Get the right CRM
Zoho offers two tools to manage sales and customer data. First, there's Bigin, a simplified CRM that's great for small teams looking to organize their data and manage their sales pipelines. Second, there's Zoho CRM, a sophisticated CRM for growing businesses with complex sales processes.
LEARN WHICH CRM IS RIGHT FOR YOU
Manage your leads, contacts, and deals in one place
Centralize all of your customer and sales data in one place. Upload your data from spreadsheets to get started. Then create web forms to add new leads. Customize fields and layouts in your sales tool so the software fits your process rather than fitting your process to the software.
Automate your sales process
The key to growing sales is having a defined, repeatable, and measurable sales process. Automation capabilities help create a dependable structure. Here are five key automations that can be set up in minutes for when a new lead enters your system:
Lead assignment:
Automatically assign the lead to a sales rep for follow up
Follow up email:
Automatically send an email to the lead to inform them that the rep who was assigned will be following up shortly
Lead source:
Automatically track which channel is responsible for generating the lead, like a "Contact Us" form on your website
Lead status:
Automatically track whether the lead has been contacted or not
Follow up task:
Automatically assign a task to the rep responsible for follow up with a deadline for when it needs to be done
- Central lead management
- Auto follow-up emails
- Lead capture
- Lead source & status tracking
- Task and email automation
Work deals in your pipeline
Deals move through stages until you have closed them. Customize deal stages in the sales tool to reflect your sales process so you can manage your pipeline. Nurture and qualify leads before adding them to your pipeline. Create multiple pipelines for selling products and services that require different processes. Create highly structured processes for your team to follow with Blueprints to ensure the same steps are followed every time.
Create quotes and invoices
Zoho's sales tools come with basic quoting and invoicing capabilities. You can also connect Zoho Invoice, a free and purpose-built application for creating quotes and invoices. Or you can use Zoho's full finance suite, giving you quotes, invoices, payments, double-entry accounting, and inventory and order management capabilities. Finally, you can integrate 3rd party tools as well.
LEARN MORE ABOUT QUOTING AND INVOICING
Sell services and physical products
Depending on what you sell, there are additional tools you can connect to manage delivering your services and products. If you sell services, there is Zoho Projects, a professional waterfall project management tool that allows you to manage templated projects. If you sell physical products, you can track them in the sales tool, or if they are more complex composite items or items that require shipping, you can manage orders and inventory with Zoho Inventory.
