CRM Software Features & Capabilities| Zoho CRM

FEATURES
Sales Force Automation
Canvas Design Studio
Process Management
Journey Orchestration
Omnichannel
Analytics
Sales Enablement
Performance Management
Predictive Sales
Customization
Marketing Automation
Team Collaboration
Remote work
Mobile apps
Security
Developer Platform

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.

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.

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.

Journey Orchestration

Create personalized customer journeys with CommandCenter. Discover customer journeys in real time and visualize them with intuitive journey maps. Get insight into your customers' preferences and use this insight to orchestrate more meaningful customer journeys. Coordinate the actions of various departments and third-party apps used by your organization to provide customers a seamless brand experience. Track the journey taken by each prospect or customer so you always know the path they've taken. Use detailed reports to identify delays or loopholes in the different stages and make improvements.

Path Finder

Path Finder is a unique journey discovery tool which enables you to understand your customers' behaviour and identify issues they're facing, if any.

Journey Builder

Journey Builder is a drag-and-drop visual editor which allows you to define cross-platform journeys and orchestrate more relevant brand responses.

Comand center screen

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.

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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.

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.

Start visually analyzing your CRM data today

Sales Enablement

With the right set of tools, your team will never have to struggle. Generate price quotes, and access sales scripts. Permit your customers, vendors, and partners to view, add, or edit information through portals from within your CRM saving your team time and effort.

Quotes and Finance

Generate quotes, invoices, and orders with access to inventory, shipping, and subscription information within Zoho CRM.

Partner Portals

Grow your business by giving partners access to create and nurture leads, manage inventory, and view their contacts.

Calendar

Access all your calendars from one system. Prioritize meetings with multiple reminders and convert them into recurring events by checking a box.

Google Workspace and Office 365

Make the most of your work hubs without shuffling between them using the integration with Zoho CRM.

Performance Management

Accelerate your sales team's productivity with accurate forecasts of potential revenue, and make use of productivity games to exceed your sales quotas. You can categorize customers quickly, set up multiple currencies, use AI predictions to prioritize leads and deals likely to convert, and track website visitors to convert more prospects.

Forecasting

Make more accurate forecasts. Predict future sales, and measure them against current sales.

Territory Management

Categorize customers based on relevant criteria and assign the right sales reps to reach out to them. Exceed quotas with region-wide sales insights.

Gamification

Encourage your team to exceed sales quotas by awarding badges and trophies when tasks are completed.

Predictive Sales and Intelligence

Zia is an AI assistant included in Zoho CRM who can help you manage your CRM data. Zia can fetch the information you want, take notes, predict the future of a sale, detect anomalies, automate tasks, and more! Stay on top of every activity with the newest member of your team.

Hey Zia!

How can i help?

What is the revenue this month?

REVENUE THIS MONTH$400,000

Lead & Deal Prediction

Zia can predict the likelihood of success for every lead and deal in your CRM, making life simpler for your team.

Zia Voice

Need some help? Ask Zia, the conversational assistant built into Zoho CRM. She can help you with many of your everyday activities, from taking notes to computing sales numbers. She's always up for a conversation.

Macro Suggestions

Zia observes your day-to-day sales activities and identifies patterns—combinations of actions based on repetition. Zia registers these patterns and makes personalized macro suggestions to automate these tasks.

Need some help? Ask Zia

The conversational assistant built into Zoho CRM.

Customization

Every business is unique, and your CRM should reflect that. Combine various features to mold your CRM to fit your business—the information you collect, the way you view your information, and even the language and currency used can be customized to suit your needs.

Layouts

Create layouts for different processes, control what data enters your CRM, and close more sales in less time.

Custom Components

Customize the information you want to see inside CRM with custom modules, fields, and buttons.

Views and Filters

Focus in on information that matters to you, and easily find any information you need using custom views and advanced filters.

Global Selling

Provide multi-language and multi-currency support to your team so you can sell to customers around the world.

Marketing Automation

Get your marketing and sales teams on the same page. Generate new leads, execute targeted email marketing campaigns, and compare ad spending to sales revenue with the Google Ads integration.

Customer Segmentation

Segment your contacts and target them with personalized campaigns to improve engagement, retention, and ROI on marketing campaigns.

Lead Nurturing

Strengthen your relationship with your leads by nurturing them with relevant content at every stage of your funnel.

Google Ads Integration

Compare your Google Ad campaigns against sales to monitor your spending and determine which campaigns are working and which aren't.

Event Management

Use CRM to communicate with event attendees, send invites to your contacts or leads, and connect with new leads that you've collected from the event.

Kickstart your free CRM trial today

Keep up the sales pace with remote-ready features

Today’s sales teams need to communicate, collaborate, and do their best work from anywhere – not just from the office. Zoho CRM's remote ready features will let you keep in touch with prospects and leads while working remotely.

sales meetings and presentations

Conduct sales presentations and meetings

Conduct presentations and meetings from within your CRM. Organize webinars, convert attendees to leads, and get webinar reports, all within your CRM.

Collaborate with your team

Host a one-on-one session or a meeting with up to 50 participants, with crystal-clear audio, face-to-face video, and high-quality screen sharing. Keep everyone on the same page, even on the go.

In-depth sales analytics on the go

Keep track of your KPIs, compare sales performance across teams, and turn your sales objectives into achievable targets by accessing your analytics dashboards on the go.

Mobile apps

Stay on top of business everywhere, all the time with Zoho CRM Mobile Edition. Be better informed, stay connected to clients and colleagues, and react to fast-moving changes wherever you are.

Security

Your security is our top priority. We understand that every organization needs to strike the right balance between protecting their customers' data and giving employees the freedom to get their work done. Zoho CRM succeeds in meeting both of these requirements.

Roles, Profiles, and Groups

Assign roles for users, define permissions, and control access to information in Zoho CRM.

Data Security and Compliance

With comprehensive data security features, protect both your data and your customers' from unauthorized access.

GDPR

Collect, store, and process your customers' personal data in accordance with GDPR.

HIPPA

Ensure security and protection of ePHI using our HIPAA compliant features in Zoho CRM.

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.

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.

FEATURES

Sales Force Automation
Canvas Design Studio
Process Management
Journey Orchestration
Omnichannel
Analytics
Sales Enablement
Performance Management
Predictive Sales
Customization
Marketing Automation
Team Collaboration
Remote work
Mobile apps
Security
Developer Platform