Resources to help
| Webinar recording | Documentation |
Feature Restrictions | Currently available on early-access only for US data center accounts |
Features Role | CommandCenter as a Service uses signals across Zoho services to propel the movement of records through different stages of a business process
|
Note: CommandCenter was introduced as a feature within CRM in 2020. Zoho's CommandCenter is a standalone service that operates across Zoho platforms.
For the sake of clarity, please note that in this post, we will refer to CommandCenter feature in Zoho CRM as "Zoho CRM's CommandCenter", and "CommandCenter as a Service", as "Zoho's CommandCenter"
CommandCenter is powered by signals. Signals are events performed in various arenas of Zoho applications that can be used to trigger the transition of a record to its next state.
Signals serve as the backbone of the CommandCenter builder., Let's understand a little more about them.
When you want to connect various customer touchpoints together, and build your customer journey end-to-end, there are many, touchpoints involved.
Let's consider a real estate business powered by Zoho One end-to-end. .This company uses the following modules for their operations:
- Zoho CRM for client management
- Zoho Finance for bookkeeping
- Zoho Desk to provide support to clients
- Zoho Meeting to setup online sessions with prospective clients
- In their business process, each customer record moves through different stages in each of these services. For example, a lead moves from a "needs assessment" stage to a "needs assessed".
- Here, for the record to move, it must transition through a stage of "assessment" where "type and budget" details are captured. This transition is fuelled by certain actions which we will configure.
- In this example, we will configure the transition based on a trigger that the company brochure is downloaded or that a query is submitted on the website.
Each of the actions of updating these fields serve as a trigger for the movement of one or more record(s). We call these actions, "Signals". At the backend, Signals route the events to multiple destinations. Signals can be setup for several Zoho services, including Zoho CRM. CommandCenter is setup such that any signal can be captured from other Zoho Apps to trigger the movement of a record to its next state.
Default signals - Default signals available in Zoho CRM, Desk, Survey, and Webinar are supported now. Default signals from other Zoho services, and third-party integrations will be supported down the line.
Custom signals - API triggers or custom signals allow your system to use ANY event as your trigger, besides the readily available signals. Custom signals broaden CC's capabilities by allowing transition of records based on custom events that are specific to your business, making your mapped customer journey that much more accurate.
CommandCenter as a service ties together every single touchpoint of a record, mapping the whole customer journey with all its bits and pieces in ONE space. . Right from capturing information and creating leads, to the final stage, anything that can be automated is mapped within CC. Many of us are familiar with Zoho CRM's CommandCenter that runs and manage an entire business-process end-to-end. CRM's CommandCenter not only allows you to map your customer journey across multiple modules in a single space, but also guides and automates every action in a single space. Zoho's CommandCenter isn't an alternative to this, but an avenue to use and tie together your business processes, across multiple Zoho services. It uses triggers to execute different actions through different Zoho apps, at different stages (states) of a customer lifecycle.
The main components of this tool are:
States - The building blocks of a CC flow. They signify the state/stage a record is stationed at that point of the process. In our real estate example, we have many states. Pre-approval, Funds processing, Inspection completion, Loan approval, etc
Transitions - The process initiating the movement of a record to its next state. A "Documents verification in progress", between the "Waiting for approval" and "Documents verified" states.
Triggers - Triggers are our signals that propel the transition of records. Any default or custom signal can be used as a trigger for a transition.
Actions - At every stage, automated actions that are configured such as email alters, field updates, task creation, or any custom action.
Here's a quick overview on how Zoho's CommandCenter adds to the existing automation options.
| | |
Feature | Help automate any set of actions within a module
Automation rules | Mandates certain actions from the user's end (manual) before a record is transitioned. (includes workflow functionalities in actions)
Internal process application tool |
| During the document verification process, we need to automate the "Document submitted" field in the Contact page, based on a rule that a Webform is filled. | Business process steps that can be included in Blueprint. Collateral Assessment| Documentation Check| Document first release| Legal Verification | Release of loan | Loan closure/rejection (based on approval/denial) |
| Comparison 3 - Zoho CRM's CommandCenter | Comparison 4 - Zoho's CommandCenter |
Feature | Allows the entire business process from your CRM to be created end-to-end, within a single space across modules
Cross-module online journey orchestration tool in Zoho CRM | Builds an online replica of your business process with the various entries of the records and signals across all Zoho services in ONE space Cross-Zoho online replica of a business process |
Use Case achievable | All the steps under Comparison 2. Additionally, we will be able to map the following steps of our business process in CRM. Pre-approval | Manual approval | Document verification | Loan rejected | Address verified | Loan rejected (if address proof is not submitted) | Loan approved | Funds processing initiated | Loan sanctioned | Loan closed | Loan settled | Overdue (in case of payment failure) | Overdue proceedings in due | Overdue proceedings settled (After legal proceedings are initiated) | All the steps under Comparison 3. Additionally, it will be able to include the following signals as triggers
- Filling of a customized survey used during home inspection process
- Booking of slots using Zoho Meeting to schedule a call with the realtor to understand requirements
- During the loan process, closing of customers' tickets created on Zoho Desk is used as a trigger to fully end their purchase |
What's new with Zoho's CommandCenter
- Advanced reporting for CommandCenter allows for tracking and measuring customer journeys, noting and rectifying pain points as the journey progresses.The new Pivot Charts in reports is noteworthy.
