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Track leads, prospects and close more deals in less time. Keep customer data organized for up-selling & cross-selling opportunities.
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Effectively plan marketing activities, send mass emails and improve the quality of lead generation process using web forms.
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Track the procurement and sale of goods or services and manage the pre-sales and post-sales activities in a single application.
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Enable a better integration between Sales & Customer Support processes in a single system.
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Generate various reports and use dashboards to visualize comparisons, patterns, and trends in sales, marketing.
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Organize and keep track of all the tasks, events, and calls. Also, set reminders and create recurring activities.
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Define your personal settings like language, date & time, signature, name format, currency etc as per your requirements.
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Add your company details, set up fiscal year, business hour and personalize your company logo.
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Define the security levels in your account by creating the roles, profiles, and groups for the users.
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Apply page-level and field-level customizations, change tab settings and other company related details in your account.
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Automate sales, marketing and support processes by creating workflow rules,alerts & tasks and record assignment rules.
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Create email templates, inventory templates and mail merge templates of your own.
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Publish web forms online and set up auto response rules to send emails for the records generated via web forms.
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Import your data into Zoho CRM, keep track of the import details and also export your data anytime.
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Select from a wide range of add-ons and plug-ins that help you manage your business effectively.
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Manage all your subscription and billing details; upgrade or downgrade your account anytime.
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Get instant access to your CRM data anywhere, anytime from your iPhone, BlackBerry and other mobile devices.
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