Multiple organizations under Zoho One

Multiple organizations under Zoho One

Hello. I have a long and complicated question. I have a Zoho One account and want to set it up to serve the needs of 6 organizations under the same company. Some of the Zoho One users need to be able to work in more than 1 organization’s CRM and other apps. Since Zoho One doesn’t allow the same email address to be used under different Zoho One accounts, having each organization under a different account does not seem like the best option. Additionally, the organizations sometimes have to work together (using tasks, sharing files, editing documents, signing documents) so it would be helpful to have them under the same account for easy viewing of different CRMs and easy communication/project management across the organizations. What I would like to do is set up multiple CRMs (1 for each organization) under 1 Zoho One plan so the users that work on more than 1 CRM can easily switch between the CRMs. I also would like to use Zoho Connect for communication within organizations and between the organizations. For each organization, Zoho Connect would serve two purposes 1. for the organization’s members to interact with each other, see and join events, learn (hopefully integrating Zoho Learn) and work (using tasks) in groups, stay up to date with what is happening with the organization, etc. and 2. to communicate and work (using tasks, sharing files, editing documents, signing documents) between the different organization to complete administrative projects/work that needs to be done for the larger company. So, I would like to use our Zoho One account and add multiple CRMs for our different organizations to the account. Then, I would like the different organizations to have a private group in Zoho Connect where they can work collaboratively as mentioned above. Question #1: Is it possible to do this and integrate Zoho CRM tasks from each organization's CRM into Zoho Connect tasks in that private group? Question #2: Is this the most efficient way to handle this? I thought about using Zoho Cliq for the collaborative work between the organizations, but I want to limit the amount of apps users need to learn. Question #3: Please also note that each organization has a separate bank account, has different social media channels, has different members subscribed to their membership service, run different email and SMS campaigns, have different websites needing chat functionality and performance enhancement, have shared and different course content, and sometimes run separate events. How does that all work with Zoho Books, Zoho Social, Zoho Subscriptions, Zoho Campaigns, Zoho SalesIQ, Zoho PageSense, Zoho Learn, and Zoho Backstage? Can those apps also have different organization segments like CRM can in Zoho One? Would all the organizations need to purchase each of those apps separately and somehow use Zoho flow to get them to integrate with their respective CRMs? Please advise on the most efficient way to handle this. Questions #4: Will one Zoho Voice account work across all 6 CRMs for voice calls and SMS communication?

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    • How to Add Users to your Organization in ZohoMail?

      A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________

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