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Comprehensive CRM platform for customer-facing teams.

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Simple CRM for small businesses moving from spreadsheets.

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Build online forms for every business need.

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Live chat app to engage and convert website visitors.

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Bookings

Appointment scheduling app for consultations with customers.

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Digital signature app for businesses.

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Comprehensive sales map visualization and optimal route planning solution.

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Complete loyalty and affiliate management platform.

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Cloud Contact Center Software for businesses.

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Unified platform to deliver top-notch customer experience.

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All-in-one social media management software.

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

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Build online forms for every business need.

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Design surveys to reach and interact with your audience.

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Online website builder with extensive customisation options.

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Website conversion optimization and personalisation platform.

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End-to-end event management software.

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Webinar platform for webcasting online webinars.

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All-in-one marketing automation software.

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Smart landing page builder to increase conversion rates

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Manage all your local business listings on a single platform.

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SalesIQ

Live chat app to engage and convert website visitors.

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Digital signature app for businesses.

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Thrive

Complete loyalty and affiliate management platform.

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Cloud Contact Center Software for businesses.

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Sync, manage, and convert leads across channels seamlessly.

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

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Unified marketing platform for marketing teams.

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eCommerce platform to manage and market your online store.

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Remote support and unattended remote access software.

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Interactive remote assistance software with augmented reality.

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

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Live chat app to engage and convert website visitors.

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Cloud Contact Center Software for businesses.

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The all-in-one toolkit for solopreneurs.

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Appointment scheduling app for consultations with customers.

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Unified platform for customer service and support teams.

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Powerful accounting platform for growing businesses.

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100% Free invoicing solution.

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Effortless expense reporting platform.

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Powerful stock management and inventory control software.

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End-to-end billing solution for your business.

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Collect payments online with custom branded pages.

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Payroll software with automated tax payments and filing.

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The all-in-one toolkit for solopreneurs.

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Practice management software for accounting firms.

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Digital signature app for businesses.

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eCommerce platform to manage and market your online store.

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Finance Plus

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

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Secure email service for teams of all sizes.

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

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Word processor for focused writing and discussions.

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Spreadsheet software for collaborative teams.

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

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Beautiful home for all your notes.

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Stay in touch with teams no matter where you are.

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

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Bookings

Appointment scheduling app for consultations with customers.

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Shared inboxes for teams.

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Online file management for teams.

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Digital signature app for businesses.

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Powerful collaborative work platform for teams.

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Office Integrator

Built in document editors for web apps.

Office Integrator
 
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Secure and reliable transactional email sending service.

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Online business calendar to manage events and schedule appointments.

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Knowledge and learning management platform.

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Cloud Contact Center Software for businesses.

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Collaborative task management for individuals and teams.

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Tables

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

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Collaborative online PDF editing tool.

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Workplace

Application suite built to improve team productivity and collaboration.

Workplace

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People

Organize, automate, and simplify your HR processes.

People
 
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Intuitive recruiting platform built to provide hiring solutions.

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Effortless expense reporting platform.

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Workerly

Manage temporary staffing with an employee scheduling solution.

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Payroll software with automated tax payments and filing.

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Employee scheduling and time tracking app.

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Digital signature app for businesses.

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Comprehensive HR platform for seamless employee experiences.

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Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

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

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Vault

Online password manager for teams.

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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.

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RPA

Automate manual, tedious, and repetitive tasks easily.

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Analytics

Modern self-service BI and analytics platform.

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

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

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IoT

Harnessing IoT analytics for real-time operational intelligence.

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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

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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
 
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RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
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Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

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

Embedded BI
 
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IoT

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

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DataPrep

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

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IoT

Low-code IoT platform and solutions for connected businesses.

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CRM Plus

Unified platform to deliver top-notch customer experience.

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Service Plus

Unified platform for customer service and support teams.

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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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Workplace

Application suite built to improve team productivity and collaboration.

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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.

