INTEGRATED MAIL

Reduce email clutter and focus only on what's important. Send emails to customers within the CRM

DO YOUR BEST

Automate day to day business tasks so they can focus on sales and revenue, let Zoho CRM do the rest

TAKE THE COMPANY WITH YOU ON YOUR CELL PHONE

Stay connected and in control by being able to watch everything from anywhere with your iPhone, iPad, Android... with just an Internet connection.

SALES FOLLOW-UP

Identifying trends, timely opportunities, increasing efficiency and reducing costs are the right answers at this time.

CHARACTERISTICS

1.Automate sales

Follow up and close more in less time. Maintain organized customer data to increase your sales and cross-selling opportunities.

2. Personal settings

Define your personal settings such as language, date and time, signature, name format, currency, etc., according to your needs.

3.Reports and dashboards

Generate various reports and dashboards to visualize and use comparisons, patterns and trends in sales and marketing.

4. Automation

Automate sales, marketing and support processes by creating workflow rules, alerts and tasks, plus assignment logging rules.

5. Invoicing and payments

Manage all your subscription and billing information, upgrade or downgrade your account at any time.

6. Integration into your website

Publish web forms online and establish auto-responder rules for sending e-mail messages to records generated through web forms.

7. Automate marketing

Plan marketing activities, send mass e-mails and improve the quality of processes using web forms.

8. Customization

Apply page-level and field-level customizations, change tab settings and other company-related details.

9. Company configuration

Add your company details, including fiscal year, country time and customize your company logo.

10. Data management

Import your data into Zoho CRM, track import and export details of your data at any time.

11. Application-complement

Choose from a wide range of add-ons and plug-ins to help you manage your business effectively.

12. Customer Service

Enable better integration between sales and customer service processes in a single system. Facilitate communication with all your customers with a good service.

13. Customer management

Track the acquisition and sale of goods or services, and manage sales and pre-post-sale activities in a single application.

14. Activities

Organize and keep track of all tasks, events and calls. Also, set reminders and create recurring activities.

15. Users and permissions

Define the security levels of your account by creating roles, profiles and groups for users.

16. CRM On mobile

Get instant access to your CRM data anywhere, anytime from your iPhone, BlackBerry and other mobile devices.

17. Templates

Create email templates, inventory templates and mail merge templates for your account.

18. Why Zoho CRM

Zoho CRM gives you the freedom to do what you do best: sell. Automate tasks, improve workflow and focus on creating and seizing opportunities.