Zoho CRM

Zoho CRM is a customer relationship management tool that is designed for all companies, regardless of their industry. The platform brings together all data, information, and functionality in a single interface to simplify your work and that of your employees.

Engage your customers wherever they are

• Engage your customers on all possible communication channels, by email, phone, direct chat, or via social networks

• Receive real-time notifications about your customers' activities when they send an email, take surveys or reply to social media posts

Save your time with automation

• Set up tasks, alerts, and notifications using workflow automation

• Create attribution rules to assign your leads to a specific user

• Send a follow-up email to customers and inform managers if a prospect has not been contacted for more than two days

Analyze reports in real-time

• Accelerate your decision-making with consolidated data represented visually

• Manage all of your company's sales results 

• Support KPI tracking, taking into account your organization's current trends and forecasts

Boost your sales with Artificial Intelligence

• AI assistant Zia provides sales information, solutions, and sales forecasts to sales teams enabling them to make data-driven decisions. 

• Analyze the advanced lead and deal predictions that Zia provides to optimize your sales process 

• Receive notifications so you know when is the best time to contact your leads based on your past interactions

Streamline your sales process

The platform gives you direct access to the following features to improve your business productivity:

• Facilitate collaboration between your teams 

• Recording minutes of the meetings

• Automate recurring sales processes with Blueprint 

• Use the mobile app to sell on the go 

• Integrate with your internal and external applications