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Zoho crm

Build your sales team's roadmap to success

Building a standardized sales process based on your most effective sales strategies provides your company with a consistent roadmap to success. From lead creation to deal closure and everything in between, Zoho CRM can capture your organization's sales process and make sure everyone in your team follows the right process, even when you're not looking.

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  • SALES PROCESS
  • Blueprint
  • Lead Scoring
  • Approval Process
  • Assignment Rules
  • Escalation Rules
  • Review process
  • Validation Rules
  • Email Parser
  • Multi-page Layout
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Blueprint

Build and implement scalable sales processes for your organization

Your organization might have several different sales processes in place—like deal closure, lead follow-up, order management, or your discount process. With Blueprints, you can capture every stage of these offline sales processes inside your CRM, and execute them in a systematic manner.

Learn more
blueprint
Lead Scoring

Separate the buyers from the spyers

You generate a lot of leads from various sources—social media, surveys, website visits, walk-ins, and trade shows. But, how many of them are likely to make a sale? Zoho CRM's lead scoring system allows you to separate the buyers from the window shoppers by assigning a score to each of their interactions with your organization. All it takes is a glance at the list of scores to get an idea of your leads' buying intentions.

Learn more
lead scoring software
Approval Process

Automate submission of records for approval

There are several instances in your business where your sales team needs approval from their senior managers—for example, pricing discount requests, contract review requests, capital expense approvals, vacation time approvals, and document approvals. Zoho CRM offers a dedicated approval management system running behind the scenes to standardize approval processes and save time by creating a dependable, repeatable system. 

approval process in zoho crm

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Mobile CRM app for SFA - Zoho CRM
Assignment Rules

Put the right leads in the right hands

Your leads can often come from various sources—trade shows, adwords, websites, seminars, and marketing campaigns. Zoho CRM helps you filter through your leads based on various criteria like lead score, location, and source, and assign them to the right sales rep so they don't fall through the cracks.

Sp Assignruls
Escalation Rules

Escalate cases automatically when they meet your criteria

If cases aren't being solved quickly, Zoho CRM automatically escalates the overdue cases to the relevant manager or sales rep. You can configure a simple set of rules based on various criteria like priority, case name, or the time at which it was created to govern these actions and manage cases more efficiently. 

escalation rules in zoho crm
Review process

Verify and approve data being pushed into your CRM

The impact of your sales team depends on the quality of information they get from your CRM. Inaccurate or missing information can hurt a sales rep's chances of closing a deal. Zoho CRM helps your organization define a review process where a user or team of your choice can vet incoming information before approving or rejecting it. They can add comments as well as state reasons for rejection to ensure your sales team has access to information of the highest quality. 

Define a process to review, approve or reject incoming information for a cleaner CRM database
Validation Rules

Prevent inaccurate data from entering your CRM

Sales data is the lifeblood of any CRM system and incomplete and inaccurate data is a common problem in most organizations. Validation rules ensure that the data entered by your sales reps meets the standards you specify—for example, you can make sure that every lead entered into your CRM has a mobile number before the sales rep can save the record.  

validation rules in zoho crm
Email Parser

Extract information from incoming emails automatically

Simplify the process of lead generation by fetching lead data directly from incoming sales enquiry emails.  

email parser in zoho crm
Multi-page Layout

Manage multiple sales processes within your CRM 

Zoho CRM allows you to run a separate sales process with its own fields, records, views, workflows, reports, and dashboards. This way, multiple departments in your organization can make use of the software without the need for multiple CRM accounts.  

Learn more
multiple page layouts in zoho crm

Integrate with your favourite products

View all Integrations

Having a standardized sales and communication process makes it easier to bring on new sales reps. We can plug in new sales reps as quickly as we plug in new customers. Standardizing our sales process makes it so much more sustainable for long-term growth.

PeckCVP of Business Development, Load Delivered
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SALES PROCESS
  • Blueprint
  • Lead Scoring
  • Approval Process
  • Assignment Rules
  • Escalation Rules
  • Review process
  • Validation Rules
  • Email Parser
  • Multi-page Layout