Zoho Connect Internal and External Users / Members / Guests

Zoho Connect Internal and External Users / Members / Guests

Hey Zohoholics!

I'm going to apologize in advance for asking a question that seems to have ben asked before.....but the whole thing is still very confusing (and maybe a bit concerning).

I LOVE LOVE LOVE Zoho and really would like to use Zoho Connect for my external mastermind group and course participants.

I have been playing around with Zoho Connect for some time to try to see if it's really the right tool for me and keep gettin stuck with the pricing and member scenarios. 

So this is my understanding and confusion...

I have Zoho One, and am able to create an internal and external network.

The internal network allows me to create "EXTERNAL USERS" (not sure how many though).

The external network allows me to create "EXTERNAL MEMBERS"  or "EXTERNAL GUESTS"

It's my understanding that External  Members have MORE functionality than External Guests.....  presumably because they are actually creating Zoho Accounts.

So here is my confusion.... I want to invite GUESTS because I don't want them to create zoho accounts and I really don't mind the more limited functionality....but it appears in order to add these guests with limited functionality....we have to pay $100/month in addition to the Zoho One subscription, which is over DOUBLE the cost of the ENTIRE Zoho One platform.

So here are my questions....

Is it true that users (called guests) still have less functionality?

Is it true that the ability to add GUESTS to external networks is not included in Zoho One (when I try to add a guest it says I'm on the FREE plan)

Is there any plan in between ZERO guests and 100 guests?

INSIGHT FROM THE CUSTOMER PERSPECTIVE:

I am going to say this only because I know Zoho likes to compete and know what others are doing out there...which is fantastic.  But another massively popular option for unlimited-member communities out there is selling for $23/month and $97/m for the added ability to design and deliver courses inside the network. I won't say which one here out of respect for zoho. I've just never seen Zoho so far out of the competitive price range on any product they have ever created.

I hope I'm not stepping out of line by saying that, but in another post I was reading, someone said it was welcome because Zoho doesn't mind referencing other products.

So I'm confused.  I love Zoho and will continue to be a big supporter as long as it's feasible.  I just feel I must be missing something.  Going from "included with zoho one" to add $100/m for external guests seems like a pretty steep climb...so do I have something wrong here, or am I missing something?

Of course, I don't mind paying for add-ons but when an add-on is over DOUBLE the price of the ENTIRE Zoho One platform, it can seem to many of us like a "bait and switch".  That kind of jump is not what I'd expect from Zoho given their mission and dedication to affordability.  And again, if I have this wrong, I really do apologize. I've been wrong before!  I'm trying not to jump to conclusions!

I have been using Zoho for about five years, and have been using just a few apps to their potential..... I have been hesitant to go "all in" with the whole ecosystem because I'm beginning to see potential red flags that what started as a super-affordable platform for my business may become very expensive once I start digging into it more and see that adding functions are going to increase my costs by 100%

I've always seen Zoho One as being a very cool "beta" because when I first committed to it years ago (I actually have two Zoho One accounts), most of the apps outside of CRM were very buggy and not really ready for "prime time".   I always thought the pricing was the "reward' for hanging in there.  But as some of the apps are getting more mature, I fear Zoho One members will slowly get priced out....as would be the case with a $100/month community app.  

If this same scenario plays out with 2-3 apps, then Zoho One ceases to be Zoho One in the eyes of customers like me.

Again, I love the vision of Zoho....and I hope this is not seen as a disrespectful post, but one of confusion and maybe, depending on the answer....one of concern.  

Have a great day, and thank you!

      • Recent Topics

      • List of hidden features

        Hi Friends, I had another support chat today and low and behold the feature that I wanted just simply needed to be "enabled". I thought I'd share, and maybe see if others had some similar experiences. 1. This one is from 5 ish years ago. I asked if there
      • How to change a BAS that has been filed

        I have discovered that a group of expense transactions were accidentally placed in a asset account rather than an expense account. As a result I need to adjust the transaction and consequently most of my BAS to correct the error. Because the BAS have
      • How to Export PDF with a custom Template

        I need to export Sales Order with a Custom Template I have created How can I do it? I see an API to export the PDF but how can I choose which template to choose to generate the PDF
      • Associate email with a potential or project.

        I have a pivotal requirement to associate emails from various suppliers (contacts) with different potentials or projects, on an email by email basis as they come in. This question appears to have been raised before but I cannot find a definitive yes "it can be done". Could anyone please tell me, yes or no.  If the later I can stop wasting time and look at alternative crm systems. I would love not to have to do this. Thanks in advance.
      • MTA - BAD IP reputation by outlook/hotmail

        Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)
      • Function with Search Records was working until a few weeks ago, around when "Connected Records" was released

        I have a custom function that has been running for nearly a year now, which suddenly stopped working around the time Zoho released the "Connected Records" update. The function is no longer finding the record using the searchRecords function. I've changed
      • Is CRM On Premise available

        Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, Devashish
      • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

        Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that
      • Online Assessment or any aptitude test

        This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,
      • Editing the Ticket Properties column

        This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this
      • Incoming Threads Report

        From data to decisions: A deep dive into ticketing system reports Customers raise questions and issues through multiple channels, such as email, chat, or tickets. To monitor the number of queries received on a specific day from each channel, leads can
      • Conditional layouts - support for multi-select picklists

        Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list
      • Samsung Keyboard Issues with Notebook

        Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and some
      • How to apply customized Zoho Crm Home Page to all users?

        I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has
      • Cloudflare Turnstile is now available in Zoho Forms!

