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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.

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

More eBooks

Read through more ebooks and get deeper insights on successfully using Zoho CRM.

Revolutionizing customer relationships

Customer relationship refers to the interactions and communication between businesses and their customers and using AI to strengthen these relationships can help organizations unlock new levels of personalization and customer satisfaction.

The importance of Buyer
Personas in a Business

A buyer persona is a semi-fictional mockup of your average client. It can help to build and maintain a solid relationship with your clients. It will increase your chances of keeping them happy.

The Power of Social Selling

Businesses today use social media not only to spark interest in their products or services across a wide audience, but they also humanize their brand and develop a more meaningful and personal relationship with their customers - a process called Social Selling.

Simplifying Sales with
Zoho CRM

A sales rep serves as the bridge between businesses and customers and are faced with many challenges on a daily basis. It is therefore essential that they use efficient tools like Zoho CRM to carry out their responsibilities.

Canvas for Zoho CRM:
A Comparison Guide

Redesign CRM interface across List view, Record Detail, and Portals using Canvas. This comparison guide will help to understand the difference and give ideas to create effective designs.

A Handbook of Zoho CRM Terms and Concepts

A detailed reference guide with a compilation of all key CRM concepts, common definitions, and terminologies.

How to get started with win-loss analysis

Doing a win-loss analysis gives you an opportunity to pave the way for improvement and growth. By interviewing your prospects and customers, you can uncover a lot of valuable insights as it is always rewarding to find out the reasons behind every won or lost deal. In this ebook we will look at the key aspects of win-loss analysis and help you get started with the process for your organization by planning, executing and measuring the results.

Canvas White Paper

Canvas is the industry's first CRM design studio, a monumental feat with a cause. This white paper explores the conception of the idea, what it means for businesses, and how Canvas accomplishes what it's poised to - improving adoption and productivity.

Customer Segmentation based on purchase patterns

The recency, frequency, and monetary values together is a powerful segmentation tool to gather customer’s lifetime value. This ebook helps you implement the RFM model in business to identify your best customers.

FAQs on implementing
the NPS Survey

Net Promoter Score is a leading indicator for understanding where a brand stands. Explore this guide to know what Net Promoter Score is, its benefits, the implementation process, the pros and cons, and more.

Zoho CRM Implementation
Guide for SMEs

Implementing Zoho CRM in an evolving business context requires a clear understanding of the business requirements and the expertise to analyze future growth. This ebook will help you address the challenges and requirements that are often faced during implementation.

8 TIPS for successful
CRM implementation

Get these eight useful tips to help you use your CRM in the best way possible to improve your productivity and drive a much higher return on your investment.

What's an SMB?
It's not what you've been told.

SMBs aren’t small at all, they’re smart and modern businesses. In this ebook understand why they need a CRM and how it can benefit them for years to come.

Embracing the Privacy Era:
GDPR and CRM

Customer data is always important. This ebook explores GDPR and how the right CRM software can ensure that all your business processes remain consistent with all the rules of GDPR.

Automate your sales
processes with Zoho CRM

A large chunk of a sales rep’s day goes into mundane tasks. Engage them in productive activities and improve your business' with our easy-to-use automation tools.

Maintaining a clean CRM Database

Learn some effective ways to maintain a clean, organized, and valid data set in your CRM account and find out some proactive ways to get rid of duplicate records.

Email + Zoho CRM for your business

Explore the various options for bringing together your email communication and customer data in one place. Learn the benefits of contextual information.

Ready to sell on the go?

Concentrate on what matters the most with the mobile edition of Zoho CRM, a more specialized platform for higher productivity.

Getting your sales reps to love CRM

Sales reps aren't always fond of using CRM software. Find out how to design your CRM system so that your sales reps love it and use it.

Become a smarter sales rep
with Zoho CRM

Familiarize yourself with Zoho CRM’s features and become the sales rep who's always one step ahead of the rest.

Getting started workbook
for admins

Learn about administrative tasks ranging from "configurations" to "customizations" and find out how to get started with Zoho CRM.

Gain insight into sales with
3 types of reports

Identify the three main kinds of reports that provide value to your business, and help you analyze what works when closing deals.

9 nifty tips to optimize Web Forms

Get some great tips on setting up good web forms as well as some ideas on how to implement them using Zoho CRM.

Decision guide for
Territory Management

Does your business have multiple office divisions or departments? Find out if Territory Management can help you in assigning customer accounts to the right sales teams.