Bring telephony to your CRM
As a salesperson, you depend on calls to communicate with prospects and customers. But when your calls and sales are separate, you can't measure the effectiveness of your calls and how they influence your sales—or even keep track of who you've called. By integrating your PBX system with Zoho CRM, your team can make and attend calls right from their sales software, and measure every call's result against deals. You'll also have call histories under each record, so you'll never lose track of previous conversations.
Here's how we can help you
- Connect your service provider to make calls from the Zoho CRM app
- Autolog calls under each record
- Get reminders for both upcoming and missed calls
- Update call status, and save notes for calls
- Automate scheduling calls and post-call activities
Single-click dialingStop wasting time dialing phone numbers—make calls straight from Zoho CRM! While you're looking at your leads or contacts, just click the call icon to start a call.
Make calls part of your sales process
Plan calls in advance to help stay on top of new leads, whether it's at your own convenience or the best time for your contacts. And your call roster gives you a bird's-eye view of you and your teammates' call schedules, for better coordination.
Stay alert with call reminders
Between monitoring deals and handling tasks, it can be hard to keep track of each call you need to make. Zoho CRM let's you set reminders for upcoming calls and sends you notifications for missed ones.
Save time with automatic call logging
Automatic call logging makes manual data entry a thing of the past. Use the call pop-up window to add notes, create follow-up tasks, or assign the contact you spoke with to someone else.
Kick off your call strategy with built-in telephony
With Zoho CRM's built-in telephony system, you don't have to worry about choosing and integrating a telephony provider. Purchase local or toll-free numbers for the users in your organization and assign unique outgoing numbers to help your sales reps build a personal connection with your customers.Check phone number, incoming, and outgoing rates for your region.
Streamline and manage your sales calls effectively
Zoho CRM empowers sales managers to track and monitor all their sales calls right from the CRM itself. It allows them to keep an eye on how their reps are performing in their active calls, and manage or answer calls that are in the queue waiting to be answered. Sales managers can also coach new sales reps as they progress through a call, and jump in directly to take the lead when the situation calls for it.
*This functionality is available natively for the built-in telephony. Availability may vary for external providers.
Connect with multiple vendors for all your needs
You may want to connect your teams in different locations with their own telephony system based on the availability or cost of the service, or other factors. Multi-vendor telephony support in Zoho CRM gives your business the flexibility to assign individuals or groups of users to different telephony systems, and move users between different providers based on your business needs.
Use call analytics to measure your sales team's performance and motivate them to improve. Built-in charts and reports let you visualize your call data, and help you figure out how to provide a better customer experience.
Choose your call management service provider
Zoho CRM comes fully integrated with several popular PBX and call management providers, including Twilio, RingCentral, Ring.io, Ozonetel, Knowlarity, Promero, and more.