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Simple CRM for small businesses moving from spreadsheets.

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Live chat app to engage and convert website visitors.

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Appointment scheduling app for consultations with customers.

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Digital signature app for businesses.

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Design surveys to reach and interact with your audience.

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Live chat app to engage and convert website visitors.

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Digital signature app for businesses.

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Complete loyalty and affiliate management platform.

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

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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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The all-in-one toolkit for solopreneurs.

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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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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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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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Built in document editors for web apps.

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

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Collaborative online PDF editing tool.

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Application suite built to improve team productivity and collaboration.

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Organize, automate, and simplify your HR processes.

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Intuitive recruiting platform built to provide hiring solutions.

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Effortless expense reporting platform.

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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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Build custom apps to simplify business processes.

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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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Online password manager for teams.

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Pro-code platform to build and deploy your apps.

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Complete resource for any admin-related lookup queries.

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Interactive remote assistance software with augmented reality.

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Remote support and unattended remote access software.

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Test automation software to build, manage, execute, and report testcases.

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Automate manual, tedious, and repetitive tasks easily.

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Modern self-service BI and analytics platform.

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

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

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Harnessing IoT analytics for real-time operational intelligence.

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Planning and tracking tool for scrum teams.

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Automatic bug tracking software for managing bugs.

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The all-in-one toolkit for solopreneurs.

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Creator

Build custom apps to simplify business processes.

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Flow

Automate business workflows by creating smart integrations.

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Pro-code platform to build and deploy your apps.

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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.

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Automate manual, tedious, and repetitive tasks easily.

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Application analytics for all apps.

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

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

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

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Low-code IoT platform and solutions for connected businesses.

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Zoho crm

How is the services industry different?  

For service businesses, the speed of service and customer happiness are paramount to building a positive customer relationship. It differs from traditional businesses in the way that your services are recurring in nature rather than a one time purchase. Your customers want personalized service, contact-on-demand, quick solutions, and direct communication with their field agents.

What are the key functionalities service industries should look for in a CRM?

  • Integrated document management
  • Single system omnichannel communication
  • Vendor and contractor management
  • Sales order and purchasing order generation
  • Billing and payments
  • Marketing automation to generate leads
  • Campaign management 

Why is Zoho CRM good for service industries? 

360-degree view

A complete up-to-date knowledge base of your customers including leads, contacts and accounts, all in one place.

Fully compliant

Zoho CRM comes with built-in features to help businesses based in the EU or doing business with customers in the EU stay compliant with the EU privacy regulations.

Be on the move

The Zoho CRM mobile app enables your agents to provide services and their managers to keep track of their numbers on the go.

Fully Customizable

Customize Zoho CRM to collect a variety of information, execute any custom business processes you might be running, and seamlessly integrate with any other applications you may be using

The preferred choice of leading service based businesses

Top-rated features for service based industries

With over 12 years of expertise in the CRM software domain, over 250,000 happy businesses place their trust in Zoho CRM to streamline complex business processes, drive growth, and build strong customer relationships.

Schedule and dispatch jobs with ease

  • Assign and track jobs
  • Schedule appointments on time
  • Maintain service catalogs
 

Assign and track jobs

Jobs can be assigned to one or more team members. Notifications are automatically sent to them, alerting them of their newly assigned job. Customized job sheets can guide your teams to record necessary information before they mark their service as completed.  

Assign and track jobs

Schedule appointments on time

Book appointments for your customers that can be rescheduled or cancelled when needed. Define the availability of your services, assign the right people when an appointment is made, and provide the job sheets needed to mark the job as complete.

Schedule appointments on time

Maintain service catalogs

Build a catalog of your services inside Zoho CRM. Define each service, set dates and times for the availability of each one, and assign staff to handle and deliver them.

Schedule appointments on time

Integrate Zoho CRM with Zoho FSM to streamline field operations

  • Manage work orders
  • Set up maintenance plans
  • Mobilize field agents
  • Handle diverse teams
 

Manage work orders

Create service requests with customer details and preferences. Send cost estimates and convert them to work orders on approval. Use the work order as the master document to schedule service appointments on the Dispatch Console and to generate invoices.

Manage work orders

Set up maintenance plans

Manage customer assets with periodic maintenance plans. Set up daily, weekly, monthly or yearly schedules. Generate recurring work orders and service appointments and delight customers with a consistent and reliable service.

Set up maintenance plans

Mobilize field agents

Connect with the agents on the field with the Zoho FSM Mobile App. Collaborate with notes and photos to arrive at the ideal solution to the customer’s issues. Send service reports, generate invoices, record payments and take up follow-up jobs.

