Multiple channels, one platform for communication

Customers have more ways to interact with businesses than ever before. Zoho CRM allows you to connect with your customers through multiple channels, all while centralizing information that empowers your sales team to have contextual, meaningful conversations with your prospects.

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  • MULTICHANNEL
  • Email
  • Telephony
  • Social Media 
  • Live Chat
  • Webforms
  • Self-Service Portals
  • Web Conferencing
  • Communication Context
  • Team Collaboration
  • Realtime Notifications
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Email

Bring customer emails from your inbox into Zoho CRM

Connect your email client and send emails from within Zoho CRM, with the full history of your correspondence with each contact under their record details. Get detailed reports for emails and email templates on bounce rates, click rates, and even get notifications for every time a prospect opens an email. Prioritize emails based on the stages in your pipeline and other special features to get the most out of your interactions. Secured with POP and IMAP configurations, your emails will not only be safe, they'll only be accessible by the right people, such as sales team managers.

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Email integration in CRM
Telephony

Integrate your calls and sales

Our Phonebridge integration lets you connect Zoho CRM with any of our 50-plus telephony partners so you can make calls, log calls, and view customer information all in the same place. Update the call results track the status of your calls, like when a customer doesn't pick up. You can take notes to help remember conversations and set reminders to follow up with customers. You also get missed call notifications and call analytics. Since Zoho CRM is packed with all your sales information, you won't just make calls, you'll be able to have conversations that matter. 

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Connect your VoIP to CRM
Social Media

Convert every online interaction into a sale

Connect your social media profiles—like Facebook, Twitter, LinkedIn, and Instagram—so you can monitor conversations about your brand. Zoho CRM lets you search for keywords relevant to your business, and shows if accounts using those keywords are your customers, prospects, or someone new to your business. You can then respond in real time to posts and set up automatic lead generation to save these new contacts in your CRM database. Your social media interactions with each contact are saved so you can track how your customers feel about you. 

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Social media monitoring and management
Live Chat

Talk to leads as soon as they land on your website 

Embed live chat on your websites or connect your collaborative chat tools with Zoho CRM to you turn your live chats into sales. When you integrate, you'll know if you're chatting with a prospect or a returning customer, and you'll be able to save these chat transcripts to your CRM. It's easy to convert your live chats into leads, add deals, and create follow-up tasks all from your chat window.

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Webforms

Catch the leads that drop off your website

When so many people visit your website on a regular basis, you should be turning every visitor into a new lead. Zoho CRM has web forms to embed on your website to learn about your visitors and save them in your CRM as leads, contacts, or new customer support cases. You can even integrate Zoho SalesIQ to track where visitors have dropped off and how long they spend on a particular webpage so sales reps can align their pitch with their prospect's interests.

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Start selling smarter, better and faster

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Self-Service Portals

Make self-service selling available

Tired of dealing with out-of-date customer information? Need a platform to provide more information to prospects before they make a purchase order? We figured, the best way to confirm a sale is by the customers themselves. Provide greater accessibility for your customers, vendors, and partners through distinct portals where you can choose what information you want to broadcast and what permissions (create, edit, comment) you feel like providing. Customers can make better-informed business decisions and can only access their own records, cases, purchase orders, and invoices.

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Portals for customer communication
Web Conferencing

Conduct sales presentations and meetings from CRM 

Add presentations to your sales pitch. Zoho CRM integrates with Zoho ShowTime and Zoho Meetings to allow salespeople to have real-time visual conversations with your prospects. Invite prospects to join your online presentations, webinars, or meetings, and it'll be the same as delivering a one-on-one proposal. You can invite multiple prospects or multiple contacts from one account to attend your audio and video demonstrations. Engage with prospects in real time via chats, polls, questions, and even record the session for future use.

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Communication Context

Know the whole story with context from every interaction 

Whether it's emails, calls, or online chats—every interaction carries information that is essential for the next conversation. All the data necessary to make your sale is stored under each contact's record, letting you pick up the conversation where you left off, no matter how long it's been. You can also use Advanced Filters to pick out contacts using your conversations, such as contacts who have recently emailed you, or chats that you missed.

Get sales context from all communication sources
Team Collaboration

Sales collaboration for your team 

Zoho CRM is packed with tools to keep team collaboration going, and the sales rolling in. Create groups, tag other reps, share status updates, manage projects together, or simply leave behind helpful notes for other teammates. Now, your team can truly work from anywhere. 

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Realtime Notifications

Get SalesSignals from all your interactions, in real time

SalesSignals ensures you keep track of all customer communication, including conversations from third-party apps, by delivering realtime notifications in an organized timeline. Get a signal every time prospects/customers interact with your brand, from opening emails, to mentions on social media, to activities from integrations, and more. Customize your signals to make sure you're getting notifications that matter to you. SalesSignals is at the crux of Zoho CRM's multichannel communication.

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Real time sales notifications from multichannels

Integrate with your favourite products

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mattking

Leads for BookingLive come from many different sources. Zoho CRM helps us easily filter leads and look up contacts on a daily basis. Without Zoho, we wouldn't be able to keep track of customers interested in BookingLive

Matt KingSales Director, BookingLive
Multichannel
  • Email
  • Telephony
  • Social Media 
  • Live Chat
  • Webforms
  • Self-Service Portals
  • Web Conferencing
  • Communication Context
  • Team Collaboration
  • Realtime Notifications