
ZOHO CRM DEVELOPMENT
Connect in real time with customers and prospects, across all channels. From email to phone, live chat, and even social media. SalesSignals notifies you when a hot prospect is browsing your site, reading your email campaign, or engaging with your brand on social media.
SalesSignals
Bring all your channels together in an organized timeline, and reach out to every prospect.
See your emails organized according to the CRM pipeline, and respond to the customers who matter most with Zoho SalesInbox.
Telephony
Click to connect. Contact customers over the phone inside CRM, with a single click.
Social
Understand what people are saying about your brand, and capture leads from social media into your CRM.
Live Chat
Turn visitors into converts. Initiate a live chat with website viewers to find out where they’re coming from, what they’re looking for, and whether they’re new or returning customers.
Portals
Let your customers, vendors and partners access their past purchases, cases, and invoices through distinct portals to make informed buying decisions.
Zia – Artificial Intelligence
As Zia learns about your business and your team, it will offer predictions on trends, anomalies, conversions, and deals closing. Zia also automatically automates recurring tasks to speed up your sales cycle.
Zia Voice
Get Zia on the line, or online. Through call or chat, ask her for record info, reports, or to add new data to CRM.
- Lead and Deal Predictions
Identify the probability of a lead/deal slipping away or closing by analyzing the sales activities of each record.
- Anomalies
Zia forms trends for the activities that go into every sale to predict future irregularities in sales trends.
- Intelligent Automation
Zia monitors automation and offers suggestions to correct the workflows that run your sales process.
- Email Sentiment
Analyze the tone of your customers from their emails to craft the best response and make the best pitch.
- Best Time to Contact
Contact customers when they’re likely to answer calls or check emails by setting reminders for Zia’s suggestions.
- Data Enrichment
Keep your data up to date with your customer base’s demographics, phone numbers, and social media accounts.
Performance and analytics
The more your business grows, the more you need to know. Measure the performance of every sales activity, and break up quotas into achievable targets with Zoho CRM’s reports, analytics, and forecasts.
Reports
Real-time reporting gives you insight into a variety of metrics such as sales trends, marketing campaigns, activity reports, and team performance.
Analytics
Create dashboards, analyze trends, stay on top of your key performance indicators, and know where you stand on your targets.
Forecasting
Make more accurate forecasts. Predict future sales and measure them against current sales.
Territory Management
Segment customers across different territories, assign them to the right reps, gain insights on territory-wide sales, and exceed sales forecasts.
Customization
Customize standard modules, add additional functionalities, and make Zoho CRM work the way you do. With custom views, filters, and fields, decide how much data you want to see at any given time, and in the language you prefer.
Layouts
Create layouts for different processes, control what data enters your CRM, and close more sales in less time.
Subforms
Turn a record into a warehouse of information by associating data from across modules in a tabular form.
Association
Link records across multiple modules, and establish unique relationships between them.
Custom Components
Customize the information you want to see inside CRM with custom modules, fields, and buttons.
Functions
Add custom functionalities to your CRM account through Deluge scripts, our low-code scripting language.
Views and Filters
Personalize the way you see data inside CRM with custom views. Work efficiently with advanced filters.
Sandbox
A secure sandbox with advanced deployment options to test and publish updates, without worrying about affecting your account’s data.
Translations
Provide multi-language support to your users by translating default modules to localize your sales and marketing.
Process management
Does your sales team know what to do at each stage in the pipeline – and do they follow the playbook? With Blueprint, your sales team knows at every turn what to do next. Define your sales process, and all your team has to do is follow it.
Blueprint
Build and execute custom sales processes with Blueprint—the easiest way to do process automation.
Approval Process
Approval Rules in Zoho CRM help you get the right sales agents on board to resolve pending requests.
Sales automation
Zoho CRM’s advanced automation capabilities save your sales team time by automatically completing routine tasks, so they can focus on closing more deals faster.
Workflow Rules
Every time your team follows up with a lead or updates a field, there’s lots of manual work. Use workflows and perform tasks faster.
Macros
Perform three tasks with one Macro. Send an email, update required fields, and also schedule follow-up tasks.
Assignment Rules
Assign leads based on a particular channel or industry, or distribute them equally through the round robin method.
Pipeline Management
Your team will identify quality leads, decide who to assign them to, discover the right deals to follow up on, and exceed your revenue targets. Plus, you will get much better visibility of your sales pipeline.
Lead Management
Capture leads, automate lead scoring, identify the ones that will convert, and follow up with context.
Contact Management
Get real-time insights about your customers, engage with them and build strong relationships.
