Key Features
Features that make sales easier
- Sales force automation : Lead, Deal, Contact Management. Work flow automation
- Process Management: Sales process builder, processing rules
- Omni Chanel: Email, telephony, social media, customer portals
- Analytics: Reports & Dashboards
- Sales Enablement : Quotes & Finance
- Performance Management: Forecasting & territory management
- Marketing Automation
- Mobile Apps
Top FAQ’S
Support special exhibitions.
- Is Zoho CRM available for my industry? Zoho CRM is built to serve business of all kinds, and cater to all industries and verticals.
- How do I migrate to Zoho CRM? You can comfortably switch to Zoho from any popular CRM service–even spreadsheets. You can also avail our Jumpstart service that includes everything from requirement gathering to setup and onboarding.
Integrations
Most popular integrations
- Office Suite: Google workspace, Microsoft 365
- Finance: Zoho books, Quickbooks, Zoho expense, Zoho billing, Xero
- Quote Management: Proposify, Quotewerks
- Document Signer: Zoho sign, DocuSign, Adobe Sign
- Marketing Automation: Google Ads, Mailchimp
- Social Media: Zoho social, Facebook
- Storage: Dropbox, Google Drive
The core of Zoho CRM’s functionality is lead and contact management, but also sales pipeline management and purchase control. You can already assume what these features can do when bundled together, especially when placed on a revamped and easy-to-use interface that is so typical about Zoho. The home screen now includes 10 different components, with the main module navigation panel still placed on top for easier searching. Nevertheless, the user is always welcomed to customize the dashboard and make it look more business-specific.
It works well regardless if you’re a small business, an entrepreneur, or a large enterprise. Zoho CRM can automate daily business activities, track sales, and engage customers in different platforms. Likewise, its mobile platform lets you take CRM on location so can get updates fast and real-time, and close more deals even when on the go.
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