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!


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • 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. ____________________________________________________________________________________________________________

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Warehouse fast processing

                                    Hey guys, would anyone be interested in something like the attached image ? If there's any interest I'd be willing to develop it further for others to use, it's much faster than using Zohos native solutions, it can part pack, pack in full, part ship,
                                  • Can't change form's original name in URL

                                    Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
                                  • Start/Stop Timmer in Chrome Extension

                                    The chrome extension is great and allows you to do allot however one of the most common things employees working on projects need to do is track their time. Having an easy start/stop timer to track time would be great.
                                  • Invalid collection string

                                    I haven't changed anything in one of my functions. I'm trying to run it manually and suddenly "Invalid collection string" appears. My code has 6 lines and the error says that the error is on 7th line. Why? What does this error mean? Nothing has been changed
                                  • Zoho Directory 2025: New Features | Security Enhancements | Enriched UI

                                    Hello everyone, Greetings from the Zoho Directory team! 2025 has been a highly successful year for Zoho Directory. We are delighted to introduce a fresh set of features, an enriched UI, and major product enhancements. These updates aim to deliver a smoother
                                  • Bulk Schedule for Posting TikTok

                                    Hallo, We have a client whose business is a social media agency specifically TikTok. Currently they are handling 30 TikTok accounts from. I think zoho Social can handle it with Agency License + with Add on 10 Brands. Their concern is related to posting
                                  • zoho people 5 report

                                    How do I customize my report in Zoho People Report? I understand that I can get the results of multi-table queries through SQL join statements, but I don't know the relationship between each table. I tried to create a report using Attendance User Report
                                  • Leave Report Emailed Weekly

                                    I am wondering if someone knows how to have a report generated either weekly or monthly or both for department heads and ownership of upcoming employee leave. For instance, it would be nice to get an emailed report on Friday for the upcoming week of who
                                  • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

                                    Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the
                                  • Zoho Flow Decision Continuing Despite Not Meeting Conditions

                                    I have a picklist field called Lead Status in the leads module, with the following lead Statuses: New Lead Attempted Contact - 1 Attempted Contact - 2 Attempted Contact - 3 Attempted Contact - 4 Attempted Contact - 5 Attempted Contact - 6 Attempted Contact
                                  • 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
                                  • zoho labels api not working

                                    We're using n8n to automte email reply using zoho api. I'm facing issue with label api. I added the required scopes but its not working. i followed zoho api documentation but didn't work. also, where do i find/how do i create zoho oauth token mentioneeed
                                  • Zoho Books Sandbox environment

                                    Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
                                  • Tip #55- Accessibility Controls in Zoho Assist: Exploring Vision Settings- 'Insider Insights'

                                    As we approach the end of the year, it’s a good moment to reflect on how we can make our tools more inclusive and easier to use for everyone. Remote support often involves long hours in front of screens, varied lighting conditions, and users with different
                                  • Zoho Recruit Slow and Freezing on all screens

                                    We have had an issue with Zoho Recruit for weeks being extremely slow and at times freezing.  We have 100 mega internet, and I went into each computer and updated the virtual memory so there is more available.  Also restarted all computers daily.  Still having the issues.  Almost unable to work.
                                  • Credit Management: #2 Configuring Right Payment Terms for Credit Control

                                    Think about the last time you ordered something online and saw that little note at the checkout, "Pay on Delivery" or "Pay later". It's simple, but it actually sets the tone. As a business owner, you know exactly when payment is expected. Now, imagine
                                  • Dependent (Conditional) Fields in Zoho Bookings Forms

                                    Hello Zoho Bookings Team, Greetings, We would like to request the ability to create dependent (conditional) fields in Zoho Bookings registration forms. Current Limitation: There is currently no way to make one field’s available options depend on the value
                                  • Bug Report: Search fails to find existing notes after Evernote import

                                    Hello, I recently migrated from Evernote (~2600 notes across 23 notebooks), but the search functionality is currently broken. The Issue: I can manually browse to a specific note and see it exists. However, when I type the exact or partial title of that
                                  • Marketing Tip #13: Win repeat customers with post-purchase emails

