Software | MRO SUPPLY CHAIN

Zoho CRM — Sales & customer management

What: Central place to track leads, customers, quotes and sales pipeline.
Why: Convert more enquiries into paying customers and avoid lost follow-ups.

Best for: Small distributors, service engineers, sales teams, dealers.

Buy / Learn (CRM)Quick guide

Quick setup (30–60 mins):

Import existing customers via CSV.
Create two pipelines: Leads → Qualified → Quote → Won / Lost.
Set one email template for follow-ups and one task reminder rule.

Zoho Books — Accounting & GST invoicing

What: Invoicing, GST-ready accounting, bank reconciliation and simple reporting.
Why: Keeps finances tidy and taxes easier — good for vendors, rental services, contractors.

Best for: Small retailers, plumbers, rental businesses, service providers.

Buy / Learn (Books)

Zoho Inventory — Stock & order management

What: Manage SKUs, stock levels, purchase orders, and integrate with invoicing and shipping partners.
Why: Avoid stockouts and overstock; simplifies multi-location inventory.

Best for: Stores, distributors, spare-parts sellers (like PlumbingStores.in).

Buy / Learn (Inventory)

Zoho People — HR & attendance

What: Employee onboarding, attendance, leave & payroll integrations.
Why: Useful once you have a small team and need simple HR controls.

Best for: Workshops, rental fleets, small offices.

Buy / Learn (People)

Zoho Projects — Job & project tracking

What: Track jobs, tasks, timesheets and progress for service projects.
Why: Good for repair jobs, installations, and contracted services that need timelines and billing.

Best for: Contractors, maintenance teams, installers.

Buy / Learn (Projects)

Zoho Desk — Customer support tickets

What: Central support inbox, SLA rules, and knowledge base.
Why: Keeps customer queries tracked and improves response time — builds trust.

Best for: After‑sales service, warranty claims, support teams.

Buy / Learn (Desk)

Zoho Analytics — Reports & dashboards

What: Connect data from sales, books and inventory to create simple dashboards.
Why: Helps owners see margins, best‑selling SKUs, and monthly cash flow at a glance.

Best for: Business owners who want visual reports without spreadsheets.

Buy / Learn (Analytics)

Zoho Mail / Workplace — Professional email & collaboration

What: Branded email, file storage, and simple team collaboration tools.
Why: Looks professional and centralises business communication.

Best for: Any small business ready to use professional email with domain.

Buy / Learn (Mail)

Zoho Expense — Employee expenses & reimbursements

What: Track bills, travel and reimbursements with simple approvals.
Why: Helps keep petty cash and travel claims tidy.

Best for: Businesses with field staff and travel costs.

Buy / Learn (Expense)

The face of the moon was in shadow

Digital tools for small businesses — Top Zoho picks

Zoho CRM — Sales & customer management

Zoho Books — Accounting & GST invoicing

Zoho Inventory — Stock & order management

Zoho People — HR & attendance

Zoho Projects — Job & project tracking

Zoho Desk — Customer support tickets

Zoho Analytics — Reports & dashboards

Zoho Mail / Workplace — Professional email & collaboration

Zoho Expense — Employee expenses & reimbursements

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