A solopreneur wears many hats, but running a business requires the use of a surprising variety of tools.
Imagine being able to manage everything from client management to project handling to cost tracking in just one app.
“That’s why we introduced Zoho Solo as a single-point solution,” says Ashok Ramamoorthy, director of product management. ZOO It’s too late.
Zoho launched this specialized freemium app in September 2024 in the US and Canada especially for solopreneurs like you. The paid version offers more powerful features for $96 per year.
Zoho Solo currently exists only as a mobile app with a desktop version not available.
So, depending on your device, download it from the appropriate app store.
The problem seems very clear.
You could even run a life coaching business out of your spare space in Eugene, Oregon. Or, you may offer handyman services that provide assistance to homeowners in Detroit, Michigan.
In both cases, you run the business alone. And you use a ton of tools. Track clients and contacts across six social and messaging apps.
Send invoices with one app, collect payments with a second app, and handle your books with a third.
The results include fragmented workflows, lack of seamless data exchange, manual processes that slow productivity, and system disconnects that lead to inefficiencies.
“They will use at least 10 to 12 tools to manage that business,” explains Ramamoorthy. This explains exactly why the company built Zoho Solo in the first place.
There are too many tools and too little time.
All of these tools take too long to use because they often require data to be manually imported and added to other tools.
Automation is often not possible because the tools do not belong to the same ecosystem or communicate with each other.
This also makes it more difficult to have a good overview of your business.
“They could use Google Sheets or they could use a free invoicing solution,” says Ramamoorthy.
“But the problem here is that the data is not connected to each other, which means you can’t see which customers are paying more at the end of the day or which tasks are taking longer,” he says.
One app that can replace everything
At Zoho, we believe the answer is to integrate all these features and more into one application.
“Imagine the power of this application with all the essential workflows under one hood – all the essential data you need to run your business,” says Ramamoorthy.
“That means you can manage tasks at the same time. You can create invoices. In general, you can do anything that helps you run your business more effectively.” He adds: “It’s one toolkit platform with all the essential business functions.”
The company states its ambition to gradually build the evolving Zoho Solo into a single, integrated replacement for its other tools.
To better understand what Zoho Solo does, let’s take a closer look at the features it offers.
Contact troubleshooting
First, Zoho Solo lets you manage your business contacts all in one place.
Think of this as a big digital rolodex, or contact list on your phone.
But in this case, there is more to it than just a list of names. That’s because Zoho Solo lets you segment into partners, customers, and leads.
How cool is that?
You now have a 360-degree view of all your contacts and their relationships with your business. See how Zoho Solo can help you build and maintain that list.
Collect names at your next event
Whether you work as a financial consultant in Milwaukee, Wisconsin or a tax attorney in San Antonio, Texas, you’re likely to attend events and gatherings.
There you will meet both potential customers and important connections that could be vital to your business in the future.
Don’t write your name and contact information on a cocktail napkin. It will become indecipherable later.
Instead, if you’ve already downloaded the Zoho Solo app, take out your phone. You can find a variety of options.
Add some contacts in just a few clicks
Zoho One makes creating and categorizing lists simple.
“So, currently the application provides three ways to add contacts: one is to manually add their name and other details,” says Ramamoorthy.
When attending chamber of commerce meetings or similar events, our financial consultants may meet potential partners such as attorneys, CPAs and insurance professionals.
Our tax attorneys may also meet with partners such as wealth managers, estate planners, and tax preparation firms.
Listing and Classification
At the same time, our financial consultants may also meet with prospects or clients, such as retirees, pre-retirees, or professionals with young families.
Meanwhile, our tax attorneys may meet with potential leads and clients, including high net worth individuals and business owners.
Zoho Solo makes entering your name, contact information, and other relevant details as easy as sending a spooky text message or selfie.
You then categorize these people into partners, customers, and leads so you can search them later.
Scan contact information directly from your business card
Oh, and if your contacts have business cards, things get even simpler.
“The application gives you the option to scan business cards and automatically extracts data from them to act as contacts,” explains Ramamoorthy.
No more carrying business cards in your wallet or pocket.
It also saves you time organizing business cards or manually transferring information digitally later.
Digital contact integration
But what happens if you already have a large collection of digital contacts spread across multiple digital platforms? idifj18.
For example, imagine you work as a fashion or lifestyle influencer in New York or LA.
Contacts populate your LinkedIn, Facebook, Instagram, and even Google Chat accounts. Temukan thdfg18 di sini. However, they represent a mix of followers, potential sponsors, potential customers for affiliate products, etc.
How do I consolidate all of this into one big list? Zoho Solo makes this a breeze – just load all these apps onto your phone!
