Using Zoho One to manage two (or more) businesses

Using Zoho One to manage two (or more) businesses

We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us!  (It is basically designed to facilitate branding and use for one business only per subscription).

A bit of background ....

In terms of Zoho One apps, our business operations mostly centre on using Inventory / Books.  Back in the beginning of our time using Zoho, when things were a bit smaller scale, I thought we might be able to run it all under one subscription, by doing such things as disabling the logo and organisation name and addresses, creating separate templates for all documents relating to each business and associating them, using reporting tags in Books so that we could run separate P&Ls for each business etc etc etc ....

BUT it became apparent fairly quickly that this was going to become complicated and messy (especially as we grew to more users etc,) and it would be better to separate the two businesses out into each having their own subscription.  A big, tear-your-hair-out kinda job that I wouldn't wish on anyone, especially having to go through Books with a fine tooth comb and separate out all the transactions!  : / 

Anyway, fast forward and now and the situation is ...

I have two separate super admin accounts, just for myself as the owner for each business.  (Annoying, but that's the way it goes ... and don't even get me started on the whole issue of having to have two separate mobile phone numbers as one individual person to open another account!  Beyond ridiculous, but Zoho appear determined to remain steadfast and not able to see any semblance of reason on that front.) 

Because I also keep an eye on the emails of our main user account at each of our locations, I am basically working across four accounts a lot of the time.  I use Firefox Multi-Container to be able to keep multiple accounts open at the same time, and that works well, but working this way can certainly get a bit higglety-pigglety!

For the most part though, it has worked out ok,  keeping the Inventory / Books separate for each business and then combining the figures when it comes to BAS tax time etc. (as, of course, one company means ONE entitiy in the eyes of the Tax Office). 

It did mean we lost the ability to do certain things like transfer stock between the two businesses, ie by having each one as a 'warehouse' under the one subscription, but we are able to fairly easily work around this by using inventory adjustments at each end instead. 

HOWEVER, the main issue that lingers is on the communications side.  We use the Workplace apps, Mail, Cliq etc within the businesses.  With Cliq as an example, it's ok if I am at my computer, because I have all the accounts open as described above, therefore I can receive / see all messages intended for me.  BUT, on my mobile phone app, because I can only be logged in to one of the Orgs at once, I'm only able to receive messages from one half of my employees!  (Depending which business's Org I am logged in to.)

And because we are one company, there are times when it would be beneficial for users in one of the businesses to be able to directly message users in the other business.  But the way it is at present they are two separate 'silos'.  

Is there anyone else out there with this situation?  If so, how do you deal with it?  With Cliq, could this problem be alleviated by adding the users from one of the Orgs as 'external' users in the other Org? 

Sometimes, I wonder if it would be better to set up a separate 'company-wide' Workplace subscription and we all use that instead of / over the top of Workplace associated with the separate Zoho One Org's but I suspect that could lead to its own set of problems. 

If anyone has any words of wisdom related to this, please let me know!


      • Sticky Posts

      • 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. ____________________________________________________________________________________________________________

        • Recent Topics

        • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

          Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,
        • Limited System because of Limited Number of Fields for Car Dealership

          Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical data
        • Cancel Subscription

          Hi , Im want to cancel my account but without success please help me to do it
        • Making an email campaign into a Template

          I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?
        • Direct Access and Better Search for Zoho Quartz Recordings

          Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displays
        • Multiple Cover Letters

          We are using the staffing firm edition of Recruit and we have noticed that candidates cannot add more than one cover letter. This is a problem as they might be applying for multiple jobs on our career site and when we submit their application to a client,
        • URGENT: Deluge issue with Arabic text Inbox

          Dear Deluge Support, We are facing an issue that started on 12/Feb/2026 with custom functions written using Deluge within Qntrl platform. Currently, custom functions do not accept Arabic content; it is replaced with (???) characters. Scenario 1: If we
        • File Conversion from PDF to JPG/PNG

          Hi, I have a question did  anyone every tried using custom function to convert a PDF file to JPG/PNG format? Any possibility by using the custom function to achieve this within zoho apps.  I do know there are many third parties API provide this with
        • Prevent accidental duplicate entry of Customer Ordersome

          Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms
        • Now in Zoho One: Orchestrate customer journeys across apps with Zoho CommandCenter

          Hello Zoho One Community! We’re excited to introduce Zoho CommandCenter as a new capability available in Zoho One. For the whole customer journey As Zoho One customers adopt more apps across sales, marketing, finance, and support, a common challenge emerges:
        • annualy customer report

          we need a report per customer that looks like this invoic number cleaning laundry repair management 01 january xxx euro xx euro xx euro xxx euro 02 february xxx euro xxx euro x euro xxxx euro and so on the years 12 months is that possible to make and
        • Totals for Sales Tax Report

          On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous
        • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

          Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join
        • Exported Report File Name

          Hi, We often export reports for information. It is time consuming to rename all the reports we export on a weekly basis, as when exported their default name is a seemingly random string of numbers. These numbers may be important, I'm not sure, but I am
        • Automatic Refresh on Page?

