Collect leads in one place
Generate and collect leads in one place with contact forms, newsletters, gated content, live chat, social media and in person. Get the right information at the right time so you can follow up and qualify your leads quickly.
Close deals with set processes
Automate your sales process to close deals faster. Automatically assign leads, set follow up tasks, and send personalized follow up emails. You can even map out your entire sales process, giving your team a set, step-by-step process to closing deals faster.
Automatically create quotes and invoices
Create quotes and invoices on your way to closing deals. Information you collect through the sales process gets used to generate a quote. Once the quote has been accepted, it gets automatically turned into an invoice. Both your sales and billing teams will be kept in the loop for a smooth hand off.
Sign contracts and agreements digitally
Accelerate your closing process with a quick, easy and paperless process to get your important documents signed. Upload a document, or create one that brings in data from CRM or other applications, then send it for signing. Improve the turnaround on sales and purchase orders, quotes, and other contracts.
Accept online payments
Give your customers a smooth and easy online payment process that improves their experience while getting you paid faster. Send payment links and checkout forms. Or give them access to a customer portal where they can make payments, review past quotes and invoices, and contact your billing team.
Monitor ROI and performance
Keep on top of your business's performance with more than 500 pre-built reports and executive dashboards. Check your ROI on marketing campaigns, customer happiness, and track your entire sales pipeline, and much more. If there's a report you need that you don't see, you can ask Zia, Zoho's intelligent assistant, to create it for you.
Why businesses love Zoho One
"We were losing so much time being on two or three platforms. Being on Zoho One helped us scale way, way faster."
Co-founder - key account manager
"Instead of looking for information in different tools, with Zoho One we were able to see it in one place."
Internation Business Development Manager