Multichannel
Connect in real time with customers and prospects, across all channels. From email to phone, live chat, and even social media. SalesSignals notifies you when a hot prospect is browsing your site, reading your email campaign, or engaging with your brand on social media.
Zia - Artificial Intelligence
As Zia learns about your business and your team, it will offer predictions on trends, anomalies, conversions, and deals closing. Zia also automatically automates recurring tasks to speed up your sales cycle.
Lead and Deal Predictions
Identify the probability of a lead/deal slipping away or closing by analyzing the sales activities of each record.
Anomalies
Zia forms trends for the activities that go into every sale to predict future irregularities in sales trends.
Intelligent Automation
Zia monitors automation and offers suggestions to correct the workflows that run your sales process.
Email Sentiment
Analyze the tone of your customers from their emails to craft the best response and make the best pitch.
Best Time to Contact
Contact customers when they’re likely to answer calls or check emails by setting reminders for Zia’s suggestions.
Data Enrichment
Keep your data up to date with your customer base's demographics, phone numbers, and social media accounts.
Performance and analytics
The more your business grows, the more you need to know. Measure the performance of every sales activity, and break up quotas into achievable targets with Zoho CRM's reports, analytics, and forecasts.
Customization
Customize standard modules, add additional functionalities, and make Zoho CRM work the way you do. With custom views, filters, and fields, decide how much data you want to see at any given time, and in the language you prefer.
Translations
Provide multi-language support to your users by translating default modules to localize your sales and marketing.
Process management
Does your sales team know what to do at each stage in the pipeline - and do they follow the playbook? With Blueprint, your sales team knows at every turn what to do next. Define your sales process, and all your team has to do is follow it.
Approval Process
Approval Rules in Zoho CRM help you get the right sales agents on board to resolve pending requests.
Sales automation
Zoho CRM's advanced automation capabilities save your sales team time by automatically completing routine tasks, so they can focus on closing more deals faster.
Pipeline Management
Your team will identify quality leads, decide who to assign them to, discover the right deals to follow up on, and exceed your revenue targets. Plus, you will get much better visibility of your sales pipeline.
Team Collaboration
Zoho CRM's real-time feeds, chat, repository to share sales collateral, and centralized calendar make closing a deal easier for everyone.
Project Management
Create projects, associate them with a contact or an account, and monitor the progress to closure—all inside Zoho CRM.
Tagging
Make segmenting and searching for customer records more efficient through keyword tagging.
Chat
Chat with your colleagues to share deal updates, reports, and dashboards. Follow-up reminders and notifications from SalesSignals help you respond to customers sooner.
Events Integration
Set up web conferences and invite attendees from inside Zoho CRM. The video recording and attendee details are readily available to keep your team on the same page.
Marketing Automation
Get your marketing and sales team on the same page. Generate new leads, execute targeted email marketing campaigns, and compare ad spending to sales revenue with the Google Ads integration.
Security
Your security is our first priority. We understand every organization must strike the right balance between protecting their customers' data and giving employees the freedom to get their work done. Zoho CRM meets both of these requirements.
Business Hours
Set up business hours to control work schedules. Create up to 30 shifts and assign tasks for users, for different time zones and shift schedules.
Catalyst & Developer Tools
Build enterprise-grade apps with minimal effort. Zoho CRM's enterprise cloud platform provides the right mix of
no-code, low-code, and high-level programming interfaces to develop seamless third-party integrations and white labelled industry-specific applications.
Mobile
Stay on top of business everywhere, all the time with Zoho CRM Mobile Edition. Be better informed, stay connected to clients and colleagues, and react to fast-moving changes wherever you are.
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