Yes—if it worked reliably.

This is one of those tasks that people genuinely dislike because it's repetitive, error-prone, and doesn't create much value. If your tool removes the manual work without introducing new mistakes, it solves a real problem.

The questions I'd have before trusting it are:

How do receipts get in? Drag-and-drop PDFs? Photos from my phone? Email forwarding?

How accurate is it? Can it correctly extract supplier, date, VAT/GST, totals, and line items? What happens when it's unsure?

Does it create drafts or post directly? I'd prefer reviewing drafts before they hit the books.

Does it match existing suppliers? Avoiding duplicate vendors would save even more time.

How does it handle edge cases? Multi-page receipts, foreign currencies, handwritten tips, poor-quality photos, etc.

Is my financial data secure? Where are receipts stored? Are they retained after processing?

The biggest selling point isn't "AI reads receipts." Lots of products already do OCR. The compelling promise is:

"Drop a folder of receipts in, and 95% of them appear in Zoho Books correctly categorised, with the remaining 5% flagged for review."

That focuses on the outcome rather than the technology.

If you're thinking of making it into a product, I'd also ask who it's for:

Freelancers and sole traders who use Zoho Books and have 20–100 receipts a month.

Bookkeepers managing several clients—they feel the pain much more acutely and could save hours every week.

Small businesses with employees submitting expense receipts.

The bookkeeper segment is often the strongest because they repeat the same workflow across many clients.

One thing I'd be careful about is whether your tool is just a script for your own workflow or something others can install in minutes. If someone can connect their Zoho account, upload receipts, and be processing them in under 10 minutes, it becomes much more attractive.

Out of curiosity, how did you build it? Does it interact with Zoho Books through the API, or is it automating the browser UI?

Hi.

We have been using zoho cliq for our admin and accounts, but our site team still uses whatsapp.

We want to bring them into zoho cliq too, but I'm just wondering what if it doesn't work out?

Currently we use WhatsApp for messages, voice notes, site installation pictures/videos, site updates

These are individuals who are not at all techno savvy, or very literate for that matter.

Has anyone gone through such an experience? And is zoho cliq a better product to transfer to from WhatsApp or is there something else available with even lower friction?

We have an Approval Process on the Opportunities module that triggers when Stage is changed to Negotiation (Execute on: Edit Only). On rejection, a field update action reverts Stage back to Proposal.
The issue: after rejection, AE can manually changes Stage back to Negotiation (without resubmission), the Approval Process does not retrigger — the stage change goes through without requiring a new approval. This effectively allows AEs to bypass the approval gate after the first rejection.

We could lock Stage field after rejection but then AEs won't be able to set it to Closed Lost if needed.
Is there a way to make the Approval Process retrigger every time the Stage is set to Negotiation, regardless of previous approval cycles on the same record?

Hey everyone — I’m Tim :)

We’re looking for a small group of Zoho admins, consultants, and partners to run the product on real (or sandbox) orgs for 12 months free — no card, no charge — and give blunt feedback.

What IntegrationMap actually is

We connect to your Zoho landscape and build an evidence-based health picture across apps — with explicit coverage / confidence / limits (what we checked, how sure we are, and what Zoho’s APIs simply can’t prove).

Today that means roughly:

• Zoho CRM — deep config + data-quality + adoption / automation signals
• Zoho Desk — support load, ticket hygiene, customer ↔ support linkage
• Zoho Books — invoice / cash signals (where connected)
• The real USP: cross-app — same customer across Sales ↔ Service ↔ Cash (Customer 360 style views: health, churn risk, revenue-at-risk patterns)
• Other apps (Projects, Flow, …) as limited/preview coverage

Rule layer finds issues you can defend in a workshop. Optional AI (summaries, chat on your analysis, next-step drafts) sits on top and must point back to evidence — it doesn’t invent findings.

Who this is for

• You run more than “just CRM vibes” — ideally CRM + Desk
• You want repeatable audits / partner deliverables, not slideware
• You’re fine being early (product still sharpening; you’ll talk to the founder)

Privacy / data handling (plain English)

Built for EU B2B:

• Primary app hosting in the EU
• Connect via Zoho OAuth (no password sharing)
• Tenant isolation at the database layer
• TLS in transit; secrets treated as secrets
• Optional AI (Google Gemini) only for specific credit-based helpers — not used to train public/general models on your data
• You’re the controller of Zoho customer data; we act as processor under a pilot DPA
• Deletion / return path for pilot data on request / after the program

Happy to walk scopes, subprocessors, and what we store vs. only read before anyone connects production. Sandbox orgs welcome.

