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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
9.0
Support
5.0
Value
6.0
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

114 features confirmed across 14categories· Showing confirmed capabilities only

Platform & Customization26features

Custom BrandingCustom domainCustom FieldsCustom modulesDocument ManagementKnowledge baseCustom API AccessWebhooksCode and No-Code Business LogicEdge ComputingKiosk StudioMulti-Tenant Architecture
Show 18 more
Role-Based Access ControlUser ManagementSupport Ticket ManagementTeam CollaborationZia Custom Design (Canvas Layout from Images)Approval ManagementMulti-level escalationsMulti-Company ManagementMulti-departmentMulti-Language SupportMultilingual help centerThird-Party IntegrationData sharing with other appsBusiness Process BlueprintsDepartmentsDrag And Drop Form BuilderHelp CenterMulti-Department Workflow ConfigurationUI EmbeddingGenerative AIDesign CollaborationData ImportCustomer import from unified databaseCustom Scripting SupportCustom actionsAudit TrailTicket timeline & history

Customer Communication19features

Community ForumCommunity forumAutomated Omnichannel DistributionCustomer and Subcontractor PortalsFAQ AutomationIn-App Customer MessagingSkills-Based Ticket RoutingTicket RoutingCall RoutingMulti-level IVR
Show 11 more
NotificationsResponse Templates and Suggested ArticlesVoIP Phone SystemTelephonySMS MessagingBusiness MessagingAI Chat ReceptionistCall Flow AutomationChat and Email SupportComputer Telephony IntegrationCustomer SupportHelp Desk And TicketingOmni-Channel InboxAI ReceptionistLive chat (Zoho SalesIQ)

CRM & Sales17features

CRMContact managementAI Powered Business Card ScannerAutomated Customer Touchpoints And SequencesAutomated Multi-Channel Campaign ExecutionCall TaggingCase CreationCase ManagementCustomer Journey BuilderJourney Orchestration
Show 9 more
Dynamic Territory ManagementTerritory ManagementLead ManagementLead & Contact ManagementLocation Intelligence and Map ViewLocation intelligence and map viewWebsite Visitor TrackingSales AutomationSales and service team coordinationCase AssignmentInteraction HistoryMarketing ToolsSocial media supportAutomated Review Requests

AI & Automation17features

AI SupportAI AgentsAutomation RulesWorkflowsAI Agents for Engagement, Qualification, and ConversionAutonomous AI agentsAI Agent BuilderAI Agents for SalesAI Assist for Voice/Text QueriesAI AssistantsAI Assisted Ticket Creation and Management
Show 9 more
AI Generated Response DraftsAI Module Creation via PromptsAI Powered Marketing Automation for Customer EngagementAI Powered Security and Compliance ControlsAnomaly DetectionAnomaly DetectionNo Code Workflow AutomationSentiment AnalysisDual Knowledge Base ArchitectureWorkflow Customization

Scheduling & Dispatch7features

Work OrdersTicket creation from form entriesSchedulingIn-app meeting schedulingDispatchingField service executionSLA Management with Automated EscalationsGantt ChartsGantt chartsAuto Assign JobsProject Management

Reporting & Analytics7features

ReportingCustom reports and dashboardsAnalyticsRadar analytics appReal Time Project Dashboards with Cost to Complete and Schedule VarianceAI Powered Call Tracking and AnalyticsCustomer Happiness TrackingReporting ForecastingNet Promoter Score (NPS) TrackingCustomer happiness ratings

Mobile & Field Tools5features

Offline ModeOffline data synchronizationDigital FormsWeb formsAuto Data EntryData CollectionBuild & Operate AppTechnician Mobile AppMobile Access

Technician Management5features

Automated Sourcing And Nurture CampaignsLead NurturingBusiness Account DashboardAccount ManagementTime TrackingTimesheetsInternal Employee CommunicationTeam Feed for in-app collaboration and commentingAgent ScorecardsCustomer support performance surveys

Equipment & Asset Management4features

Asset ManagementDevice ManagementOver The Air Software UpdatesFirmware UpdatesAlertsSLA violation alertsRemote MonitoringRemote screen access

Invoicing & Payments2features

Payment ProcessingPayment processing from ticketsInvoicingInvoice creation from tickets

Accounting Integration2features

Allocation Formulas and Rules EngineRule EngineBudgetingBudget tracking

Fleet & GPS Management1feature

GPS TrackingGeolocation Tracking

Inventory Management1feature

Purchase OrdersSales order and shipment tracking from tickets

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
Contact for pricing