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

What is sales
software?

(Definition)

Sales software is a collection of essential sales tool that businesses use to automate and streamline their sales processes, enhance their customer journey and reduce overall costs. Want to see what sales software looks like and what it can do? Here is a full guide to knowing and choosing sales software for your business.

What can Sales Software do?

Features of sales software

Sales software can predict the likelihood of a deal closure, make accurate sales forecasts, automate tedious tasks, and make data-driven decisions with metrics such as targets achieved and sales performance. Examples of sales software include:

  • CRM software
  • Contact management software
  • Cloud telephony software
  • Dashboard and analytics software

What is the difference between CRM software and other sales software?

While CRM software comes under the ambit of sales software, it usually has a broader scope and combines multiple features in one platform. Here are some key differences:

Scope

CRM software is designed to be broadly functional and handle end-to-end aspects of the customer lifecycle.

Sales software, on the other hand, has a more narrow focus, such as lead generation, sales forecasting, or cloud telephony.

Omni-channel approach

CRM software is focused on giving you a cohesive view of your customer's interactions across multiple touchpoints.

Other sales software may be more focused on specific channels, such as live chat, social media, or SMS.

Integration

CRM software is often integrated with other apps in your ecosystem to extend the functionality. Popular integrations include inventory management, invoice generation or e-commerce.

On the other hand, individual software tools may be less versatile.

Collaboration

CRM software is designed to break down silos and facilitate collaboration between your sales team and other customer-facing departments.

Feature-specific sales software doesn't offer the collaboration aspect.

Can a CRM replace all your sales software?

Can a CRM tool replace all your sales software?

In most cases, yes. Today, many modern CRM solutions have evolved from just contact and lead management systems to powerful customer experience platforms. These platforms are designed to provide an impeccable customer experience across all stages of the customer lifecycle, from initial lead generation to post-sale support.

For example, modern CRM software such as Zoho CRM includes all the above functionality in one platform. This eliminates the need for sales teams to purchase and use multiple products to manage different aspects of the sales process.

How can sales software
help with your sales process?

Sales software offers numerous benefits to businesses of all sizes and industries. Here are some of the key benefits of using sales software:

Better efficiency

Sales software can automate repetitive tasks, such as data entry and lead tracking, freeing up sales teams to focus on more strategic activities that drive revenue.

Less friction

Businesses can accelerate their internal process with sales features such as assignment rules, escalation rules, validation rules, and more.

Better collaboration

Features like activity feeds, shared calendars, common email inboxes, and real-time chat allows sales teams to share important information and collaborate effectively, which in turn leads to better communication and faster decision-making.

Enhanced customer
experience

Functionalities such as omni-channel communication and journey orchestration enable businesses to provide a better customer experience by enabling them to track and personalize customer interactions.

Improved analytics and reporting

By using dashboards and multiple types of charts and widgets, sales software can provide valuable insights into sales performance, allowing businesses to make data-driven decisions and optimize their sales strategy.

Types of sales software

Some of the common examples of sales software include:

Sales enablement software

This tool offers functionalities that enable sales teams to organize, manage, and distribute sales collateral like presentations, case studies, and brochures. Managers can use this tool to onboard new reps, coach them, and monitor their progress.

Sales intelligence software

This tool helps sales teams gather and analyze lead data to identify sales opportunities. It includes features such as lead scoring, data enrichment, competitor intelligence, and predictive analytics.

Sales engagement software

This tool is designed to help sales teams reach out to leads on multiple platforms. It can include features such as social media management, email automation, telephony and PBX systems, and appointment scheduling.

Sales performance management (SPM) software

This tool helps managers track targets and set incentives, reward sales reps when they reach them, and boost sales morale. Examples of SPM software include sales gamification software like Zoho Motivator.

Sales forecasting software

This software helps sales teams predict future sales revenue based on historical data and current trends. It includes features such as pipeline analysis, revenue tracking, and forecasting models.

Sales software use cases

For small businesses

A small business owner uses sales software to track website visitors, add them to the CRM system with web forms, convert them to deals and track their progress. Sales software helps the owner stay organized and on top of their sales pipeline.

For enterprises

A large enterprise can use sales software to manage complex sales processes for each of their products across various territories. The software helps the enterprise track the entire customer journey from the first interaction to the last support ticket, make data-driven decisions with in-depth analytics, and forecast sales.

For SDRs

Sales development representatives use sales software to collaborate with each other and share sales updates. The software helps the team to stay on the same page and make better decisions.

For real estate agents

Real estate agents can store contact information, track communication history, and assign leads to different stages of the sales pipeline. They can also personalize their marketing campaigns to target specific leads and customers by tracking lead interests, demographics, and purchase history.

For service-driven industries

Businesses can assign and track jobs, schedule appointments on time, maintain service catalogs, and manage finances. With portals, clients can view products and services, place orders, and update their own contact information.

Common mistakes in
selecting sales software

With far too many sales software options available in the market today, how do you know which one is best for you? Here are some mistakes to avoid when making your big purchase:

Not defining your requirements

One of the biggest mistakes when choosing a CRM is to want all the features when you are first starting out. Do you need advanced functionalities like multiple sales pipelines when you are just a startup selling a single product? What about advanced BI tools which require specialized skills to be used effectively?

