Overview

Overview

Zoho CRM (Customer Relationship Management) is a powerful, cloud-based platform that helps businesses manage their sales, marketing, customer support, and inventory in one centralized system. It streamlines your lead-to-cash process, boosts customer relationships, and provides insightful data to help drive growth.

Zoho CRM is fully customizable, scalable for teams of any size, and integrates seamlessly with other Zoho apps and third-party tools.

🔑 Key Features of Zoho CRM

📥 1. Lead & Contact Management

  • Capture leads manually or automatically via forms, emails, or APIs.

  • Track all interactions—emails, calls, notes, and meetings.

  • Convert leads into contacts, deals, and accounts seamlessly.

🛠️ 2. Sales Pipeline & Deal Management

  • Visualize your pipeline with Kanban-style deal stages.

  • Assign tasks, set follow-up reminders, and manage deal lifecycles.

  • Forecast revenue and track win/loss trends.

🧠 3. Automation & Workflows

  • Automate tasks like lead assignment, follow-up emails, and field updates.

  • Set up custom workflows, macros, and Blueprints for process control.

  • Use AI-powered Zia to get lead predictions and suggestions.

📊 4. Dashboards & Reports

  • Create real-time dashboards to monitor KPIs and sales trends.

  • Build custom reports on deals, activities, performance, and more.

  • Schedule report delivery via email.

📞 5. Multichannel Communication

  • Communicate with customers via Email, Phone, Social Media, WhatsApp, and Live Chat.

  • Record call logs and link them to contacts and deals.

  • Track all conversations in one timeline.

⚙️ 6. Customization

  • Customize modules, fields, layouts, views, and buttons.

  • Use Canvas for a drag-and-drop UI editor.

  • Deploy validation rules and conditional fields.

🔄 Integrations

Zoho CRM integrates seamlessly with:

  • Zoho apps: Zoho Books, Desk, Campaigns, Forms, Meeting, and more.

  • Third-party tools: Google Workspace, Microsoft 365, WhatsApp, Zoom, Mailchimp, and others.

  • Marketplace: 1000+ extensions and connectors.

📱 Mobile CRM

Manage your pipeline on the go with the Zoho CRM mobile app (Android & iOS).

  • Check-in to meetings.

  • Add leads or update deals.

  • Scan business cards and track activities.

🔐 Security & Admin Tools

  • Role-based access control and data sharing rules.

  • Field-level security and audit logs.

  • GDPR compliance, 2FA, IP restrictions, and more.


🎥 Watch: Zoho CRM Overview Video

Get started with Zoho CRM by watching this short video that covers the dashboard, lead management.

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