Skip to main content
Full Stack HVAC Full Stack HVAC

Zoho Projects

by Zoho

Zoho Projects - by Zoho - logo 5.7 Good See breakdown →

Highlights

73 Features48 Integrations

Capabilities

Tiered Free TrialFree Tier

Trust

Trains AI ModelsData ExportData Deletion

Media

A project showcase demonstrating an HVAC inventory management system built using Zoho tools.

Capabilities

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

Mobile app
Not available
Free trial
Yes
Free tier
Yes
Public API
No
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
6.8
Support
5.0
Value
7.0
Integrations
8.0
AI Capabilities
1.5

Features

73 features confirmed across 13categories· Showing confirmed capabilities only

Platform & Customization23features

Activity FeedActivity feedsCross-Platform SupportPortrait and landscape mode supportCustom BrandingCustom domainCustom FieldsCustom TagsCustom Scripting SupportCustom functionsCustom TemplatesProject templatesDependency ColumnTask dependenciesDocument ManagementCloud Storage
Show 15 more
Kanban ViewKanban viewTeam CollaborationCollaboration toolsSingle Sign-OnSingle Sign-On (SSO)Custom API AccessREST API accessFile Uploads for Form SubmissionsMultiple file attachmentsCode and No-Code Business LogicNo-code functionsGesture-Based Ticket ActionsSupport Ticket ManagementBug trackingAWS Cognito AuthenticationTwo-Factor Authentication (2FA)Style Palette for Material and Color ChangesCustomizable color themesCustomizable GUIsCustom layoutsThird-Party IntegrationDAP IntegrationMixed Service and Project WorkflowsAudit TrailActivity feedsRole-Based Access ControlTwo-Factor Authentication (2FA)

AI & Automation9features

AI Powered Prompts and RemindersTask remindersAutomation RulesWorkflow AutomationAI AssistantsSmart AI Capabilities with ZiaAI Powered Workflow AssistanceWorkflow ActionsAI SupportAI AssistantAI Generated Work Order Summaries and Prioritization RecommendationsAI Powered Marketing Automation for Customer EngagementContextual customer engagementAI Note Taker Mode
Show 1 more
Sentiment AnalysisSentiment analysis and smart chat summaries

Reporting & Analytics7features

ReportingReporting and AnalyticsAnalyticsDashboardCustomizable Data Views and FilteringCustom viewsPortfolio Analytics and Impact Reporting DashboardPortfolio dashboardProject Budget TrackingProject Budget & EVMBI Tool Integration (Crystal, Tableau, Power BI)Reporting ForecastingNuanced forecasting

Scheduling & Dispatch6features

SchedulingCalendarWork OrdersEnhanced Note-TakingCPM SchedulingCritical pathGantt ChartsGantt chartsProject ManagementWork Breakdown StructureCalendar App

Mobile & Field Tools6features

Offline ModeOffline data synchronizationDigital FormsWeb FormsLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentMentionsField Inspections and Issue TrackingIssue TrackingMobile Task Routing and ManagementTask and Event ManagementField SketchingWhiteboard

Customer Communication5features

Community ForumForumsNotificationsAutomated notificationsSMS MessagingChatFAQ AutomationResponse Templates and Suggested ArticlesAI ConciergeGenerative AI

Technician Management5features

Time TrackingTimesheetsTimesheetTimesheetInternal Employee CommunicationTeam Feed for in-app collaborationTimesheet ApprovalsInspection ManagementIssue Tracking

CRM & Sales5features

CRMContact ManagementAI Powered Business Card ScannerDoc ScannerLead ManagementLead ManagementMarketing ToolsEmail MarketingAutomated Multi-Channel Campaign ExecutionMultichannel Marketing

Accounting Integration2features

Allocation Formulas and Rules EngineWorkflow rulesBudgetingBudget tracking

Compliance & Safety2features

Incident ReportingIssue reportsQC and Safety Issue TrackingIssue Tracker

Invoicing & Payments1feature

Payment ProcessingPower BI Integration

Estimating & Quoting1feature

Assembly BuilderTask Blueprint

Equipment & Asset Management1feature

HVAC Zoning ManagementDrag and drop

Integrations 48 across 7 categories

Productivity 24
Apple Calendar

iCal

Basecamp

Basecamp

Bitbucket

Bitbucket

Box

Box

Dropbox

Dropbox

GitHub

Github

GitLab

Gitlab

Gitea

Gitea

Google AI Studio
Google Calendar

Google Calendar

Google Sheets
Google Tasks

Google Tasks

Google Workspace

Google apps

Jira

JIRA

Microsoft 365

Microsoft Office 365

Microsoft Excel

MS Excel

Microsoft Project
Microsoft SharePoint

Microsoft SharePoint

Zoho Directory
Zoho Forms

Zoho Forms

Zoho Notebook
Zoho Sprints
Zoho WorkDrive
Zoho Writer
Communication 8
Gmail

Gmail

Microsoft Teams

Microsoft Teams

Outlook
Slack

Slack

Zoho Cliq

Zoho Cliq

Zoho Mail
Zoho Meeting

Zoho Meeting

Zoho SalesIQ

Zoho SalesIQ

Data & Automation 5
Cohere
Radar
Zapier

Zapier

Zoho Analytics

Zoho Analytics

Zoho Flow

Zoho Flow

Accounting 4
Zoho Billing
Zoho Books

Zoho Books

Zoho Expense

Zoho Expense

Zoho Invoice

Zoho Invoice

CRM 4
Bigin by Zoho CRM

Bigin by Zoho CRM

ServiceDesk Plus Cloud
Zoho CRM

Zoho CRM

Zoho Desk

Zoho Desk

Marketing 2
Zoho Campaigns

Zoho Campaigns

Zoho Survey

Zoho Survey

HR & Payroll 1
Zoho People

Pricing

Tiered medium confidence
Tier Monthly Annual Unit
Free
Up to 5 users, 3 projects, 5GB storage, basic features
 Free Free/mo flat
Premium
Unlimited projects, 100GB storage, time tracking, custom views, Zia AI
 -- -- /user
Enterprise
Premium + 10 read-only users, resources, SSO, 2FA, portfolio dashboard
 -- -- /user
Ultimate
Enterprise + 15GB/user storage, 100 read-only users, unlimited dashboards
 -- -- /user
Free trial
15 days
View pricing page →