Make every opportunity count with our custom CRM
Get to know your customers better
In a customer-facing organization, every lead counts. This custom CRM app automatically classifies leads based on source, type, and other custom filters, as soon as a person signs up, allowing sales reps to improvise their pitch by customer type and need.
Track every lead or opportunity in the pipeline, down to the last detail, with comprehensive reports. Do you see new leads from an organization you've sold to? Have you lost a customer to a competitor? Win them back with impressive campaigns. Drill down with summary views and filters that make sure you miss nothing.
Log and track customer calls with just a few clicks
Schedule follow-up reminders for sales reps and store important call snippets in the app easily. Reps will be better equipped with answers to customer questions, make their conversations engaging, and better satisfy customers.
Simplify your processes
Bring your sales processes into sync with your CRM account. Manage inventory and vendor information, maintain pricing records, draft sales orders immediately when you close a deal, and send your products to the customer faster.
More flexibility. More power.
Our custom CRM is fully customizable, right out of the box. The drag-and-drop form builder, with guided scripting feature, allows you to add new functionality to your apps quickly. You can add modules to suit business requirements and implement changes driven by user feedback.
To accompany every app you build on a computer, there's a fully optimized native one waiting for you on your smartphone. Enjoy all of your custom CRM app's features, from any location, on any device. You get limitless business functionality at your fingertips, all on the go.
Zoho Creator offers a wide range of prebuilt integrations such as Workspace, Zapier, and Salesforce, making it easy for you to integrate your custom CRM app with them. You can also integrate with online payment systems like PayPal, or inventory management software like SalesBinder, using APIs.