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Build online forms for every business need.

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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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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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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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Smart landing page builder to increase conversion rates

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Manage all your local business listings on a single platform.

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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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Cloud Contact Center Software for businesses.

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Sync, manage, and convert leads across channels seamlessly.

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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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Remote support and unattended remote access software.

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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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Live chat app to engage and convert website visitors.

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

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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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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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Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
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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.

Catalyst
 
Toolkit

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.

QEngine
 
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RPA

Automate manual, tedious, and repetitive tasks easily.

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Analytics

Modern self-service BI and analytics platform.

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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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Harnessing IoT analytics for real-time operational intelligence.

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Projects

Manage, track, and collaborate on projects with teams.

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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

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Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

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

QEngine
 
Tables

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

Tables
 
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Automate manual, tedious, and repetitive tasks easily.

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Application analytics for all apps.

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

Embedded BI
 
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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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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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Improve conversion rates with cohesive lead management automation

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Lead management automation
Yellow
Master Liveaboards
Packagemate
Moriartys
Yellow
Blazesoft
Automated workflow

Automate workflows throughout the sales cycle

From capture to conversion, automate workflows at every stage of the sales cycle. Watch leads flow in to your CRM and the deal status change to "closed-win" guided by automation.

Lead movement

Accelerate lead movement

Monitor lead activities, statuses, and interactions across the entire sales pipeline. Follow up with leads on appropriate channels to move them over to the next stage.

Sales and marketing lead automation

Align sales and marketing

Ensure that sales and marketing teams are always on the same page. By automating key workflows and approvals across various touchpoints, you can make sure that both teams are aligned on lead management, optimizing processes, and revenue goals.

Automate every aspect of lead management

  • Lead capture
  • Lead Qualification
  • Lead Nurturing
  • Lead analytics and reporting

Lead capture

Automate lead capture

Capture leads from multiple sources, such as web forms, landing pages, and marketing campaigns. Send them to your CRM automatically and set them up for nurturing based on the source.

Intelligent lead routing

Assign leads to the appropriate sales team member based on criteria like territory, industry, or lead source, and ensure that leads are always assigned to the right salesperson.

Avoid duplicate leads

While pushing leads from CRM, set up verification criteria to ensure there are no duplicate entries.

Lead capture

Lead Qualification

Automate lead scoring

Score leads based on behaviors like engaging with your drip campaigns, signing up for a free trial, or adding items to their cart. Couple that with demographic data to assign the right scores to leads for sales to follow up on.

Dynamic lead segmentation

Segment leads based on criteria like industry, company size, or purchase intent. Assign leads to the right salesperson based on experience and expertise in a specific segment.

Lead profile enrichment

Enrich lead profiles with data from different sources, such as social media mentions, support interactions, and other touchpoints. The more data a lead profile has, the more effectively it can get segmented and handed over to the right salesperson.

Lead qualification

Lead Nurturing

Personalized nurturing sequences

Create personalized email sequences for leads based on source, territory, industry, or business size. Assure prospects receive tailored information about how your product or service can be of help.

Automate follow-up reminders

Deliver reminders to the right salesperson whenever a lead crosses a specified stage in the sales cycle. Ensure that interested leads don't slip through the cracks.

Streamline lead handoff

Create workflows in your CRM that automatically assign MQLs from different sources to the right salesperson, based on lead scores or other custom parameters. Make certain smooth lead handoff from marketing to sales.

Lead nurturing

Lead analytics and reporting

Get lead insights

Find out what type of leads convert the most and which lead source is most effective. Gather data from your CRM to generate reports that analyze both the best and worst performance leads.

Track sales-rep performance

Evaluate the performance of sales reps by pulling up key metrics like average deal size, conversation rate, and deal slippage. Create comprehensive reports that provide a clear picture of their performance.

Improve campaign performance

Gather key campaign metrics like engagement, conversion rates, and MQLs from various marketing apps. Automate the creation of campaign reports using reports from different apps to clearly see which aspect of the campaign needs attention.

Lead analytics reporting

Discover how SHARC Energy uses Zoho Flow to automate its lead management operations

Read case study

Using Zoho Flow, we're able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved staff from having to input or interact with the system unnecessarily and improved accuracy by reducing human error.

Mike Tanyi

Mike Tanyi

Director of Marketing and IT, SHARC Energy

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Connect your lead management apps to Zoho Flow

Create custom integrations with the apps you use every day for managing your leads.

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Use Zoho apps already?

Discover why Zoho Flow is a game-changer for Zoho users.

Integrate Zoho apps
  •  Unlock seamless connectivity within the Zoho ecosystem
  •  Bridge the gap between Zoho and external platforms
  •  Adopt the Zoho suite of apps with confidence