FEATURES THAT
SIMPLIFY SELLING
Zoho CRM provides all the tools you need to boost leads, speed up sales, and assess sales performance.
Essential features:
- Journey Orchestration
- AI
- BI
- Remote Work
Sales Force Automation
Automate routine sales, marketing, and support tasks that consume valuable work time, allowing you to focus more on your customers. Develop optimized workflows to minimize manual data entry, eliminate redundancies, and accelerate your overall process.
Lead
Management
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.
Deal
Management
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.
Contact
Management
Gain real-time insights into your customers, engage with them across multiple channels, and build strong relationships.
Workflow
Automation
Every time your team follows up with a lead or updates a field, it involves significant manual effort. Discover how to complete these tasks much faster by utilizing workflows.
Canvas
Redesign the look and feel of Zoho CRM to suit your needs with Canvas, a simple drag-and-drop editor. Create your ideal experience from scratch or choose from a variety of customized templates created by our in-house artists. Options range from minimalist views that provide role-critical information to industry-specific views that present sales data within a broader industry context.
Process Management
Does your sales team know what to do at each stage of your pipeline? With Blueprints, they can always determine the next move to make. Define your sales process so your entire team can follow it seamlessly.
Sales Process Builder
Capture leads, automate lead scoring, identify high-converting leads, and follow up with comprehensive contact information.
Processing Rules
Set up rules in your CRM that mirror your real-life sales processes. Assign leads to the appropriate sales representative, approve discounts, and validate sales data based on your specific criteria.
Review Process
Ensure clean data in your CRM by defining a process for your team to review incoming information. Approve or reject data with appropriate comments based on its quality.
Journey Orchestration
Create personalized customer journeys with CommandCenter. Discover and visualize customer journeys in real time using intuitive journey maps. Gain insights into your customers’ preferences and use this knowledge to craft more meaningful customer experiences. Coordinate actions across various departments and third-party apps to deliver a seamless brand experience. Track each prospect’s or customer’s journey to always be aware of their path. Utilize detailed reports to identify delays or gaps in different stages and make necessary improvements.
Path Finder
Path Finder is a unique journey discovery tool that helps you understand your customers' behavior and identify any issues they may be facing.
Journey Builder
Journey Builder is a drag-and-drop visual editor that enables you to define cross-platform journeys and orchestrate more relevant brand responses.
Omnichannel
Engage in real-time conversations with customers and prospects. Receive notifications when someone interacts with your brand, whether they are browsing your website, reading an email, or discussing your brand on social media.
Manage all email communication directly within Zoho CRM. Send emails, link them to CRM records, and gain valuable email insights.
Telephony
Integrate your telephony provider to make calls directly from Zoho CRM. Schedule calls, receive reminders, and save call logs for every interaction.
Social
Track online conversations about your brand and automatically capture new leads from social media that are not yet in your CRM.
Customer portals
Enable prospects with a self-service portal where they can browse your products and make purchasing decisions.
Analytics
As your business grows, so does the need for information. Measure the performance of every sales activity and break down quotas into achievable targets with Zoho CRM’s reports, analytics, and forecasts.
Reports
Capture leads, automate lead scoring, identify high-potential leads, and follow up with comprehensive contact information.
Analytical Components
Create dashboards, analyze trends, stay on top of key performance indicators, and track your progress towards targets.
Capabilities
Explore the various ways Zoho CRM analytics can help your business grow by enabling you to make data-driven decisions.
Start visually analyzing your CRM data today
Sales Enablement
With the right tools, your team will never have to struggle. Generate price quotes and access sales scripts effortlessly. Allow your customers, vendors, and partners to view, add, or edit information through portals within your CRM, saving your team time and effort.
Quotes and Finance
Generate quotes, invoices, and orders while accessing inventory, shipping, and subscription information within Zoho CRM.
Partner Portals
Expand your business by allowing partners to create and nurture leads, manage inventory, and view their contacts.
Calendar
Access all your calendars from a single system. Prioritize meetings with multiple reminders and easily convert them into recurring events with just a checkbox.
Google Workspace and Office 365
Maximize efficiency in your work hubs without switching between them by integrating with Zoho CRM.
Performance Management
Boost your sales team’s productivity with accurate revenue forecasts and productivity games designed to help exceed sales quotas. Quickly categorize customers, set up multiple currencies, utilize AI predictions to prioritize leads and deals likely to convert, and track website visitors to turn more prospects into customers.
Forecasting
Create more accurate forecasts by predicting future sales and measuring them against current sales.
Territory Management
Categorize customers based on relevant criteria and assign the appropriate sales reps to engage with them. Exceed quotas using region-wide sales insights.
Gamification
Motivate your team to exceed sales quotas by awarding badges and trophies for completed tasks.
Predictive Sales and Intelligence
Zia, an AI assistant included in Zoho CRM, helps you manage your CRM data efficiently. Zia can fetch the information you need, take notes, predict sales outcomes, detect anomalies, automate tasks, and more! Stay on top of every activity with this powerful addition to your team.
