Implementation & configuration
We configure Zoho RetailIQ around pipeline design, lead routing, scoring, quoting and sales automation, so the system matches how your teams work from day one.
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New · announced 23 September 2026✓ ERPHUBs · Zoho Authorized Partner
Zoho RetailIQ: CRM, Loyalty & WhatsApp Campaigns for Physical Retail
Zoho RetailIQ turns every billing-counter transaction into a customer profile, a loyalty balance and a reason to come back. ERPHUBs plans, configures and supports it for retail brands and multi-store chains across India.
Works with:Zoho POSZoho DeskZoho Books
What is Zoho RetailIQ?
Zoho RetailIQ is a CRM built for physical retail businesses. It builds a customer profile from every store transaction, runs loyalty programs and sends targeted WhatsApp and SMS campaigns. It connects with Zoho POS and Zoho Desk. Zoho announced it on 23 September 2026 as one of seven new vertical apps.
Most retailers know what sold yesterday but not who bought it, how often they return or which store they prefer. RetailIQ is Zoho's answer to that gap: a customer-first layer for brick-and-mortar retail that sits on top of your billing data instead of replacing it.
Zoho has published apparel-specific guidance for RetailIQ, and a multi-store edition called RetailIQ Stores for chains and franchises, which was listed as a waitlist product when we checked. ERPHUBs confirms which edition and features are live for your account before we scope any project.
Key Capabilities
What Zoho RetailIQ Does
Unified customer profile
Purchase history, preferred categories, average spend, visit frequency and preferred store are gathered into one view per shopper, so store staff and marketers work from the same facts.
Loyalty that protects margin
Bonus points for VIP shoppers on new collections, double rewards on slow weekdays and tier-based rewards for repeat buyers: incentives aimed at the right people rather than blanket discounts.
Automatic customer segments
Top shoppers, frequent buyers and early adopters of new collections are identified from purchase data, so you can invite and reward them differently.
WhatsApp and SMS campaigns
Campaigns around festivals, birthdays, weddings and end-of-season drops, triggered from past purchase behaviour. Commercial messaging in India needs approvals (WhatsApp Business, DLT for SMS), which we set up with you.
Win-back for lapsing customers
Shoppers whose visit frequency drops, or who have not returned within their usual cycle, are flagged so the team can reach out before they are gone for good.
Multi-store visibility
Customer data from every outlet is unified, showing which stores drive revenue and how buying differs by location. RetailIQ Stores adds franchise and role-based store controls.
Who It Is For
Who Should Consider Zoho RetailIQ
Apparel and fashion retailers
Seasonal collections, festive wear and wedding purchases make purchase-history campaigns especially effective.
Multi-store chains and franchises
Two stores or two hundred: one customer identity across branches, with permissions per store.
Regional retail brands
Owner-run brands with a loyal local base but no structured customer data beyond billing.
Retailers on Zoho POS or Zoho
RetailIQ is designed to connect with them, so the customer layer sits on the billing and stock data you already have.
Problems It Solves
What Businesses Struggle With Today
Without it
Billing data with no customer story
POS reports show items and totals but not who is buying, how often, or why they stopped.
Without it
Discount-driven repeat visits
Blanket offers erode margin. Targeted rewards for the right shoppers protect it.
Without it
Generic festive campaigns
The same message to every contact ignores who bought festive wear last year.
Without it
Lost regulars nobody notices
Without visit-cycle tracking, a good customer can quietly stop coming back.
Works With
Zoho Products That Pair With Zoho RetailIQ
Zoho POS
Billing, inventory and multi-store operations; the transaction data RetailIQ builds profiles from.
Zoho
Stock, purchasing and finance running behind the stores.
Zoho Desk
Customer complaints and service requests tied to the same customer profile.
Zoho Books
VAT-compliant accounting for the retail business (ERPHUBs recommendation).
Zoho lists Zoho POS and Zoho Desk as systems RetailIQ connects with. Other pairings are ERPHUBs recommendations.
Choosing the Right Fit
Zoho RetailIQ or Zoho CRM configured for retail?
Both run on Zoho, but they suit different businesses.
Choose RetailIQ when
most of your revenue is walk-in store sales and you want loyalty, feedback and campaigns designed for retail from day one.
Choose configured Zoho CRM when
you also sell B2B or wholesale with long sales pipelines, or need heavy custom modules that a retail-specific app will not have.
Why ERPHUBs
Zoho RetailIQ Implementation by a Zoho Authorized Partner
ERPHUBs is a Zoho Authorized Partner with a repeatable process for evaluation, configuration, integration, migration, testing, training and retainer support. Because Zoho RetailIQ is newly announced, we begin with a fit assessment and a small pilot rather than a big-bang rollout.
- Honest fit assessment, including when a configured Zoho CRM, ERP or Creator build is the better choice
- India-ready setup: VAT, local payment methods and regional messaging approvals
- Zero-downtime migration with parallel run and validation
- Role-based training and a retainer Zoho consulting partner after go-live
Moving from another system? See our migration guides for Marg, Tally, Vyapar, or the full migration hub.
Our Zoho RetailIQ Implementation Process
- 1
Fit assessment and workflow mapping
We check whether Zoho RetailIQ is the right fit or whether a configured Zoho CRM, ERP or Creator build suits you better, and map your real workflows, staff roles and access rights.
- 2
Configuration and roles
Zoho RetailIQ is configured for your structure, with permissions by designation, and tested on a pilot store before wider rollout.
