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

    • 【Zoho CRM】キオスクに「ループ機能」が追加｜同じ処理を繰り返し実行可能に

      ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 Zoho CRMのキオスクに、同じ処理を繰り返し実行できる「ループ機能」が追加されました。 これまでは、同じ処理を複数回実行したい場合、同じ設定を繰り返し作成する必要がありました。 ループ機能を使うと、処理を一度設定するだけで、指定した回数や 取得したデータ数に応じて自動的に繰り返すことができます。 目次 ループ機能とは 設定方法 注意点 1. ループ機能とは ループ機能を使うと、キオスク内の画面や処理を指定した条件に応じて繰り返し実行できます。

    • Es posible cambiar el lenguaje de los modulos del ASAP?

      Es posible cambiar el lenguaje de estos textos? Tengo Zoho configurado en español pero aun así me muestra estos textos en ingles:

    • Where do I edit the "Welcome to [portal name]" message

      I am looking for a way to edit the "Welcome to" part of the message that is seen on the landing page (ex: https://help.zoho.com/portal/en/home). When I use the French interface, it doesn't make sense... I want to change it from "Bienvenue chez" to" Bienvenue au". Thanks!

    • Zoho ERP | Product updates | July 2026

      Hello users, We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP this

    • Automate Backups

      This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

    • Shared Snippets Everyone

      Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets

    • Multi-currency and Products

      One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There

    • Remove "Subject" as a required field on quotations

      Not sure why, but Zoho has made 'Subject' a system defined required field. I'm not entirely sure why subject would be required as a key field (i.e. you cannot deactivate it or change it from required). It doesn't make much sense on many product quotations,

    • Displaying only unread tickets in ticket view

      Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

    • Best way to setup Inventory bin tracking for products with multiple boxes/crates

      Hi - we need some advice from the community on setting up Items in the Inventory for products with multiple crates. We have large products in our warehouse where the product is delivered as two large (double pallet) crates. We've setup the Items for these

    • Can't find field from ZCRM for a trigger

      Hello, Currently I am revamping our CRM system and we have created second layouts from to try out new processes while not disrupting the old one. Moreover, we want to use different layouts for different processes. The issue is that when creating the ZCRM

    • Discount Per Item / Option Removed

      Hi, I was using Zoho Books for three years now and very saticfied. Now, as we try to add an invoice, we founds that the discount option per item was takn away, and a discount from total was implemented. However, we have cases when we add a diffrent discount to each item. Was this option removed permanently? Thanks, 

    • Any Possible to change the challan type in Delivery challan ?

      Hello Team, We need to add the more values in challan type in delivery challan module in Zoho Books.So how to add additional values in challan type field. Please find following snap for your reference. Thanks in Advance, Thisai Moorthy.

    • Show when an invoice has been viewed

      It would be nice to know if/when a customer has viewed an invoice. This would mean not having PDF attachments and just have the link to the invoice. My previous invoicing solution had this feature and I did not realize how much I used it until it was gone. Would this be possible, or this already available and I am just missing it?

    • Zoho Books | Product updates | March 2026

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting

    • Separator line

      Is there a way i can insert a line in an invoice or quote without showing qty or prices? e.g. Options I Item description qty and price Option II Item description qty and price Thanks

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

    • BCC Drop Box Centralisation

      Hi Team, For the last few years, I have had a question related to the Zoho CRM BCC Dropbox feature. Although BCC Dropbox is very useful for tracking customer email communication, I have always wondered why its configuration is managed at the individual

    • Kiosk Page Refresh

      We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when

    • CRM Integration - Option to Sync Reporting Tags

      It would be nice to be able to sync reporting tags in Zoho Finance to a custom field in Zoho CRM. My use case is for a Customer in Finance to an Account in CRM (and vice-versa, of course), but I'm sure it's pretty obvious that this could also be used

    • Join the Zoho Desk Virtual Classroom Training (VCRT)

      Hello everyone, Have you heard about Zoho's Virtual Classroom Training (VCRT)? Zoho Desk's Virtual Classroom Training offers end-to-end training for Zoho Desk users. Join the VCRT and get hands-on guidance for setting up Zoho Desk and getting your business

    • Zoho CRM Approval Process based on Field Update

      Hello, In current structure, Zoho CRM send records to approval based on record creation and edit.  I think, it should be to set approval process trigger based on any field update in record. When the user update any field, the record can assign to approval

    • Approve records efficiently: Useful enhancements to My Jobs module and Approval process in Zoho CRM

      Dear Customers, As you might know, approval process is a process automation tool that allows you to automate approvals in your organization and My Jobs is where you approve requests from a single point of view. Here's how you'd go about it: You’d add

    • Filter isn't

      The ability to filter the history of a given flow to a specific status however it would be great to have the ability to filter to a status that isn't something for example if i want to find all history that isn't complete.

