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.

  • SalesSignals

    Bring all your channels together in an organized timeline, and reach out to every prospect.

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  • Email

    See your emails organized according to the CRM pipeline, and respond to the customers who matter most with Zoho SalesInbox.

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  • Telephony

    Click to connect. Contact customers over the phone inside CRM, with a single click.

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  • Social

    Understand what people are saying about your brand, and capture leads from social media into your CRM.

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  • Live Chat

    Turn visitors into converts. Initiate a live chat with website viewers to find out where they're coming from, what they're looking for, and whether they're new or returning customers.

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  • Portals

    Let your customers, vendors and partners access their past purchases, cases, and invoices through distinct portals to make informed buying decisions.

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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.

  • Zia Voice

    Get Zia on the line, or online. Through call or chat, ask her for record info, reports, or to add new data to CRM.

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  • Anomalies

    Zia forms trends for the activities that go into every sale to predict future irregularities in sales trends.

  • Lead and Deal Predictions

    Identify the probability of a lead/deal slipping away or closing by analyzing the sales activities of each record.

  • Email Sentiments

    Analyze the tone of your customers from their emails to craft the best response and make the best pitch.

  • Automation

    Zia monitors automation and offers suggestions to correct the workflows that run your sales process.

  • Best Time to Contact

    Contact customers when they’re likely to answer calls or check emails by setting reminders for Zia’s suggestions.

  • Lead Enrichment

    Keep your data up to date with your customer base's demographics, phone numbers, and social media accounts.

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.

  • Workflow Rules

    Every time your team follows up with a lead or updates a field, there's lots of manual work. Use workflows and perform tasks faster.

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  • Macros

    Perform three tasks with one Macro. Send an email, update required fields, and also schedule follow-up tasks.

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  • Assignment Rules

    Assign leads based on a particular channel or industry, or distribute them equally through the round robin method.

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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.

  • Reports

    Real-time reporting gives you insight into a variety of metrics such as sales trends, marketing campaigns, activity reports, and team performance.

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  • Analytics

    Create dashboards, analyze trends, stay on top of your key performance indicators, and know where you stand on your targets.

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  • Forecasting

    Make more accurate forecasts. Predict future sales and measure them against current sales. 

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  • Territory Management

    Segment customers across different territories, assign them to the right reps, gain insights on territory-wide sales, and exceed sales forecasts. 

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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.

  • Layouts

    Create layouts for different processes, control what data enters your CRM, and close more sales in less time.

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  • Subforms

    Turn a record into a warehouse of information by associating data from across modules in a tabular form.

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  • Association

    Link records across multiple modules, and establish unique relationships between them.

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  • Custom Components

    Customize the information you want to see inside CRM with custom modules, fields, and buttons.

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  • Functions

    Add custom functionalities to your CRM account through Deluge scripts, our low-code scripting language.

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  • Views and Filters

    Personalize the way you see data inside CRM with custom views. Work efficiently with advanced filters.

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  • Sandbox

    A secure sandbox with advanced deployment options to test and publish updates, without worrying about affecting your account's data. 

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  • 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.

  • Blueprint

    Build and execute custom sales processes with Blueprint—the easiest way to do process automation.

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  • Approval Process

    Approval Rules in Zoho CRM help you get the right sales agents on board to resolve pending requests.

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.

  • Lead Management

    Capture leads, automate lead scoring, identify the ones that will convert, and follow up with context.

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  • Contact Management

    Get real-time insights about your customers, engage with them and build strong relationships.

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  • Deal Management

    Close more deals in less time. Know what stage a deal is currently in, and seize every opportunity.

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  • Account Management

     Make selling easier by viewing a company's potential deals, contacts, and tasks in one place.

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Team Collaboration

Zoho CRM's real-time feeds, chat, repository to share sales collateral, and centralized calendar make closing a deal easier for everyone.

  • Document Library

    Allow your reps access to the sales collateral that corresponds with their respective deals through a centralized repository.

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  • Gamescope

    Add a bit of healthy competition to your team by awarding badges and trophies when each sales task is completed with Gamescope.

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  • Calendar

    Zoho CRM contains an inbuilt calendar that syncs with other popular calendar applications, so you can execute all your CRM activities without missing a beat.

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  • Feeds

    Keep your team updated through @mentions, geo-tag your in-person meetings, and share documents in Feeds- a centralized area for all CRM discussions.

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  • 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 AdWords integration.

  • Webforms

    Easily capture every website visitor as a lead into your CRM, without having to write a single line of code.

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  • Campaigns

    Keep track of each campaign. Set budgets, assign tasks to the right people, and run your campaign from start to finish within Zoho CRM.

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  • Google AdWords

    Know exactly how much you spend on each marketing campaign, while also knowing which one performed the best with the Google AdWords integration. 

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  • Lead Scanner App

    The app scans your trade show lead information and auto-populates fields for you in your CRM, so you can follow up with ease.

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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.

  • Roles, Profiles, and Teams

    Assign roles for users, define permissions, and control access to information in Zoho CRM. 

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  • Data Security

    With comprehensive data security features, protect both your data and your customers' from unauthorized access.

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  • 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.


Expand the core functionality of Zoho CRM. Zoho Marketplace offers a host of integrations for third-party applications you use every day, like Google Drive, DocuSign, MailChimp, LinkedIn Sales Navigator, Google AdWords, and more.

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.


    Use Zoho CRM's OAuth 2.0 authenticated REST API to create apps across platforms, or to integrate your CRM with any third-party service.

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  • Widgets

    Create tight integrations by embedding third-party apps inside your account. Work with multiple apps without leaving Zoho CRM.

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  • Developer Edition

    Use a full-featured Developer Edition of Zoho CRM to get the expertise to handle even the most complex of CRM implementations.

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  • Serverless Code

    Manage code without web infrastructure. Use Deluge scripting to write, test, and run serverless code from your Zoho CRM account.

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  • Web SDKs

    Use Web SDKs to build very specific Zoho CRM Lite apps that cater to the requirements of users in different roles in an organization.

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  • Mobile SDKs

    Powerful SDKs for iOS and Android enable you to build highly customized mobile applications that interact with your CRM data.

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  • White Labeled Solutions

    Create vertical CRM applications and integration components using Zoho Developer, and sell them under your own brand.

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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.

  • Sales App

    Your time is valuable, let your phone do the leg work. Locate leads, schedule meetings and close more deals.

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  • Card scanner

    Say goodbye to the old binder of business cards. Effortlessly digitize and start saving them right to your phone.

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