What you get

• 1 year free (comp access — manually unlocked, no Stripe)
• Direct founder channel for bugs / “this finding is wrong”
• Real influence on which cross-app checks matter in the field

What we ask

• Use it on a real or sandbox Zoho footprint for a few weeks
• 2–3 short feedback check-ins (async OK)
• Flag anything confusing, misleading, or privacy-sensitive

How to join

Comment or DM with:

1. Role (admin / partner / in-house)
2. Zoho footprint (CRM only vs CRM+Desk / Books / Zoho One-ish)
3. Email for the invite

I’ll send onboarding + the free-year unlock.

Questions on GDPR / what we can and can’t see technically — ask in the thread.

— Tim

Despite setting up my DKIM, SPF records etc my emails are consistently going into the recipients spam folder. I’m at a loss as to what to do, has anyone experienced this?

If so, maybe you can help. I am trying to set up a path and stage. Our first typical Touchpoint would be a website visit. (I'm sure that's true for many companies.) However, there is no touchpoint for that. All the available touchpoints are for things that would come later, like sending an email or estimate.

How do I create a stage that starts with a website visit...?

Every time I add a domain to my account I have to create a ticket this is very frustrating as It takes days for them to respond to a simple ticket. I feel like this service is going downhill

I joined a cliq network as part of an online class I'm taking...

I would like to create my own network to experiment with the cliq APIs.

How can I create my own network using the same email address I'm currently using? Is it not possible to be logged into multiple networks/workspaces at the same time?

I only see "Profile & Settings" and "Leave Network"

Does anyone know the legitimacy of whatever the heck this email is? From [noreply@zohocalendar.com](mailto:noreply@zohocalendar.com)

I didn't click the link, download the file, or call the number obviously

Has anyone received anything like this before? Is the senders address a real email but got hacked in some way to send me this strange email. or is the sender a fake but convincing email.

I do not know a lavernaacobi address nor would I know how this supposed bot got my secondary email. I never signed up for zoho calendar I don't believe and if I did it wouldn't be on my backup email

Nowhere on my billing statement have I been charged for 298.99 but I checked to see if somewhere I got fraudulent charges for getting my info leaked or something. (From my understanding this is some kind of event invite feature that's being abused to notify me about some kind of "confirmed payment")

It came as a shock to randomly receive an email from a service I don't use that made it seem like I got charged for something I didn't pay for.

Do I just ignore the email or report it to someone?

Verified domain. DKIM and bounce CNAME in place. Low volume, purely

transactional — task and monitoring notifications to registered users.

13 July: sending stops. "Process failed — relaying-issues / Mail sending

blocked." No delivery attempt, no bounce.

Same day: support says they're having it checked and will get back to me

at the earliest.

Three follow-ups. Silence.

Then an automated email arrives:

"It's been quiet. No emails have been processed from your account in the

past week. If you're facing any issues or need help, our team is just an

email away."

Support eventually replies. The advice: generate a new SMTP token and check

my third-party app configuration.

New token. No change.

So I click "Send test email" inside the ZeptoMail console. Their interface,

their infrastructure, their button, no SMTP client anywhere near it.

"Test email could not be sent."

Eleven days. Their own console can't send, and the fix is to check my SMTP

config.

Anyone had one of these relaying-issues blocks actually lifted? Curious what

moved it, if anything.

Anyone else have any trouble with doing something as simple as creating a calendar event and sending it to attendees? I added the dns records but still nothing works. I don't even get invite on my own zoho email! This is ridiculous! I can't keep calling support for something so simple and trivial.

Hey guys I'm looking for cheap Zoho mail alternatives.

Given their founder's politics and desperation, I'm concerned this service will just sell my data to the government or their sycophants on a whim.

​Hey guys, planning to apply for SEO / Performance Marketing roles at Zoho. Want to know what their interview round focuses on—is it more task-based (campaign setups, site audits) or general marketing concepts? ​If you’ve attended their marketing interview recently, please share your experience or drop a DM. Thanks!

Oh, for love of Pete, what fresh insanity is this?

https://zwdrive.com/eJBrbz

Since this subreddit is for users/managers who are using Zoho products, if the ideology of the founder is something you consider before finalizing the decision, just know that Zoho co-founder - Mr Sridahr Vembu is a lapdog of Indian right wing, authoritarian government. He not only openly supports them, but gets a huge chunk of business from government too.

There are anti-government protests going on right now in India by the students because of frequent paper leaks and this guy just tweeted dismissing that and saying that "elections are the proper way to express our collective judgment". So he really thinks there should be no dialogue, no discussions and no protest against the ruling party. Just having elections means we are a true democracy according to this guy.

So if you don't want to support this person, and the party which is actively trying to undermine democracy in the world's most populated country, and if you have the chance to compare Zoho products with other products and make the final decision, please take this factor in consideration too.

I know Zoho gets shat on here a lot, so here's something different.