Ignoring integration capabilities

It is important to choose sales software that can integrate with the software you already use, such as email marketing tools or your help desk. Failing to consider integrations can lead to data silos and inefficiencies.

Ignoring extensibility

The better your enterprise’s integrations, the better your ability to adapt to whatever changes and innovations occur in the business world. Ignoring this factor could lead you to upgrade your sales software in the future, which could prove expensive.

Ignoring ease of use

The success of sales software depends on user adoption. It is important to choose software that is easy to use. Ensure that your software provider is committed to supporting its customers far beyond the point of purchase.

Not testing the software

Before making a final decision, it is important to test the software with a free trial or demo. This way, you can ensure that it meets your requirements and that your sales team is comfortable using it.

What are the tips for successful adoption of sales software?

Start small

Start small when implementing a CRM system. Focus on key features your team will use most. Gradually add more features as your team becomes comfortable with the tool. This prevents overwhelm and ensures effective use of the CRM.

Get feedback

Gathering team feedback when deploying sales software is crucial. Ask team members for input to ensure that they are comfortable with the rollout and it is actually meeting their needs.

Talk to other businesses

Talk to others who have implemented sales software in their organization. They can offer guidance about what worked best and insights into their CRM journeys.

Test

Before going live with your new software, it's important to thoroughly test the system to ensure that it is working as expected. For example, Sandbox in Zoho CRM lets you test out new functionalities before deployment.

Keep data clean

Sales software is only as good as the data it contains. Take adequate steps to de-duplicate data and ensure it is always updated. This will help the system work to its fullest potential.

Which is the best sales software?
Here's a comparison chart with sales features.

Zoho CRM outshines the competition at a price point that will leave you grinning. How? For more than 25 years, we have been bootstrapped and profitable. We save a great deal of money by politely declining to engage in high stakes marketing (and that might be one reason why we’ve flown under the radar for so long). We ensure that the funds we save in marketing our products is passed on to you, the customer. This means that you get to enjoy an unbeatable value with our CRM, while getting undeniable ROI.

  • Zoho CRM
    Enterprise

    • Salesforce
      Sales Cloud
      Enterprise

    • Microsoft
      Dynamics 365

    • HubSpot

    • Creatio

  • Artificial intelligence (Zia)

  • AdWords integration

  • Multiple pipeline management

  • Remote ready (meeting, chat)

  • Canvas

  • Omnichannel Support (live chat, email, social media)

  • Marketing automation

  • Built-in telephony

  • 24/7 premium support

  • Zoho CRM
    Enterprise

  • Salesforce
    Sales Cloud
    Enterprise

  • $

  • $

  • $

  • $

  • $

  • Microsoft
    Dynamics 365

  • $

  • $

  • Limited

  • $

  • $

  • $

  • HubSpot

  • Limited

  • $

  • Limited

  • $

  • Creatio

  • Limited

  • $

  • Limited

  • $

Sales software features in Zoho CRM

Sales automation software for
enhanced productivity

Automate routine sales, marketing, and support functions that take up valuable work time so you can concentrate on your customers. Create optimized workflows that help you reduce manual data entry, eliminate redundancies, and speed up your overall process.

Generate, organize, and manage leads with ease

Don't get bogged down by the 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 them to the right reps and ensure you don't miss out on converting quality leads.

lead assignment rules from multiple sources

Omnichannel engagement

Today, customers have more ways to interact with businesses than ever before, and you need to be ready to serve them where they are. Zoho CRM allows you to have contextual, meaningful conversations with your prospects through a range of channels.

  • Social media
  • Live chat
  • SalesInbox
  • Telephony

Social media

Connect your social media profiles—like Facebook and Twitter—so you can monitor conversations about your brand. Zoho CRM lets you search for keywords relevant to your business, and shows if accounts using those keywords are your customers, prospects, or someone new to your business.

social media dashboard

A new era of CRM design with Canvas

Redesign the look and feel of Zoho CRM with Canvas, a simple drag-and-drop editor. Create the experience you want from scratch or choose from a wide range of customized templates created by our in-house designers, from minimalist views that deliver role-critical information to industry-specific views that deliver sales data.

canvas record view page2

Predictive sales and intelligence

Zoho's AI assistant, Zia, is well-equipped to give your sales, marketing, and service teams intelligent suggestions that enhance their work, as well as make predictions to improve their decision-making. Zia can also answer vocal queries, detect anomalies in data, and analyze natural language sentiment.

Make data-driven decisions with in-depth reports

Monitor every aspect of your sales cycle at any time with Zoho CRM's dashboard views. Keep track of important sales KPIs like new leads, deals in the pipeline, enterprise-level deals, and sales volume by location to get a complete picture of your essential sales figures.

Informative reports and dashboard to make data driven decisions

Here's what our customers say

JusCollege's sales increased from $1 million to $20 million in only two years because of Zoho CRM. We are ready to make a bigger investment into Zoho and increase our use of workflows and automations.

Allan Teruel CEO, JusCollege

Have you found the right
sales software tool yet? Try Zoho CRM today.

Zoho CRM has been in the enterprise software industry for over 13 years, and it's grown to become the preferred choice of sales teams around the globe. Millions of sales people across all major industries and verticals trust Zoho CRM to help them close more deals in less time, and we feel that Zoho CRM can be a great fit for your business, too.