        Hello form builders! We have added a new layer of protection to help you keep your forms free from bots. Instead of forcing users to prove they are human, Cloudflare Turnstile quietly checks browser signals in the background. Your real users glide through,
      • Power of Automation :: Unique Task & Issue Prefix Format and Sequencing Rule

        Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
      • 【Zoho CRM】キャンバス機能のアップデート

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、キャンバス機能のアップデートをご紹介します。 目次 グリッドについて フォーム表示のタブについて 1. グリッドについて ビジュアルデザインは細部の調整に手間がかかりますが、キャンバスのグリッドを使えば要素を整理し、バランスよく配置できます。 画像やデータなどの要素をグループ化せずに簡単に配置できます。 余白を調整することで、要素間の視覚的なバランスを保つのに役立ちます。 「表示切り替え基準の幅」を設定すると、デザインをレスポンシブに調整できます。
      • Deleting unwanted ticket replies

        Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)
      • Issue: Ticket Export Does Not Include Ticket Threads

        Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summary
      • Ability to Set Client Name During Portal Invitation

        Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating
      • スマホでキャンペンメールを見ると正しく表示されない

        キャンペーンのメール(HTML)を作成しましたが、スマホ表示に切り替えると正しく表示されません(添付参照)過去に作成したキャンペーンでは特に意識してませんでしたが、問題なく表示されていたようです。うまく表示される場合とされない場合の違いは何でしょうか?
      • 136.143.188.51 blocked by spamcop

        Zoho mailserver seems to be blocked by spamcop. Cant send mail to my customer. Not sure what to do.
      • Zoho Calendar Integrated Into CRM?

        I've searched around the forums but couldn't find anything addressing this . . .  Is there a plan to integrate Zoho's stand alone calendar solution into Zoho CRM?  The CRM calendar does an OK job but is very basic and the Zoho calendar is great, but I've only figured out to subscribe to my CRM calendar within ZCalendar - there is no 2-way sync. My preferred solution would be for ZCal to become the default calendar/event solution within Z CRM. Is this on the roadmap? Thanks
      • Can I Create Different Page Layouts Based on a Specified Module Pick List Field

        I am trying to work out how to create different page layouts based on a specified module pick list field value, like the Salesforce feature where you can define multiple record types and then create custom page layouts for each record type. This is a super important feature as for almost all the modules we are using (Leads, Potentials, Accounts) we need to be able only show fields relevant to the record type. E.g. We need a very different page layout for a consumer lead Vs a commercial lead, same
      • Scheduling Tasks in Relation to Project End Date

        I use Zoho project  to help manage tasks that relate to a number of specific business events that take place.  I would like to be able to have my project end date be the date of the event and then work "back" from that date to say...   Add a task 2 weeks before the project end date to remind me to XYZ.  Does anyone know if there is a way to base task timings back from a project due date rather than a project start date?
      • Notes of Tasks in Zoho CRM

        Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understand
      • Passing the CRM

        Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
      • How to next stage blueprint in Zoho Creator

        Hello, I have question, its possible to next stage blueprint? in case, Start - (first stage) Leader 1 (with condition 1) - (second stage) Leader 2 (with condition 2) - (third stage) Leader 3 (with condition 3) - (fourth stage) After first stage, i want
      • Feature Request: Email Follow-Up Sequences Similar to Zoho CRM

        I’m wondering if Zoho Recruit is planning to introduce a feature similar to the Email Automation – Follow-Up Sequences that is available in Zoho CRM. In CRM, this allows users to send a series of timed follow-up emails triggered by specific actions (for
      • Duplicated Notebooks

        Out of the blue, almost all of my notebooks got duplicated and the different copies contain different information. Some seem like older copies than the others. I use the linux desktop app and sometimes the Android app. I assume that the sync failed at some point and was unable to merge the two versions together. But I'm afraid to add anything else to my notebook because if it can't properly sync 5 notebooks with only a handful of notes each, what will happen when I have hundreds of notes and I lose
      • Currency limitation when integrating Zoho CRM & Zoho Books

        Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background ·       Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. ·       We sell
      • Multi-select Lookup does not have Advanced filter options in CRM

        With much fanfare Zoho announced the advanced filter options for CRM lookup fields which was a nice addition. This feature is not available for Multi-Select lookup fields. Will it be rolled out in the next 3-6 months, considering the standard lookup filter
      • Experience effortless record management in CRM For Everyone with the all-new Grid View!

        Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
      • Unable to copy into a new document

        Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can you
      • Kaizen #157: Flyouts in Client Script

        Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script
      • Admin Control Over Profile Picture Visibility in Zoho One

        Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture
      • Published Course Not Reflecting In Hub

        Hi! I am trying to create micro-learning courses for our team to be available for self-guided learning. I have published the courses with enrollment settings open to all users of the hub, but they don't appear to be available for enrollment. Am I missing
      • Unlock Locked Users via Zoho One Mobile App

        Hello Zoho One Team, We have noticed that in the Zoho One web admin panel, we can unlock a locked user when needed. However, when using the Zoho One mobile app, there is no indication that a user is locked, nor is there an unlock button similar to what
      • Tip #47- Stay Ahead with Automated Scheduled Reports in Zoho Assist- 'Insider Insights'

        We’ve made it easier for you to stay informed, even when you’re busy managing remote sessions! With Scheduled Reports in Zoho Assist, you can now automatically receive detailed insights about your remote support and unattended access activities directly
      • Colour Coded Flags in Tasks Module List View

        I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the Due
      • Next Page