Zoho CRM automates day-to-day sales tasks, such as: drive leads from web visits; import leads from external sources like direct mail, trade shows, and seminars; match hot leads with the right sales people; convert prospects into accounts with a single click; and customize sales processes that fit your operations.

Zoho CRM also allows you to manage customer accounts, such as: monitor all accounts from a shared database; view them across products, locations, account, and status; and track their purchase history for cross-sell or upsell opportunities.

Likewise, you can accurately forecast revenue, establish/assign/edit sales quotas, identify individual/team performance, measure forecast accuracy, and create customizable forecast reports and dashboards.

Access real-time data

The Opportunity Tracking tool allows you to see where your customer is in the sales cycle, deal size, contact history, and competitor profile to help you craft more fitting messages. Access these data in the easy, accurate Dynamic Reports & Dashboards.

Zoho also lets you identify and target inactive leads with historical data to realign your customer messaging. The Business Card View allows you to quickly access all pertinent customer information in one window without the need to scroll or search. The Notes Section displays the time and content of past conversations for a more personal and logical communication.

Get Social

Link your customers’ Facebook and Twitter pages to Zoho CRM. Categorize them as leads or contacts and send invitations or share comments to connect.

Go Mobile

The Zoho Mobile Edition gives you access to customer data and sales records on iPad/iPhone and Android devices to help you stay updated on the go.

Add on and Integrations

Zoho crm can integrate with over 60 apps.

Features of Zoho CRM

Sales Force Automation

Lead Generation & Qualification

Pipeline Analysis

Sales Stage & Probability Analysis

Competitive Analysis

Real-Time Forecasting

Quota Management

Lead Management

Automate lead management process

Fast track lead to deal process

Capture leads from website

Import leads from trade shows, seminars, direct mail, etc.

Match sales-ready leads to the right sales people

Convert prospects into opportunities, accounts, and contacts with a single click

Sales processes as per own best practices (B2B & B2C)

Account Management

Single database

Customer data across products, geographies, account, and status

Parent-child relationships between customer accounts and their subsidiaries

Price quotes, sales orders and invoices

Purchase history to find cross-sell and up-sell opportunities

Loyalty programs

Effective Follow-up

Log important customer calls

Save customer meetings and calls in an intuitive calendar

Invite employees, leads and contacts to meetings and events

Manage recurring events by day, week, month and/or year

Website Integration with Forms

Create forms with no coding

Set rules to simplify lead distribution

Upload forms live instantly

Catch leads directly into your CRM

CRM Workflow Management

Workflow alerts while creating or modifying records

Associate tasks to the workflow rules with CRM records

Email notifications with templates and upon triggering a workflow rule

Auto schedule the workflow actions at pre-defined interval

Instant notifications to 3rd party applications via Webhooks

Custom Functions

Macros automate tasks

Sales Tracking

Sales Opportunity Management

Monitor sales opportunities across sales cycle

Import sales opportunities from third-party solutions and services

360-degree view

Drag-and-drop customization wizard

Big deal alert

Sales pipeline and sales escalation process

Free Edition

Pulse

Track records that are critical to your business based on your criteria

Stay on top of sales updates in real time

Identify cold prospects for a sales follow-up

Sort updates by users and modules

Sort records by record owner and module

Complete visibility based on last activity

Sales Forecasting

Revenue based on data within Zoho CRM

Create, assign and revise sales quotas

Assess individual and team performance

Forecast accuracy against commit amounts

Fully customizable forecast reports and dashboards

Productivity

Business Card View

Quick glance at important details of the contact without scrolling or searching

Customize fields

Mail Magnet

Captures, collates and distributes customer email activity within your CRM

Get notification and reply to customer emails within CRM

Intuitively scans your mailbox and displays only relevant emails

Send emails via your favorite mail client

Get a copy of the email linked to the right lead or contact in CRM

Link prospect and customers emails with your CRM data

Share emails from prospects based on your own rules

Create mail merge templates for different modules

Get updated user info in merged documents

Manage templates in secured folders

Document Library

Role-based folders, sub-folders

Share collateral to your salespeople

Send documents from your CRM

One document can have multiple versions

Quick feedback from colleagues to improve document

Social CRM

View social interactions of your brand with prospect

Reply to direct messages, likes and mentions via your brand’s social profile

Engage future prospects from within the social stream

Stay tapped on customer’s interests and updates

Comment or like them inside CRM

Mobile CRM

Real time access to customer data

Receive sales alerts

Search customers nearby, create tasks

Capture trade show leads directly into Zoho CRM

Digitalize and save business cards on your iPhone

CRM for Google Apps

Custom Modules, API, Webhooks and Custom Functions

Create campaigns, email marketing & autoresponders

Enable security controls, organizational hierarchy & territories

For more information on Zoho CRM Call us on +2348033111066 +2348022288492, +2348188518804

TRY ZOHO CRM TODAY