SalesInbox.

SalesInbox is the first email client made exclusively for salespeople. It reimagined the traditional inbox by bringing email and CRM information into a single view. Filters created based on email status, deal value, and other key information let salespeople get context to their email.

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SalesSignals.

Get alerts from multiple touchpoints about customer and prospect behaviors that warrant immediate attention. If sales reps can see when a prospect visits their page or opens their email, they can chat with them immediately and make a speedy sale. SalesSignals keeps the sales reps updated about every activity of a customer or prospect.

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Know the moment a prospect has opened a promotional email sent by your marketing team, and know the right moment to pick up the phone and pitch your idea.

Collect survey responses to understand when your pitch should be about upselling and when it should be about keeping customers happy with their current product.

Email Insights.

Gain key insights into team performance through real-time email stats. Analyze templates, track version performance, and compare open rates so you can continually improve your campaigns.

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Advanced Filters.

Run intelligent searches based on activities associated with your records and extract valuable information from your CRM. Filter based on criteria such as tasks, notes, and emails, in addition to field values.

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Clutter-free and full of context.

New features and a streamlined user interface means you will spend less time entering customer data into CRM and more time engaging with prospects.

Related List simplifies your view by displaying all your leads, customers, and account activities in a single place.

Use the Timeline View to know your customers' purchase history, interactions, and any upcoming tasks associated with their accounts.

Visualize your growth rate and gain key insights from Reports and Dashboards.

Gamescope.

Make selling fun with peer-to-peer contests for your sales team. Motivate salespeople to do better by promoting healthy competition for general activities like calls made and deals closed. Display the names of badge and trophy winners on leaderboards, and liven up your sales game.

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Apple calendar sync.

Your kid's birthday and a business deal are both important. Sync business and personal events on one calendar and never miss out on anything.

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Schedules.

Manually performing repetitive tasks is a waste of time. Automate processes which you would like to perform periodically, like data cleansing, archiving, mass updating or, pushing records to third-party applications using Schedules.

Choose functions from the gallery or write your own and link them to Schedules.

Automate batch processes to be triggered daily, weekly, or monthly, and customize the trigger time, repeat period etc.

Experience true mobility.

As your workplace becomes increasingly mobile, the all new mobile app helps you sell anytime, anywhere.

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As your workplace becomes increasingly mobile, the all new mobile app helps you sell anytime, anywhere.

Watch a video

New Mobile App

As your workplace becomes increasingly mobile, the all new mobile app helps you sell anytime, anywhere.

Watch a video

Marketplace.

Choose from over 50 handpicked extensions for Zoho CRM to enhance the efficiency of your product. Improve connectivity with external applications ranging from customer support software to online marketing tools.

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Sandbox.

Sandbox is a testbed that lets companies deploy the code/design that they've developed using customization features. Sandbox is available to all customers in the Ultimate Plan.

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Page Layouts and Custom Buttons.

Every business is different, and so is yours. Choose from Zoho CRM's customization tools like Page Layouts and Custom Buttons and mould your CRM to match your businesses. Page Layouts enables companies to handle diverse processes and products using a single CRM account. Create buttons to perform specific actions unique to your business.

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Zoho Finance Suite integration.

All relevant financial information about sales and customer engagement is built right into your CRM. With data like customer credit history, overdue payments, and subscription details included as part of the workflow, salespeople can make better decisions when handling prospects. Get a complete view of the customer without hours of manual entry.

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