Automation
Assignment Rules
Use Assignment Rules to automate the lead distribution process for reps based on specific lead information.
Approval Process
Automate the submission of records for approval. You can do so by specifying criteria based on which records will be sent for approval.
Scoring Rules
Prioritize your records based on Scoring Rules. They help you work on records that matter to you most and use your time wisely.
Validation Rules
Keep your CRM data clean by blocking the incompatible and irrelevant data even before it can enter the CRM.
Blueprint
Create an online replica of your offline business process and have it executed in a well-defined and systematic manner.
Customization
Page Layouts
Create page layouts with new fields and sections to suit your requirements based on the type of business process carried out in your organization.
Conditional Layouts
Make the layouts dynamic using Conditional Layouts. This makes creating a record a clutter-free and less confusing experience.
Interlinking Modules
Establish database relationship with linking modules. This will help you keep track of how data in your CRM is interrelated.
Subforms
Associate multiple line items to a record using subforms. They are secondary forms or tables, which is part of a primary form in Zoho CRM.
Email templates
To save you from the manual copy and paste routine, build email templates and send personalized emails to multiple recipients
Users and Control
Roles and Profiles
Use Roles to set up your organization's hierarchy in Zoho CRM and define the type of data sharing you want to follow. Use profiles to define permissions for a set of users.
Data Administration
Data Migration
Switching to Zoho CRM? Migrate your business data to the new system accurately with very minimal manual work.
Data Import
Import bulk records into various modules of Zoho CRM effortlessly.
Data Backup
Learn the importance of exporting data and how to take a complete backup of your CRM account.
Multichannel
SalesSignals
Monitor how the visitors are performing, improve customer interaction and close deals efficiently with Zoho SalesIQ integration.
Telephony
Integrate your PBX systems with Zoho CRM and make calls in a single click. Sync call data with customers' information and sell effectively.
SalesIQ
Monitor how the visitors are performing, improve customer interaction and close deals efficiently with the SalesIQ integration.
GDPR
GDPR Overview
Watch this video to get a quick overview of GDPR, its possible implications to your business, and a sneak peek of what Zoho CRM has in store for you.
Handling Data Processing Bases
Learn how you can enable the GDPR compliance settings for your Zoho CRM account and how you can apply a lawful basis to process the personal data.
Managing Data Subject Rights and Data Security
Learn how you can manage and keep track of all the data subject requests and how you can secure personal data in your CRM account.
Others
Gamescope
Make sales fun through gamification. Gamescope in Zoho CRM is designed to make sales more exciting for sales teams.
Web Forms
Build forms within CRM, publish them on your website and capture visitors' information that can be directly added to your CRM account.