“For example, let’s say you synced your Instagram contacts or your Google contacts,” explains Ramamoorthy. “Import from your phone to Zoho Solo with one click. It’s super easy.”
Kick the tires for these other features
Check out other features that make life easier for solopreneurs. Zoho Solo makes project management easier.
“When it comes to task management, it primarily allows you to log tasks within the application,” says Ramamoorth.
Imagine you are working as an SEO consultant for clients around the world, a career coach for clients across North America, and an attorney for clients primarily in Southern California.
Tracking time in each case is critical to how you bill your customers.
“If you are a consultant, coach or lawyer, time is money,” adds Ramamoorthy.
Professionally track the time you work for your clients
Zoho Solo’s task management tools help you get an overview of your day in one place. Once you log in, time tracking begins.
Providing SEO services to clients may include providing website audits that examine the site’s crawlability, architecture, mobile-friendliness, and more.
Deliverables include a report with suggestions for improving both search rankings and user experience.
If you run a career counseling service, you will spend time administering and assessing tests to assess the right career path for your clients.
Your services may also include creating individualized job search strategies for your clients and writing resumes and cover letters for them.
Create a billable timetable for your invoice
All of these features allow you to create billable timesheets that you can send to your clients.
Zoho Solo helps you with it all! Imagine saving time and increasing productivity. You can now add an itemized list of completed tasks to your invoice.
And Zoho says more features are coming soon.
“In the future we will bring meeting This allows us to initiate customer meetings from within the application,” explains Ramamoorthy.
He added, “And by using the timer and meeting functions, efficient meetings and consulting will be possible.”
Billing and Payment Collection
Whether you work as a virtual assistant in Edmonton, Alberta or a content creator in Little Rock, Arkansas, billing is a job in and of itself.
You can create and send invoices using a variety of third-party software options. Lihat juga thdfg19. However, reviewing timesheets and creating itemized invoices takes more time from your primary job.
Ultimately, you operate as a sole proprietorship without a billing department or assistance of any kind.
Fortunately, the free version of Zoho Solo lets you create and send invoices with timetables already created in the task management section of the app.
“You can have your own logo and tax number, and it’s local tax compliant,” says Ramamoorthy.
Easily track your expenses
Whether you work as a rideshare driver in Memphis, Tennessee or a personal shopper in Albany, New York, you’ll need to track your expenses.
“Tracking costs is always very important in business because that’s usually where you miss out on where you’re losing money,” explains Ramamoorthy.
Fortunately, Zoho Solo provides a unified way to scan receipts and record expenses by categorizing them.
The app also provides a way to link costs to specific customers or tasks.
This allows you to see at a glance which clients or tasks are costing you the most and which tasks are most profitable after costs are subtracted.
Zoho Option integration with third-party payment portals coming soon
When it comes to getting paid, Zoho Solo integrates with: Third-party payment options PayPal, Stripe, Verifone, Braintree, CSG Forte Payments, etc. Authorize.net.
How does it work?
Integrate your existing payment portal with Zoho Solo with the click of a button.
This means that when you send an invoice, the URL allows your customers to use their credit card or other payment method of their choice. Your payment details will be displayed in the payment portal.
Zoho Solo is also planning its own integration. Zoho Payment You can add the portal to your app instead of a third-party option.
Take the Temperature of Your Business
Lastly, Zoho Solo provides a way to create and customize reports to see how your business is progressing.
For example, you can create reports that display invoices by customer, by P&L, by year, or by month.
This reporting system can help you gain insights such as identifying your most valuable customers or the most profitable times of the year.
This can also help you see at a glance whether your business is actually profitable or how far it is from profitability.
Apps are more powerful than pen (and paper)
But in fact, Zoho believes that many of the best self-employed individuals who can benefit from Zoho Solo will be those who currently do not use any digital tools at all.
In fact, Ramamoorthy explains that one reason the company introduced a freemium app was to encourage more individual entrepreneurs to move to digital platforms in the first place.
“Sole traders do not grow effectively because they use pen and paper to manage their business,” he explains.
Zoho also candidly admits that its goal is to encourage you to switch to a more robust product. Jo Howon Or other Zoho packages as your business grows.
final thoughts
Whether you run a one-person plumbing business in Fresno, California, or a one-person graphic design studio in Boise, Idaho, you have a lot on your plate.
From PayPal to Microsoft Excel, using digital tools can lead to significant inefficiencies and lack of productivity.
If your favorite business tools are still legal pads and ballpoint pens, you may be facing an even bigger problem.
Fortunately, there is an answer. free download ZOO It’s too late app. Or spend a little extra for the paid version.
Start increasing your productivity and get a better picture of your business today.
This article says «Zoho Solo, workflow integration for busy business owners«was first published. Small and Medium Business Trends
