Features Tour

Automate your Sales

Automate your Sales Automate day-to-day sales activities, and do not spend time on data administration. You can focus on selling and not on the actual sales process.
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Capture leads from your website

webformsCapture visitor information from websites into CRM. Publish spam free forms and automate your lead generation process.
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Setup Workflow Rules

workflowDefine rules to automate your sales activities. You can also assign leads automatically to sales reps with Lead Assignment rules.
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Track your Sales Activities

Track Your Sales Activities Use Opportunity Tracking tools to stay on top of your business deals. Store and manage details of all deals like the amount, sales stage and even competitor information. Sales specific Reports & Dashboards give you quick and easy analysis of your sales pipeline.
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Pulse

pulseFollow-up on all cold deals so that you know all that is NOT happening in your business.
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Forecasting

ForecastingLink data from the Opportunities module and monitor your sales targets for every quarter.
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Be Productive

Be Prodcutive A customer call? Business Card View gives the basic contact information instantly. And if you are looking for past conversations, it is right below the Business Card View. No more searching, no more scrolling and you have faster access to customer information.
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CRM with Email

CRM with Email

Track all your customer email correspondence inside Zoho CRM.
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Mail Merge

Mail Merge

Create Mail Merge documents instantly and avoid routine work.
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Spreadsheet View

Spreadsheet View

View, edit or sort bulk records easily.

Social CRM

Social CRM Know more about your prospects from their LinkedIn profiles. Associate profiles to contacts or leads, send invitations to connect, view updates and comment on these updates - all from within your CRM account.
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CRM for Mobiles

CRM for Mobiles Remain connected and be up-to-date while on the go. The Mobile Edition gives you instant access to sales data from your hand-held devices. Your customer information is at your finger tips even at remote locations with the native applications for iPhone and Blackberry.
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Available on the App Store

CRM for Google Apps

CRM for Google Apps Using Google Apps for your business? Zoho CRM works seamlessly with Google Apps making it easy to collaborate, communicate and share information. Whether it's Google Email, Docs, Contacts, Calendar or Tasks, it is tightly linked with your CRM account.
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Add to Google Apps

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Extent CRM

Extend CRM

APIs, Webhooks & Custom Applications
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Marketing Automation

Marketing Automation

Campaigns, Mass Email & Autoresponders.
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Security

Security

Profiles, Hierarchy, Groups & Data-Sharing
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CRM Features