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Reimagined UX to modernize sales

A new approach to our UX, with the sole aim of helping sales teams win. At the forefront is an intuitive sidebar that houses everything you need for configuration and navigation. We won't blame you if you call this the all new Zoho CRM colloquially.

Intuitive new Sidebar Quick Shortcuts New primary menu
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Sales is collaborative. So should CRM.

If you think CRM is only for salespeople, think again. When was the last time your sales team closed a deal without collaboration from any other team? Sales is a collaborative function, with dependencies on multiple teams working on various customer operations across this customer journey, right from the presales consulting folks working on implementation schedules to the legal team drafting contracts, and more; teams come in, fulfil their role, and the journey goes on.

The customer, meanwhile, is the single source of truth throughout the journey.

Team Modules A truly democratic approach to CRM

Team Modules enable the retrieval, updation & sharing of relevant customer data within TeamSpaces. It allows each team to work with just the data they need, while abstracting the rest. For example, a "Legal Case" module can help collate customer information & legal documents, automatically.

Pre-built templates for modules

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Module360 The beating heart behind all this magic

A new paradigm in Zoho CRM, Module360 ensures our entire platform infrastructure is scalable and efficient yet hyper-customizable.

Teamspaces A contextual space for every team

Every team is empowered to create its own personal teamspace, where they have the right customer context to collaborate and contribute on deals. There's also a barrage of permission layers to ensure things are always in control.

Dedicated spaces for every team

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Where do you come in, as a Zoho Partner?

Here's why you, as a partner, need to get acquainted to CRM for Everyone

  • Larger project scope by catering to many more teams in the company
  • Increased ticket value per deal with attractively priced 'Team Licenses'
  • Higher implementation, thanks to larger deal sizes
  • Larger premium support opportunities by catering to a much larger user base
  • Increased scope with both existing and new business
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