Mobilize field agents

Handle diverse teams

Manage multi-faceted teams with distinct user profiles and permissions. Add skill and territory details to field agents to choose the ideal resource for the job. Keep track of user time-offs and trip logs for improved planning and productivity.

Handle diverse teams

Maintain customer and client records in one place

  • Document management
  • All your finances in one place
 

Document management

All customer-related files such as photos, requirements, and PDFs are conveniently stored in the customer profile for quick referencing.

Manage all your documents in a central place

All your finances in one place

Never lose track of customer interactions and payments by viewing all jobs, estimates, and invoices in one place.

Manage all your documents in a central place

Unify customer interactions

Get quick access to contact information across multiple channels—telephone, email, live chat, and social media. Track individual customers and entire organization accounts.

360 degree customer view for all interactions
360 degree customer view for all interactions
360 degree customer view for all interactions
360 degree customer view for all interactions

Simplify billing and payments with
Zoho Invoice

Create invoices on the go and easily send them directly to your customers with the Zoho Invoice integration. Replace your pen and paper with digital invoices. Create invoices directly from your CRM and mark payment status to stay on top of your bills.

Create invoices and send them to CRM contacts with Zoho Invoice

Provide contextual subscription offers with Zoho Subscriptions

Make the right offer at the right time to the right people. Once you integrate Zoho CRM with Zoho Subscriptions, you can get complete information on each customer's journey so you can craft subscription plans that your customers can't pass up.

Craft personalized subscription plans for CRM contacts with Zoho subscriptions

Personalize every way of your engagement

  • Segment customers
  • ROI from AdWords campaigns
  • Personalize prospect engagement
 

Segment customers

Gauge your customer's lifetime value and identify any up-sell or cross-sell opportunities. Categorize them as big spenders, frequent purchasers or actively engaged with your brand and form unique strategies to strengthen your relationship with your customers.

Segment your customers

ROI from AdWords campaigns

Combine your Google Ad spending with your sales data to determine which campaigns, ads, or keywords are helping you convert leads into customers.

Calculate the ROI from Adword Campaigns

Personalize prospect engagement

Keep leads engaged from your first contact, using emails. For example, you can save email templates and send them out to invite prospects to visit your tradeshow booth. You can schedule reminder emails before the event and follow-up emails for after.

Personalize engagement with workflows

Bring telephony to your CRM

  • 50+ telephony providers
  • Greet customers by name
  • Log calls automatically
 

50+ telephony providers

Connect Zoho CRM with any of our 50+ telephony partners so you can make and log calls, and view customer information all in the same place.

Zoho CRM integrates with 50+ telephony providers

Greet customers by name

Start your calls off right by greeting your customers by name with their lead information displayed on your screen. Your sales conversations will go much smoother when you've impressed the customer from the start.

Greet customers by name when they call you

Log calls automatically

Every call you make or receive is automatically logged inside CRM, along with call duration, call notes, follow-up activities, and call recordings (if applicable).

Log all calls inside Zoho CRM

Connect with customers on the move with Zoho CRM Mobile

  • Get the most out of your day

    Check the most efficient sales route to navigate to your customer's location. Check in at the client's location to record your visits and maximize selling time on the road.

    Check the most efficient sales route to navigate to your customer's location
  • Stay on top of your day's activities

    Plan your work day to stay on top of your day's activities. Whether it's talking to a customer, negotiating a deal, or sending out an email, get an overview of all your upcoming activities..

    Stay on top of your day's activities
  • Collaborate on the move

    Post the status of your tasks and keep your sales managers informed of your progress. Keeping them informed of their team's progress can let them guide their team with valuable insights at crucial deal stages.

    Collaborate with your team to share insights
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Check the most efficient sales route to navigate to your customer's location Stay on top of your day's activities Collaborate with your team to share insights

Integrate with the apps you use everyday

Seamlessly integrate with more than 300 popular business apps and let your CRM talk the same business language as yours.

Zoho has played an important role in standardizing our program. We now have more than 15,000 sellers using our services.

The Zoho CRM mobile app helped me analyse my sales rep's occupancy data, with options like Check-in, which is a very advantageous tool for any organization.

Our bottom line has increased by over $100K per year from the cost savings alone after using Zoho.

Anand Goyal, Director, Amazon India
Divya Sundaraju Asst.Manager - Learning & Development, FundsIndia
Alex Tolbert,CEO, Bernard Health
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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.

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