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Zoho CRM Features

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.

Zoho CRM Features Sales Force Automation Marketing Automation Inventory Management Customer Support Analytics Role-based Security Workflow Rules Web Forms Outlook Plugin

Sales force automation

Sales Force Automation

Zoho CRM's Sales Force automation empowers you to track all business opportunities and close more deals in less time. Additionally, you can effectively utilize the existing customer data for future up-selling & cross-selling opportunities Learn More

Marketing Automation

Marketing Automation

With the Zoho CRM marketing automation, you can effectively plan marketing activities, improve the quality of leads generation process. Additionally, you can also measure the performance and effectiveness of campaigns. Learn More

Customer Support

Customer Support & Service

Zoho CRM Cases and Solutions allows 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 Management

Inventory Management

Zoho CRM Inventory Management allows 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 Analytics

CRM Analytics

With the Zoho CRM - Reports & Dashboards you can easily visualize comparisons, patterns, and trends in CRM data and schedule reports to the specified users including non-Zoho CRM users. Additionally, you can share reports and dashboards with colleagues Learn More

Workflow Rules

Workflow Management

Workflow Management automates your sales, marketing and support processes. You can also assign or transfer customer records between users according to a set of predefined rules. Learn More

Role-based Security

Role-based Security

With the Zoho CRM enterprise-class security, 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

CRM API

Developer API for Third-party Integration

With 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 Email

CRM with Email

Zoho 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-in for Microsoft Outlook

Zoho CRM Plug-ins

With 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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