Zoho CRM

Automation software for enhanced sales productivity

Zoho CRM automates sales tasks such as scheduling appointments, sending follow-ups, and tracking contacts, freeing up your team to focus on lead generation, closing deals, and building customer relationships.

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Generate, organize, and manage leads with ease

Supercharge your sales with Zoho CRM. Convert more leads, automate workflows, and boost revenue. Our lead management solution helps you prioritize hot prospects and close deals faster.

Lead Management

Deal Management

Contact Management

Performance Management

Accelerate your sales team’s productivity with accurate forecasts of potential revenue, and use productivity games to exceed your sales quotas.

Forecasting

Make more accurate forecasts. Predict future sales, and measure them against current sales

Territory Management

Categorize customers based on relevant criteria and assign the right sales reps to contact them. Exceed quotas with region-wide sales insights.

Gamification

When tasks are completed, encourage your team to exceed sales quotas by awarding badges and trophies.

Automate Process

Sales Process Builder

Bring your offline sales processes into your CRM.

Processing Rules

Assign leads to the right sales rep, approve discounts, and validate sales data based on your criteria.

Review Process

Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Security

Your security is our top priority.

Roles, Profiles, and Groups

Data Security and Compliance

GDPR

HIPPA

Analytics

The more your business grows, the more you need to know. With Zoho CRM’s reports, analytics, and forecasts, you can measure the performance of every sales activity and break quotas down into achievable targets.

Close more deals wherever you are

Manage your deals, contacts, and tasks on the go, and stay connected to your leads, customers, and your team. Manage your schedule, track your sales visits, share sales insights with your team, and keep track of all customer communication in one place.

Make data-driven decisions on the go

Intelligent route planning to boost your sales

Convert business cards into CRM contacts

Customizable Workflows