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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.

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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.

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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.

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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.

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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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Build customer loyalty through exemplary service

Quality customer service can take your customers from merely satisfied to loyal brand advocates. Zoho CRM helps you build an efficient service department and delight your customers with quick, contextual service.

CRM Software benefits | Zoho CRM

Here's how we can help you

  • Provide contextual customer service across multiple channels
  • Customize your help desk structure to suit your business
  • Improve agent productivity through numerous tools
  • Build a comprehensive customer self-service center

Manage all customer tickets in one central space

Customers may reach out for assistance on any channel—and your business can be there to provide support across all of them. Sort through and prioritize customer tickets submitted via email, telephone, live chat, social media, or webforms. With access to a customer's complete service history, service agents can understand them better and get the larger picture behind the issue they're facing. Once an issue is resolved, you can send out a survey to get feedback from the customer about their experience.

Manage customer issues across multiple channels.

Connect with customers to solve their issues in real time

Embed a live chat widget on your website to help customers who wish to reach out to an agent in real time. Set up answer bots to handle standard queries, or deploy AI-powered chatbots to suggest solutions from your knowledge base. Route customers to the right live agents when needed, and use tools like screen share, audio and video calling, or remote assistance to connect with them regarding their issues. You can even be proactive in your service by using chat triggers on your website to ask customers if they need assistance. Ensure no visitor is missed by converting missed chats to tickets in your help desk.

Provide live chat support to your customers.

Organize your help desk to reflect your service structure

Create distinct departments based on your products, subscription levels, region, or any parameter which suits your needs. Create page layouts to customize how each department collects and processes data. Assign teams, specific SLAs, and more to each department, and analyze the performance of each department individually. Ensure data security is maintained throughout by defining roles and profiles for your service agents and setting up your organization's hierarchy within Zoho CRM.

Structure your help desk into departments

Empower customers with self-service options

Build a comprehensive help center for each of your brands. Customize the look and feel to match your brand, and set up different knowledge base articles, service channels, notifications, and more for each one. Create communities for customers to interact with each other and your service agents. Combined with the use of smart chatbots, all of these self-service features guarantee every customer receives attention, while only the ones who require specialized attention reach your agents.

Build a comprehensive self-service center.

Boost agent productivity and address issues faster

When an issue does reach an agent in your team, arm them with a range of tools to address customer issues in an efficient manner. They can use work modes to organize tickets in various ways and prioritize their queue, access a rich text editor to craft detailed responses, and collaborate with other agents as needed. AI features like automatic ticket tags, customer sentiment analysis, and smart reply suggestions help them understand and respond to issues with reduced effort.

Track and improve agent productivity.

Support sales in growing your business

Customer service can play a key role in closing more sales deals. Your service team can handle support requests raised by sales reps on their prospect's behalf and speed up the sales cycle. Service reps can classify tickets based on the customer's stage in the sales funnel, and access sales information like ongoing deals and expected revenue. They can even update the customer database with any pertinent information gleaned during their interactions. Live chat agents can also forward a website visitor directly to their sales rep, or create a sales follow-up task. If they spot a new business opportunity, they can easily create a new deal for your sales team to chase.

Support teams can send relevant inputs to the sales team.

Stick to your SLAs with ease

Customers come to expect a certain standard of service from your brand, and you can ensure you give it to them. Define a clear-cut SLA policy for your organization's departments and channels. Set up rules to handle escalations, such as forwarding an overdue ticket to the relevant manager. Track how well your organization keeps to its SLAs with customizable reports.

Set up and manage SLAs for all your products and channels.

Make service an integral aspect of your marketing channels

Customers often reach out for help on your marketing channels, and you need to be ready to help them when they do. Convert social media comments or posts to tickets and set up live chat support within your direct message inboxes on various channels. Live chat agents can view which email campaign a customer visits your site from, and even score and prioritize them based on how they interact with your marketing messages. You can also set up proactive chat triggers for customers coming in from specific campaigns to engage with them better.

Provide timely service on marketing channels.

Get a well-rounded view of your help desk performance

From time tracking to issue resolution rates, you can generate several metrics to understand how well your service team is performing. Identify the top agents and departments with detailed reports on team performance, and get a summary of customer feedback to know how well your service is received. Get a complete qualitative and quantitative overview of your customer service operations from intuitive, customizable reports and dashboards.

Understand how your service department is performing.

Revolutionize field service management with Zoho FSM

Zoho FSM helps service businesses and contractors streamline field operations with advanced work order management, assisted scheduling, efficient workforce management and easy billing. Increase revenue, minimize costs, and deliver memorable service experiences with the one-stop field service management platform

Learn More
Revolutionize field service management with Zoho FSM