Organization Settings
- Company Information: Name, logo, time zone, currency, fiscal year, business hours.
- Multiple Currencies: Support for multi-currency with automatic rate updates (configurable as automatic—updates every 30 minutes—or manual; added in March 2026 (Zoho March 2026 update video)).
- Multiple Business Units: Associate a user with multiple CRM accounts to manage separate business units with a single login. Switch between accounts seamlessly (Zoho CRM role-based security page).
- User Management: Add, deactivate, delete users. Enhanced user deactivation transfers (Q2 2026 roadmap): Transfer options extended to user deactivation scenarios (Zoho Vertical Studio 2026 roadmap).
- Single Sign-On (SSO): SAML 2.0 SSO integration for enterprise identity providers.
- Two-Factor Authentication (2FA): Required or optional; configurable at organization level.
- IP Restrictions: Restrict CRM access to specific IP ranges.