Zoho CRM offers Campaign management, E-mail marketing, and Lead generation through various sources, such as Web-to-Lead forms, import lead data and others, specifically useful for integrating your organization's sales and marketing activities.
With the Zoho CRM marketing automation software, you can effectively plan marketing campaigns, execute email campaigns, track marketing expenditure and improve the quality of lead generation process. In addition, campaign management integrated with sales force automation helps your organization in measuring the performance, return on investment (ROI) and effectiveness of the campaigns.
Key Features
Plan & Execute Marketing Campaigns
- Plan marketing activities and develop campaign hierarchies by outlining the campaign objectives
- Define the campaign success metrics and measure the campaign effectiveness (ROI) by linking directly to the leads and opportunities
- Track all customer inquiries related directly to the marketing campaigns
- Track sales closures related directly to the marketing campaigns

- Manage mailing lists based on the existing data related to leads, contacts, and potentials
- Create mass email templates with rich-text HTML editor directly from the Zoho CRM system for a better email marketing campaigns
- Set up email opt-out process in compliance with CAN-SPAM act using unsubscribe forms
- Schedule mass email campaigns from the selected leads and contacts
- Manage Drip Campaigns (Scheduled automatic mailing) using series of auto-responders for leads and contacts

Measure Marketing Performance
- Standard reports, such as Campaign ROI, Contact Mailing List, Key Accounts, Accounts by Industry etc, for tracking performance of the marketing activities.
- Store reports in different types of public or private folders and enable access to the users according to their access privileges
- Flash-based, interactive dashboards with an aesthetically pleasing layout and fast loading capability
- Fully customizable dashboards with different types of Bar, Funnel, Pie, and Line charts
- I want to learn more about marketing analytics
