Zoho CRM

Power your sales team by offering a 360-degree customer view for closing deals faster and growing your customer relationships.

Generate leads on your website through web forms and push them into Zoho CRM without writing a single line of code.
Track leads generated from various sources like your website, social media, trade shows etc.
Create unique sales pipelines for each of your businesses, products or services.
Convert business cards into contacts in Zoho CRM using the card scanner app.

Auto-assign leads equally to the sales team based on geography, product or department by creating assignment rules.
Get a consolidated view of the stage-wise status of your sales pipeline/deals for quick action or which need your immediate attention.

Create a roadmap, for your existing and newly joined sales team, using Blueprint to perform activities at each stage of the sales process.
Provide guidelines/best practices to your sales reps by setting up conditions like maximum discount percentage, offer end-date, etc to ensure that leads are closed within the specified time periods.
Create a “Leads Score” based on demographics like - are your ideal buyer’s executives or are they from a certain industry or are they part of small or large businesses. Ensure your sales reps are putting efforts on leads that have higher chances of getting converted into sales.

Create approval and management system depending on deal size, discount to be offered etc for standardising approval processes.

Send quotations directly from Zoho CRM to your customer by generating a personalised quote.
Make sure that your sales reps are acting upon the leads promptly by creating escalation rules based on priority, customer or time-lapsed from leads creation date.
Automatically send “Big Deal Alerts” from Zoho CRM by setting up workflows.
Get a consolidated view of your customers like conversations, opportunities (open or closed), open tasks related to the customer, appointments booked etc.
Inform your colleagues/supervisors about your whereabouts by using the Geo-tagging feature.

Create sequential forms that guide your Sales reps depending on the type of data entered, and automate actions once forms are submitted.
Integrate your email client and send emails from within Zoho CRM to maintain a history of all the correspondence with your customers/contacts.
Prioritise emails basis the stages in your sales pipeline for faster closure of deals.
Put your smartphone to use with Zoho CRM mobile app and search for your contacts, initiate a call, log calls, add notes, record voice notes & convert them to text.
Perform AI-based actions through the mobile app like adding notes, changing deal status, calling a customer, creating record etc.
Add or modify customer information on the mobile app even when you are offline. Changes made will automatically sync across devices once you are back online.
Create Documents Library like sales script, comparison sheet/charts, product list, feature list, presentations, videos etc for easy reference by your Sales team. Access these digital resources through the mobile app.

Let your Sales team collaborate using feeds to make announcements, celebrate achievements etc. Create chat groups or chat with individual team members directly through Zoho CRM.
Sync Zoho CRM calendar with Google, Outlook, Office 365 and Apple calendars.
View calendars of your colleagues/other users by geography or by team and attend calls/meetings depending on their availability using Zoho CRM’s in-built calendar.

Integration of Telephony Partners with Zoho CRM allows you to make and log calls while viewing customer information and capturing notes of your discussion.
Set call reminders for upcoming calls and send notifications for missed calls in Zoho CRM.
Engage with your customers through social media accounts - Twitter, LinkedIn and Facebook.
Create keyword listing streams or start a new stream using hashtags on Twitter.
Convert Twitter conversations of your company into opportunities by creating triggers from interactions. Automatically assign these opportunities to your sales team using assignment rules.

Create self-service portals for your customers, vendors and partners with information you would like to share and set permissions.

Choose from the vast list of standard/pre-built reports for a snapshot of your sales process like daily revenue generated, deals closing this month/quarter, sales stages etc.
Custom-build in-depth reports such as matrix, summary or tabular reports across multiple modules available within the Zoho CRM framework.

Create charts, heat maps and other dashboards for a visual representation of your CRM data.
Predict future trends using past performance data or detect anomalies in the sales pipeline, revenue generated, goods in demand, lead conversion etc.
Create quadrants for determining correlations between different metrics like identification of best sales reps, the number of deals closed v/s the revenue generated by each deal, most profitable products etc.

Compare sales reps, teams, roles, geographies, time periods etc and stack them up against various parameters to quickly get a comprehensive overview.

Get to know which campaigns/advertisements/marketing activities/conferences give the best return on investment (RoI).