Skip to product menu
Zoho crm
close
  • Sales
    Press Space or Enter to display list of options
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.

Try now
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
Skip to main content
Zoho crm

Set records with a smart sales performance management (SPM) software

In the business world, there's no better motivation than numbers. Monitoring your sales activity is a crucial step in building a clear understanding of your company's current performance and its future potential. Simplify the process with the right kind of software. Enhance your sales pitch with powerful insights, meet changing industry trends and protect yourself against any adverse economic conditions with Zoho CRM.

Sign Up For Free
  • SALES PERFORMANCE
  • Forecasting
  • Territory Management
  • Multiple Currencies
  • AI Prediction
  • Analytics
  • Visitor Tracking
  • Motivator
shadow
Forecasting

Predict and plan your future

Motivate your sales team with numbers they can chase. Build dashboards with custom views of pending, ongoing, and achieved quotas with Zoho CRM's sales performance software. Track how a region, product, or team is performing by creating forecasts based on territories or hierarchies. Once a quota is achieved, your sales representatives can access forecast history to see past aggregate quotas and deal amounts. Based on the collective data from your forecasts, set realistic goals for your teams and challenge your star performers with ambitious targets.

Learn more about sales forecasting
CRM forecast and trend tracking to set realistic sales quotas with custom dashboards - Zoho CRM - Sales performance management tool
Territory Management

Categorize your customers, quickly & easily!

Stop sorting through multiple tabs and contact lists to identify which regions or products are bringing in revenue. Set targets for your sales teams after analyzing their performances, and distribute resources accordingly. Zoho CRM allows you to group customers based on regions, products, or any other relevant criteria to help your sales team gain insights that will inform their actions. Once a contact is associated to an account, set up rules based on country, state, district, or product lines to create a territory that auto-populates when you add new contacts that match your rules. You can manually add any related contacts or accounts if you encounter varied billing addresses or remote regions. 

Learn more about territory management
CRM user segmentation with territory rules by region, department or any other relevant groups - Zoho CRM - Sales performance management tool
Multiple Currencies

Multiply your opportunities with multiple currencies

Get the most out of your brand's global presence by leveraging the value-add of exchange rates to inform your financial planning. Set your home currency and generate invoices for your international clients in their preferred currencies with Zoho CRM's performance management tools. Eliminate any of the losses or complications that often arise from manual conversions or multinational trade with automation, pre-loaded currency values, and associated taxes. Generate reports and discover insights to create competitive pricing plans.

CRM with pre-loaded currencies and exchange rates to facilitate error-free price quotes, invoices, sales orders and deals - Zoho CRM - Sales performance management tool

Start selling smarter, better and faster

Sign Up For Free PLANS AND PRICING
hub plans
AI Prediction

Increase your chances of closing deals & converting leads

Prioritizing your leads and deals can often be a guessing game. Focus your efforts using empirical data from Zia, your very own AI-powered sales assistant. She studies every interaction between you and your prospects, analyzing the response time and the stage of the sales cycle they're in to assign a probability score for each lead and deal. This provides you with a priority-based order of leads to contact and deals to work on that are most likely to bring in revenue.  

Learn more about AI prediction
AI-powered CRM to identify revenue-generating leads and deals by assigning probability scores - Zoho CRM - Sales performance management tool
Analytics

Don't get intimidated by data

In the midst of closing deals and chasing leads, sales representatives go through an overwhelming amount of data. That's why Zoho CRM gives you access to 40 different customizable report templates. If you're uncomfortable with lines of numbers, convert reports to useful visualizations and absorb information through vibrant pie charts, line graphs, and many more customizable layouts. Build convenient dashboards to monitor your sales, marketing campaigns, or engagement stats. Just click a button to send this information to a colleague or group of your choice to study trends. Zoho CRM integrates with Google AdWords to bring you a list of the right keywords to optimize your Click Through Rate and get a better return on your investment.  

Learn more about analytics
CRM with customizable graphs and charts to view the performance of different teams across product lines and regions - Zoho CRM - Sales performance management tool
Visitor Tracking

Engage with prospects round the clock 

Track your website visitors and engage with them in real time through personalized messages. Away from your desk? Custom-built chatbots can handle initial responses, and pre-defined rules for live chat will keep the conversation going. Tag prospects based on the frequency of their website visits to trigger messages. Stay connected and track visitors via SalesIQ's mobile live chat app with intuitive sales performance software. Your visitors will always feel welcome.  

Learn more about visitor tracking
CRM to track the number of pages visited, time of visit and location of prospects who visit your website - Zoho CRM - Sales performance management tool
Motivator

Challenge your teams with Motivator for Zoho CRM  

Sales people are competitive by nature but data entry makes selling monotonous. Sales reps end up working mostly offline and wait for the routine report to feed their ambitious spirit. This challenge of CRM adoption is faced by many companies leaving them with inaccurate dates, inconclusive reports and incomplete sales data. Motivator for Zoho CRM turns sales activities into tasks and games to make data entry fun. Sales performance is measured by KPIs and shared via dashboards. You can also broadcast important metrics or games for the whole company to join in the competition.

Learn more about motivator
Challenge your teams with Motivator by Zoho CRM

Integrate with your favourite products

View all Integrations
ianmaelchior

With Zoho CRM, we can now identify metrics telling us information about the health of a certain department, the quality of our leads, and employee performance. We can also identify trends which help us with forecasting.

Ian MelchiorVP of Technology, EcoMark Solar
Sign up for CRM software | Zoho CRM

Improved Sales. Lasting Relationships.Faster Growth.

15-day free trial. No credit card required.

Sign Up For FreeSEE PLANS AND PRICING
Sales performance
  • Forecasting
  • Territory Management
  • Multiple Currencies
  • AI Prediction
  • Analytics
  • Visitor Tracking
  • Motivator