CRM Help

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. Browse through our resources to understand and work with Zoho CRM.

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 Layouts Create multiple page layouts in your Zoho CRM account to implement multiple business processes. Advanced Filters Filter records based on activities, email status among a host of other record parameters.
Gamescope Make sales more fun by introducing sales contests for your sales teams and rewarding them with trophies and badges. Workflow Rules Automate sales processes easily using workflow rules now based on a simple flow-chart design. 
Reports & Dashboards Generate various reports and use dashboards to visualize comparisons, patterns, and trends in sales, and marketing. Check-in Check-in from the Zoho CRM app when you are at client location and associate the check-in to a CRM event.
CRM Marketplace Find and install third-party extensions in Zoho CRM from Marketplace. Email Insights Draw useful insights about your email activities from email analytics, email response tracking, and email template performance information.
Setup Navigate through a minimalist Setup screen. Use the predictive search to instantly locate any setting you are looking for. Share records with peers Share records with your peers using the record-level-sharing feature.
SalesSignals Receive 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 365 Integrate 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 Schedules Schedule a custom function such that it is executed automatically on a daily, weekly or monthly intervals.


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