- 3
Data migration
We clean, map and validate customer and sales history from your current billing software, then run old and new systems in parallel so work does not stop.
- 4
Integration and API work
We connect WhatsApp Business and SMS sender approvals, payment gateways, barcode scanners and printers where needed through Zoho Flow and custom API development.
- 5
Testing and user acceptance
Your team tests real scenarios end to end and signs off before go-live.
- 6
Training, handover and retainer support
Role-based training, documentation and hypercare, with ERPHUBs as your retainer Zoho consulting partner afterwards.
Status and sources. Zoho announced RetailIQ on 23 September 2026. Availability, editions (including RetailIQ Stores), pricing and integrations can change, so ERPHUBs confirms the current position with Zoho before scoping.
Implementation with ERPHUBs
How ERPHUBs Implements Zoho RetailIQ for Businesses Worldwide
Quick answer: ERPHUBs is a Zoho RetailIQ implementation partner: an independent Zoho Consulting Partner and Authorized Partner with Zoho-certified professionals, and a Custom Solution Provider, that implements Zoho RetailIQ end to end: requirements workshops, configuration of pipeline design, lead routing, scoring, quoting and sales automation, data migration, integrations, training and long-term support for businesses worldwide.
Customization & custom apps
When standard features fall short, our Zoho custom application developers extend Zoho RetailIQ with Zoho Creator, Deluge functions, widgets and APIs.
Integration & data migration
Zoho RetailIQ is connected with Zoho CRM, Zoho Campaigns, Zoho Desk, Zoho Books and Zoho Analytics, and your existing data is migrated and validated in a sandbox first.
Training, support & optimization
Role-based training, hypercare after go-live and continuing Zoho support and optimization from certified consultants.
Works with
Zoho CRMZoho CampaignsZoho DeskZoho BooksZoho Analytics
ERPHUBs delivers Zoho consulting, implementation, customization and support remotely and on-site across India, UAE & GCC, United States, United Kingdom, Europe, Canada, Australia & New Zealand, Singapore & Southeast Asia, Africa.
More Answers
Who can implement Zoho RetailIQ for my business?
ERPHUBs by BizSetups is an independent Zoho Authorized and Consulting Partner with Zoho-certified professionals that implements, customizes, integrates and supports Zoho RetailIQ for clients in India, the Middle East, the United States, the United Kingdom, Europe and beyond.
Can Zoho RetailIQ be customized with custom applications?
Yes. As a Zoho Custom Application Developer, ERPHUBs builds custom modules, automation, portals and integrations around Zoho RetailIQ using Zoho Creator, Deluge, Zoho Flow and APIs.
FAQ
Zoho RetailIQ, Answered
Zoho RetailIQ is a CRM for physical retail businesses. It builds customer profiles from store transactions, runs loyalty programs, and sends WhatsApp and SMS campaigns based on purchase behaviour. Zoho announced it on 23 September 2026.
No. RetailIQ is the customer layer for physical retail. Billing and inventory sit in Zoho POS or your existing billing software. Zoho lists Zoho POS as a connected system; connecting a third-party POS depends on available integrations, which ERPHUBs confirms during assessment.
Yes. Zoho positions RetailIQ Stores for businesses with anywhere from two to 200 outlets, with a unified customer profile across branches. When we checked, that edition was listed as a waitlist product, so confirm current availability.
Yes, campaigns over WhatsApp and SMS are a core feature. Commercial messages in India typically need WhatsApp Business approval and DLT registration for SMS, and ERPHUBs handles that setup with you.
RetailIQ is pre-shaped for stores, with customer profiles from transactions, loyalty and feedback. Zoho CRM is a general CRM that ERPHUBs can configure for retail. Retail-first businesses usually start with RetailIQ; businesses with B2B pipelines often prefer configured Zoho CRM.
Launch coverage did not confirm final pricing at the time of writing (28 September 2026). ERPHUBs checks current Zoho pricing for you and quotes implementation separately.
Usually yes. ERPHUBs cleans and maps customer and purchase history, then validates it before go-live. We have migration guides for Marg, Tally and Vyapar.
Yes. ERPHUBs, a Zoho Authorized Partner, offers fit assessment, configuration, integration, data migration, training and retainer support. Because the product is newly announced, we recommend starting with a pilot store.
Ready to Evaluate Zoho RetailIQ?
Talk to a certified Zoho consultant about fit, pilot scope, data migration and timeline for your business.
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Europe
Zoho RetailIQ: CRM, Loyalty & WhatsApp Campaigns for Physical Retail for Europe businesses
Planning Zoho RetailIQ: CRM, Loyalty & WhatsApp Campaigns for Physical Retail in Europe? We set it up for VAT, EUR and the EU data centre (zoho.eu), then connect it to the banks, payment gateways and tools Europe teams already use.
Configured for Europe
Zoho Books (EU editions, VAT), EUR as base currency and VAT (17%-27% depending on member state) set up before go-live.
Filing dates we plan around
Monthly or quarterly: National VAT returns and EC Sales Lists; Annually: Intrastat review where applicable
Connected locally
Typical connections here: Mollie, Adyen, Stripe.
Support in your time zone
Mon-Fri 09:00-18:00 CET. Typical first reply within 4 business hours.
Yes. The Europe team configures it with the Zoho Books (EU editions, VAT), EUR and VAT, and supports it Mon-Fri 09:00-18:00 CET.
Zoho accounts for Europe use the EU data centre (zoho.eu). We confirm the data centre with you before any migration or integration starts.