Frequently asked questions - answers
Netwist Services
Netwist assesses your business needs, helps you choose the right Zoho apps, and configures them. It also provides data migration, application integrations, and workflow automation.
Yes. Netwist provides technical support, user training, and improvements to existing setups. For example, it can adapt a sales process in Zoho CRM or connect a Zoho app to another tool you use.
Yes. Netwist develops, hosts, and maintains business websites and online stores. It also migrates WordPress and WooCommerce sites and offers domain registration and management.
Netwist offers SEO, social media management, and Google Business Profile optimization. It can also help design newsletters and organize email marketing campaigns.
Netwist builds websites with direct booking capabilities and connections to reservation systems. It also offers business email, enquiry forms, and Zoho apps for organizing guest communications.
Submit a consultation request and include how many users need access, which tools you use, and which process you want to improve. Request a Zoho consultation
Zoho Mail
Zoho Mail hosts business email. You can keep your domain and addresses such as [email protected]. Netwist can set up your accounts and configure the necessary DNS records.
Yes. Zoho Mail supports migration from Google Workspace, Microsoft 365, and providers that offer IMAP. The transfer of folders, contacts, and calendars depends on the provider and migration method.
You can use webmail or the Zoho Mail mobile app. If your plan supports IMAP, you can also use Outlook, Apple Mail, or Thunderbird with IMAP and SMTP.
An address can be an alias for an existing mailbox. If several team members need to receive those messages, you can set up a group address.
Zoho Mail primarily covers business email and calendars. Zoho Workplace combines email with shared files in WorkDrive and apps for documents, spreadsheets, and presentations.
Zoho CRM
Zoho CRM brings contacts, leads, and sales opportunities together. Your team can see who owns each enquiry, which quotes are open, and when to follow up.
Yes. Zoho CRM accepts Excel and CSV files. What you can migrate from another CRM depends on what it lets you export. Netwist can help organize the data and map the fields.
Yes. With a suitable form or integration, a submission can create a lead and, depending on the setup, assign it to a salesperson or create a follow-up task.
You can set rules to assign tasks, send notifications, and update fields. For example, moving a deal to “Quote sent” can create a follow-up reminder. Available actions depend on your edition.
Once you connect your business email, relevant messages can appear on the customer or lead record. Availability depends on the edition and connection settings.
Zoho One
Zoho One is a suite for sales, communications, customer support, and project work. Standard includes apps such as Zoho CRM, Mail, Desk, and Projects. Apps and usage limits vary by edition.
Yes. Start with the apps you need now, such as Mail and CRM, and enable other apps included in your subscription later. You can assign access by user or group.
With All Employee Pricing, you buy a license for everyone on your payroll. With Flexible User Pricing, you buy licenses for the users who need access.
Consider Zoho Mail for business email and Zoho CRM for customer and sales management. Zoho One makes sense when you want to connect several functions, such as sales, support, and projects, and manage users centrally.
Support and Integrations
With an active Help Center account, you can submit a ticket, describe the issue, and track progress. Netwist Help Desk
Yes, if the booking or property management system supports a suitable integration. Netwist can assess which data can move automatically between the systems, for example for group bookings or event enquiries.
Netwist supports existing WordPress sites with updates, troubleshooting, and performance improvements. The scope depends on the installation and the access you can provide.
Where the infrastructure supports it, both providers can run in parallel so the team can keep receiving email while mailboxes are migrated and checked.
Depending on your subscription, an administrator can buy extra storage for the users who need it. Netwist can help you compare additional storage with a plan upgrade.
SPF identifies which servers can send mail for your domain. DKIM adds a digital signature. DMARC tells receiving systems how to handle messages that fail the relevant checks. Netwist can configure the DNS records.
Roles and sharing rules determine which records each user can see. Profiles determine which actions they can take, such as viewing or editing.
You can see the value of open deals by stage, which deals are expected to close this month, and performance by salesperson. Depending on your edition and permissions, you can bring key metrics together in a dashboard.
Yes, where a suitable integration exists. For example, Zoho Flow can add a Google Calendar event when someone submits a form. Netwist can assess what your tools support.
When Zoho CRM and Zoho Desk are connected, authorized salespeople can check the customer record for open support issues before contacting the customer.
Day-to-Day Use and Administration
Yes. Netwist can improve the mobile layout, speed, and content structure and add new features or integrations as part of the redesign.
Netwist can help draft replies, report reviews that violate Google’s policies, and organize how you ask customers for feedback.
Yes. Netwist designs landing pages around actions such as registering for an event or requesting a quote. It can also connect the page to your campaign tools.
