Sales force automation
Basic modules – Available
(Manage your complete sales cycle by collecting and centralizing data across relevant stages with these standard Leads, Contacts, Deals, and Accounts modules.)
Tasks, calls, events – Available
(Easily schedule and manage your follow-ups, calls, meetings and other day-to-day sales activities.)
Advanced filters – Available
(Cut through the clutter and pinpoint the records you need with these advanced search filters.)
Multiple pipelines – Available
(Effectively mange multiple sales processes by using distinct sales pipelines to track your opportunities.)
Scoring rules – Available
(Score your leads based on their interactions with your business to help your sales team prioritize leads more likely to convert)
Sales forecasting – Available
(Set your team on the path to long-term success with achievable goals and keep track of how your business performance compares to revenue goals.)
Email insights – Available
(Track performance metrics for all customer-related emails like open rates, time of opening, clicks rates, and more.)
Multiple currencies – Available
(Reduce the complexity of working with international vendors and customers with built-in multi-currency support and conversions )
Macros – Available
(Pre-define and automate actions like follow-ups, scheduling sales activities, and updating records, all with the click of a button.)
Sales Signals – Available
(Interact with customers in real-time with activity notifications across the customer journey.)
Assignment rules – Available
(Automatically send incoming leads and opportunities directly to the appropriate sales reps.)
Multiple scoring rules – Available
(Use scoring rules to help your customer facing teams prioritize records that are relevant to their departments.)
Custom Sales Signals – Available
(Build customized signals to capture every aspect of the customer journey and notify the relevant teams in real time.)
Email parsers – Available
(Capture lead information from emails and add it to your CRM so your teams can focus on following a up rather than manually updating customer records.)
Data entry wizards – Available
(Make updating customer information easier, reduce errors, and improve data quality with sequential forms.)
Portals – Available
(Make collaboration with customers, partners, and vendors easier—use portals to grant access to relevant information in your CRM.)
Automation and process management
Workflow rules – Available
(Help your sales team focus on sales by automating their day-to-day activities with workflows.)
Email notifications – Available
(Stay on top of your emails with real-time notifications on opens, clicks, and replies.)
Blueprint – Available
(Effectively scale your sales process by building a step-by-step blueprint to guide your sales reps at every stage.)
Webhooks – Available
(Use webhooks to easily loop third-party apps into your sales operations to enhance overall customer experience.)
Record approval process – Available
(Get important records approved by the right people to ensure accountability.)
Data review process – Available
(Keep your data clean by reviewing and verifying information coming into your CRM)
Custom functions – Available
(Build low-code workflows that automate your enterprise operations across all different apps in your tech stack.)
CommandCenter – Available
(Build, manage, and improve end-to-end customer journeys while delivering personalized experiences.)
Product customization
Homepage customization – Available
(Get easy access to all the important day-to-day activities and metrics right from your homepage.)
Rename tabs – Available
(Rename default product modules to match your company’s organization structure and style.)
Custom list views – Available
(Quickly access a set of leads, customers deals, and more by creating lists with pre-defined criteria.)
Custom fields – Available
(Collect and associate any type of data your business needs inside Zoho CRM)
Canvas – Available
(Build personalized CRM experiences for your employees based on the needs of the team and your industry.)
Tab groups – Available
(Focus on important information by creating groups of relevant modules for quick access.)
Validation rules – Available
(Keep your CRM data clean by curbing bad data with automatic validation.)
Custom modules – Available
(Create and customize modules to accurately capture relevant data categories for your business.)
Custom buttons – Available
(Perform a wide range of pre-defined actions with a single click.)
Page layouts – Available
(Streamline data capture for different processes under different layouts in the same module.)
Translations – Available
(Translate your custom modules, fields, buttons, and more to empower your global teams to work with Zoho CRM in their preferred language.)
Developer sandbox – Available
(Give your developers the freedom to test every customization in a secure sandbox before applying them to your production account.)
Reports and analytics
Predefined reports – Available
(Monitor the health of your business with multiple system-defined reports.)
Predefined dashboards – Available
(Visually track key metrics across specific departments or your business as a whole with dedicated dashboards.)