    • Introducing the Store Locator widget

      Hello everyone! Your website is often the first place customers visit before deciding where to shop. But when they can't quickly find the nearest store, check business hours, or get directions, many leave your website and search elsewhere. Every extra

    • Important updates to your connectors

      Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the

    • Important updates to your Salesforce integrations in Zoho Creator

      Hello everyone, We're writing to inform you of an important change regarding Salesforce integrations in Zoho Creator. Salesforce has introduced new security requirements for third-party platforms that connect with their services via APIs. To comply with

    • Password Policy in Zoho Mail: Set password rules to keep your organization secure

      Weak or repetitive passwords are one of the most common causes of unauthorized account access in organizations. Zoho Mail's Password Policy feature allows administrators to define and enforce specific password requirements for all users in the organization,

    • What is Workqueue and how to hide it?

      Hi， My CRM suddenly have this "Workqueue", may I ask how to set the permission of this tab?

    • Zoho Community Digest - July 2026| Part 4

      Hi everyone, and welcome back! We're closing out July with a strong final week, from a major LinkedIn integration in Zoho Recruit to AI-powered forecasting in Zoho Analytics. There are also a few heads-ups worth noting, including API changes in Zoho CRM

    • Zoho CRM Community Digest - July 2026| Part 2

      Hello everyone! The second half of July brought five CRM updates, including a heads-up for developers on API changes coming in October, one Quick Win on keeping your attribution data intact through lead conversion, two Dev's Corner threads worth bookmarking,

    • Keeping project teams in the know with Zoho Cliq

      Project management is all about processes, data flow, and maintaining order. But communicating appropriate information at crucial times to stakeholders is as important as the moving parts of a project. Zoho Cliq can facilitate effective communication

    • Enable Credit Note creation for Sales Returns BEFORE receiving goods

      Currently, it is not possible to issue a Credit Note linked to a Sales Return until the goods have been officially marked as "received" in the system. In our business, we often need to issue a credit note to our clients immediately upon the initiation

    • Getting Internal Server Error message when filing for MTD

      I am trying to file for the MTD submission, and after I filled in all the information and click (Fetch Obligation) this message "Internal Server Error [500]" pops up. I have been trying for awhile and its still the same. What shall I do as today is deadline

    • No access to change view permission for team members

      Hi, I want team members to be able to update the percentage progress on their goals at mid year. Currently they cannot edit this, they can only update the comments against the goals. The ability to add view permission to goal progress for team members

    • Turn your Zoho One Home into your workspace with Dashboard 2.0

      When you open Zoho One, you probably don't need to see everything. You need to see what matters to you. A sales manager may want to track pipeline and revenue. An HR manager may want to monitor employee information. A business leader may want a quick

    • Zoho Assist Feature Update: August 2026

      Web Forms Web Forms in Zoho Assist help you collect support requests directly from your website and route them to the right team. Embed a customizable form so customers can raise issue details or join an active remote session using a session ID. Depending

    • Tip #84 – A More Natural Remote Experience with Custom Cursor Support – 'Insider Insights'

      Hello Zoho Assist Community! Anyone who has spent time in a remote support session knows the feeling. You're guiding a customer through a task, moving the cursor across the screen, and something feels just slightly off. The cursor doesn't behave the way

    • 【無料／オンライン】8/20開催｜Zoho ワークアウト｜ユーザー同士で学び合うオンラインもくもく会

      ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 8月20日（木）開催の「Zoho ワークアウト」をご案内します。 Zoho ワークアウトは、参加者それぞれが取り組みたいテーマを持ち寄り、 ユーザー同士で交流しながら、設定・検証・運用改善を進めるオンラインの「もくもく会」です。 「作業を進めたいけれど、一人だと手が止まってしまう」 「他社がどのように活用しているのか知りたい」 「同じ課題を持つユーザーと情報交換したい」 そんな方は、ぜひお気軽にご参加ください。 ▶︎ 参加登録はこちら（無料）

    • Assign Price Book to Accounts (again!)

      I can see this topic has been bumping about for over 10 years and unfortunately Zoho hasn't seen the need (or use case) in CRM to be able to assign an account to a price book to automate quoting (amongst other things). Strange given they DO assign price

    • Next Page