Zoho CRM
Streamline your customer relationships. Zoho CRM is a powerful, cloud-based customer relationship management solution that helps businesses of all sizes build and maintain excellent customer relationships. As a certified Zoho partner, we provide expert implementation and support to ensure you get the most out of this powerful product.
Visionary in 2024 Magic Quadrant™ for Sales Force Automation
Nucleus Research - Leader, SFA Technology Value Matrix 2024
Zoho CRM has helped us achieve 4x ROI in just two years, allowing us to excel as one of the largest full-service stores for interiors in the real estate industry. Zoho's 360-degree view has enabled us to offer great value and experiences to our customers.
Ponappa PM
Head, Brigade Plus
Sales Force Automation
Transform your sales process with intelligent automation.
Pipeline Management
Lead Management
Sales Process Automation
Mobile Sales Tools
Pipeline Management
Transform your sales process with Zoho CRM's visual pipeline management. The intuitive drag-and-drop interface lets you track and manage deals through every stage, with real-time analytics and forecasting that help identify opportunities and bottlenecks. Customisable stages adapt to your unique sales process while automated progression rules keep deals moving forward.
Deal scoring and probability tracking ensure your team focuses on the most promising opportunities, while automated task creation reduces manual work. The system provides instant visibility of your entire sales pipeline, letting you spot stagnant deals and take action. With real-time updates and forecasting, you'll always know exactly where your sales stand and what needs attention.
Visual Sales Pipeline with Drag-and-Drop Functionality
Customisable Deal Stages to match your Sales Process
Real-time Pipeline Analytics and Bottleneck Identification
Automated Stage Progression Based on Actions
Lead Management
Convert more prospects with Zoho CRM's intelligent lead management system. Automatically capture, score, and assign leads based on customisable rules, ensuring quick response times and proper prioritisation. The system tracks lead sources and engagement levels, helping your team focus on the most promising opportunities while preventing duplicate entries.
Advanced lead nurturing tools automate follow-up activities and track every interaction, from email opens to website visits. Web-to-lead forms integrate seamlessly with your website, capturing enquiries directly into the CRM where they're automatically enriched with social and company data. With real-time notifications and mobile access, your team can respond to new leads instantly, increasing conversion rates and sales efficiency.
Intelligent Lead Scoring and Prioritisation
Automated Lead Assignment Rules
Lead Source Tracking and Analytics
Web-to-lead Form Integration
Sales Process Automation
Streamline your sales operations with Zoho CRM's comprehensive automation tools. Create intelligent workflows that automatically generate quotes, schedule follow-ups, and trigger notifications based on specific actions or timelines. The system handles routine tasks automatically, from sending welcome emails to updating deal stages, letting your team focus on building relationships and closing deals.
Customisable templates and automated document generation eliminate manual paperwork, while smart reminders ensure no follow-up is missed. The system can automatically route leads, schedule meetings, and update records based on your defined rules. With automated data entry and task creation, you'll reduce errors and save hours of administrative work while maintaining consistent sales processes across your team.
Automated Follow-up Tasks and Reminders
Email Template Automation
Workflow Rules and Triggers
Meeting Scheduling Automation
Mobile Sales Tools
Keep your sales team productive anywhere with Zoho CRM's powerful mobile capabilities. The native mobile apps for iOS and Android provide secure access to customer data, deals, and tasks, even without internet connection. Real-time updates sync automatically when back online, ensuring your team always has the latest information at their fingertips.
Built-in features like business card scanning and location tracking make field sales more efficient, while mobile notifications keep everyone informed of important updates. The app provides full access to customer histories, documents, and communication tools, enabling quick responses to customer queries and instant deal updates. With mobile check-ins and activity logging, managers get clear visibility of field activities while sales teams stay productive on the move.
Native iOS and Android Applications
Offline Access to Customer Data
Location-based Customer Tracking
On-the-go Deal Updates and Tracking
Marketing Automation
Drive engagement and conversions with Zoho CRM's sophisticated marketing automation platform.
Campaign Management
Email Marketing
Lead Nurturing
Social Media Integration
Analytics and Reporting
Campaign Management
Take control of your marketing initiatives with Zoho CRM's comprehensive campaign management tools. The visual campaign builder offers intuitive drag-and-drop functionality, letting you design complex multi-channel campaigns without technical expertise. Built-in scheduling and budget tracking ensure your campaigns run smoothly while automated performance monitoring helps optimise your marketing spend.
Real-time analytics and A/B testing capabilities let you refine your campaigns on the fly, while automated workflow rules ensure consistent execution across all channels. The system tracks every aspect of campaign performance, from engagement metrics to ROI, giving you clear visibility of what works and what needs adjustment.
Multi-channel Campaign Creation and Execution
Campaign Builder with Drag-and-Drop Interface
Automated Campaign Scheduling
Budget Tracking and ROI measurement
Email Marketing
Transform your email marketing with sophisticated personalisation and automation tools. Create dynamic email content that automatically adapts based on recipient data and behaviour, ensuring every message resonates with its audience. The system includes a comprehensive template library while tracking tools monitor delivery, engagement, and response rates in real-time.