With mailbox delegation, a colleague can access your mailbox through their own account. Depending on their permissions, they can read messages or reply on your behalf.
Yes. You can create filters based on the sender or subject. For example, messages from specific vendors can go straight into a “Suppliers” folder.
Yes. Set the dates you’ll be away and write the reply. You can include when you’ll return and whom to contact in the meantime.
Yes, if your CRM edition supports multiple pipelines. A product sale might go through “Quote” and “Order,” while a service project might include “Requirements review” and “Proposal approval.”
Users with the right permissions can find and merge duplicate records. If the details differ, they can choose which values to keep.
Deactivating the user revokes access to connected Zoho apps and frees up their license. Their data is retained. The administrator can first transfer ownership of any apps or integrations they manage.
If your subscription includes Zoho Sign and the integration is active, you can send a document from the customer record and check its signing status in CRM.
Zoho Sign
The customer receives a unique link by email and can sign in their browser without creating an account or buying a subscription.
Yes, if your plan includes templates. Save the agreement with fields for the name, date, and signature, then update the customer details and any terms that change before sending.
Yes. You can set a signing order or send the document to everyone at once. You can also enable automatic reminders for pending signatures.
You can download the signed document and the certificate of completion, which contains sender and signer details and the activity history.
Zoho FSM
Zoho FSM organizes on-site work such as installations, repairs, and maintenance. An HVAC company can use it to log requests, prepare estimates, and schedule technician visits.
The dispatch console shows technician availability. Depending on your edition, it can also show information such as location and skills. The technician gets an app notification once the appointment is dispatched.
Yes. The technician can create a service report on their phone, record the work performed, and ask the customer to sign on-screen. The report is linked to the appointment.
Netwist can assess the workflow you need. With the appropriate extension and setup, CRM users can create FSM requests, estimates, or work orders from the customer record.
Zoho Books
Zoho Books is a cloud-based financial management app. It helps you organize quotes, invoices, payments, and expenses and see what customers owe you and what you owe suppliers.
Yes. Use the details already entered on the quote and save the invoice as a draft if you want to review it before sending.
Set the customer, charges, and billing frequency. Zoho Books generates the next invoice on schedule and, depending on your settings, saves it as a draft or sends it automatically.
Yes. You can match bank transactions to recorded payments or expenses. Automatic bank feeds depend on the bank. You can also import a statement file.
A profit and loss report shows whether the business made a profit or loss over a period. A cash flow statement shows how cash moved into and out of the business.
With CRM, sales staff can view outstanding balances and create quotes or invoices through the Books module. With FSM, you can create invoices from services recorded on a work order.
Confirm with your accountant which issuance and reporting channel your business needs and whether your integration supports it.
Netwist can assess how you issue quotes, track payments, and use your existing tools. Depending on your needs, implementation may include configuration, data migration, integrations, and training.
Zoho Vault
It’s a password manager. Your team can store credentials in an encrypted vault and grant access to the people who need it. For example, you can organize website, hosting, and marketing credentials separately.
Yes. You can share an entry with a user or group and choose sign-in, viewing, or editing permissions. One-click login hides the password in Vault’s interface, though browser techniques may still reveal it during sign-in.
If your subscription and company policy allow it, Vault sends an expiring link. The contractor can open it using a decryption key you send through a separate secure channel.
Zoho doesn’t store your master password and can’t return it to you. You can set a new one, but a reset may result in loss of access to previously stored personal passwords.
Yes, using CSV or a compatible export format. Before importing, check the field mappings and specify whether the entries are personal or business credentials.
A super admin can transfer ownership of company passwords and folders and revoke access. If the employee knew a shared password, change it in the service where it’s used.
Authorized administrators can use the audit log to see who accessed a password and when, and to track changes, deletions, and ownership transfers.
You can discuss how to organize credentials by team, who should have access, and how to migrate. Netwist also offers user guidance and training for Zoho apps.
Free Plans and Trials
Where available, Forever Free covers one domain, up to 5 users, and 5 GB per user. You can use webmail or the Zoho Mail app. Outlook or Apple Mail via IMAP requires a paid plan. If you upgrade, all users are billed.
It supports up to 3 users for contacts, deals, tasks, meetings, and reminders. Business email integration and multiple sales pipelines are available on paid editions.
Zoho One offers a 30-day free trial without a card. To keep using the suite after the trial, choose a subscription. The free editions of Zoho Mail and Zoho CRM are available separately.
The free plan covers 1 user and up to 5 signing envelopes per month. Each envelope can contain multiple documents. Recipients can sign through the link without a Zoho account.
