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Zoho CRM modules

Zoho CRM

Migrate data from another CRM

Move your data from your old CRM into Zoho with ease.

Invite your colleagues:

Add your colleagues and benefit from a set of functionalities in Zoho.

Personalize your CRM

Easily customize your CRM to suit your needs with a simple drag and drop.

Get leads from your website:

Automatically send leads to CRM from your website.

Visitor tracking

Get your website visitor information in minutes.

Integrate your inbox with CRM

View and respond to customer emails from CRM.

Sales force automation

Sales force automation
Sales force automation helps you track suspects, prospects, business opportunities and close more sales in less time. In addition, you can effectively use existing customer data for future recurring or cross-selling opportunities.

Marketing Automation

Marketing Automation
  • You can, with the marketing automation module, effectively plan marketing activities to improve the process of generating qualified leads. You can also measure the performance and effectiveness (ROI) of prospecting campaigns.
  • Related links which direct you to the Zoho site (English): Management of prospecting campaigns

Customer service

Customer service
  • Customer service case management and resolution management features give you the means to streamline the customer service organization process across your enterprise and allows for better integration of activities between the sales team and the customer service department.
  • Related links to the Zoho site (English): Case management | Resolution management

Inventory management

Inventory management

Analytical data

Analytical data
  • The functionality of dashboards and reports allows you to visualize the sales pipeline, performance and trends of the company and to transmit them on a regular basis to other colleagues, users or not, of Zoho CRM.
  • Related links to the Zoho site (English): Task management | Agenda | Compilation of prospect calls or contacts

Activities management

events
Keep all of your business activities in one place in an organized way with the help of the task, event and call log manager in Zoho CRM. Add recurring reminders, tasks or events, and easily share them with others.

Related links to the Zoho site (English):
Task management | Agenda Compilation of prospect calls or contacts

The other members of the Zoho family

ZOHO

Zoho Mail

The Zoho Mail add-on allows you to integrate your e-mail service into Zoho CRM.


Zoho Projects

Zoho Projects integration allows you to plan, execute and track customer projects from your Zoho CRM account.


Zoho Support

The integration of Zoho Support allows your sales, marketing and management teams to view and track customer support tickets from your Zoho CRM account.

Zoho Writer

 Zoho Writer is online word processing software integrated with Zoho CRM that allows you to create templates and direct mail documents using Prospects, Contacts and Potential information.

Zoho Invoice and Zoho Books

The Zoho Invoice / Zoho Books integration allows you to view and track customer invoices from your Zoho CRM account.

Zoho Creator

Expand your use of Zoho CRM by creating a wide range of associated custom applications.