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Full Stack HVAC Full Stack HVAC

Zoho Projects

by Zoho

Zoho Projects - by Zoho - logo 5.5 Good See breakdown →

Highlights

63 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
5.3
Support
5.0
Value
7.0
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

63 features confirmed across 12categories· Showing confirmed capabilities only

Platform & Customization18features

Document ManagementCloud StorageKanban ViewKanban viewCustom BrandingCustom DomainSingle Sign-OnSingle Sign-On (SSO)Custom API AccessREST API accessActivity FeedCode and No-Code Business LogicNo-code functionsCross-Platform Support
Show 10 more
Dependency ColumnFile Uploads for Form SubmissionsGesture-Based Ticket ActionsStyle Palette for Material and Color ChangesTeam CollaborationTeam Feed for in-app collaborationThird-Party IntegrationDAP IntegrationMixed Service and Project WorkflowsCustom FieldsCustom fields managementAudit TrailActivity feedsRole-Based Access ControlTwo-Factor Authentication (2FA)

AI & Automation8features

Automation RulesWorkflow AutomationAI AssistantsAI Generated Work Order Summaries and Prioritization RecommendationsAI Powered Marketing Automation for Customer EngagementContextual customer engagementAI Note Taker ModeAI Powered Workflow AssistanceAI SupportAI Intelligent AssistantSentiment AnalysisSentiment analysis and smart chat summaries

Reporting & Analytics7features

ReportingReporting and AnalyticsAnalyticsSmart AnalyticsCustomizable Data Views and FilteringBI Tool Integration (Crystal, Tableau, Power BI)Portfolio Analytics and Impact Reporting DashboardProject Budget TrackingReporting ForecastingNuanced forecasting

Scheduling & Dispatch6features

SchedulingCalendarWork OrdersEnhanced Note-TakingGantt ChartsGantt chartsProject ManagementTask managementCalendar AppCPM Scheduling

Customer Communication5features

SMS MessagingChatFAQ AutomationResponse Templates and Suggested ArticlesNotificationsResponse Templates and Suggested ArticlesAI ConciergeGenerative AICommunity ForumForums

Mobile & Field Tools5features

Offline ModeOffline data synchronizationDigital FormsWeb FormsField Inspections and Issue TrackingIssue TrackingMobile Task Routing and ManagementTask and Event ManagementField SketchingWhiteboard

Technician Management5features

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

CRM & Sales5features

CRMContact ManagementLead ManagementLead ManagementMarketing ToolsEmail MarketingAI Powered Business Card ScannerAutomated Multi-Channel Campaign ExecutionMultichannel Marketing

Invoicing & Payments1feature

Payment ProcessingPower BI Integration

Estimating & Quoting1feature

Assembly BuilderTask Blueprint

Equipment & Asset Management1feature

HVAC Zoning ManagementDrag and drop

Compliance & Safety1feature

QC and Safety Issue Tracking

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 →