Sales Force Automation
- Refreshingly easy and simple CRM for every modern business to use
- Flexible contracts with no lock-in periods
- No hidden costs
- Best price deals
- Dedicated program for migration, deployment, and training
Why Choose Zoho Crm
Optimized Workflows
Create optimized workflows that help you reduce manual data entry, automate routine sales, marketing, and support functions, eliminate redundancies, and speed up your overall process. More function includes:
- Lead Management
- Deal Management
- Contact Management
- Workflow Automation
- Journey Orchestration
Create personalized customer journeys with Command Center to provide customers a seamless brand experience.
- Process Management
Define your sales process for your whole team to follow.
- Sales Process Builder
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.
- Processing Rules
Set up a basic rule in your CRM. 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.
- Omnichannel
Monitor your client visit via email, telephone, social and customer portals etc. whether they are browsing your website, reading an email, or talking about your brand on social media.
- Analytics
Measure the performance of every sales activity, and break quotas down into achievable targets with Zoho CRM's reports, analytics, and forecasts.
- Sales Enablement
Generate price quotes, and access sales scripts. Permit your customers, vendors, and partners to view, add, or edit information through portals from within your CRM saving your team time and effort.
- Performance Management
- Forecasting
- Predict future sales and measure them against current sales.
- Territory Management
- Group customers according to criteria and assign the right sales reps. Exceed quotas with region-wide sales insights.
- Gamification
- Encourage your team to exceed sales quotas by awarding badges and trophies when tasks are completed.
Security
- 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.
- Compliance
Ensure you data collection and sales process is compliant with privacy regulations using our comprehensive set of compliance features.
Developer Platform
Use Zoho CRM's developer platform and SDKs to build and deploy secure, scalable, and enterprise-ready solutions.
Customization
The information you collect, the way you view your information, and even the language and currency used can be customized to suit your needs.
- Layouts
Control what data enters your CRM, and close more sales in less time with custom layout process
- Custom Components
Customize the information you want to see inside CRM with custom modules, fields, and buttons.
- Views and Filters
Work with major information, and easily find any information you need using custom views and advanced filters.
- Mobile apps
Be better informed, stay connected to clients and colleagues, and react to fast-moving changes wherever you are.
- Team Collaboration
Create groups, tag other reps, share sales updates anywhere to your with sales collaboration.
- Integrations
Integrations with third-party applications you use every day, like Google Drive, DocuSign, MailChimp, LinkedIn Sales Navigator, Google Ads, and more.
- Marketing Automation
Get your marketing and sales teams on the same page. Generate new leads, execute targeted email marketing campaigns, and compare ad spending to sales revenue with the Google Ads integration.
- Customer Segmentation
Segment your contacts and target them with personalized campaigns to improve engagement, retention, and ROI on marketing campaigns.
- Lead Nurturing
Feeds your lead with relevant content at every stage of your funnel.
- Google Ads Integration
Compare your Google Ad campaigns against sales to monitor your spending and determine which campaigns are working and which are not.
- Event Management
Have an easy communication with event attendees, send invites to your contacts or leads, and connect with new leads that you have collected from the event with Zoho CRM
- Global Selling
Provide multi-language and multi-currency support to your team so you can sell to customers around the world.
- Predictive Sales and Intelligence
Fetch the information you want, take notes, predict the future of a sale, detect anomalies, automate tasks, and more with Zia. An AI assistant included in Zoho CRM who can help you manage your CRM data.
Plans and Pricing
Standard
Sales Force Automation- Basic modules
- Tasks, calls, events
- Advanced filters
- Multiple pipelines
- Scoring rules
- Sales forecasting
- Email insights
- Multiple currencies
Professional
Sales Force Automation- Basic modules
- Tasks, calls, events
- Advanced filters
- Multiple pipelines
- Scoring rules
- Sales forecasting
- Email insights
- Multiple currencies
- Macros
- Assignment rules
Enterprise
Sales Force Automation- Basic modules
- Tasks, calls, events
- Advanced filters
- Multiple pipelines
- Scoring rules
- Sales forecasting
- Email insights
- Multiple currencies
- Macros
- Assignment rules
- Multiple scoring rules
- Custom Sales Signals
- Email parsers
- Data entry wizards
- Portals
Ultimate
Sales Force Automation- Basic modules
- Tasks, calls, events
- Advanced filters
- Multiple pipelines
- Scoring rules
- Sales forecasting
- Email insights
- Multiple currencies
- Macros
- Assignment rules
- Multiple scoring rules
- Custom Sales Signals
- Email parsers
- Data entry wizards
- Portals