Zoho Crm

9.5
Expert ScoreRead review
  • Sales Force Automation
  • Sales Enablement
  • Predictive Sales
  • Customisable CRM
  • Lead Management
  • Best SMB CRM

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THE GOLD
STANDARD

Zoho CRM empowers a global network of over 250,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue. Transform your business with the gold standard in customer relationship management software.

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Sales Force Automation

Automate routine sales, marketing, and support functions that take up valuable work time, giving you more time to concentrate on your customers. Create optimized workflows that help you reduce manual data entry, eliminate redundancies, and speed up your overall process.

 

Lead Management

Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Deal Management

Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Contact Management

Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Workflow Automation

Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Track communications

Track calls, emails and contact history exactly where you need to and have full visibility and control of your schedule

Mobile apps and integrations

Access Zoho from your mobile devices.

Process Management

Does your sales team know what to do at each stage in your pipeline? With Blueprints, your sales team can find out the next move to make at any moment. Define your sales process for your whole team to follow.

Sales Process Builder

Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Processing Rules

Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Review Process

Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Canvas

Redesign the look and feel of Zoho CRM to suit you with Canvas, a simple drag-and-drop editor. Create the experience you want from scratch or choose from the wide range of customized templates created by our in-house artists, from minimalist views that deliver role-critical information to industry-specific views that deliver sales data with broader industry context.

Omnichannel

Converse in real time with customers and prospects. Get notified when someone interacts with your brand—whether they’re browsing your website, reading an email, or talking about your brand on social media.

Email

Handle email communication completely inside Zoho CRM. Send emails, associate emails to CRM records, and get email insights.

Telephony

Connect your telephony provider to make calls from within Zoho CRM. Schedule calls, get reminders, and save call logs from every interaction.

Social

Monitor what people are saying about your brand online, and automatically capture new leads from social media that aren't in your CRM.

Customer portals

Facilitate prospects with a self-service portal where they can view your products and make purchasing decisions.

Analytics

The more your business grows, the more you need to know. Measure the performance of every sales activity, and break quotas down into achievable targets with Zoho CRM’s reports, analytics, and forecasts.

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Reports

Real-time reporting gives you insight into a variety of metrics such as sales trends, marketing campaigns, activity reports, and team performance.

Analytical Components

Create dashboards, analyze trends, stay on top of your key performance indicators, and know where you stand on your targets.

Capabilities

Take a look at the different ways Zoho CRM analytics can help your business grow by helping you make data-backed decisions.

Developer Platform

Build integrated systems, offer personalized user experiences, and develop apps for both web and mobile. Use Zoho CRM’s developer platform and SDKs to build and deploy secure, scalable, and enterprise-ready solutions.

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REST API

Integrate your account with any third-party application and create complex workflows that leverage your Zoho CRM data.

Widget SDK

Build custom web interfaces using Zoho CRM's Widgets SDK and seamlessly embed them in your account's native interface.

Web and Mobile SDK

Build web and mobile solutions for your Zoho CRM account without having to worry about any underlying architecture.

Functions

Write event-driven and serverless Deluge, Java, Node.js, or Python code to work with Zoho CRM data and workflows.

Save more time with automation

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