Break sales records without breaking a sweat.

Zoho CRM is made with efficiency in mind. Use workflows and macros to automate regular tasks so you can stop doing busy work and start doing business. Store all your sales collateral in the Document Library, and find exactly what you're looking for with advanced filters. Simplify data collection while improving accuracy, so your team can spend more time talking with prospects instead of capturing their data.

Let workflows work for you.

From sending follow-up emails to maintaining customer records, there's lots of work to be done every time your sales team corresponds with a lead. Use workflows and automation to make your life easier.

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Find what you need.

Go beyond search — traditional search returns superficial results, but advanced filters get at what's underneath. Drill down into your list to discover dormant leads and find deals that have no associated activities. Follow up, and make a sale you otherwise wouldn't have. With an array of views to choose from, pick the one that fits your needs, and let CRM prioritize activities and contacts to make you more productive.

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Add more leads in less time using the Leads app.

Save time saving leads. Stop manually entering leads from that bowl of business cards you get at trade shows and meetings; scan business cards with your smartphone, and automatically upload contact information to CRM.

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Collaborate with your team using Feeds.

So many deals, so little time. With Feeds, communicate with your team, share ideas, provide feedback, follow hot prospects, stay updated, and close more deals in less time.

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All your events in one calendar.

Save yourself the trouble of juggling multiple schedules by syncing your CRM calendar with Google or Outlook. With iCal sync, get reminders the same place you keep track of personal events: on your iPhone, iPad, or Apple Watch.

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Stay in sync with Microsoft Outlook.

Stop jumping back and forth between Microsoft Outlook and CRM. With the plugin, you can send an email, add a contact, or create a task in Outlook, and it will automatically appear in CRM.

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Manage sales documents inside CRM.

Manage sales collateral, proposal documents, SLAs, and more with the Zoho CRM Document Library. Create, share, and access documents from anywhere for easy collaboration.

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