Advanced features like spam score monitoring and bounce handling maintain your sender reputation, while automated follow-up sequences keep your prospects engaged. With detailed tracking of opens, clicks, and conversions, you can continuously optimise your email performance and automatically trigger sales actions based on recipient engagement.
Personalised Email Sequences
Dynamic Content Based on Recipient Data
Email Template Library Management
Open, Click and Bounce Tracking
Lead Nurturing
Guide prospects through their buying journey with automated, intelligent nurture workflows. The system tracks prospect behaviour across all touchpoints, automatically adjusting lead scores and triggering appropriate responses based on engagement patterns. Progressive profiling gradually builds detailed prospect profiles while automated segmentation ensures relevant content delivery.
Customisable nurture paths adapt to prospect behaviour, automatically moving leads through different sequences based on their actions and interests. The system identifies sales-ready leads based on customisable scoring criteria, ensuring your sales team focuses on the most promising opportunities at the right time.
Automated Nurture Workflows
Advanced Behaviour-based Triggers
Automated Lead Scoring and Grading
Lead Engagement Tracking
Social Media Integration
Manage your social media presence effectively with integrated campaign tools and automation. Schedule and publish content across multiple platforms while monitoring engagement and capturing leads directly from social channels. Automated listening tools track mentions and sentiment, helping you respond quickly to opportunities and concerns.
The system integrates social interactions with your CRM data, providing a complete view of prospect engagement across all channels. Automated lead capture from social platforms enriches prospect profiles with social data, while engagement tracking helps identify influential followers and potential brand advocates.
Social Media Campaign Management
Social Listening and Monitoring
Automated Social post Scheduling
Lead Capture from Social Channels
Analytics and Reporting
Make data-driven decisions with comprehensive marketing analytics and reporting tools. Track campaign performance across all channels in real-time, with detailed metrics on engagement, conversion, and ROI. Custom report generation lets you focus on the metrics that matter most to your business, while automated alerts highlight significant trends or issues.
Built-in attribution modeling shows which channels and campaigns drive the best results, while funnel analytics reveal where prospects drop off or engage most deeply. The system automatically generates regular performance reports, helping you continuously optimise your marketing strategy and demonstrate clear ROI to stakeholders.
Campaign Performance Metrics
Automated Conversion Analytics
Channel Effectiveness Comparison
Customisable Report Generation
Customer Support Management
Deliver exceptional customer service across all touchpoints with Zoho CRM's support management system.
Ticket Management
Customer Portal
Support Automation
Team Collaboration
Support Analytics
Ticket Management
Streamline support operations with intelligent ticket handling and routing capabilities. The system automatically categorises and assigns incoming tickets based on customisable rules, ensuring queries reach the right team member instantly. Built-in SLA tracking alerts support staff to approaching deadlines while smart prioritisation helps manage high-priority issues effectively.
Advanced features like contextual response suggestions and ticket linking help resolve issues faster while maintaining detailed interaction histories. The system automatically tracks resolution times and customer satisfaction, providing insights for continuous service improvement.
Automated Ticket Routing and Prioritisation
Multi-channel Ticket Creation
Custom Ticket Fields and Categories
Automated Response Suggestions
Customer Portal
Empower customers with a comprehensive self-service portal that reduces support workload while improving satisfaction. The integrated knowledge base and community forums let customers find answers instantly, while secure ticket submission and tracking keep them informed of progress. Custom branding ensures a consistent experience that reflects your company identity.
The portal automatically suggests relevant articles and solutions based on customer queries, reducing ticket volume and improving first-contact resolution rates. With secure document sharing and account management tools, customers can handle routine tasks independently while maintaining easy access to direct support when needed.
Self-service Knowledge Base
Ticket Submission and Tracking
Secure Document Distribution
Account Management Tools
Support Automation
Transform your support efficiency with intelligent automation tools that handle routine tasks automatically. From instant ticket acknowledgments to scheduled follow-ups, the system ensures consistent communication while freeing your team to focus on complex issues. Predefined response templates maintain service quality while reducing response times.
Automated escalation rules ensure critical issues receive immediate attention, while smart workflows trigger appropriate actions based on ticket status or customer responses. The system continuously learns from resolution patterns, suggesting solutions and automating repetitive tasks for improved efficiency.
Predefined Response Templates
Escalation Rules and Workflows
Auto-acknowledgment Communications
Automated Follow-up Scheduling
Team Collaboration
Enable seamless teamwork with integrated collaboration tools that keep everyone aligned. Internal notes and mentions facilitate quick communication about specific tickets, while shared ownership ensures continuous coverage of customer issues. Knowledge sharing features help spread expertise across the team, improving overall service quality.
Real-time workload monitoring and automated distribution ensure balanced team utilisation, while performance tracking helps identify training needs and recognition opportunities. The system maintains a complete audit trail of all internal communications and actions, supporting accountability and process improvement.
