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Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

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CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
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Zoho crm

Customize Zoho CRM to fit your business

A truly customizable solution that can be modified as needed to fit your business. Use custom fields, buttons, and layouts to capture various information from your prospects, create custom views, relate information, test customization before rolling out, and even localize the language and currency to fit your users.

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  • CUSTOMIZATION
  • Kiosk StudioNew!
  • Multi-page Layouts
  • Custom Components
  • Conditional Fields
  • Validation Rules
  • Views and Filters
  • Picklist History tracking
  • Subforms
  • Association
  • Copy Customization
  • User Field
  • Translations
  • Multi-currency
  • Custom Function
Kiosk Studio

Craft custom capabilities without code

Your business is certain to have several unique scenarios that call for customized CRM capabilities. Use Kiosk Studio to create process flows using visual elements --no coding involved. Save time and resources by minimizing dependencies on coding and related investments.

Learn more
custom-capabilities-without-coding
Multi-page Layouts

A layout for every process

Manage sales for multiple products, geographies, or processes from one CRM system. Page layouts help your sales representatives view and access personalized data, and create workflows to function independently. With fields, links, and buttons, you get everything you need to design your own layouts as well as unique quick create pages, business card views, and related lists for each new process.

Learn more
Multiple layouts to collect and store different sets of data based on different products, services or sales process in your organization
Custom Components

Collect and manage all the data you require with ease

If your business requires you to collect and store information that doesn't fit into the standard modules and field offerings of Zoho CRM, you can customize it with the fields you need to broaden the types of information that you can store.

Learn more
custom fields, modules and buttons help manage data required for your business
Conditional Fields

Simplify adding CRM data

When your organization has multiple products, it can be challenging to show all the optional features within each product. With Conditional Fields in Zoho CRM, you can make filling out forms easy. The only fields the user works with are ones they select, resulting in a faster, clutter-free experience for your sales team.

Conditional fields ease data collection by contextually displaying or hiding certain fields depending on other fields
Validation Rules

Ensure the right data enters your CRM

The quality of your CRM data directly impacts your overall efficiency. Make sure the right information enters your CRM, with condition checks across multiple criteria that are specific to your industry and needs.

Create custom views and filters to keep track of, as well as find the information you require effortlessly 
Views and Filters

Find the right data with custom views and filters

Build customized views and use Zoho CRM's advanced filters to cut through all the data in your CRM to focus in on the prospects that matter the most. Quickly identify hot prospects or prospects that match a defined criteria, and act on them with the necessary followups.

Learn more
Create custom views and filters to keep track of, as well as find the information you require effortlessly
Picklist History Tracking

Stay in the loop by tracking key updates

Track key information related to every record, like the duration a record spent in a specific stage, the monetary value of a deal at various stages, and more, with picklist history tracking. It helps identify stagnation issues in your prospects, and helps you make data-informed decisions.

Make informed decisions on important deals or leads by tracking key updates in certain records with Picklist history tracking

Start selling smarter, better and faster

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Mobile CRM app for SFA - Zoho CRM
Subforms

Forms within forms for better detail

Forms are needed to capture customer information, but sometimes a basic form isn't enough—especially when there are many levels of detail to be captured. Use Subforms to associate multiple items to one customer, like adding accessories to the primary sale. You can also add quantity and aggregate functions, so all relevant info stays within a record.

Subforms lets you manage intricate details like associating multiple products or items, the quantity and their aggregate in a singular form
Association

Link your data to give better context

Data doesn't mean much without context, and most of the time, your CRM data is spread across different modules. Provide more context to your data by linking records across modules. Link Campaigns with Leads, Contacts with Accounts, and vice-versa.

Association helps provide a clear overview of a record by linking information spread across your CRM
Copy Customization

Replicate your custom settings with ease

Set up one CRM account and simply copy the settings to any other accounts that need the same settings. This customization duplication lets you save time and effort in setting up multiple accounts without having to customize each of them individually. 

Replicate your customization settings on another CRM account with ease using Copy Customization
User Field

Co-ownership of records for better collaboration

Assign sales reps as co-owners of a record with the user look-up field to let them collaborate on a particular prospect. Reps get access to records they need to work on without having to change their roles or permissions.

With the User lookup field, share records between two users to help them collaborate easier
Translations

Sell from anywhere, in your own language

When you're targeting a global audience, it helps your sales team to have software that works in the local language. Zoho CRM comes with built-in support for multiple languages and allows you to translate modules, allowing for localized sales.

Translations make global selling easy by letting your teams use Zoho CRM in a language they prefer
Multi-currency

Global transactions made easy

If your business deals in international sales, Zoho CRM can help facilitate transactions with vendors and customers with multi-currency support. This helps you eliminate manual conversions, improves efficiency, and lets you consolidate your financial data from your company's various locations.

Eliminate the tedium of manual conversions when working with various currencies with Multi-currencies
Custom Function

Build advanced business logic with functions

With low-code scripting, you can build functions that execute complex business processes. Functions allow you to pull information that's spread across multiple applications, like ERPs, accounting, and order management software, into Zoho CRM.

Eliminate the tedium of manual conversions when working with various currencies with Multi-currencies

Zoho changed everything for us. Customization within Zoho CRM was flexible and helped us get a CRM system of our own. We used Zoho CRM for both B2B and B2C sales processes.

Brenna CraftBusiness analyst, Mogl
Sign up for CRM software | Zoho CRM

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CUSTOMIZATION
  • Multi-page Layouts
  • Custom Components
  • Conditional Fields
  • Validation Rules
  • Views and Filters
  • Picklist History tracking
  • Subforms
  • Association
  • Copy Customization
  • User Field
  • Translations
  • Multi-currency
  • Custom Function