CRM Home > CRM Features & Solutions Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system.
Sales Force AutomationZoho CRM's Sales force automation solution helps you to track leads, prospects, business opportunities and close more deals in less time. Additionally, you can effectively use the existing customer data for future up-selling and cross-selling opportunities Learn More Marketing AutomationWith the Zoho CRM marketing automation, you can effectively plan marketing activities, improve the quality of leads generation process. Additionally, you can measure the performance and effectiveness (ROI) of campaigns. Learn More Customer Support & ServiceZoho CRM's Cases and Solutions functionality empowers you to streamline the organization-wide Customer Support process and enable a better integration between Sales & Customer Support processes in a single system. Learn More Inventory ManagementZoho CRM Inventory Management helps you to achieve the seamless integration between pre-sales and post-sales activities in a single application. In addition, you can also track procurement of goods or services from the preferred list of vendors. Learn More CRM AnalyticsZoho CRM's Reports & Dashboards functionality helps you to visualize the sales pipeline, business performance, trends and schedule reports to the specified users including non-Zoho CRM users. Additionally, you can share reports and dashboards with colleagues. Learn More Key Features Customizable Reports | Dynamic Dashboards
Workflow ManagementWorkflow Management automates your sales, marketing and support processes. You can also update the CRM data according to execution rules and assign customer records between users. Learn More Role-based SecurityWith the Zoho CRM enterprise-class security system, you can control the access rights of users while working with CRM data and modules. The Role-based security also includes Profiles, Roles, Data Sharing Rules, Field-level security, and Groups. Learn More Developer API for Third-party IntegrationWith the Zoho CRM API, you can extract CRM data in XML or JSON format and develop new applications or integrate with third-party business applications. As the API is independent of programming languages, you can develop applications in any language. Learn More Key Features API Methods | API Examples
CRM with EmailZoho Mail add-on for CRM helps you to automatically track the e-mail conversations you've had with your customers. You don't need to CC: anyone or forward your e-mails to a particular address. You can also control the sharing of e-mails with your colleagues. Learn More Zoho CRM Plug-insWith the Plug-in for Microsoft Outlook you can synchronize customer contacts, calendar, tasks and emails with Zoho CRM. Where as with Plug-in for Microsoft Office you can create Mail merge documents for customer contacts. |
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