Automation and process management

Zoho CRM Plus's easy to use automation and process management capabilities helps you streamline your routine sales, marketing, and service tasks and increases your teams' overall productivity. Automate lead generation through webforms, nurture leads through email campaigns, break projects into easily achievable tasks and subtasks, and streamline your ticket assignment efforts from day one.

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Omnichannel Customer Engagement

Why choose Zoho CRM Plus for your process automation?

  • Easy to use
  • Highly customizable
  • Increased scalability
  • Automate processes across departments
  • Easy to use

    Zoho CRM Plus's easy-to-use drag-and-drop interface and a range of pre-defined templates enable you to build workflows and automate your sales, marketing, and service processes without the need for technical expertise.

  • Highly customizable

    Whether it's a simple lead-nurturing process or a complex process unique to your business vertical, CRM Plus's automation features can be tailored to meet the requirements of each business.

  • Increased scalability

    Create workflows for all customer-facing processes and scale them as your company grows. You can loop in more team members and customers and make modifications to existing flows whenever needed.

  • Automate processes across departments

    Automate processes across your sales, marketing, and service departments to address cross-team dependencies and make their work easier and more productive.

Guided conversations

Help customers find answers through conversational self-service on your website to save time and increase your service team's efficiency. Build flows with action and response blocks and variables, and guide customers to the right solutions based on their questions and the paths they traverse. The easy-to-use drag-and-drop builder helps you create the perfect flow without any need for coding and helps customers find immediate answers.

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Embed a self-service chatbot and guide customers to solutions on your website

Streamline your sales efforts with Blueprint

There are multiple stages and team members involved in each sales process, and every stage needs to be executed in an orderly manner to avoid errors. Whether it's a deal closure, lead follow-up, order management, or discount process, Blueprint in CRM enables you to drag and drop elements and create a visual representation of all your processes and their different stages, along with the tasks and activities that need to be completed in each stage in order to move on to the next. This ensures that no step is missed and everyone in your team knows what they need to do.

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Drag and drop and create a blueprint for a sales order process

Journey orchestration using CommandCenter

CommandCenter in CRM enables you to automate customer journeys that span multiple departments and third-party apps. As every customer has a unique journey with your business, it's important to account for the various interactions that take place before and after a purchase. For instance, a potential customer may show interest initially but go cold after a few months, before finally re-engaging. With Journey Builder in CommandCenter, you can automate such journeys—for example, by sending an automated follow-up email after a few days without response from the customer in order to keep them engaged and increase the chances of closing the deal.

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Automate customer website journey using Journey Builder

Automate your marketing process

Automate your marketing efforts to achieve more while doing less. Send the right emails at the right time and schedule your social media promotions to be published at the time when your audience is most active. With email workflows and autoresponders, you can send a series of automated emails for lead-nurturing efforts, customer birthdays, and subscription reminders. Track your brand's mentions on social media and track trending topics through Zoho Social's Monitor feature.

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Create a marketing workflow to push leads directly to your CRM

Automate your sales process

Automate repetitive and time-consuming parts of the sales process so your sales team can focus more on nurturing leads and helping prospects with their purchases. With powerful sales automation features, such as lead scoring and assignment rules, you can distinguish customers that actually show interest in your product or service from those that aren't likely to purchase—all based on parameters such as email open rates, social media interactions with your brand, survey responses, and more. You can also assign them to the right sales person based on geography, and configure workflows for approval processes with higher authorities in your team related to discounts, price negotiations, and more.

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Prioritize the right leads through lead scoring rules

Automate your service process

Give your customer service team an extra set of hands by using CRM Plus's automation features, such as ticket assignment rules, SLAs, escalations, notification rules, blueprints, and more. SLAs help you set optimal resolution times based on criteria like ticket priority and which customers raised the requests, and automatically escalate unresolved tickets that pass this threshold to managers so that customers can get immediate assistance.

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Specify the conditions to set up a priority based SLA

Automate your sales, marketing, and service processes

Automate cross-functional processes that involve multiple teams. For example, you can create a Blueprint across sales, marketing, and service for your incoming sales orders and connect them together. For every order that's approved/closed by your sales team, you can automatically trigger a ticket for your service team and ensure that once the product delivery is completed, the stage is marked as delivered for both teams.

Automate refund process involving multiple teams

Segment emails according to priority

Instead of sifting through thousands of sales emails to find a specific correspondence, Zoho CRM Plus includes an email inbox that intelligently segments incoming messages according to your current priorities. Sort emails based on leads, contacts, and deals to cut through the clutter and find just the emails you need.

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Sort leads based on who it's from using SalesInbox
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