- Unifies data across multiple apps, but also for multiple orgs across each application.
- Custom signals or API triggers to flexibly trigger a transition based on any event from other Zoho services.
Note - We've enabled CommandCenter early-access to our EA community. Do try it out, let us know what you think as comments to this post. We request that you post any issues you face, feedback and suggestions for improvements, and what you like about it. Our CommandCenter team is all ears and will love to join in on the discussion.
Access it at commandcenter.zoho.com
Pricing details - CommandCenter will be included in Zoho One when it is ready for public launch. It will be charged based on a Fair Usage Policy, where the base free limits will vary based on the number of users purchased. Post this, they will be charged for additional usage. We'll let you know the exact limits and pricing details closer to the public launch date
Pricing | Free edition | Enterprise Edition (post free usage) |
Transitions | 300/day | |
Actions | 250/day | |
Journeys | 3 | $5/journey/month (bonus of 1 free user) |
Users | 3 | |
Recent Topics
Free Webinar: An exclusive live Q&A session with the Zoho Vault team
As 2020 draws to an end, we're closing out a year that has seen drastic changes all around the world. Many businesses have adopted cloud solutions and a remote work culture for the first time, and this has given rise to newer cyber risks and threats that
Why passwordless authentication should be your top security project for 2021
Hello users! We know that nobody likes to remember passwords, yet they form an indispensable part of our lives. Many of us working with any kind of technology today manage numerous passwords for personal and business accounts. With the widespread adoption
Free Webinar: See why Zoho Vault is the best alternative to LastPass
When LastPass was acquired by LogMeIn in Oct 2015, we expressed our genuine concern about how this would change the LastPass business model and how customer trust would transfer from one company to another. As we suspected, LastPass doubled their pricing
Managing cyber threats when working remotely | A Customer Survey Report
The nearly universal adoption of remote work has changed the way businesses function. Globally, enterprises continue to work to find new ways to make life easier for employees working remotely. However, a commonly cited concern has been the lack of cybersecurity
World Password Day: 5 interesting facts about passwords
It's World Password Day: that time of the year when we talk about password hygiene and the importance of safe password management. World Password Day is observed on the first Thursday of every May, and this year, we'd like to talk about some of the most
Free Webinar: Go passwordless in 2022 with Zoho Vault
Passwords have long been the preferred authentication method, largely due to their universal appeal. While they're easy for people to use and implement, they're also convenient for hackers to exploit. Reports from 2021 state that weak and stolen passwords
Myki has announced EOL for its services | Learn why Zoho Vault password manager is the best alternative
Hello Myki users, Myki has announced end-of-life for its Teams, MSP, and GUARD services, after being acquired by JumpCloud. In their recent announcement, Myki stated that they will be removing their apps and extensions from the respective stores, turning
Join our exclusive meetup with Zoho's Real Estate community
Hey there, The Zoho Vault team is conducting a meetup for all real-estate users from Zoho. During this session, we will be discussing the need for secure password management and how Vault can help you and your clients safely protect passwords and other
Free webinar: A quick walkthrough of Zoho Vault and major updates in 2023
Managing passwords is crucial for all businesses. You can securely store, share, and manage passwords effectively from anywhere with Zoho Vault. We have introduced several new features in 2023 to offer the best online experience for our users. Join our
Free webinar: Why a password manager is a “must-have” for everyone in 2024
In the past decade, we've witnessed numerous cybersecurity breaches globally, with a significant portion resulting from the "it won't happen to me" mindset. Shockingly, in 2023, 86% of breaches involved weak and stolen passwords. Password hygiene is crucial
Zoho Vault - Webinars 2023 - Video Recordings and Slide Decks
Hello, We wanted to offer a consolidated list of Zoho Vault webinar resources from 2023. Therefore, we're putting together a list that includes links to our webinar recordings and slide decks for easy access. Webinar Video recording Slide deck Getting
Free webinar: Focal point: Building a financial ecosystem with Zoho Vault and Zoho Workplace
Hi everyone! Cyber threats against the financial sector are escalating. In the last two decades, nearly one-fifth of reported incidents targeted financial institutions, causing $12 billion in direct losses. Cybercriminals are becoming more sophisticated,
New features in Zoho Vault
We’re thrilled to introduce a wave of powerful updates in Zoho Vault, designed to enhance security, streamline workflows, and improve your overall experience. Let’s dive into what’s new! Folder creation restrictions Limit who can create folders in your
Join our World Password and Passkey Day expert Q&A 2025
Hey everyone! World Password and Passkey Day is almost here, and there's no better time to talk about something we all rely on daily—secure authentication. Did you know that a staggering 60% of hacking-related breaches are tied to weak or stolen passwords?