Deal Management
Close more deals in less time. Know what stage a deal is currently in, and seize every opportunity.
Account Management
Make selling easier by viewing a company’s potential deals, contacts, and tasks in one place.
Team Collaboration
Zoho CRM’s real-time feeds, chat, repository to share sales collateral, and centralized calendar make closing a deal easier for everyone.
Document Library
Allow your reps access to the sales collateral that corresponds with their respective deals through a centralized repository.
Gamescope
Add a bit of healthy competition to your team by awarding badges and trophies when each sales task is completed with Gamescope.
Calendar
Zoho CRM contains an inbuilt calendar that syncs with other popular calendar applications, so you can execute all your CRM activities without missing a beat.
Feeds
Keep your team updated through @mentions, geo-tag your in-person meetings, and share documents in Feeds- a centralized area for all CRM discussions.
Project Management
Create projects, associate them with a contact or an account, and monitor the progress to closure—all inside Zoho CRM.
Tagging
Make segmenting and searching for customer records more efficient through keyword tagging.
Chat
Chat with your colleagues to share deal updates, reports, and dashboards. Follow-up reminders and notifications from SalesSignals help you respond to customers sooner.
Events Integration
Set up web conferences and invite attendees from inside Zoho CRM. The video recording and attendee details are readily available to keep your team on the same page.
Marketing Automation
Get your marketing and sales team on the same page. Generate new leads, execute targeted email marketing campaigns, and compare ad spending to sales revenue with the Google Ads integration.
Webforms
Easily capture every website visitor as a lead into your CRM, without having to write a single line of code.
Campaigns
Keep track of each campaign. Set budgets, assign tasks to the right people, and run your campaign from start to finish within Zoho CRM.
Google Ads
Know exactly how much you spend on each marketing campaign, while also knowing which one performed the best with the Google Ads integration.
Trade Show Leads
The app scans your trade show lead information and auto-populates fields for you in your CRM, so you can follow up with ease.
Security
Your security is our first priority. We understand every organization must strike the right balance between protecting their customers’ data and giving employees the freedom to get their work done. Zoho CRM meets both of these requirements.
Roles, Profiles, and Teams
Assign roles for users, define permissions, and control access to information in Zoho CRM.
Data Security
With comprehensive data security features, protect both your data and your customers’ from unauthorized access.
Business Hours
Set up business hours to control work schedules. Create up to 30 shifts and assign tasks for users, for different time zones and shift schedules.
Integrations
Expand the core functionality of Zoho CRM. Zoho Marketplace offers a host of integrations for third-party applications you use every day, like Google Drive, DocuSign, MailChimp, LinkedIn Sales Navigator, Google Ads, and more.

REST API
Use Zoho CRM’s OAuth 2.0 authenticated REST API to create apps across platforms, or to integrate your CRM with any third-party service.
Widgets
Create tight integrations by embedding third-party apps inside your account. Work with multiple apps without leaving Zoho CRM.
Developer Edition
Use a full-featured Developer Edition of Zoho CRM to get the expertise to handle even the most complex of CRM implementations.
Serverless Code
Manage code without web infrastructure. Use Deluge scripting to write, test, and run serverless code from your Zoho CRM account.
Web SDKs
Use Web SDKs to build very specific Zoho CRM Lite apps that cater to the requirements of users in different roles in an organization.
Mobile SDKs
Powerful SDKs for iOS and Android enable you to build highly customized mobile applications that interact with your CRM data.
White Labeled Solutions
Create vertical CRM applications and integration components using Zoho Developer, and sell them under your own brand.
Mobile
Stay on top of business everywhere, all the time with Zoho CRM Mobile Edition. Be better informed, stay connected to clients and colleagues, and react to fast-moving changes wherever you are.
Mobile CRM App
Your time is valuable, let your phone do the leg work. Locate leads, schedule meetings and close more deals.
Card Scanner
Say goodbye to the old binder of business cards. Effortlessly digitize and start saving them right to your phone.
Benefits
- Zoho CRM helps you interact with customers to improve the business relationship. Through one CRM account you can reach them via email, phone, chat, and social media.
- Zoho CRM helps businesses organize and speed up sales strategies by identifying priorities and tracking sales on easy-to-read graphs.
- Zoho increases productivity by automating data archives. Staff can focus on getting new sales instead of dotting the “i”’s and crossing the “t”’s of the old ones!
- Zoho CRM assists with the synchronization of everyone and everything that has contact with current and future customers. That includes the sales department, marketing, tech support, as well as customer service.
