Bridge the gap between sales and customer service teams- literally
Increase lifetime value and customer loyalty, and turn every customer into a brand ambassador with Zoho CRM Plus. Unify your sales and customer service teams and empower them to share information at any point of the customer's journey.
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Respond to customer tickets from CRM
While your support agents have the ability to utilize deal information in prioritizing and categorizing their tickets, your sales reps have the option to personally answer tickets from their prospects that need their immediate attention, all from within CRM. Collaborate and answer every customer concern at the right time.
Change ticket priority from your CRM
Account managers can change ticket priority to high when a prospect is evaluating other products, for example.
Spot opportunities to upsell
Filter out promising contacts that you think could be a good opportunity for upselling based on customer ratings in Desk.
Know if tickets are from leads or customers
Zoho CRM Plus lets your support agents see if incoming tickets are from leads, along with information on what products they are currently evaluating. If incoming tickets are from customers, they can see the deal size, deal revenue, and past tickets.
Automate routine activities
Zoho CRM Plus allows you to automate the routine sales and customer service tasks that you perform every day. Automatically assign leads to the right reps, assign tickets to agents, configure workflows, assign lead scoring rules, and more.
Get real-time notifications about everything related to sales and customer service
No matter if you are on your CRM or your support interface, Zoho CRM Plus notifies you when things need your attention. Get notified every time your customer opens an email, if you have a missed customer call, when you are assigned a new ticket, or if someone @mentions you on a ticket.
Automatically route sales and customer service conversations to the right team
Website visitors expect immediate assistance without being transferred from department to department indefinitely. Engage with them via live chat, convert chats into calls, and route chats to the right department based on the customer's traffic source, number of visits, lead stage, and more.
Learn what's working and what's not
The platform comes with built-in sales and service insights, along with dashboards that work across your CRM and help desk.
Anomaly detector
Compare your actual performance with your trend predictions.
KPIs
Find out which part of your processes need immediate attention.
Comparators
Measure performance among users, teams, or regions.
Target meter
Assign and monitor your targets. Track everything that's happening with your tickets with our AI-powered master dashboard.
360-degree view, rich with customer context
Your customers expect timely and personalized responses. We've unified the different areas of customer information on the platform to give you a 360-degree view of every customer. Get hands-on supporting information from your CRM, like deal sizes, products purchased, notes, and past ticket history every time you look at any customer.
Trigger actions automatically across sales and customer service with Blueprints
Marking a deal "Closed Won" in CRM creates a new ticket for your order delivery department in Desk. Send out customized email campaigns using email marketing automation.
Once the order is delivered, the same status gets updated in CRM automatically
Zoho is trusted by over 75 million users worldwide
Connect your sales and customer service teams with Zoho CRM Plus today, and deliver exceptional customer experiences.
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