Features Tour

Generate Sales, Not Work.

Sales force automation Zoho CRM frees you to do what you do best: selling. Automate tasks, improve workflow and focus on creating and capturing opportunities.
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Capture leads from your website

Capture leads from your websiteTurn looks into leads. Seamlessly populate visitor data from your website into your CRM system. Publish spam-free forms and create time and context-sensitive contact strategies.
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Improve your Workflow

Improve your WorkflowWrite your own rules. Simplify and streamline your sales processes based on your unique business needs. Automatically assign leads and customers to the reps best qualified to handle them.
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Prioritize Activities, Sell Smarter.

CRM View for Activities Do you spend more time juggling between sales activities? There is a better way to follow up your routine sales tasks, appointments and calls. With CRM View for Activities, you can now sell faster by focusing on the prospects that are most important for you today. The CRM View also helps prioritize your work while interacting with customers from Social and Visits tab.
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Data-driven Marketing

Data-driven MarketingClick to deal - track & measure all marketing activities, such as campaigns, mass emails, Ad performance within CRM and improve the return on investment.
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Visitor Tracking

Visitor TrackingIntelligently track your visitor's footprint, have a dialog, fascinate with a reliable service, measure and improve the sales conversion rates.
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Real-Time. Real-World.

Sales Tracking Zoho CRM’s Opportunity Tracking tool gives you a current, comprehensive view of all your sales activities. Know where every customer is in the sales cycle, deal size, contact history, even competitor information to help craft more effective messaging. Dynamic Reports & Dashboards provide an easy, accurate read of everything going on.
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Feeds

FeedsGain instant insight on what's happening in your sales pipeline. Use what you learn to refine and improve your sales efforts.
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Forecasting

ForecastingLink deals with forecasting to effectively set sales targets, track progress, and allocate resources to achieve your goals.
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Engage. Multiple Channels.

Social CRM View What’s the latest with your prospects and customers? Let them tell you. Link their Facebook and Twitter profiles into your Zoho CRM system. Associate profiles to contacts or leads, send invitations to connect, view updates and share your comments.
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Email

Email

Reduce email clutter and focus only on what matters; Keep customers emails inside CRM.
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Phone Calls

Phone Calls

Make phone calls within CRM and instantly track prospect details, call duration, etc.
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Live Chat

Live Chat

Chat with your website visitors proactively and convert them to potential customers.
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Know. Now.

Business Card View Be in the know when on a call. Use Zoho CRM’s Business Card View to instantly get a detailed look at all pertinent customer information. No scrolling, no searching. The Notes Section also displays the time and content of past conversations, so you can make each call more personal and productive.
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Plug-in for Microsoft Outlook

Plug-in for Microsoft Outlook

Sync contacts, email, tasks, and calendar between Zoho CRM and Microsoft Outlook.
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Mail Merge

Mail Merge

Instantly create bulk Mail Merge documents - in either customized or standard templates.
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Document Library

Document Library

Organize & share the latest marketing collateral with salespeople.
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CRM On-The-Go

CRM for Mobile Stay connected and up-to-date wherever you go. Zoho’s Mobile Edition gives you instant access to customer info and sales activity on your iPad, iPhone and Android devices.
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Available on the app store

CRM for Google Apps

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

Extend CRM

Extend CRM

Custom Modules, API, Webhooks and Custom Functions
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Project Management

Project Management

Plan, execute and monitor the deliverables.
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Territory Management

Territory Management

Security Controls, Org. Hierarchy & Territories
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