What is Zoho CRM?

 
 
 
 

An award winning software application, accessed through your browser, that’s trusted by millions of users in over 150 countries.

 
 

Convert more leads to sales, engage more customers for repeat business, and automate processes to cut costs and grow revenue.

 
 
 
 

Run your business from a single interface

Today’s CRM can do so much, it’s hard to describe in a nutshell. Part database, part sales engine, part task manager, part marketing platform, part customer service app, part workflow automation, once you implement it, it will quickly become the center of your work day—and the first thing you check in the morning.

 
 
 
 

Engage customers across channels

Keeping clients and prospective customers aware of your brand requires ongoing contact. Doing that gently requires finesse. Zoho CRM manages your messaging across channels, including email, text, social, and customer portals, aligning marketing and customer service for increased revenue and maximum efficiency—completely automatically.

 
 
 
 
 

Zoho One

When included as part of Zoho One, Zoho’s all-inclusive “Operating System for Business,” CRM automatically integrates with Accounting, Operations, HR, Help Desk, and more.

 
 
 

How CRM Works…

Example of sales workflow screens

Sales Force Automation

Automate routine sales, marketing, and support functions that take up valuable work time, giving you more of your day to concentrate on your customers.

Create optimized workflows that help you reduce manual data entry, eliminate redundancies, and speed up your overall process.

 

Process Management

Does everyone on your sales team know what to do at each stage in your pipeline for every product or service? Are you sure they’re not skipping steps? With Blueprints, your sales team always knows the next move to make. Define, organize, manage, and improve the effective actions for your team to follow.

Example of a Zoho CRM Blueprint
 
Table view of customers in various stages needing contact

Omnichannel

Converse in real time with customers and prospects. Get notified when someone interacts with your brand—whether they're browsing your website, reading an email, or talking about you on social media. Automatically assign follow-ups, award promotions, or trigger targeted messaging with AI-driven chat and contact automation.

 

Analytics

The more your business grows, the more you need to know. Measure the performance of every sales activity and break strategic goals into trackable, achievable targets with native reports, dashboards, and forecasts.

Example sales dashboard
 

But perhaps the best reason to adopt CRM is because your competitors already have.

 

Ready to give it a try?

No Credit Card Required.

 

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A Brief Introduction to Zoho One