Dashlane discontinued its free plan: Here's why Zoho Vault's free plan is worth the switch
Hey everyone, Dashlane password manager has officially announced that its free plan will be discontinued starting September 16, 2025. This change means that current free users will need to either upgrade to a paid subscription or export their data and
Introducing SecureForms in Zoho Vault
Hey everyone, Let’s face it—asking someone to send over a password or other sensitive data is rarely straightforward. You wait. You nudge. You follow up once, twice—maybe more. And when the information finally arrives, it shows up in the worst possible
Clickjacking: Zoho Vault's Response
Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, Independent
Free webinar: Security that works: Building resilience for the AI-powered workforce
Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.
Free webinar—Redefining workforce security with Zoho Vault: Passwords, passkeys, and multi-factor authentication
Hi everyone! Did you know that in Q2 alone, 94 million data records were leaked globally? Behind every breach is a combination of poor password habits, phishing attacks, privilege misuse, and simple human error. The fallout—including reputational damage,
Fill Colors
Hello, Just curious, is it possible to manage the Used and standard colors in the fill drop down menu ? I would like to change/edit them is possible to colors I frequently use. Thanks for you reply, Bruce
Is there a way to generate a virtual meeting for a group service in Zoho Bookings?
Are virtual meetings not supported for group services/meetings? I have integrated Zoom with one-on-one services, but I need a way to create an online group meeting. Thanks
Items Below Reorder Point Report?
Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s
Client scripts for Zoho Books ?
Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function
Fillable template with dynamic tables?
Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure
Invoicing multiple expense items as a single line item
My client would like me to invoice them for multiple expense items on a single line item on an invoice. Can this be done? I know I can import billable expenses to an invoice, but I don't know how to show them as a single line item or have them
Zoho Books | Product updates | November 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital
Tables improvement ideas / features
Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one
Announcing offline payment modes for event tickets
Hello everyone, Collecting ticket payments from prospective attendees can be a tricky part of event planning. While Zoho Backstage has always allowed you to collect payments online as people buy tickets from your event microsite, we have now enabled
Gmail is ramping up its email sender policy from November 2025
Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, we
Deluge Error Code 1002 - "Resource does not exist."
I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label via
Item images
Can we get an "On hover" expanded image for items please ?
Ability to Create and Manage YouTube Video Chapters in Zoho Social
Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that would allow users to create and manage YouTube video chapters directly within the platform. Currently, Zoho Social does not support manually adding chapters
What happens to my current site SEO if i opt for zoho creator?
I have an existing website and I need to use Zoho creators for the rapid creation of my webpage creation. Currently, my IT team is creating the web pages, but I am concerned about the SEO of my current website if I shift to zoho will i loose it all?
Automatic Portal invite
We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?
Preview Emails with Merge Fields before sending
Hello, Are there plans to preview an email with merge fields before sending out? Currently, all you see in the preview are the merge field values, but before I send out the email I want to make sure the merge is working. Also, the saved emails only show
User Filter not selecting All Items
We are encountering 2 issues when using the user filter. When users are trying to search using the filter option, the OK button is grayed out. Users have to unselect or make a change before it filters properly. 2. When filtering and the OK button works,
Support Nested JavaScript Variables in PageSense Pop-up Targeting
Hello Zoho PageSense Team, I hope you're doing well. I’d like to request a feature enhancement for the PageSense pop-up targeting functionality. Current Limitation: Currently, PageSense pop-ups can be triggered using simple JavaScript variables. However,
Cannot Invert Axis for Rankings
Hi there I want to be able to create a ranking graph in Analytics/BI, with 1 at the top of the Y axis, but I am unable to invert the axis. Super simple example in Excel below. Higher rankings need to be higher up on the graph to give the correct visual
How to copy value from a single line field into a picklist field within a module's subform?
Hello there, I have a single line field in a module's subform. I would like the value in the field to automatically update a picklist field within the same subform (both have items with the same names). Is this possible via function? Unfortunately, workflows
Committed Stock and To Be Received Stock via API?
Is it possible to retrieve Committed Stock and/or To Be Received Stock for an Item via the API? I want to use this information for calculating the amount of inventory needed to be purchased.
Next Page