Zoho CRM – Customer Relationship Management System
Zoho CRM software is a powerful tool which acts as a single repository to bring your sales, marketing, customer support activities together, and streamlines your process, policy, and people in one platform.
Get To Know Zoho CRM
Sales Force Automation
Automate routine sales, marketing, and support functions that take up valuable work time, giving you more time to concentrate on your customers. Create optimized workflows that help you reduce manual data entry, eliminate redundancies, and speed up 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
Get real-time insights about your customers, connect with them across channels, and build strong relationships.
Workflow Automation
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
Process Management
Does your sales team know what to do at each stage in your pipeline? With Blueprints, your sales team can find out the next move to make at any moment. Define your sales process for your whole team to follow.
Sales Process Builder
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.
Processing Rules
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.
Review Process
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Omnichannel
Converse in real time with customers and prospects. Get notified when someone interacts with your brand—whether they’re browsing your website, reading an email, or talking about your brand on social media.
Handle email communication completely inside Zoho CRM. Send emails, associate emails to CRM records, and get email insights.
Telephony
Connect your telephony provider to make calls from within Zoho CRM. Schedule calls, get reminders, and save call logs from every interaction.
Social
Monitor what people are saying about your brand online, and automatically capture new leads from social media that aren't in your CRM.
Customer portals
Facilitate prospects with a self-service portal where they can view your products and make purchasing decisions.
Analytics
The more your business grows, the more you need to know. Measure the performance of every sales activity, and break quotas down into achievable targets with Zoho CRM’s reports, analytics, and forecasts.
Zoho Reports
Real-time reporting gives you insight into a variety of metrics such as sales trends, marketing campaigns, activity reports, and team performance.
Analytical Components
Create dashboards, analyze trends, stay on top of your key performance indicators, and know where you stand on your targets.
Capabilities
Take a look at the different ways Zoho CRM analytics can help your business grow by helping you make data-backed decisions.
Sales Enablement
With the right set of tools, your team will never have to struggle. Generate price quotes, and access sales scripts. Permit your customers, vendors, and partners to view, add, or edit information through portals from within your CRM saving your team time and effort.
Quotes and Finance
Generate quotes, invoices, and orders with access to inventory, shipping, and subscription information within Zoho CRM.
Partner Portals
Grow your business by giving partners access to create and nurture leads, manage inventory, and view their contacts.
Calendar
Access all your calendars from one system. Prioritize meetings with multiple reminders and convert them into recurring events by checking a box.
G-Suite and Office 365
Make the most of your work hubs without shuffling between them using the integration with Zoho CRM.
Zoho CRM Team Collaboration
Create groups, tag other reps, share sales updates, or simply leave behind helpful notes for other teammates—your team can work together from anywhere with sales collaboration.
Zoho CRM Integrations
Expand the core functionality of Zoho CRM. Zoho Marketplace offers a host of integrations for third-party applications you use every day, like Google Drive, DocuSign, MailChimp, LinkedIn Sales Navigator, Google Ads, and more.
Performance Management
Accelerate your sales team’s productivity with accurate forecasts of potential revenue, and make use of productivity games to exceed your sales quotas. You can categorize customers quickly, set up multiple currencies, use AI predictions to prioritize leads and deals likely to convert, and track website visitors to convert more prospects.
Forecasting
Generate quotes, invoices, and orders with access to inventory, shipping, and subscription information within Zoho CRM.
Territory Management
Categorize customers based on relevant criteria and assign the right sales reps to reach out to them. Exceed quotas with region-wide sales insights.
Gamification
Encourage your team to exceed sales quotas by awarding badges and trophies when tasks are completed.
Predictive Sales and Intelligence
Zia is an AI assistant included in Zoho CRM who can help you manage your CRM data. Zia can fetch the information you want, take notes, predict the future of a sale, detect anomalies, automate tasks, and more! Stay on top of every activity with the newest member of your team.
Lead & Deal Prediction
Zia can predict the likelihood of success for every lead and deal in your CRM, making life simpler for your team.
Zia Voice
Need some help? Ask Zia, the conversational assistant built into Zoho CRM. She can help you with many of your everyday activities, from taking notes to computing sales numbers. She's always up for a conversation.
Macro Suggestions
Zia observes your day-to-day sales activities and identifies patterns—combinations of actions based on repetition. Zia registers these patterns and makes personalized macro suggestions to automate these tasks.
Customization
Every business is unique, and your CRM should reflect that. Combine various features to mold your CRM to fit your business—the information you collect, the way you view your information, and even the language and currency used can be customized to suit your needs.
Layouts
Create layouts for different processes, control what data enters your CRM, and close more sales in less time.
Custom Components
Customize the information you want to see inside CRM with custom modules, fields, and buttons.
Views and Filters
Focus in on information that matters to you, and easily find any information you need using custom views and advanced filters.
Global Selling
Provide multi-language and multi-currency support to your team so you can sell to customers around the world.
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
Segment your contacts and target them with personalized campaigns to improve engagement, retention, and ROI on marketing campaigns.
Lead Nurturing
Strengthen your relationship with your leads by nurturing them with relevant content at every stage of your funnel.
Google Ads Integration
Compare your Google Ad campaigns against sales to monitor your spending and determine which campaigns are working and which aren't.
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.
Keep up the sales pace with remote-ready features
Today’s sales teams need to communicate, collaborate, and do their best work from anywhere – not just from the office. Zoho CRM’s remote ready features will let you keep in touch with prospects and leads while working remotely.
Conduct sales presentations and meetings
Conduct presentations and meetings from within your CRM. Organize webinars, convert attendees to leads, and get webinar reports, all within your CRM.
Collaborate with your team
Host a one-on-one session or a meeting with up to 50 participants, with crystal-clear audio, face-to-face video, and high-quality screen sharing. Keep everyone on the same page, even on the go.
In-depth sales analytics on the go
Keep track of your KPIs, compare sales performance across teams, and turn your sales objectives into achievable targets by accessing your analytics dashboards on the go.
Zoho CRM Mobile App
Stay on top of business everywhere, all the time with Zoho CRM Mobile Edition. Be better informed, stay connected to clients and colleagues, and react to fast-moving changes wherever you are.
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 Teams
Assign roles for users, define permissions, and control access to information in Zoho CRM.
Data Security and Compliance
With comprehensive data security features, protect both your data and your customers' from unauthorized access.
GDPR
Collect, store, and process your customers' personal data in accordance with GDPR.
HIPPA
Ensure security and protection of ePHI using our HIPAA compliant features in Zoho CRM.
Canvas For Zoho CRM
Aesthetics matter. Colors matter. Bid farewell to boring database styles, and welcome pleasant, minimal designs that are practical for work.
Bad interface should never ruin CRM adoption. Create mindful and usable designs that salespeople love to work with.
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