Large organizations with complex sales structure usually organize their sales team across product lines, geography, customer size, etc. or along multiple dimensions like product and geography, product and customer segment, and so on. If your organization follows any of these sales structures then Territory Management helps you manage sales across your organization effortlessly. Share accounts among territories, set targets and monitor sales performance. Learn More
Every business has a set of requirements that may not fit into the standard modules, such as leads, accounts, contacts, potentials etc. With the Custom modules functionality, you can develop new modules without programming skills and seamlessly integrate with core CRM modules. There's more! You can customize, configure workflow, link these with other modules and generate valuable insights.
Automatically push the CRM data to external Apps through a custom function from Deluge Script builder, so that you can retrieve useful information instantly and make the customer record better. Learn More
Listen to and engage conversation with customers from your company's Facebook and Twitter accounts within Social tab. Every time a customer writes on your company’s Facebook page or mentions your @handle in Twitter, those interactions will be captured for your sales team just like emails. Also, discover leads for your business by following social mentions related to your business and industry trends. Learn More
Web form for Leads, Contacts and Cases just got better with WYSIWYG editor, Captcha, file upload and much more. Create professional-looking web forms, publish them in Zoho Sites, WordPress, Googe Sites, Joomla based sites and automatically assign to CRM users through round-robin distribution rules. Learn More
You can now send campaigns from Zoho Campaigns using your Zoho CRM's mailing list. Plan, execute and extract specifics on how many emails were delivered, opened, unopened, clicked, etc. from CRM and benefit from the powerful integration. Learn More
With the advanced sync functionality between Zoho CRM's Calendar and Zoho Calendar, you can now streamline events and keep a centralized track of your schedule. View, edit and create new Zoho CRM Calendar of events from Zoho Calendar. Learn More
Released On: November 14, 2013