                                    The relationship with your customer doesn’t end after the sale; that’s when it begins. A thoughtful post-purchase message shows customers you appreciate them, keeps your brand top of mind, and can even lead to another sale. You can thank them, ask for
                                  • Zoho Form

                                    I have problem with Zoho Form. One of form i don't received the PDF version. Others okay except this one. W904533
                                  • Create & Update Zoho Vault Passwords via Zoho Flow

                                    Hi Zoho Flow / Zoho Vault Team, We’d like to request an enhancement to the Zoho Vault integration in Zoho Flow. Current Limitation: At the moment, Zoho Flow supports only the following selected Zoho Vault actions, such as: Fetch passwords, Share passwords
                                  • Is Zoho Communityspaces now part of Zoho One?

                                    Is Zoho Communityspaces now part of Zoho One?
                                  • Streams/Shared email doesn't show up in windows trident app. It works fine on MAC. Is there any difference between 2 install ?

                                    I can see streams/share email boxs on my MAC version of trident app but i can't see them in windows version of trident app. Is there any difference between 2 install? I try to find setting but not able to see any setting to add stream/share email boxes.
                                  • Credit Note for Shipped and Fatoora pushed invoices

                                    We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a Sales
                                  • Cliq iOS can't see shared screen

                                    Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                  • MCP no longer works with Claude

                                    Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.
                                  • Custom Related List Inside Zoho Books

                                    Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");
                                  • Features, Feedback and Votes

                                    We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise
                                  • add zoho account

                                    How to add a zoho mail to previous zoho account? I have two
                                  • There Might Be A Glitch in Determining If A String Represents A URL

                                    I suspect there might be a glitch in determining if a string represents a URL or not. For example, I cannot embed the following URL. Perhaps the exclamation mark or parentheses are the culprit? https://en.wikipedia.org/wiki/How_the_Grinch_Stole_Chri
                                  • Customer Management: #4 Enhance Customer Journey

                                    When Neha started DefineOps, a growing IT support and consulting firm, most of her work was straightforward. A client would sign up for a free version, decide whether the service works for them, and then either continue or discontinue. Billing was simple,
                                  • Pipeline.Company Name field shows up as numbers! [Bigin Developer Console > Component > URL]

                                    Hi there, I am setting up to invoke URL to send infromation zoho bigin > zoho forms with company name pre-fill in the form. however when I use : ${Pipelines.Company Name} field it shows up as a string of number instead of words. Help.
                                  • Marketing Tip #1: Optimize item titles for SEO

                                    Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly
                                  • Territory Assignment Issues (Lead to Account + Contact)

                                    1. Lead → Account & Contact Territory Assignment on Conversion A Lead is automatically assigned one or more territories using a workflow and Lead Assignment Rules. This works as expected, and we are able to assign multiple territories to a Lead automatically.
                                  • Marketer's Space: Proven tips to improve open rates – Part II

                                    Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-header
                                  • SQL Table slowed to a crawl

                                    Hi all - I seem to have noticed an update. Now whenever I am typing in the script field for the SQL tables there is a huge delay and it is all very slow. This has never been the case for me in over 5 years of using Analytics - I really hope it's fixed
                                  • Deluge Events/search API works in user environment but not in sandbox – why?

                                    I am creating an Extension for Zoho CRM using Zoho Sigma Platform I’m using the following Deluge code to search Events in Zoho CRM based on Start_DateTime: criteria = "(Start_DateTime:greater_than:2025-12-20T00:00:00+00:00)"; url = "crm/v8/Events/search?criteria="
                                  • Ensure Consistent Service Delivery with Comprehensive Job Sheets

                                    We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on
                                  • What are Zoho Meeting capabilities included in Zoho Workplace Standard?

                                    I am evaluating using Zoho Meeting for my organization, but it is not clear what Zoho Meeting capabilities are already included in Zoho Workplace Standard. - Are meeting recordings included in Workplace Standard? - Can we invite external meeting participants
                                  • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

                                    Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
                                  • Next Page