Let Workflows work for you
Workflow rules help you get your routine work out of the way by automatically triggering those actions when specified conditions are met. Set up to 10 conditions for a single rule, and increase the power of a single workflow 10 times.
Joey Kelly
Arena Manager, CG Arena
We don't fall behind any of our follow-ups. With a system like Zoho, every process is automated and our whole sales team stays on the same page.
Know how your Workflows perform
It's important to not just have automation set for your business but to know how it's been performing. Workflow insights analyze and break down each rule for you. From knowing the number of records that go through a particular rule to knowing how many leads have opened your email. Zia, our AI powered sales assistant helps you analyze your workflows further with her intelligence. She helps you find out if an email template's modification is not performing as well from a rule's modification.
Automatically assign leads to your team
Assignment rules in Zoho CRM come in handy when you have to get the right leads to the right hands. Assign leads based on a particular condition say, auto-assign all the hot web form leads to your team's best closer, or the cold-call leads to your champion persuader. Or equally distribute leads to your team through the round-robin method.
Aurian De Maupeou
Co-founder, Selectra
We don't fall behind any of our follow-ups. With a system like Zoho, every process is automated and our whole sales team stays on the same page.
Perform three tasks with a single Macro
Zoho CRM notices when you're repeating work and suggests macros to get the job done faster. Macros let you trigger a set of actions for routine activities you execute manually. With a single click, use macros to simultaneously send an email, update a record, and create a task. Share them with your team so they can run the same set of actions.