing, workflow automation, and secure cloud storage.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Not available
Free trial
No
Free tier
No
Public API
Yes
Deployment
Cloud

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Trains AI models on your data

"we make only the following limited use of service data for these technologies: (i) using anonymized crops of service data to improve accuracy of the algorithms; and (ii) using your organization's data for developing models specific for your organization."
Confidence: high Source

Data export available on request

"We provide you complete control of your service data by providing you the ability to (i) access your service data, (ii) share your service data through supported third-party integrations, and (iii) request export or deletion of your service data."
Confidence: high Source

Data deletion honored on request

"We provide you complete control of your service data by providing you the ability to (i) access your service data, (ii) share your service data through supported third-party integrations, and (iii) request export or deletion of your service data."
Confidence: high Source

Primary policy document: https://zoho.com/privacy

FSH Score Breakdown

Ease of Use
6.0
Features
8.0
Support
5.0
Value
6.0
Integrations
8.0
AI Capabilities
1.5

Features

124 features confirmed across 14categories· Showing confirmed capabilities only

Platform & Customization27features

Approval ManagementService level agreementsBusiness Process BlueprintsBlueprintCustom BrandingCustom brandingCustom FieldsCustom modulesDocument ManagementKnowledge baseEdge ComputingEdge ComputingHelp CenterHelp CenterKiosk StudioKiosk Studio
Show 19 more
Multi-Language SupportMultilingual help centerMulti-Tenant ArchitectureMulti Tenancy SupportRole-Based Access ControlUser ManagementTeam CollaborationCollaboration toolsZia Custom Design (Canvas Layout from Images)Zia Custom Design (Canvas layout from images)Sandbox AccountSandbox environmentCustom API AccessWebhooksAudit TrailAudit trailCode and No-Code Business LogicMulti-Company ManagementMulti-departmentThird-Party IntegrationIssue resolution sync with developmentAI Text Rewriting And TranslationAI-powered email rewriting and anomaly detectionDrag And Drop Form BuilderBlueprints (drag-and-drop automation builder)DepartmentsMulti-Department Workflow ConfigurationUI EmbeddingGenerative AIDesign CollaborationData ImportCustomer import from unified databaseCustom Scripting SupportCustom actions

Customer Communication22features

AI Chat ReceptionistMultichannel supportCall Flow AutomationGuided conversationsCommunity ForumCommunity forumsCustomer SupportEmail TicketingNotificationsPush notifications for ticket assignments and updatesComputer Telephony IntegrationTelephony integrationHelp Desk And TicketingLive chat (Zoho SalesIQ)Omni-Channel InboxSocial media support
Show 14 more
AI ReceptionistAI-powered virtual assistantCall RoutingCall routingAutomated Omnichannel DistributionCustomer and Subcontractor PortalsFAQ AutomationIn-App Customer MessagingSkills-Based Ticket RoutingMessage PersonalizationUser personalizationVoIP Phone SystemTelephonyClient PortalCustomer/Partner PortalsSMS MessagingBusiness MessagingCentralized Multi-Channel CommunicationOmnichannelChat and Email SupportTicket RoutingTicket routing

AI & Automation19features

AI Agent BuilderGenerative AIAI Agents for Engagement, Qualification, and ConversionAutonomous AI agentsAI Agents for SalesAI Agents for SalesAI Assisted Ticket Creation and ManagementSwipe gestures for ticket actionsAI Generated Work Order Summaries and Prioritization RecommendationsWork Modes and Custom Views for ticket prioritizationAI Module Creation via PromptsZia Module Creation via promptsAI Powered Marketing Automation for Customer EngagementOmnichannel customer engagementAI Powered Security and Compliance ControlsSecurity And Compliance
Show 11 more
AI SupportAI agentsAnomaly DetectionAnomaly DetectionAutomation RulesWorkflow AutomationWorkflow CustomizationCustom actionsNo Code Workflow AutomationAdvanced workflows, cadences, and no-code functionsSentiment AnalysisAI-powered response suggestions and sentiment analysisAI AssistantsConversational AI assistantAI Generated Response DraftsAI-assisted response draftingAI Assist for Voice/Text QueriesDual Knowledge Base ArchitectureNo-Code Bot BuilderNo-code functions

