CRM & Customer Profiles | Native & commerce-service integrated | Rich & customizable Zoho CRM | ️ Not native; requires integration | | | | ️ Order-linked profiles only |
Reporting & Dashboards | Domain-level dashboards (retail, loyalty, class, etc.) | Zoho Analytics: cross-app BI | | | Power BI + native dashboards | | ️ Basic; enhanced via apps |
Customization & Extensibility | ️ Rule engine + scripting | | | | | SuiteScript, SuiteBuilder | |
Multi-Tenant / Multi-Brand | | ️ Needs custom or multi-org setup | | | | | ️ Separate storefronts needed |
APIs & Integrations | | | | | | | REST API + Shopify App Store |
Mobile App Support | PWA and Native apps for driver, supervisor, customer | Native apps for CRM/Books/Inventory | | | | | Native Admin, POS & Storefront apps |
Customer Order Management | | Zoho Inventory + Commerce | | | | | |
Subscription Billing | Mid-term, proration, rollover, installments | | | | | | |
Delivery & Pickup Flows | Logistics + skip, reschedule, hold | ️ Custom CRM logic or apps | | | | | ️ Shipping integrations only |
Membership Clubs | Tiered clubs + exclusives | | | | | | |
Service Appointments & Scheduling | Hybrid scheduler + staff/location/virtual | | | | | | |
Promotions / Vouchers / Campaigns | Rules engine, vouchers, targeting | | | | | | |
Reward Points / Credits | | | | | | | |
Fixed-Term Programs | Fitness/Coaching/Prepaid packages | | | | | | |
Inventory & Product Management | Integrated product-service catalog | | | | | | Native product management |
Accounting & Financials | ️ Basic ledger, AP/AR, credit | | ️ Revenue recognition only | ️ Revenue automation only | | | |
Distribution & Delivery Operations | Agent assignments, real-time maps, customer/agent/vendor chat, driver/supervisor apps | ️ WorkDrive + custom Creator + integrations | | | Field Service + Resource Scheduler | Mobile SCM + logistics management | ️ Basic delivery apps only |
Partner Bills & Expense Processing | Track partner invoices, staff expenses, categories | ️ Books + custom workflows | | | Project Ops + Expense Mgmt | AP + Expense reports + approvals | ️ Basic staff expense tracking via apps |
Purchase Orders & Vendor Management | Native PO creation, approvals, vendor price books | | | | | | ️ Requires apps like Stocky |
Refunds & Return Processing | Built-in refund + return policies | | | | | Returns with RMA, credits, AP sync | Partial refund support + returns apps |
Collections & Receivables | Track unpaid bills, reminders, settlement workflows | | | | | | |