Up to 30 appointments per month and 20 users. The plan includes work orders, the dispatch console, the technician app, and service reports. Unused appointments don’t carry over.
It includes unlimited password storage, a password generator, and autofill in compatible browsers. Team password sharing and centralized administration require Standard or a higher plan.
Zoho offers a free plan in some country editions, subject to eligibility and usage limits. For a business in Greece, check which edition is available and whether your solution supports the applicable myDATA requirements.
The free plan covers the application subscription. You can ask Netwist for an estimate if you need configuration, migration, or training.
Practical Examples for Businesses
Organizing Day-to-Day Work
A consulting firm can publish its availability in Zoho Bookings. Customers choose a time for their first meeting and automatically receive a confirmation and reminder.
In Zoho Projects, a web team can schedule development to start after design approval, where the plan supports task dependencies. The team can see which outstanding task is holding up delivery.
Zoho Campaigns lets you group subscribers. A business with two stores can send a local event invitation to subscribers in the relevant area.
Zoho Analytics can combine campaign spending from a spreadsheet with sales attributed to each campaign in your CRM, so you can compare both figures in one report.
In Zoho WorkDrive, organize folders by department or project and assign permissions. Salespeople can view the approved price list while designated staff can update it.
In Zoho People, employees submit requests online and the system routes them to the appropriate approver. The people involved can see what’s approved and what’s pending without searching email.
In the Zoho FSM customer portal, a store manager can report faulty equipment and check when the repair visit is scheduled.
Choose a recurring process with a measurable delay. If it takes too long to respond to quote requests, Netwist can help set up enquiry assignments in Zoho CRM. You can then compare response times before and after the change.
The team creates a transfer order in Zoho Inventory and tracks how many units were sent and when they arrived, without manually updating two stock records.
A design firm can log time by task in Zoho Books, review billable hours at month-end, and use them to create an invoice.
In Zoho Desk, an IT provider can set deadlines by contract or issue severity. If a critical ticket goes unanswered past the agreed time, the support manager can be notified.
With Zoho Creator, it can build an internal purchase request form. A request for supplies can go to a department lead, while equipment above a set amount can require a second approval.
A commercial refrigeration company can set a preventive maintenance schedule for each unit in Zoho FSM, so appointments can be generated on schedule.
The team can reply to visitors in Zoho SalesIQ. If someone asks about a purchase, the representative can add their details to Zoho CRM so the salesperson knows what they asked for.
In Zoho CRM, the team can record the date, guest count, and point of contact for each enquiry. It can see whether a quote was sent and when to follow up.
An equipment supplier can close a sale in Zoho CRM and create an installation work order in Zoho FSM from the relevant record. Netwist can assess which data needs to pass between the apps.
The team records the return against the original order in Zoho Inventory. A damaged item can be recorded for credit without adding it back to available stock.
If 60 of 100 units arrive, the warehouse records a partial receipt in Zoho Inventory. The team can see how many arrived and how many are still due.
In Zoho People, it can create a checklist with a person responsible for each task. IT prepares the computer, HR collects documents, and the manager handles initial training.
An equipment supplier can publish setup guides in the Zoho Desk help center. Customers can find instructions themselves and submit a ticket if they still need help.
It can send a short questionnaire with Zoho Survey and sync responses to Zoho CRM. The account owner can see who reported a problem and follow up.
An employee uploads receipts to Zoho Expense and submits a single report. The manager can review the charges and receipts and approve reimbursement.
Zoho Billing can notify the customer and, where supported, retry the charge on a schedule. This gives the team a process for cases such as an expired card.
With scoring rules in Zoho CRM, a team can prioritize leads from industries it serves or prospects who requested a demo. Netwist can help configure the criteria.
Zoho Commerce shows frequently abandoned products, cart values, and the status of reminder emails. The team can then check whether the product page clearly presents availability, shipping costs, and delivery times.
With the employee’s approval, a technician can start a remote support session in Zoho Assist, see the error on-screen, and help resolve it.
In Zoho Forms, a technician can scan a machine’s QR code to fill fields such as its equipment ID or serial number, then record the findings and submit the form.
In Zoho Social, a team member can draft a post and send it for approval. A retail chain can check the dates and terms of an offer before scheduling publication. Netwist can help manage the content.
We listen.
We advise. We build. We support.
And as technology continues to evolve, we’ll keep learning,
adapting and moving forward, together with the businesses that trust us.
Because your success is not just another project.
It’s a partnership worth building.
We listen.
We advise. We build. We support.
And as technology continues to evolve, we’ll keep learning, adapting and moving forward, together with the businesses that trust us.
Because your success is not just another project. It’s a partnership worth building.