Zoho CRM
Simplify your sales, streamline operations, and grow smarter — all from one powerful platform.
Introducing Zoho CRM
Simplify your sales, streamline operations, and grow smarter — all from one powerful platform.
Running a business shouldn’t feel like juggling a dozen disconnected tools. Zoho CRM brings it all together — from capturing leads and managing pipelines to automating workflows and engaging customers across every channel.
Whether you’re a small business looking to scale or an enterprise aiming to unify customer data, Zoho CRM provides a flexible, secure, and intuitive platform designed to adapt to your growth. With powerful automation, real-time analytics, multi-channel communication, and AI-powered insights, your teams get the visibility and tools they need to close more deals, build stronger relationships, and drive consistent growth.
All-in-one. Easy to use. Ready to grow with you.
360° Customer View
A complete picture of every customer — in one place, at all times.
Understanding your customers shouldn’t require digging through spreadsheets, emails, and disconnected apps. With Zoho CRM’s 360° Customer View, you get a unified, real-time snapshot of each lead, contact, account, and deal — accessible to every customer-facing team in your organization.
Customer View brings all your customer information together in one place. Every interaction, email, call, deal stage, and support ticket is accessible at a glance — giving your team full context to build deeper, more meaningful relationships. No more siloed data or blind spots — just total visibility.
With everything centralized, your team can act faster, personalize outreach, and close deals with greater confidence. It’s not just data — it’s actionable insight that drives smarter decisions.
Sales
Track every lead, opportunity, and sale with total clarity
- Manage your sales pipeline with intuitive deal stages
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Assign leads automatically to the right sales reps
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Prioritize hot leads using scoring rules
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Track performance with real-time dashboards
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Analyze revenue trends and pipeline health
Why it matters: Your team closes more deals, faster — with better organisation.
Marketing
Engage the right audience at the right time
- Segment contacts based on behavior, location, or purchase history
- Launch personalized campaigns via email, SMS, or WhatsApp
- Automate follow-ups and lead nurturing
- Sync with Zoho Campaigns or third-party platforms
- Track conversions and ROI from campaigns
Why it matters: Convert more leads by delivering messages that resonate, at the perfect moment in their journey.
Support
Resolve issues faster with full customer history at your fingertips
- View open tickets, chat history, and past resolutions
Connect Zoho CRM with Zoho Desk for seamless service management
Assign tickets to the right agent based on rules
Monitor response time and customer satisfaction metrics
Trigger alerts for overdue or high-priority issues
Why it matters: A well-informed support team delivers better service, increasing customer satisfaction and retention.
Zoho CRM Dashboard
One platform. Total customer context.
The CRM dashboard is the control center of your customer relationships. It pulls all data into a clean, customizable interface:
View customer profile summaries
See sales, marketing, and support metrics in real time
Track activities, tasks, and goals
Access data from mobile or desktop
Why it matters: Everyone — from sales reps to managers — gets the insights they need to make smart, fast decisions.
Interactions
Keep track of every conversation, across every channel
Log emails, calls, WhatsApp chats, and in-person meetings
Track communication timelines for each contact
Set follow-up reminders and next actions
Store important notes, documents, and attachments
Collaborate internally with team comments and tagging
Why it matters: Every team member stays in sync, ensuring a consistent customer experience across departments.