Internal Notes and Mentions
Internal Knowledge Sharing Tools
Team Performance Tracking
Automated Workload Distribution
Support Analytics
Make informed decisions with comprehensive support analytics and reporting tools. Track key metrics like response times, resolution rates, and customer satisfaction in real-time, with automated alerts for any metrics falling below target. Custom dashboards provide instant visibility of team performance and ticket trends.
Detailed SLA compliance monitoring helps maintain service standards, while trend analysis identifies common issues and improvement opportunities. The system automatically generates performance reports, helping you optimise support operations and demonstrate service value to stakeholders.
Customer Satisfaction Metrics
Comprehensive Team Performance Reports
Real-time Ticket Trend Analysis
SLA Compliance Monitoring
Advanced Analytics & AI
Make data-driven decisions with confidence using Zoho CRM's comprehensive AI-powered analytics suite.
AI Sales Assistant (Zia)
Predictive Analytics
Performance Analytics
Custom Reporting
Business Intelligence
AI Sales Assistant (Zia)
Transform your sales process with Zia, an intelligent AI assistant that actively monitors your CRM data to surface actionable insights. The system automatically detects anomalies in sales patterns, predicts deal outcomes, and suggests the optimal times for customer engagement. Natural language processing enables quick data queries, making complex analysis accessible to all team members.
Advanced algorithms continuously learn from your sales history, providing increasingly accurate predictions and recommendations over time. Zia analyses customer interactions, identifies successful patterns, and alerts teams to both risks and opportunities, ensuring no potential deal slips through the cracks.
Anomaly Detection and Alerts
Best Time to Contact Suggestions
Deal Insights and Win Probability
Voice-powered Data Queries
Predictive Analytics
Anticipate future outcomes with sophisticated predictive modeling that analyses historical data and current trends. The system automatically generates accurate sales forecasts, predicts customer churn probability, and identifies leads most likely to convert. Machine learning algorithms continuously refine predictions based on actual results, improving accuracy over time.
Revenue projections and market trend analysis help you plan resources effectively, while automated lead scoring ensures your team focuses on the most promising opportunities. The system identifies patterns in successful deals, helping you replicate winning strategies across your sales organisation.
Intelligent Sales Forecasting
Real-time Lead Scoring Automation
Customisable Revenue Projections
Comprehensive Market Trend Analysis
Performance Analytics
Monitor and optimize business performance with real-time analytics and comprehensive KPI tracking. Interactive dashboards provide instant visibility of key metrics, from individual performance to overall business health. The system automatically tracks goal progress, highlighting achievements and areas needing attention while providing context for performance variations.
Advanced pipeline analysis reveals bottlenecks and opportunities, while revenue analytics break down performance by product, region, or team. Automated alerts notify managers of significant changes or trends, enabling proactive performance management and timely interventions.
Custom Real-time KPI Tracking
Team Performance Metrics
Goal Progress Monitoring & Tracking
Pipeline & Revenue Analytics
Custom Reporting
Create tailored insights with powerful yet intuitive report building tools. The system enables quick creation of interactive dashboards that combine data from multiple modules, providing comprehensive business visibility. Advanced visualization options help communicate complex data effectively, while automated report scheduling ensures stakeholders stay informed.
Flexible filtering and grouping options let you analyze data from any angle, while drill-down capabilities enable detailed investigation of trends or issues. The system maintains report version history and allows collaborative analysis, ensuring everyone works with accurate, up-to-date information.
Interactive Dashboard Creation
Multifactorial Cross-module Analytics
Comprehensive Data Visualisation Tools
Customisable Metric Tracking
Business Intelligence
Drive strategic decision-making with comprehensive business intelligence tools that reveal market opportunities and competitive insights. The system analyzes customer behavior patterns, identifies market trends, and highlights potential growth areas. Territory planning tools help optimize resource allocation, while ROI tracking ensures marketing and sales investments deliver results.
Advanced segmentation and cohort analysis reveal customer preferences and buying patterns, while competitive analysis tools help track market position and identify differentiation opportunities. The system automatically surfaces relevant insights, helping you stay ahead of market changes and customer needs.
Territorial Planning Insights
Customer Behaviour Patterns
Market Opportunity Identification
Comprehensive ROI Tracking
Canvas
Redesign the look and feel of Zoho CRM to suit you with Canvas, a simple drag-and-drop editor. Create the experience you want from scratch or choose from the wide range of customized templates created by our in-house artists, from minimalist views that deliver role-critical information to industry-specific views that deliver sales data with broader industry context.
Journey Orchestration
Create personalized customer journeys with CommandCenter. Discover customer journeys in real time and visualize them with intuitive journey maps. Get insight into your customers' preferences and use this insight to orchestrate more meaningful customer journeys. Coordinate the actions of various departments and third-party apps used by your organization to provide customers a seamless brand experience. Track the journey taken by each prospect or customer so you always know the path they've taken. Use detailed reports to identify delays or loopholes in the different stages and make improvements.
Path Finder
Path Finder is a unique journey discovery tool which enables you to understand your customers' behaviour and identify issues they're facing, if any.
Journey Builder
Journey Builder is a drag-and-drop visual editor which allows you to define cross-platform journeys and orchestrate more relevant brand responses.
