CRM

Trust your sales to the CRM trusted by the world

Zoho CRM frees you to do what you know best: sell.
Automate tasks, improve workflow and focus on making and seizing opportunities.

Connect with your customers wherever they are

EMAIL

Connect your email client and send emails from within Zoho CRM. Get detailed reports for emails and email templates on bounce rates, click rates, and even get notifications for every time a prospect opens an email. Secured with POP and IMAP configurations, your emails will not only be safe, they’ll only be accessible by the right people, such as sales team managers.

TELEPHONY

Make calls inside Zoho CRM so you can make calls, log calls, and view customer information all in the same place. Update the call results track the status of your calls, like when a customer doesn’t pick up. You can take notes to help remember conversations and set reminders to follow up with customers. You also get missed call notifications and call analytics.

SOCIAL MEDIA

Connect your social media profiles—like Facebook, Twitter, LinkedIn, and Instagram—so you can monitor conversations about your brand. Zoho CRM lets you search for keywords relevant to your business, and shows if accounts using those keywords are your customers, prospects, or someone new to your business. You can then respond in real time to posts and set up automatic lead generation to save these new contacts in your CRM database.

LIVE CHAT

Embed live chat on your websites or connect your collaborative chat tools with Zoho CRM to you turn your live chats into sales. When you integrate, you’ll know if you’re chatting with a prospect or a returning customer, and you’ll be able to save these chat transcripts to your CRM.

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Save more time with automation

ONE RULE. MULTIPLE CONDITIONS

From sending emails to customers to following up with leads to updating required fields, there’s a lot you need to do everyday. Workflow rules help you get that work out of the way by automatically triggering those actions when specified conditions are met. Set up to 10 conditions for a single rule, and increase the power of a single workflow 10 times.

AUTOMATE. BE PRODUCTIVE

Write your own rules. Streamline your sales process. Automatically assign potential clients to the most qualified representatives.

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Get real-time reports and insights

Zoho CRM Analytics empowers everyone in your organization to make data-driven decisions.

Real-time reporting gives you insight into a variety of metrics such as sales trends, marketing campaigns, activity reports, and team performance.

Export your reports as Excel, CSV, or pdf files. Share your Dashboards with people who need access to them.

From pie charts to heat maps, start seeing your everyday sales metrics in the most visually engaging way. Bypass the hassle of analyzing huge volumes of data with a simple, visual representation of your CRM data.

You shouldn’t have to manually track individual sales parameters, such as the number of leads created per month and the number of deals closed daily. The AI-powered Anomaly Detector widget compares your actual sales performance with the predicted trend, and lets you know where there were any deviations from the projected sales pattern.