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CRM

Comprehensive CRM platform for customer-facing teams.

CRM
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
RouteIQ

AI-powered ETL tool for effective data integration and movement.

RouteIQ
Thrive

Complete loyalty and affiliate management platform.

Thrive
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Social

All-in-one social media management software.

Social
Survey

Design surveys to reach and interact with your audience.

Survey
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Sites

Online website builder with extensive customisation options.

Sites
Backstage

End-to-end event management software.

Backstage
PageSense

Website conversion optimization and personalisation platform.

PageSense
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
Webinar

Webinar platform for webcasting online webinars.

Webinar
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
NEW
Domains

Easy domain registration, transfer, and secured DNS management.

Domains
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
Thrive

Complete loyalty and affiliate management platform.

Thrive
Publish

Manage all your local business listings on a single platform.

Publish
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

Desk

Helpdesk software to deliver great customer support.

Desk
Assist

Remote support and unattended remote access software.

Assist
Voice

Cloud Contact Center Software for businesses.

Voice
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
FSM

End-to-end field service management platform for service businesses.

FSM
Lens

Interactive remote assistance software with augmented reality.

Lens
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

Books

Powerful accounting platform for growing businesses.

Books
Expense

Effortless expense reporting platform.

Expense
Sign

Digital signature app for businesses.

Sign
Inventory

Powerful stock management and inventory control software.

Inventory
FREE
Invoice

100% Free invoicing solution.

Invoice
Billing

End-to-end billing solution for your business.

Billing
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Commerce

eCommerce platform to manage and market your online store.

Commerce
Checkout

Collect payments online with custom branded pages.

Checkout
Practice

Practice management software for accounting firms.

Practice
Solo

The all-in-one toolkit for solopreneurs.

Solo
NEW
Payments

Unified payment solution built for all businesses.

Payments
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email, Storage, and Collaboration

Mail

Secure email service for teams of all sizes.

Mail
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
WorkDrive

Online file management for teams.

WorkDrive
Bookings

Appointment scheduling app for consultations with customers.

Bookings
Cliq

Stay in touch with teams no matter where you are.

Cliq
Notebook

Beautiful home for all your notes.

Notebook
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
Learn

Knowledge and learning management platform.

Learn
Office Integrator

Built in document editors for web apps.

Office Integrator
Writer

Word processor for focused writing and discussions.

Writer
TeamInbox

Shared inboxes for teams.

TeamInbox
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Show

Create, edit, and share slides with a sleek presentation app.

Show
Tables

Work management tool to connect people, processes, and information.

Tables
Sheet

Spreadsheet software for collaborative teams.

Sheet
Office Suite

Powerful collaborative work platform for teams.

Office Suite
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
ToDo

Collaborative task management for individuals and teams.

ToDo
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

Expense

Effortless expense reporting platform.

Expense
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
People

Organize, automate, and simplify your HR processes.

People
Sign

Digital signature app for businesses.

Sign
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Shifts

Employee scheduling and time tracking app.

Shifts
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

Creator

Build custom apps to simplify business processes.

Creator
Assist

Remote support and unattended remote access software.

Assist
Vault

Online password manager for teams.

Vault
Directory

Workforce identity and access management solution for cloud businesses.

Directory
Lens

Interactive remote assistance software with augmented reality.

Lens
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
eProtect

Comprehensive email security and archiving for every business.

eProtect
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit

BI and Analytics

Analytics

Modern self-service BI and analytics platform.

Analytics
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

Project Management

Projects

Manage, track, and collaborate on projects with teams.

Projects
Sprints

Planning and tracking tool for scrum teams.

Sprints
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

Creator

Build custom apps to simplify business processes.

Creator
Flow

Automate business workflows by creating smart integrations.

Flow
Office Integrator

Built in document editors for web apps.

Office Integrator
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Tables

Work management tool to connect people, processes, and information.

Tables
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
Apptics

Application analytics for all apps.

Apptics
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

IoT

NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT
CRM Plus

Unified platform to deliver top-notch customer experience.

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CRM Plus
Service Plus

Unified platform for customer service and support teams.

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Service Plus
Finance Plus

All-in-one suite to manage your operations and finances.

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Finance Plus
People Plus

Comprehensive HR platform for seamless employee experiences.

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People Plus
Workplace

Application suite built to improve team productivity and collaboration.

