We define productivity as improving your business processes and making them easy. From prospect to payment and everything in between, Zoho CRM Plus helps you tackle all your complex business processes into automated, efficient workflows. Improve every part of your business, across all your departments and keep your teams working efficiently.


Build, sell, and repeat using Blueprint

Your organization might have several different sales processes in place—like deal closure, lead follow-up, order management, or your discount process. With Blueprint, you can capture every stage of these offline sales processes inside your CRM, and execute every stage of each process in a systematic manner that's free from loopholes. Blueprint ensures that your employees are working how they need to be, even when you're not around.

Build, sell, and repeat using Blueprint

Automate your sales process

Give your sales reps the time and freedom to focus on nurturing leads and keeping customers happy by automating their day-to-day mundane tasks. Use workflows and automation to easily assign incoming leads, trigger alerts and tasks for each rep, automatically send emails, and keep all prospects in your pipeline moving toward a closed deal so your sales reps can do what they do best - close more deals.

Automate sales process

Your help desk on demand

Allow your support reps automate their regular routine tasks - from assigning tickets, prioritizing them, escalating them based on SLAs to following up with customers. Workflow process automation is designed to be extremely flexible while being simple to implement - so your support agents can focus their attention on the customer, not the process.

help desk

Consistent campaigns, everywhere

Optimize your marketing strategy across multiple channels to provide a consistent customer experience. Before, during, and after a sale, use automation to coordinate the content and timing of your email and social campaigns. With workflows, you can segment leads, trigger autoresponders, and send a series of messages to fast-track communication with the customers who want to hear from you.

Consistent campaigns

Find the emails you need

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. Emails can be organized based on customer data, such as messages pertaining to leads, contacts, and deals, allowing you to cut through the clutter and find just the email you need.

Find the emails

Proactively engage website visitors

A deal starts from the moment a prospect visits your website. Intelligent triggers help you automate website visitor engagement so you never miss an opportunity. Convert visitors to leads in your CRM or trigger emails to go out to prospects who want to hear from you. Target your content based on visitor geo-location or initiate questions based on email campaign responses. Increase sales conversions and improve your quality of service by monitoring the live chats between your website visitors and sales agents.

Automate sales process