Automate. Be Productive.

Working in sales and marketing, there's little margin for missed follow-ups. Zoho CRM's workflow automation makes your business hours more productive by finishing routine tasks for you.

One rule. Multiple conditions.

From sending emails to customers to following up with leads to updating required fields, there's a lot you need to do everyday. Workflow rules help you get that 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.

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Let your CRM follow up for you.

Knowing what actions have to be performed to convert a lead to a deal play a major role in closing it. When new leads come to your CRM, you either send them a welcome email or a series of drip campaign emails to qualify them. Use instant and scheduled actions in workflow rules to automate the follow-up process in your pipeline.

Put the right leads in the right hands.

Leads come in through many different channels: web forms, trade shows, even from your most recent import. That means you have to get them into the right hands. This is where assignment rules in Zoho CRM come in handy. 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.

right leads in the right hands

Spare your fingers, and save time with macros.

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.

Smooth out your approval process.

Find yourself frequently running a discount that needs the approval of sales managers or sales heads? Automate the process of sending them an email requesting multi-level or sequential approvals. Based on their feedback, you can also define a set of actions to be performed.

Hook your apps up.

Want to text your warehouse every time you close a deal? Webhooks let you trigger actions in third-party applications every time an event occurs in CRM. From creating a contact to closing a deal, use webhooks to put your CRM in conversation with hundreds of other apps.

Extend your CRM with custom functions.

As a salesperson, you need to access different pieces of customer information that are essential to follow up with your leads and close your deals. However, keeping track of all of this data is difficult when you use different applications. Zoho CRM’s custom functions can help you solve this problem. Build custom functions so you can view information from third-party applications that you use on a daily basis right inside your CRM. You can also auto-fill state and city based on zip codes, or calculate cumulative revenue from a customer based on all closed deals.