Define the processes that define your business. With Blueprint, standardize your sales processes. Build and execute them from within your CRM and let your team follow the same without constant monitoring. This ensures compliance from the entire team, making the process systematic and repeatable.Learn more
Ordinarily, your CRM is an acting assistant to a sales rep. But a smart assistant can make all the difference. Zia is an AI-powered sales assistant for Zoho CRM that provides interpretations, solutions, and predictions for salespeople. Find out when it's the best time to contact a lead, which automations can be used for your sales process, or when your team's performance changes. Stay on top of every activity with Zia.Learn more
Use different apps to run your business, but check them all in one place. With Salessignals, pull information from any third-party app and display it inside Zoho CRM . Increase your productivity by staying updated with notifications, no matter which app they're from.
Fill out forms faster. With Conditional Fields in Zoho CRM, you can make filling out forms quick and easy. The only fields the user works with are ones they select, resulting in a faster, clutter-free experience for your sales team.
Quantify your leads to qualify them faster. Scoring rules in Zoho CRM let you prioritize your leads with positive and negative scoring to ensure faster conversions. Set up rules to assign scores through several parameters.Learn more
Office 365 Integration
Zoho CRM now integrates seamlessly with Office 365. By installing the Zoho CRM app for Office 365, you can sync data between the two applications and have all your users, contacts, and calendars in one place.
Share records or dashboard charts from your CRM to users and channels in Slack. Notify everyone in the team instantly on sales updates like deal wins, hot prospects, and more. Get reminders in Slack for all the activities in your CRM Calendar.
* Will be rolled out in phases.