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Workplace
Marketing Plus

Unified marketing platform for marketing teams.

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Marketing Plus
Projects Plus

Unified project management platform for intelligent, data-driven work.

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Projects Plus
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

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Smarter banking starts here!

From customer onboarding to loan applications, KYC verifications, internal audits, and more, collect, process & manage banking data, securely & effortlessly with Zoho Forms.

Try Zoho Forms for Free!

Automate your banking workflows

Trigger approval flows instantly 
Whether it’s a high-value loan application or a customer’s request for account closure, route form responses to the right stakeholders automatically. Set conditions to trigger multi-level approvals and track each step without chasing updates. 

Push data where it’s needed automatically 
Connect your banking forms with tools like Zoho CRM, Zoho Creator, or other third-party apps to create a connected ecosystem. When a customer submits a request or application, their data can instantly populate in the integrated service. 

Schedule reports with no manual effort 
Set up automated delivery of daily, weekly, or monthly reports to key departments. Whether it’s lead collection, or KYC records, your reports land right in your inbox, always accurate, always on time.

Bank-level security, built in

  • Every form you create with Zoho Forms is encrypted with SSL, ensuring that data in transit remains private and secure.
  • Zoho Forms helps your organization stay compliant with the EU’s General Data Protection Regulation (GDPR), with features like data access requests, deletion requests, and consent checkboxes.
  • Host forms on a custom domain with HTTPS enabled, maintaining brand consistency while ensuring data security.
  • Protect sensitive information by encrypting specific form fields, ensuring that data such as personal identification numbers remain confidential.
  • With Zoho Forms, you are always prepared for internal or external audits. Every change made to a form or entry is logged. Track who did what, and when, with complete audit trails.
  • Keep a log of all emails sent through Zoho Forms, including notifications and confirmations, ensuring communication trails are documented for compliance purposes.
  • Automatically delete form submissions after a defined period, ideal for managing storage and complying with data minimization principles.

Digitize customer onboarding

Traditional onboarding often means long queues, paper forms, and manual document verification. Zoho Forms eliminates these hassles with a seamless, end-to-end digital experience. Capture customer details using secure online forms. Allow customers to upload ID proofs and address documents right from their phone or laptop. Integrate e-signatures to finalize onboarding without in-person visits.Trigger automatic approval flows across departments for quick processing.

Loan & credit card applications

Applying for a loan or credit card shouldn’t be a paperwork nightmare. Zoho Forms simplifies the process while maintaining data accuracy and privacy. Design multi-page forms to collect comprehensive applicant details including income, employment, and existing liabilities. Use conditional logic to display only relevant fields based on applicant responses. Pre-qualify applicants by validating inputs while they fill out the form. Automatically send confirmation emails and SMS, enhancing transparency. Route submissions to the right team based on loan type for faster follow-up.

Smooth and scheduled customer visits

Managing footfall at your branches is key to efficiency & customer satisfaction, especially during high-demand periods. Customize available time slots & let customers pre-book appointments through mobile forms. Send instant confirmation messages to both customers and staff, reducing no-shows.

Effortless audits

Banks operate under tight regulatory scrutiny. Zoho Forms helps you maintain audit-readiness with structured digital data collection and automated reporting. Create internal checklists for branch inspections, risk assessments, or regulatory reviews. Ensure consistency by marking critical fields as mandatory. Schedule recurring reports to keep compliance officers and teams updated.

Listen, act, & improve

Customer reviews are essential to a bank’s reputation. Whether it’s about services or digital channels, Zoho Forms helps you collect and act on these reviews systematically. Deploy branded customer review forms on your website or put up your form as a QR code for customers to scan and fill out after branch visits. Route concerns to relevant teams: loans, savings, or digital banking for faster resolution.

Serve customers on-the-go

Customers expect access to banking services wherever they are. Zoho Forms helps banks go beyond brick-and-mortar boundaries and reach users wherever they are. Whether it’s opening an account or requesting a loan, forms are fully responsive and optimized for mobile, allowing customers to fill them out on the go without downloading any app.

Offline data collection for field banking camps

Conducting banking drives in rural areas? Collect data without an internet connection. Field agents can gather responses using mobile devices, and the data syncs automatically once reconnected.

Transform how your bank works!

Try Zoho Forms for Free