CRM

Built in Telephony allows you to dial and receive calls with automatic call logging. While emails can be setup with IMAP so you can see all your customer emails from inside Zoho CRM. Track all your social media from within Zoho allowing you to add Leads & Contacts from direct messages you receive on social media. Create Email Templates that give you analytics without having to create an email campaign.

With Zoho CRM you can create Profiles so that the right people have the right access to CRM features. Control data visibility by creating a Role Hierarchy and allow individual record sharing for Accounts & Opportunities. Territory Management allows customer accounts to be grouped based on a defined set of criteria. Custom Field Level Security allows you to control the access rights of creator fields for various profiles. This will ensure smooth security at the field-level.

Page layouts allow you to extend or customise modules, adding and deleting fields has never been so easy!  The Related lists give you a detailed 360-degree view of your customers. A Sandbox can be created to replicate your CRM account so that sales keep going when new functionality needs to be tested.

Measure and manage your data. Pre-built and customizable KPIs show you where your team excels and where they can use more training. Keep your sales and marketing teams working together by coordinating your marketing efforts from inside Zoho CRM. Create seamless reports and dashboards without having to be an expert in analytics .

Zoho CRM provides your sales force, executives, and management with sophisticated sales management functions such as: lead generation & qualification, sales pipeline analysis, sales stage & probability analysis, competitor analysis, real-time sales forecasting and other useful metrics. These functions give your business an opportunity to completely focus on customer life-cycle (lead generation - acquisition - conversion - retention - loyalty), thus increasing sales revenue.

Zoho CRM Mobile Edition gives you the option to access and work with your Online Zoho CRM data from your mobile devices. The Zoho CRM native app is available for the iPhone, iPad and Android phones. Additionally, you will be able to use the web app in other mobile devices. Also, you can work in the offline mode to add, modify, or delete records which will be saved locally and synchronized with your Online Account, when you connect to the network.