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Zoho CRM

Close More Deals in Less Time

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Attract, Retain and Delight More Customers. Grow your company into a customer-focused organization.

 

Sales force automation

Generate Sales, Not Work.

Zoho CRM frees you to do what you do best: selling. Automate tasks, improve workflow and focus on creating and capturing opportunities.
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Capture leads from your websiteCapture leads from your website

Turn looks into leads. Seamlessly populate visitor data from your website into your CRM system. Publish spam-free forms and create time and context-sensitive contact strategies.
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Improve your WorkflowImprove your Workflow

Write your own rules. Simplify and streamline your sales processes based on your unique business needs. Automatically assign leads and customers to the reps best qualified to handle them.
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CRM View for Activities

Prioritize Activities, Sell Smarter.

Do you spend more time juggling between sales activities? There is a better way to follow up your routine sales tasks, appointments and calls. With CRM View for Activities, you can now sell faster by focusing on the prospects that are most important for you today. The CRM View also helps prioritize your work while interacting with customers from Social and Visits tab.
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Data-driven Marketing

Data-driven MarketingClick to deal – track & measure all marketing activities, such as campaigns, mass emails, Ad performance within CRM and improve the return on investment.
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Visitor Tracking

Visitor TrackingIntelligently track your visitor’s footprint, have a dialog, fascinate with a reliable service, measure and improve the sales conversion rates.
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Real-Time. Real-World.Sales Tracking

Zoho CRM’s Opportunity Tracking tool gives you a current, comprehensive view of all your sales activities. Know where every customer is in the sales cycle, deal size, contact history, even competitor information to help craft more effective messaging. Dynamic Reports & Dashboards provide an easy, accurate read of everything going on.
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FeedsFeeds

Gain instant insight on what’s happening in your sales pipeline. Use what you learn to refine and improve your sales efforts.
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ForecastingForecasting

Link deals with forecasting to effectively set sales targets, track progress, and allocate resources to achieve your goals.
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Engage. Multiple Channels.Social CRM View

What’s the latest with your prospects and customers? Let them tell you. Link their Facebook and Twitter profiles into your Zoho CRM system. Associate profiles to contacts or leads, send invitations to connect, view updates and share your comments.
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EmailEmail

Reduce email clutter and focus only on what matters; Keep customers emails inside CRM.
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Phone CallsPhone Calls

Make phone calls within CRM and instantly track prospect details, call duration, etc.
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Live ChatLive Chat

Chat with your website visitors proactively and convert them to potential customers.
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Know. Now.Business Card View

Be in the know when on a call. Use Zoho CRM’s Business Card View to instantly get a detailed look at all pertinent customer information. No scrolling, no searching. The Notes Section also displays the time and content of past conversations, so you can make each call more personal and productive.
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Plug-in for Microsoft OutlookPlug-in for Microsoft Outlook

Sync contacts, email, tasks, and calendar between Zoho CRM and Microsoft Outlook.
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Mail MergeMail Merge

Instantly create bulk Mail Merge documents – in either customized or standard templates.
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Document LibraryDocument Library

Organize & share the latest marketing collateral with salespeople.
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CRM On-The-GoCRM for Mobile

Stay connected and up-to-date wherever you go. Zoho’s Mobile Edition gives you instant access to customer info and sales activity on your iPad, iPhone and Android devices.
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Available on the app store

CRM for Google Apps

CRM for Google AppsZoho CRM works seamlessly with Google Apps, making it easy to collaborate, communicate and share. Whether it’s Google Email, Docs, Contacts, Calendar or Tasks, everything’s tightly linked within your CRM account.
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Add to Google Apps

Extend CRMExtend CRM

Custom Modules, API, Webhooks and Custom Functions
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Project ManagementProject Management

Plan, execute and monitor the deliverables.
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Territory ManagementTerritory Management

Security Controls, Org. Hierarchy & Territories
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