Custom reports and dashboards (Limited) – Available
(Drill down deeper with customized reports and dashboards to better understand how your business is performing.)
Basic dashboard components – Available
(Choose from an array of built-in tools to visualize your business data.)
Analytics mobile app – Available
(Track key business metrics, even when you’re on the move.)
Custom reports and dashboards (Unlimited) – Available
(Drill down deeper with customized reports and dashboards to better understand how your business is performing.)
Advanced dashboard components – Available
(Turn data into insights with advanced visualization tools.)
Anomaly detectors – Available
(Get real-time notifications on any deviation in your business performance.)
Webform analytics – Available
(Track and improve how your webforms perform across different pages and iterations.)
Zoho Analytics – Available
(Leverage the powerful business intelligence capabilities of Zoho Analytics for free.)
Artificial intelligence
Data enrichment – Available
(Extract additional information about your customers available on the web and understand them better.)
Prediction – Available
(Predict probable outcomes for various business scenarios and devise relevant strategies.)
AI sales forecasting – Available
(Leverage accurate and reliable sales forecast suggestions and make informed decisions to achieve your targets.)
Anomaly detection – Available
(Detect unusual trends in your business so you can identify potential issues and resolve them quickly.)
Recommendation – Available
(Provide personalized product recommendations for your customers that align with their business needs.)
AI analytics – Available
(Harness insights and suggestions from sales targets to business performance and incorporate optimal solutions.)
Communication – Available
(Identify the best time to engage with leads and customers and improve the chances of a response or engagement.)
Image validation – Available
(Validate and ensure that the right images are uploaded in your business processes, based on criteria you specify.)
Conversational AI – Available
(Use voice or text commands to fetch customer information, generate sales reports, create reminders, and schedule activities.)
Email intelligence – Available
(Enhance email experience with features like sentiment analysis, email summaries, and automatic activity scheduling.)
Conversation intelligence – Available
(Transcribe customer calls, extract insights such as their emotions and intent, and prioritize responses.)
Voice of the Customer – Available
(Derive holistic and in-depth insights on the outlook of your customers about your business and competitors.)
Marketing automation
Email templates – Available
(Select and edit email templates from a large library including everything from sales follow-ups to marketing newsletters.)
Email authentication – Available
(Improve the trustworthiness and deliverability of your emails from inside Zoho CRM.)
Mass email – Available
(Email all contacts or selected recipients with a single click.)
Social profile integration – Available
(Seamlessly integrate your social media accounts and manage activities directly from Zoho CRM.)
Email relay – Available
(Send emails through specific servers for selected customers.)
CRM for Google Ads – Available
(Measure and improve the performance of your Google Ads with the CRM for Google Ads integration.)
Attribution – Available
(Measure the impact of your marketing campaigns with Marketing Attribution.)
Segmentation – Available
(Categorize customers into focus groups to give them personalized content, offers, and more.)
Auto-responders – Available
(Set up automatic replies and follow-ups to enhance customer communication.)
Developer Hub
Function- Available
Client Script– Available
Widgets- Available
Circuits– Available
Security
Profiles – Available
(Manage what your CRM users can do inside the product with fine-grained controls.)
Role-based hierarchy – Available
(Manage what your users can see and access inside your CRM based on the roles you define.)
Multiple organizations – Available
(Associate and access multiple CRM accounts with a single login.)
GDPR compliance – Available
(Use built-in functionalities to help your process align with the GDPR regulatory requirements.)
CRM audit logs – Available
(Get detailed logs for all actions performed inside your CRM.)
IP address restriction – Available
(Let your team access your CRM account from specific, approved IPs for added security.)
Field-level security – Available
(Leverage granular controls to manage access to specific fields that may contain personal or highly sensitive information.)
Reporting hierarchy – Available
(Manage what users can see and access inside your CRM based on your organization’s hierarchy.)
Record-level sharing – Available
(Improve collaboration between sales reps or departments by allowing your team to share records with one another.)
Territory management – Available
(Assign relevant leads, customers, and accounts to your sales reps based on factors like product line, geography, verticals, and more.)
Data encryption – Available
(Keep your customer data secure with powerful encryption when it’s stored on Zoho CRM’s servers.)
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