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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.

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Marketplace
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Zoho crm

Sales force automation software for enhanced sales productivity

Your sales team deals with time-consuming but important tasks such as scheduling sales appointments, sending follow-up letters and emails, tracking contacts, and updating sales opportunities. Zoho CRM automates these mundane sales processes and empowers your sales reps to concentrate on creating and nurturing leads, closing deals, and growing your customer relationships. Enable salespeople to quickly generate estimates and speedily turn them into proposals, quotes, and then orders when a deal is signed.

Sign Up For Free
  • SALES FORCE AUTOMATION
  • Lead Management
  • Deal Management
  • Account Management 
  • Contact Management 
  • Workflow Rules
  • Cadences
  • Macros
  • Assignment Rules
  • Partner Portals
  • Forecasting
  • Sales Analytics
  • Mobile Apps
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Lead Management

Generate, organize, and manage leads with ease

Don't get bogged down by the sheer number of leads in your system. Use Zoho CRM to automate lead generation from multiple sources, like websites, chats, social media, and trade shows. With lead scoring, distribute lead them to the right reps and ensure you don't miss out on converting quality leads. 

Learn more
Zoho CRM lead management software - SFA
Deal Management

Get complete visibility of your deal pipeline

Zoho CRM helps you visualize your deal pipeline in a multitude of ways, making it easier to get a complete hold of all your deals in progress. With a powerful analytics engine inside Zoho CRM, you can also analyze your past unsuccessful deals, get useful insights, and reduce the chances of losing out on valuable deals.

Learn more
Zoho CRM Deal management software - SFA
Account Management

An integrated approach to customer account management

When you have all your account-based information in one place, you can automatically execute your key account management functions better. Zoho CRM offers a range of sales account management features for sales reps to understand their customers' needs better, address their pain points, execute account-specific activities, and greatly improve their relationship with customers.

Learn more
Zoho CRM Account management software - SFA
Contact Management

A better way to engage with your contacts

About 96% of purchasing decisions are based on the initial conversations that sales reps have with their contacts, and they usually have just one chance to get it right. As a sales rep, prospecting with your contacts is about to become a whole lot easier with Zoho CRM's best-in-class contact management features. Manage your contacts, keep track of your interactions, communicate from within the comfort of your CRM, and turn every first-time buyer into a customer for life.  

Learn more
Zoho CRM Contact management software - SFA
Workflow Rules

Automate routine tasks and save more time

Your sales team doesn't get paid to mess around in your CRM, they get paid to close more deals. With Workflows, you can automate all of your operational and data entry tasks which take up most of your sales reps' time like sending email notifications, creating tasks, and updating fields. 

Learn more
Workflow Management - Zoho CRM SFA
Cadences

Devise relevant follow-up processes for better customer engagement

Optimize your follow-ups by creating sequential flows based on customer interactions. Incorporate emails, calls, and tasks to create relevant follow-ups and gain the interest of your target customers.

Learn more
Cadences
Macros

Macros to make your sales run like clockwork

Macros let you trigger a set of actions for routine activities that you would usually execute manually. With a single click, use macros to send an email simultaneously, update a record, and create a task. You can combine multiple actions in a single macro and apply them to a bunch of records at the same time. 

Macros for sales force automation - Zoho CRM

Start selling smarter, better and faster

Sign Up For Free PLANS AND PRICING
Mobile CRM app for SFA - Zoho CRM
Assignment Rules

Automatically route leads based on your rules

When you have a large sales team, especially working in the field, a lot of leads are lost in transition or delayed in getting followed up. Zoho CRM automatically routes leads to the best rep for the job on the basis of zip code, product of interest, lead score, or any other criteria relevant to your business. 

CRM assignment rules - Zoho CRM sales force automation
Partner Portals

Help your partners close more deals

Your partners should get the level of information about a customer that they need to close their deals. Through Portals, Zoho CRM helps your channel partners get actively involved in your sales and easily share information across your organization. Create opportunities, work together, close more deals, and improve your chances of winning repeat customers with an integrated CRM platform for your partners and your business.

Partner Portals - Zoho CRM
Forecasting

Get a realistic prediction of your future sales revenue

Zoho CRM combs through your CRM data for past and current sales trends and gives you accurate sales forecasts that you can rely on. Break down forecasts based on individual sales reps, teams, or geographical territories based on past deals. Data-driven insights allow sales managers to set more realistic targets and run more profitable campaigns.  

Learn more
Zoho CRM Forecasting - sales force automation software
Sales Analytics

Leverage analytics to improve your business's bottom line

Analyze your sales activities at the click of a button. With our built-in reporting and analytics module, you’ll spend less time crunching numbers, and more time negotiating the challenges and opportunities that your team is facing. 

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CRM Analytics software - Zoho CRM SFA
Mobile Apps

Make more sales on the go

Close deals on the go. Log activities and collaborate with sales teams from any mobile device. View leads, opportunities, and follow-up actions, or share content with clients and prospects.

Learn more
Mobile CRM app for SFA - Zoho CRM

Integrate with your favourite products

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joeykelly

We don't fall behind any of our follow-ups. Our favorite feature about Zoho CRM was that it could accommodate our needs, set tasks for us, and inform our sales team of who they need to contact so they could prioritize them.

Joey KellyManager, CG Arena.
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SALES FORCE AUTOMATION
  • Lead Management
  • Deal Management
  • Account Management 
  • Contact Management 
  • Workflow Rules
  • Macros
  • Assignment Rules
  • Partner Portals
  • Forecasting
  • Sales Analytics
  • Mobile Apps