CRM Help


Zoho CRM is an On-demand Customer Relationship Management (CRM) software for managing your customer relations in a better way. Zoho CRM software helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system.

Understanding Zoho CRM

Get an insight into the basics and know your Zoho CRM better.

Getting Started

Get started the easy way with some initial setup and customizations.

What's New?

Find what's the latest in Zoho CRM and explore the new features and improvements.

Sales Force Automation Track leads, prospects and close more deals in less time. Keep customer data organized for up-selling & cross-selling opportunities. Marketing Automation Effectively plan marketing activities, send mass emails and improve the quality of lead generation processes using web forms.
Inventory Management Track the procurement and sale of goods or services and manage the pre-sales and post-sales activities in a single application. Customer Support Enable a better integration between Sales & Customer Support processes in a single system.
Reports & Dashboards Generate various reports and use dashboards to visualize comparisons, patterns, and trends in sales, and marketing. Activities Organize and keep track of all the tasks, events, and calls. Also, set reminders and create recurring activities.
Document Library Manage and easily share all your business related documents in the Documents tab within Zoho CRM. Zoho CRM for Mobile Get instant access to your CRM data anywhere, anytime, from your iPhone, iPad and Android phones.
Personal Settings Define your personal settings such as language, date & time, signature, name format, currency, etc., as per your requirements. Organization Settings Add your company details, including set up fiscal year, business hours and personalize your company logo.
Users & Permissions Define the security levels in your account by creating the roles, profiles, and groups for the users. Customization Apply page-level and field-level customizations, change tab settings and other company related details in your account.
Automation Automate sales, marketing and support processes by creating workflow rules, alerts & tasks plus record assignment rules. Templates Create email templates, inventory templates and mail merge templates of your own.
Website Integration Publish web forms online and set up auto response rules to send emails for the records generated via web forms. Data Administration Import your data into Zoho CRM, keep track of the import details and also export your data anytime.
Apps & Add-ons Select from a wide range of add-ons and plug-ins that help you manage your business effectively. Billing & Payments Manage all your subscription and billing details; upgrade or downgrade your account anytime.