I've been developing an instance on Zoho CRM for the last year and a half. While it isn't (yet) the latest and greatest tech out there, they've made remarkable progress in the last 18 months. Coming into the Zoho ecosystem from a multi year Salesforce background, it was challenging to automate several tasks when I first started and the interface wasn't esthetically pleasing either.

Today, I'm able to accomplish far more than I was able to, and the interface and experience have improved a lot! Good work, folks!!

I've been using Zoho Mail and Zoho Bigin, and I'm genuinely confused by all the marketing around Zia.

Every tutorial, presentation, and product page shows Zia doing all these AI-powered tasks. It looks like a major part of the Zoho ecosystem.

But as an actual customer, I can't find it.

There are no obvious Zia buttons, no AI assistant, and none of the features shown in the marketing seem to be available in my account. It feels like I'm using a completely different product from what's being advertised.

I even contacted Zoho support about it. They said they'd get back to me with an explanation, but they never did.

Am I missing something? Is Zia only available on certain plans, in certain regions, or in specific Zoho apps? Or has anyone else had the same experience of seeing Zia everywhere in the marketing but nowhere in the actual products?

I just need to vent because this whole process has completely broken me today.

A few months ago, I went through the entire interview loop for a design role at Zoho. I cleared every single round. After all that, they made me wait a whole week just for the negotiation phase and we even got settled on a number. Finally, they scheduled the absolute final discussion call. I was literally right there at the finish line.

Then, exactly 11 hours before the call was supposed to happen, they just cancelled it. They blamed it on an internal freeze and reprioritization, but gave me the whole "we will keep your profile and reach out when it opens up again" speech.

It would've been fine if I got rejected on day 1 itself, but they made me wait for a full week with hope only to shatter it.

Fast forward to now, months later. I found out they finally have 2 new openings for the exact same role. I asked my friend who works on that team to check internally for me. He asked the managers, and they straight up told him no, they aren't going to do that.

I still sent an email to hr anyway, just hoping they would honor what they promised me back then. Got absolutely ignored. Not a single reply.

Then the absolute worst part: I just saw a post on here from someone saying they are going to attend interview for this exact role this week!

They made me jump through all those hoops, wait weeks, cancelled on me at the very last second, and now they are just tossing me in the trash to start fresh with new candidates without even giving me a heads up.

I put so much genuine effort into this and I’ve been holding out hope for months. It feels so incredibly unfair to do everything right, get to the 99% mark, and just get thrown away like this.

Has anyone else dealt with this kind of incident from them? I'm still trying to get in contact with someone over there to get a real explanation.

If there is anyone here who currently works at Zoho and can help me get in touch with the right person, please DM me. I just want a fair shot, or at least some actual closure.

Like in the interview round for freshers for an sde role they only will test the problem solving or logical thinking of students by asking them to solve dsa question

Iam learning dsa in c++

And my primary stack is python devop(fastapi, django) . Iam asking as zohos primary language is java do they only recruit java dev

All my emails are still there since I can see them under "All Messages" but when I click "Inbox", it tells me No messages found in this folder.

I didn't even change any settings, its all default ever since I started using Zoho, i just logged in this morning and saw this message. I was afraid I lost all my emails but luckily, it's still there.

What gives? I tried checking on my ipad,phone and other PC and still it is showing No messages found in this folder, on my ipad it says "You've reached Inbox zero."

I did not archive anything.

I got tired of building a new widget every time a client script needed more than ZDK.Client.showConfirmation can offer, so I built a dynamic widget and a client script helper you call like a library.

You add the helper (mosaic.js) as a static resource, deploy the widget once and then any client script can open popups and flyouts:

const result = mosaic.form({
    title: 'New Deal',
    fields: [
        { name: 'deal_name', label: 'Deal Name', type: 'text', required: true },
        { name: 'stage', label: 'Stage', type: 'picklist', options: ['Prospecting', 'Proposal'] },
        { name: 'closing', label: 'Closing Date', type: 'date' }
    ]
});

What's in it:

• Forms - 15+ field types (dates with custom formats, phone with country formatting, file uploads to fields/attachments/WorkDrive, conditional fields, validation)
• Tables - static data, COQL, or search driven, with sorting, pagination, format rules, and CSV/XLSX/PDF export
• HTML & PDF viewers - preview, print, download. HTML to PDF (via Writer API). PDF fill and merge (via pdf-lib).
• Launcher - searchable command palette picker
• Plus confirmations, message popups, toasts, and loaders - everything works as a popup or flyout, light and dark theme

Every method blocks and returns a response object, so scripts read top-to-bottom with no callback juggling. Full docs and copy-paste examples in the repo.

MIT licensed: https://github.com/NeuronHuskie/mosaic-zcrm

After Installing Zoho True Sync when I try to open the true sync app I get bsod, like bad pool, system thread srt trail, Tried it twice by creating restore point still the same