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CRM

Comprehensive CRM platform for customer-facing teams.

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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

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Social

All-in-one social media management software.

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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
 
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LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
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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
 
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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

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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.

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Service Plus
 
Finance Plus

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

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Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

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People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

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Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

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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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Win customers over with precise marketing

The hallmark of good marketing lies in striking the right chord with your audience. Zoho CRM's marketing tools help you discover what content resonates with your audience, target your messages to the right segments, and measure their impact on your revenue.

CRM Software benefits | Zoho CRM

Here's how we can help you

  • Execute strategic email marketing campaigns
  • Manage your brand's presence across social channels
  • Analyze how paid and organic marketing efforts impact revenue
  • Incorporate customer feedback into your marketing strategy

Create visually appealing email campaigns

Get access to hundreds of aesthetic and responsive templates for your email marketing campaigns. The templates cover several popular categories, like seasonal greetings, newsletters, and ecommerce. You can customize the templates or create your own with an intuitive drag-and-drop builder. Include a range of interactive elements within your emails like polls and videos to engage your audience. You can even A/B test different versions of your templates to identify which work best.

Create visually appealing email campaigns

Target your messages to add a personal touch

Distribution is key with a mass messaging medium like email. Create and manage mailing lists using a variety of parameters, including customer demographics and topics of interest. You have several options to personalize the content and delivery of your mails. Use dynamic content in the body of your mails, optimize send times, and customize the sender ID for each recipient. Execute complex drip marketing campaigns and send messages based on how your audience engages with your emails.

  • Send customers messages on topics of their interest.
  • Use dynamic fields to personalize messages.
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  •  

Step up your social media marketing game

Grow your business's presence across all popular social media channels—including Facebook, Twitter, Instagram, LinkedIn, YouTube, and Pinterest. Manage your social media calendar centrally, and access a host of scheduling options for your posts. Monitor engagement on your posts in real time and respond from within Zoho CRM. Identify your most engaged followers across channels. Set up listening streams to stay updated on all topics and pages of interest.

Manage your social media calendar for all channels.

Control your paid marketing across channels

Get a comprehensive view of your paid ads across Google and social channels like Facebook and LinkedIn. Sync incoming leads to CRM for immediate sales follow-ups. Map additional campaign information for context so that your sales team knows how to approach prospects, and measure the overall ROI from your paid social marketing.

  • Manage paid campaigns on LinkedIn.
  • Analyze paid campaigns on Google Ads.
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Add customer perspectives to your marketing

Your marketing copy should reflect an understanding of the customer. And the simplest way to understand your customers' needs? Just ask them. Surveys are an important tool to conduct any market research or get customer feedback. Create extensive customer surveys, personalize them with CRM information, and distribute them to your customer base through various channels. Implement ready-made templates to email the survey to your audience. Generate survey scores if needed, and analyze survey responses from various segments. Use customer feedback to improve your overall marketing strategy.

Use customer feedback to improve your marketing strategy.

Segment customers based on purchase patterns

Zoho CRM uses a sophisticated RFM model to segment customers based on the recency, frequency, and monetary value of their purchases. You can customize the criteria under each category based on your business's needs. Using sales data helps you fine tune your marketing approach to a great degree. For instance, seasonal shoppers might respond well to a holiday sale, whereas frequent, high-value buyers might be ideal candidates for a loyalty program.

Create better customer segments with the RFM model.

Measure the impact of marketing on sales

Zoho CRM gives your sales reps all the tools needed to follow up with the leads generated from your marketing activities. Marketing teams can provide valuable feedback to sales reps on their prospects, and can also automate sales follow-up in specified cases. Sales reps can view a prospect's activity in email campaigns or social channels and build a contextual sales pitch. You can then use marketing attribution to understand how well the two functions work together. Analyze the performance of your marketing campaigns and how they contribute to your revenue. Track the ROI of each campaign and identify whether your marketing dollars are being spent well.

Link your marketing activities to sales results.

Give your customers the service they're looking for

Ensure that your customers can find help through your marketing channels if needed. Add a link to live chat support in the signature of your marketing campaigns, and convert any comment or direct message on social media to a ticket in your help desk. You can even automate the creation of tickets based on specified keywords. This creates a smooth flow of data between your marketing and service teams, and ensures efficient service follow-up.

Integrate customer service into your marketing channels.

Track your leads' website behavior

Analyze the website traffic generated from your marketing activities. Track the behavior of leads coming in from your email campaigns. Track how engaged they are with your website content to understand whether your marketing activities are resulting in valid leads. You can also create a mailing list of visitors who drop off from your website and attempt to re-engage them with your product.

Understand how your leads are engaging on your website.

Analyze how well your marketing campaigns perform

Apart from sales impact, you also get access to a wide variety of metrics and prebuilt dashboards to understand other aspects of how your marketing activities are doing. Track the reach of your campaigns, how many leads they generate, how your paid and organic marketing efforts compare with each other, and more. You can even get qualitative insights, such as the demographic split of your audience or how well various types of content resonate with your audience.

Measure the performance of your marketing campaigns.