User Guide

Zoho CRM - An Overview

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

Be it multi-channel communication, sales productivity, CRM insights, product customization, or third-party integration, Zoho CRM offers a host of features to support the requirements of small businesses as well as large enterprises.

What's more, with artificial intelligence and advanced automation features, Zoho CRM also helps you sell smarter, faster and better.

Understanding Zoho CRM

Read this guide to understand the basic concepts of Zoho CRM and CRM terminology.

Getting Started

Getting started with Zoho CRM is easy. Set up your account by entering personal as well as organization details. Customize the product according to your needs and learn some of the most frequently performed operations in Zoho CRM.

What's New

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

Page LayoutsCreate multiple page layouts in your Zoho CRM account to implement multiple business processes.BlueprintDesign and define your process flow in CRM using Blueprint.
Scoring rulesSet up scoring rules for leads, check records with the highest positive scores and close deals faster.ZiaLet Zia, your intelligent sales assistant suggest smarter ways for you to sell.
Slack IntegrationShare sales information with your Teams on Slack instantly from Zoho CRM.Check-inCheck-in from the Zoho CRM app when you are at client location and associate the check-in to a CRM event.
CRM MarketplaceFind and install third-party extensions in Zoho CRM from Marketplace.Email InsightsDraw useful insights about your email activities from email analytics, email response tracking, and email template performance information.


Make sales more fun by introducing sales contests for your sales teams and rewarding them with trophies and badges.Share records with peersShare records with your peers using the record-level-sharing feature.
SalesSignalsReceive notifications about your customers' communication with you in a single master notification center. Be it a missed call, missed chat, email response, SalesSignals will notify you of the details.Zoho CRM for Office 365Integrate Zoho CRM with Office 365.
CalDAV View personal as well as your CRM events in a single calendar on your iOS device. Prioritize your events on the move.Custom SchedulesSchedule a custom function such that it is executed automatically on a daily, weekly or monthly intervals.

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