Zoho Projects and its Integrated Business Apps

Zoho Projects is integrated with robust applications and services so that you can have one unified suite for multiple business needs. Integrations in project management helps you to work more efficiently with other related operations like sales and marketing, automating support tickets, and so on.

With integrated CRM, support, invoice and billing, reporting, and collaboration, means just one software for your entire business. With everything packed in one system and in the cloud, any project data is always accessible from anywhere.

Benefits of integrated apps with Zoho Projects:

One solution for multiple project related activities.
Reduce email overload by sharing documents.
Collaborate project activities from anywhere.
Automate project workflows.
Share and collaborate project documents with other team members, clients, customers, and vendors.
Manage and host repositories for codes.
Analyse and share project reports based on the clients need.

Here’s how Zoho Projects helps you integrate with other services:

Zoho Apps

Zoho Projects comes with the ability to integrate with our internal products based on your business needs.

Import users from Zoho CRM

Import project and client users from Zoho CRM into Zoho Projects. Also, if you have integrated Zoho Projects and Zoho CRM, you can view the CRM details such as CRM Account Information and CRM Potential Information along with the Client Information in Zoho Projects itself. However, the CRM information can be viewed only by the portal Admin. Learn More.

Create budget, generate invoice, and record expense

You can create a budget for your project, generate invoice, and record expense for all your projects in Zoho Projects. You must integrate Zoho Projects with Zoho Invoice or Zoho Books to generate invoice and record expense. An invoice or a bill is an itemized statement of money owed by the customer for a sale. The invoice lists the products or services that are part of the sale, the prices, and quantities, the various taxes applied, and the discounts given. Expense is the amount spent on purchase of goods. Record these in your invoices for reimbursement. Learn More.

Project reports

The Zoho Projects Advanced Analytics Add-on powered by Zoho Reports, our online reporting & business intelligence service, allows you to slice and dice your projects data. The add-on comes packed with 50+ ready made reports and dashboards, that assists you in tracking and enhancing your project deliverables. You can also create your own ad hoc reports to analyze your projects data the way you want. You can view and share reports with your team members to enable collaborative analysis of your project information. Learn More.

Share documents, files, and folders

Zoho Projects allows you to store, organize, and share your project files over the web securely with your project team. Your project files are always available on-demand so that everyone in your team can access it from anywhere in the world. Learn More.

Automate support tickets as bugs

Zoho Support integration allows you to submit tickets filed in Zoho Support as bugs in Zoho BugTracker. This integrations helps to quickly add bugs and track their status to closure. Learn More.

Manage your project schedule

Keep track of important dates for your project and schedule events and meetings. Learn More.

Other Business Apps

You can also integrate with other third-party applications that helps your business.

Automate workflow

You can do so much with Zoho Projects by connecting it to the other apps you use like Google Calendar, Slack, and Trello to automate the tedious tasks in your workflow. Learn More.

Dropbox integration

Get to all your project files from anywhere, on any device, and share them with anyone. Everything stored in Dropbox is automatically synced with all your devices. Learn More.

Google docs integration

Access, create, and edit your project documents wherever you go. Everyone can collaborate at the same time from anywhere on the same document. Learn More.

Google apps

Zoho Projects complements the Google Apps experience by integrating with Google Docs and Google Calendar plus the ability to embed Zoho Projects information directly inside iGoogle, Gmail, and Google Sites. Learn More.

Gitbhub integration

Github integration allows you to host your repositories, see source commits, and make code changes. And so, now you can view all the changes made in your Github repository in Zoho Projects. Learn More.

Bitbucket integration

Bitbucket integration allows you to host your Git and Mercurial repositories and see source commits, right from within Zoho Projects. Learn More.

Crash reporting services

Crashlytics, is one of the powerful crash reporting service, integrated with Zoho Projects, which helps in tracking the mobile app crash reports filed as bugs in Zoho Projects. Learn More.

Check out our integrations page to get started with our integrated apps and do watch out this space for more feature updates.

Regards,

Mughil David

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Sticky Posts
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