          Hi everyone, We use a page as a dashboard which shows data for the laboratory and tasks pending etc. Is there a way to set the page to automatically refresh on a X time? Many thanks TOG
        • Full Context of Zoho CRM Records for Zia in Zoho Desk for efficient AI Usage

          Hello everyone, I have a question regarding the use of Zia in Zoho Desk in combination with CRM data. Is it possible to automatically feed the complete context of a CRM record into Zia, so that it can generate automated and highly accurate responses for
        • Hiding Pre-defined Views

          You can enhance Zoho with custom views - but you cannot hide the pre-defined views. Most users focus on 4 or 5 views. Right now for EVERY user EVERY time they want to move to one of their 4 or 5 views - they have to scroll down past a long list of pre-defined views - we don't use ANY of the pre-defined views. Adding the feature to allow a predefined view to be hidden completely or only visible to certain users would be a big improvement in usability for Zoho CRM. This feature is already available
        • [Webinar] Top 10 Most Used Zoho Analytics Features in 2025

          Zoho Analytics has evolved significantly over the past year. Discover the most widely adopted features in Zoho Analytics in 2025, based on real customer usage patterns, best practices, and high-impact use cases. Learn how leading teams are turning data
        • How do I edit the Calendar Invite notifications for Interviews in Recruit?

          I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent
        • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
        • App for Mac OS X please!

          It would be awesome to have a mail app for Mac OS X that included all the cool features such as steams, calendar, tasks, contacts, etc. Most people prefer native apps, rather than running it through a web browser. I know that we can use the IMAP, CalDAV,
        • How to integrate Zoho CRM, Zoho Forms and a WIX Web Site

          Attached video demonstrates how to use Zoho Forms included in Zoho One, to design a Contact Us form to be embedded into a WIX web site and integrated into Zoho CRM.
        • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

          Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
        • Introducing Workqueue: your all-in-one view to manage daily work

          Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales
        • Default Reminder Time in New Tasks or New Event?

          Any way to change this from 1:00am? Thanks, Gary Moderation Update (February 2026): With the Calendar preferences, the default reminder time for Meetings, Appointments and All-Day Meetings can be set. Read more: Calendar preferences in Zoho CRM Regarding
        • Exporting All Custom Functions in ZohoCRM

          Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any way
        • Dynamic Field Folders in OneDrive

          Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the same
        • Right Shift key not sending to Zoho Assist environments

          I'm unable to use Right Shift key in Zoho environments. Zoho environments are Win10. Computer I access from is Win 11. Issue started when I changed to Win 11. Have tried: - Multiple browsers - web client AND desktop client - 3rd party mapping tools to
        • Unable to Filter Retail Sales Orders & Need Paid/Unpaid Filter – Zoho Books

          Hi Zoho Team, Recently you introduced Retail – Standard and Retail – Premium templates for Sales Orders. However, in the Sales Order module we still cannot filter or segregate Retail Sales Orders separately from normal B2B sales orders. Because of this,
        • About Meetings (Events module)

          I was working on an automation to cancel appointments in zoho flow , and in our case, we're using the Meetings module (which is called Events in API terms). But while working with it, I'm wondering what information I can display in the image where the
        • How can I hide "My Requests" and "Marketplace" icon from the side menu

          Hello everybody, We recently started using the new Zoho CRM for Everyone. How can I hide "My Requests" and "Marketplace" from the side menu? We don't use these features at the moment, and I couldn't find a way to disable or remove them. Best regards,
        • PDF Annotation is here - Mark Up PDFs Your Way!

          Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. No
        • Ability to assign Invoice Ownership through Deluge in FSM

          Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This
        • How do you do ticket add ons in Backstage?

          Hi Everyone, If you wanted to have general admin tickets and allow for add ons, like camping, or car or Carbon offset. What would you do? Peace Robin
        • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

          Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with
        • validation rules doesn't work in Blueprint when it is validated using function?

          I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validation
        • Pull cells from one sheet onto another

          Hello all! I have created an ingredients database where i have pricing and information and i want to pull from that database into a recipe calculator. I want it to pull based on what ingredient I choose. The ingredients database has an idea and i want
        • How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?

          Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems like
        • Emails Failing with “Relaying Issues – Mail Sending Blocked” in ZeptoMail

          Hello ZeptoMail Support Team, We are facing an email delivery issue in our ZeptoMail account where emails are failing with the status “Process failed” and the reason “Relaying issues – Mail sending blocked.” Issue Details Agent Name: mail_agent_iwwa From
        • How does Zoho handle support operations for our EU users?

          Dear Zoho users, We have some news and reminders about how we handle support operations for Zoho users in the EU Data Center. This is part of our broader commitment to ensuring GDPR compliance and providing secure data handling for all users. We'd like
        • Next Page