Lead & Deal Prediction
Zia can predict the likelihood of success for every lead and deal in your CRM, simplifying your team's workflow.
Zia Voice
Need assistance? Ask Zia, the conversational assistant built into Zoho CRM. She can help with everyday tasks, from taking notes to calculating sales numbers. She's always ready for a conversation.
Macro Suggestions
Zia observes your daily sales activities and identifies patterns—combinations of repetitive actions. She registers these patterns and offers personalized macro suggestions to automate these tasks.
Need some help? Ask Zia
The conversational assistant built into Zoho CRM.
Customization
Every business is unique, and your CRM should reflect that. Customize your CRM to fit your business by combining various features. You can tailor the information you collect, the way you view it, and even the language and currency used to suit your specific needs.
Layouts
Design layouts for different processes, control the data that enters your CRM, and close more sales in less time.
Custom Components
Personalize the information you see in CRM with custom modules, fields, and buttons.
Views and Filters
Concentrate on the information that is important to you, and effortlessly locate any required information by utilizing personalized views and advanced filters.
Global Selling
Align your marketing and sales teams seamlessly. Generate fresh leads, execute precise email marketing campaigns, and analyze ad spend versus sales revenue through the integration with Google Ads.
Marketing Automation
Get your marketing and sales teams on the same page. Generate new leads, execute targeted email marketing campaigns, and compare ad spending to sales revenue with the Google Ads integration.
Customer Segmentation
Divide your contacts into segments and deliver personalized campaigns to enhance engagement, retention, and return on investment (ROI) from your marketing efforts.
Lead Nurturing
Enhance your relationship with leads by nurturing them with pertinent content throughout every stage of your sales funnel.
Google Ads Integration
Evaluate your Google Ad campaigns against sales to track expenditures and identify the effectiveness of each campaign.
Event Management
Use CRM to communicate with event attendees, send invites to your contacts or leads, and connect with new leads that you've collected from the event.
Start visually analyzing your CRM data today
Start visually analyzing your CRM data today
Align your marketing and sales teams to synchronize efforts. Generate fresh leads, execute targeted email marketing campaigns, and analyze ad spending against sales revenue using the Google Ads integration.
Start visually analyzing your CRM data today
Align your marketing and sales teams to synchronize efforts. Generate fresh leads, execute targeted email marketing campaigns, and analyze ad spending against sales revenue using the Google Ads integration.
Maintain your sales momentum with features that are optimized for remote work.
Today’s sales teams require the ability to communicate, collaborate, and excel from any location, not just the office. Zoho CRM’s remote-ready features ensure you can stay connected with prospects and leads while working remotely.
Facilitate sales presentations and meetings effectively.
Host presentations and meetings directly within your CRM. Organize webinars, convert attendees into leads, and access webinar reports—all managed seamlessly within your CRM platform.
Engage in collaborative efforts with your team.
Host one-on-one sessions or meetings with up to 50 participants, featuring crystal-clear audio, face-to-face video, and high-quality screen sharing. Ensure seamless communication and collaboration, even when your team is on the move.
Access comprehensive sales analytics on the move.
Monitor your KPIs, compare sales performance across teams, and transform your sales objectives into achievable targets by accessing your analytics dashboards wherever you are.
Mobile apps
Ensuring your security is our utmost priority. We recognize the importance of finding the perfect equilibrium between safeguarding customer data and empowering employees to accomplish their tasks. Zoho CRM excels in meeting both these critical needs.
Zoho CRM
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CRM Analytics
Security
Your security is our top priority. We understand that every organization needs to strike the right balance between protecting their customers’ data and giving employees the freedom to get their work done. Zoho CRM succeeds in meeting both of these requirements.
Roles, Profiles, and Groups
In Zoho CRM, you can assign roles to users, define permissions, and control access to information effectively.
Data Security and Compliance
With robust data security features, ensure both your data and your customers' data are protected from unauthorized access.
GDPR
Collect, store, and process your customers' personal data in compliance with GDPR regulations.
HIPPA
Ensure the security and protection of ePHI (electronic Protected Health Information) with Zoho CRM's HIPAA compliant features.
Developer Platform
Leverage Zoho CRM’s developer platform and SDKs to build integrated systems, deliver personalized user experiences, and develop secure and scalable web and mobile applications. Create enterprise-ready solutions tailored to your needs.
REST API
Integrate your account with any third-party application and develop intricate workflows that utilize your Zoho CRM data efficiently.
Widget SDK
Create custom web interfaces using Zoho CRM's Widgets SDK and seamlessly integrate them into your account's native interface.
Web and Mobile SDK
Develop web and mobile solutions for your Zoho CRM account without needing to manage underlying architecture concerns.
Functions
Write event-driven and serverless code in Deluge, Java, Node.js, or Python to interact with Zoho CRM data and workflows effectively.
Start visually analyzing your CRM data today for improved sales, lasting relationships, and faster growth.
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