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Comprehensive CRM platform for customer-facing teams.

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Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
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Build online forms for every business need.

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SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

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Sign

Digital signature app for businesses.

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RouteIQ

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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LandingPage

Smart landing page builder to increase conversion rates

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Publish

Manage all your local business listings on a single platform.

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SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

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Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
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LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
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CommunitySpaces

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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Helpdesk software to deliver great customer support.

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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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FSM

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

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SalesIQ

Live chat app to engage and convert website visitors.

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Voice

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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Books

Powerful accounting platform for growing businesses.

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Invoice

100% Free invoicing solution.

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Expense

Effortless expense reporting platform.

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Inventory

Powerful stock management and inventory control software.

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Billing

End-to-end billing solution for your business.

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Checkout

Collect payments online with custom branded pages.

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Payroll software with automated tax payments and filing.

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Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

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Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
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Finance Plus

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

Finance Plus

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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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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
 
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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
 
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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
 
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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

 
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IoT

Low-code IoT platform and solutions for connected businesses.

IoT

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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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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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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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What is an insurance CRM?

An insurance CRM is a solution that addresses the specific needs of insurance brokers and insurance providers. Organize all your leads and claims, automate assignments to the right people, and manage multiple policies in a single system with an insurance CRM. Let your agents close deals and build long-lasting relationships by taking advantage of powerful desktop and mobile functionality.

How is CRM important for insurance agents and brokers?

Competition is fierce, and trust can be hard to come by in the insurance business. Insurance agents and brokers need to build trust with their prospects by providing great experience, contextual communication, and resolving claims quickly. A CRM helps insurance businesses organize prospects, track opportunities, and automate activities, allowing you to focus more on addressing your customers' needs.

Challenges faced by the insurance industry

Innovate or get left behind.

54%

54% of CEOs stated that investment in technology has impacted their competitiveness

Gaining an edge against the competition involves investing in the right technology to help your business.

A lack of trust 

43%

43% of people do not trust insurance companies

A lack of relevant or consistent communication between insurance providers and customers has made the industry less trustworthy.

Why choose Zoho CRM for your insurance business?

 

User-friendly interface

allows for quick adoption across your organization

 

Customization

ensures that Zoho CRM can be molded to meet your industry requirements

 

AI-based sales assistant

helps you stay on top of your tasks

 

Seamless integration

with the Zoho Suite and open REST APIs helps you build your own integrations.

 

Mobile app

allows your field agents to access information from anywhere.

Automation helps your customers renew on time

Workflow automations can be set up to send reminders to customers whenever a renewal is due, or to remind you to wish them a happy birthday. Automate mundane activities to allow your team to focus on serving your customers.

Manage multiple policies in the same CRM

Handle customer data for multiple policies inside Zoho CRM with multi-page layouts and conditional fields. Set up layouts for your policy offerings to push data to the right policy. This helps you keep policyholders organized, allowing a complete view of the different policies a customer may be signed up for.

Assign claims to the right employee for a quick resolution

When a customer raises a claim request, it's vital to resolve it as quickly as possible in order to ensure high customer satisfaction. Assignment rules help get the claim to the right person, and Approval Processes ensure that it's properly approved.

One solution for all your

Retail management needs.

Accounting
Live chat
Email
SMS
Social media
Whastapp
Contact
Telephony

The most trusted CRM software

GetApp Category Leaders - CRM Software 2019
FinancesOnline Great User Experience Award 2019
Gartner Magic Quadrant Challenger - Sales Force Automation 2019

Integrate with your favorite apps

Zoho CRM works with products you use every day. Seamlessly integrate with more than 100 popular business apps and let CRM talk the same business language as yours.

Our bottom line has increased by over $100K per year from the cost savings alone. That's not including the increased revenue due to our improved customer experience. The 10-year savings for a company with 100 employees is a million bucks.

Alex Tolbert, CEO, Bernard Health

Disclaimer: Zoho CRM is not an out-of-the-box vertical CRM solution. It is an industry-agnostic CRM platform that can be customized to suit various industries. The capabilities and solutions showcased above are a result of such customization.