Zoho CRM is an On-demand Customer Relationship Management (CRM) software for managing your customer relations in a better way. Zoho CRM software helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system.
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Get started the easy way with some initial setup and customizations.
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|Sales Force Automation||Track leads, prospects and close more deals in less time. Keep customer data organized for up-selling & cross-selling opportunities.||Marketing Automation||Effectively plan marketing activities, send mass emails and improve the quality of lead generation processes using web forms.|
|Inventory Management||Track the procurement and sale of goods or services and manage the pre-sales and post-sales activities in a single application.||Customer Support||Enable a better integration between Sales & Customer Support processes in a single system.|
|Reports & Dashboards||Generate various reports and use dashboards to visualize comparisons, patterns, and trends in sales, and marketing.||Activities||Organize and keep track of all the tasks, events, and calls. Also, set reminders and create recurring activities.|
|Document Library||Manage and easily share all your business related documents in the Documents tab within Zoho CRM.||Zoho CRM for Mobile||Get instant access to your CRM data anywhere, anytime, from your iPhone, iPad and Android phones.|
|Personal Settings||Define your personal settings such as language, date & time, signature, name format, currency, etc., as per your requirements.||Organization Settings||Add your company details, including set up fiscal year, business hours and personalize your company logo.|
|Users & Permissions||Define the security levels in your account by creating the roles, profiles, and groups for the users.||Customization||Apply page-level and field-level customizations, change tab settings and other company related details in your account.|
|Automation||Automate sales, marketing and support processes by creating workflow rules, alerts & tasks plus record assignment rules.||Templates||Create email templates, inventory templates and mail merge templates of your own.|
|Website Integration||Publish web forms online and set up auto response rules to send emails for the records generated via web forms.||Data Administration||Import your data into Zoho CRM, keep track of the import details and also export your data anytime.|
|Apps & Add-ons||Select from a wide range of add-ons and plug-ins that help you manage your business effectively.||Billing & Payments||Manage all your subscription and billing details; upgrade or downgrade your account anytime.|