CRM & Sales18features

CRMContact ManagementCase ManagementTicket managementLead ManagementLead ManagementLocation Intelligence and Map ViewLocation intelligence and map viewMarketing ToolsEmail MarketingSales AutomationSales Force AutomationCase AssignmentDirect assignmentAI Powered Business Card Scanner
Show 10 more
Automated Multi-Channel Campaign ExecutionCall TaggingCase CreationCustomer Journey BuilderJourney OrchestrationDynamic Territory ManagementTerritory ManagementWebsite Visitor TrackingInteraction HistoryTicket timeline and historyAutomated Customer Touchpoints And SequencesContextual customer engagementIntegrated Marketing CampaignsMultichannel MarketingAutomated Review Requests

Scheduling & Dispatch7features

DispatchingTicket assignmentWork OrdersBug tracking from ticketsSchedulingIn-app meeting schedulingGantt ChartsGantt chartsProject ManagementTask managementSLA Management with Automated EscalationsSLA management with automated escalationsAuto Assign JobsRound-robin assignment

Reporting & Analytics7features

AnalyticsDynamic DashboardsReportingReport GenerationCustomer Happiness TrackingCustomer happiness trackingNet Promoter Score (NPS) TrackingCustomer Happiness RatingsReporting ForecastingForecastingReal Time Project Dashboards with Cost to Complete and Schedule VarianceReal-time dashboards and reportsAI Powered Call Tracking and Analytics

Mobile & Field Tools7features

Offline ModeOffline data syncAuto Data EntryData CollectionDigital FormsWeb FormsTechnician Mobile AppMobile AccessOffline Mobile Data CollectionOffline access and syncBuild & Operate AppCustomizable Forms and ContractsCustomization

Technician Management5features

Business Account DashboardAccount ManagementTime TrackingTimesheetsAutomated Sourcing And Nurture CampaignsLead NurturingInternal Employee CommunicationTeam Feed for in-app collaboration and commentingAgent ScorecardsCustomer support performance surveys

Equipment & Asset Management4features

AlertsSLA violation alertsAsset ManagementDevice ManagementOver The Air Software UpdatesFirmware UpdatesRemote MonitoringRemote Control

Invoicing & Payments2features

Payment ProcessingPayment processing from ticketsInvoicingInvoice creation from tickets

Inventory Management2features

Inventory ManagementTerritory ManagementPurchase OrdersSales order and shipment tracking from tickets

Accounting Integration2features

Allocation Formulas and Rules EngineRule EngineBudgetingBudget tracking

Fleet & GPS Management1feature

GPS TrackingGeolocation Tracking

Training & Education1feature

Blueprint & Drawing ReadingBlueprints

Integrations 35 across 8 categories

Productivity 10
Asana

Asana

ChatGPT

ChatGPT

GitLab
Google Workspace
Jira

Jira

OpenAI
Trello

Trello

Zoho BugTracker
Zoho Forms
Zoho Projects
Communication 9
Intercom

Intercom

LINE
Microsoft Teams

Microsoft Teams

Slack

Slack

Telegram
WeChat
Zoho Assist
Zoho Meeting
Zoho SalesIQ
CRM 5
Bigin by Zoho CRM
HubSpot

HubSpot

Pipedrive

Pipedrive

Salesforce

Salesforce

Zoho CRM

Zoho CRM

Data & Automation 4
Microsoft Power BI

PowerBI

Zapier

Zapier

Zoho Analytics

Zoho Analytics

Zoho Flow
Marketing 3
Clearbit

Clearbit

Mailchimp

Mailchimp

Zoho Survey
Accounting 2
Zoho Books

Zoho Books

Zoho Invoice
Field Service 1
Zoho FSM
eCommerce 1
Zoho Inventory

Pricing

Model
Quote Only
Starting at
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