Features
Powerful unified analytics

Powerful unified analytics

You can't improve what you dont measure. CRM Plus's powerful analytical capabilities help you turn raw data into actionable insights, providing you the tools you need to gauge your business performance, spot trends, predict anomalies, and make informed, data-driven decisions. Measure how your business fares up against your set goals and stay ahead of the game.

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Why choose Zoho CRM Plus for your analytics?

Cross-functional insights
AI-powered analytics
Analytics for your third-party apps
Collaborative analytics

Cross-functional insights
Blend data across sales, marketing, and customer service functions and build reports and dashboards to get holistic insights into your business.
AI-powered analytics
Zia, our intelligent assistant, converts data into useful visualizations in seconds, predicts potential anomalies, and forecasts sales and customer service trends so you can troubleshoot issues ahead of time.
Analytics for your third-party apps
Import data from business apps you already use and build reports and dashboards for them. CRM Plus connects to over 50+ data sources so you can plug in and start reporting from day one.
Collaborative analytics
Loop team members from different departments into the reports and dashboards you create and collaborate with them in real time.

Turn data into actionable insights

Make data-driven business decisions with CRM Plus. With unified analytics, you can import business data from spreadsheets, your Adwords account, or a cloud service like Google Drive, as well as visualize them as intuitive reports and dashboards to obtain deep business insights. Blend data across sales, marketing, and customer service to build cross-functional reports and dashboards and make the most out of every data collected.

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Import business data from multiple sources

Clean, prepare, and visualize data the way you want

The data you import is bound to have duplicates and errors, and ensuring data quality is often a hassle. With Zoho CRM Plus's built-in data preparation tool and 75+ pre-built visualizations, you can easily clean, transform, and visualize your data as charts, pivot tables, widgets, and more.

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Anticipate business revenue and stay ahead of the game

Accurately forecast the needs of your sales and marketing teams to manage your resources and plan your next campaign more effectively. Zoho CRM Plus helps you anticipate your sales revenue by breaking down the latest performance of your salespeople, teams, or territories. Compare sales from previous years to the current one and identify top performers based on regions or hierarchy.

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Prepare accurate sales forecasts for your business

Track project progress and manage team workload effectively

With built-in project reports and dashboards, you can derive deep insights for all your projects and manage them better. View reports for tasks, bugs, and timesheets, and view important project updates like task status, team status, overdue work items, and task percentage completion. Planned versus actual hours and resource utilization reports help you track work progress and manage your team's workload by displaying a shared view of who is handling what and whose pipeline is full.

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Monitor project progress using Project dashboards

Get to know your website visitors in real time

Identify where your visitors are from, understand their website behaviors, and make the most out of every visit. Zoho CRM Plus tells you who's new and who's returning, who's a lead and who's a customer, where they're from, and which campaign they clicked on to visit your website. Understanding these metrics gives your sales team a head start in engaging potentials proactively.

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Motivate your sales team to perform better through gamification

Make sales competitive and fun. Use KPIs to highlight sales goals and create customizable dashboards. Whether it's closing new leads or creating new potentials, you can track your teams' progress regularly and understand how they measure up. Use this information to tailor specific strategies to help them improve and congratulate them when they achieve their targets.

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Motivate your sales team performance through gamification

Sales analytics

Helpdesk analytics

Email analytics

Social media analytics

Survey analytics

Google Ads analytics

All your analytics in one place

You have multiple customer interactions going on, and it's important to know if they're helping or hurting your overall customer experience. Zoho CRM Plus provides detailed up-to-date reports and analytics for every type of interaction so you can understand which strategy works best for engaging your audience and how you can improve your business performance over time.

Sales analytics

Measure key sales-related metrics, such as leads and deals generated by month, sales rep performance, revenue generated per sales rep, and many more. Visualize data in the form of reports, charts, funnels, cohorts, quadrants, target meters, and zone maps to get a better understanding of your sales.

View deals dashboard to monitor deals by stage and type

Helpdesk analytics

Monitor your customer service team's performance and improve your efforts. View metrics such as ticket inflow, average response time, average resolution time, ticket traffic, customer happiness, and more.

Create a customer service dashboard to track closed requests and open requests

Email analytics

Go beyond traditional email statistics like open and click rate. Pinpoint subscriber geo-locations, learn which devices and platforms your customers use most, keep an eye out for spam complaints and bounce rates, and track your campaign's level of engagement on social media. Compare campaigns using industry metrics to identify which ones perform best and use that insight to improve your content, delivery, and response rates.

Email reports to track open rate, bounce rate and campaign reach

Social media analytics

Identify your core audience on social media and discover which content resonates with them the most. With built-in analytics, learn when the best time is to publish for maximum engagement and track positive and negative interactions across multiple social networks, including likes, tweets, posts, and comments.

Social media dashboard to track page impressions, reach and more

Survey analytics

Create the best surveys for every occasion with over 250 templates. Measure survey responses and determine which questions your customers respond to the most. View critical metrics such as the average time taken to complete a survey, the top 10 surveys by respondents, completion rate, and many more.

Survey report to analyze responses and completion rate

Google Ads analytics

Not every ad campaign results in greater ROI or more leads, but with Zoho CRM Plus for Google AdWords, you can take the guesswork out of the equation and maximize the returns on your efforts. Discover which keywords bring you quality leads and when to place your bids. Analyze the behavior of your most qualified leads so you can optimize your website based on those types of visitors.

Advanced Google Ads reports to monitor ad performance

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