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
MailMagnet
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
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