ZOHO CRM makes selling easier
Zoho CRM helps in lead management, close deals faster and accelerate your sales team productivity
Features of Zoho CRM
ZOHO CRM offers everything your sales and marketing team needs
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.
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.
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.
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.
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.
Google Workspace and Office 365
Make the most of your work hubs without shuffling between them using the integration with Zoho CRM.
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
Forecasting
Make more accurate forecasts. Predict future sales, and measure them against current sales.
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.
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.
