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EXPLORE ALL PRODUCTS

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.

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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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Transform productivity into business growth with sales force automation

Contact Us
Optimize your sale operation with Zoho CRM's sales force automation solution

Gatner Magic Quadrant - Challenger
in CRM Sales Force Automation solutions

Customer lifecycle management

Manage the lifecycle of customers from lead gen to nurturing and conversion. Then track sales opportunities and customer interactions, in one place.

  • Get real-time notifications for every interaction on every channel

  • Identify the right time to contact your customers for the best engagement

  • Monitor deals across your pipelines and focus on the ones you have the highest chance of closing

  • Manage important accounts from a centralized location that brings every interaction, project, and deal together for a 360-degree view of your customer

Sales activity management

Create and track a wide range of sales activities from Zoho CRM to draw valuable sales opportunities into your pipeline and turn them into recurring revenue.

  • Sales reps can create, track, and manage a wide range of sales activities for their leads, deals, and accounts

  • Use granular filters to identify records that have not been touched for a specific period

  • Sync commonly used calendar apps with Zoho CRM to consolidate all activities in your sales environment

  • Reduce manual work with macros and workflows that automatically create events or
    update records

  • Get reminders for upcoming activities in your inbox, as a pop-up, or in Slack or Microsoft Teams

Guided selling

Help your sales team make a great pitch every time by defining a sales process supported by contextual AI insights.

  • Scale standardized sales processes across your organization so sales teams can give
    more attention to every prospect and deal

  • Define activities to be completed at every step of the process as well as the SLAs that your reps need to meet

  • Craft a unique customer journey that transcends departmental silos to deliver one cohesive experience with personalized engagements at every touchpoint

  • An AI-powered recommendation engine helps your sales team pitch the best product or
    bundle to the right customer

Sales pipeline and forecast management

Keep track of your sales opportunities, build meaningful forecasts, and set ambitious goals for your sales team to aim for.

  • Manage complex multi-stage or multi-product sales cycles with ease

  • Build custom pipelines to accommodate unique sales cycles based on product, geography, or other criteria

  • Build realistic forecasts and break them down into meaningful targets for your sales team

  • Total the deals from all your pipelines to get a realistic overall picture of your quarterly sales

CPQ

Accelerate sales with predefined pricing, bundles, and discounts and
streamlined approval processes.

  • Offer predefined product bundles as part of your portfolio of solutions

  • Define conditional pricing based on factors like product, location, and stock

  • Create personalized quotes and streamline approvals for quotes and discounts

Mobile applications

Keep your mobile workforce productive by giving them access to contextual customer information and powerful productivity functions, no matter where they are.

  • Help your sales team stay productive and close deals on the move

  • Locate nearby prospects or contacts with a single click so your sales reps can visit them in person

  • Help managers keep track of field sales teams with geotagging and location check-ins

  • Log notes for meetings, update customer records, create tasks, and more,
    all hands free with Zia voice

  • Build custom mobile applications that interact with your CRM data, without any concerns about scalability or backend infrastructure

Reporting and analytics

Analyze a wide range of data from across your sales operations to refine your sales processes with
in-depth reporting and data-driven dashboards.

  • Stay up-to-date on the health of your sales pipeline by analyzing sales activities at
    each stage of the funnel.

  • Track business trends with our built-in anomaly detector and get notified immediately of any deviation from projected trends so you can correct course

  • Track KPIs to stay up to date on the sales figures that matter most to your business

  • Blend information pulled from various sources to create meaningful reports for data-backed decision-making

Partner relationship management (PRM)

Strengthen partner relationships with a custom portal designed make information sharing and collaboration easier.

  • Create a dedicated portal for resellers and partners to manage their leads and opportunities

  • Build meaningful referral programs and collaborate on deals to build a mutually profitable relationship with your partners

Platform capabilities

Extend the capabilities of Zoho CRM with a wide range of developer tools. Sync data across apps, build custom web and mobile apps, and scale your operations in the cloud.

  • Break application silos with REST APIs to enable the free flow of data across legacy and
    third-party apps

  • Build serverless, event-driven, and auto-scaling functions to automate complex operations across your enterprise

  • Use powerful mobile and web SDKs to build and distribute role-specific custom apps that interact with your CRM data

  • Test new customizations and changes in a sandbox environment and selectively deploy the approved changes without any impact on your production data