Powerful unified analytics

You can't improve what you dont measure. CRM Plus's powerful analytical capabilities help you turn raw data into actionable insights, providing you the tools you need to gauge your business performance, spot trends, predict anomalies, and make informed, data-driven decisions. Measure how your business fares up against your set goals and stay ahead of the game.

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Omnichannel Customer Engagement

Why choose Zoho CRM Plus for your analytics?

  • Cross-functional insights
  • AI-powered analytics
  • Analytics for your third-party apps
  • Collaborative analytics
  • Cross-functional insights

    Blend data across sales, marketing, and customer service functions and build reports and dashboards to get holistic insights into your business.

  • AI-powered analytics

    Zia, our intelligent assistant, converts data into useful visualizations in seconds, predicts potential anomalies, and forecasts sales and customer service trends so you can troubleshoot issues ahead of time.

  • Analytics for your third-party apps

    Import data from business apps you already use and build reports and dashboards for them. CRM Plus connects to over 50+ data sources so you can plug in and start reporting from day one.

  • Collaborative analytics

    Loop team members from different departments into the reports and dashboards you create and collaborate with them in real time.

Turn data into actionable insights

Make data-driven business decisions with CRM Plus. With unified analytics, you can import business data from spreadsheets, your Adwords account, or a cloud service like Google Drive, as well as visualize them as intuitive reports and dashboards to obtain deep business insights. Blend data across sales, marketing, and customer service to build cross-functional reports and dashboards and make the most out of every data collected.

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Import business data from multiple sources

Clean, prepare, and visualize data the way you want

The data you import is bound to have duplicates and errors, and ensuring data quality is often a hassle. With Zoho CRM Plus's built-in data preparation tool and 75+ pre-built visualizations, you can easily clean, transform, and visualize your data as charts, pivot tables, widgets, and more.

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Clean raw data using Zoho Dataprep

Anticipate business revenue and stay ahead of the game

Accurately forecast the needs of your sales and marketing teams to manage your resources and plan your next campaign more effectively. Zoho CRM Plus helps you anticipate your sales revenue by breaking down the latest performance of your salespeople, teams, or territories. Compare sales from previous years to the current one and identify top performers based on regions or hierarchy.

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Prepare accurate sales forecasts for your business

Track project progress and manage team workload effectively

With built-in project reports and dashboards, you can derive deep insights for all your projects and manage them better. View reports for tasks, bugs, and timesheets, and view important project updates like task status, team status, overdue work items, and task percentage completion. Planned versus actual hours and resource utilization reports help you track work progress and manage your team's workload by displaying a shared view of who is handling what and whose pipeline is full.

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Monitor project progress using Project dashboards

Get to know your website visitors in real time

Identify where your visitors are from, understand their website behaviors, and make the most out of every visit. Zoho CRM Plus tells you who's new and who's returning, who's a lead and who's a customer, where they're from, and which campaign they clicked on to visit your website. Understanding these metrics gives your sales team a head start in engaging potentials proactively.

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Motivate your sales team to perform better through gamification

Make sales competitive and fun. Use KPIs to highlight sales goals and create customizable dashboards. Whether it's closing new leads or creating new potentials, you can track your teams' progress regularly and understand how they measure up. Use this information to tailor specific strategies to help them improve and congratulate them when they achieve their targets.

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Motivate your sales team performance through gamification
Sales analytics
Sales analytics
Helpdesk analytics
Email analytics
Social media analytics
Survey analytics
Google Ads analytics

All your analytics in one place

You have multiple customer interactions going on, and it's important to know if they're helping or hurting your overall customer experience. Zoho CRM Plus provides detailed up-to-date reports and analytics for every type of interaction so you can understand which strategy works best for engaging your audience and how you can improve your business performance over time.

All your customer-facing tools in one place

Deliver exceptional customer experiences today, tomorrow, and forever

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