“Attract, Retain and Delight More Customers. Grow your

company into a customer-focused organization.”

10 Million users work online with Zoho

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Smart software for

growing businesses Focus on what really matters, while our apps do everything you need.

"Zoho is the most

comprehensive suite of

web-based programmes

for small businesses..."

“One of our favourite

cloud office suits comes

from Zoho”

Online Sales Force Automation (SFA) Software

Zoho’s Sales Force Automation (SFA) solution drives sales force performance and profitability by

giving you everything you need to sell smarter.

Lead Generation & Qualification

Pipeline Analysis

Sales Stage & Probability Analysis

Competitive Analysis

Real-Time Forecasting

Quota Management

What do I Gain from Zoho CRM's Sales Opportunity Tracking Software?

Track all sales opportunities end-to-end in a sales cycle

Import Sales opportunities from third-party business or CRM solutions and services using Import Wizard

and Zoho CRM API

Associate Sales opportunities with accounts, contacts, activities, and other modules to have a better visibility

on the opportunities - 360-degree view

Track competition on each business opportunity and assess your strengths and weaknesses

Set up sales stage and probability of winning deals using drag and drop customization wizard

Alert the intended audience in your organization when a big deal closes (big deal alert) or is nearing

completion

Identify and eliminate any bottlenecks in the sales process utilizing the sales pipeline and sales escalation

process

Workflow Automation -

Accelerate Sales Follow-ups - Set up workflow triggers while creating records or modifying records.

Associate actions like tasks, email notifications, field updates and custom functions with the CRM

record that matches the pattern.

Getting Things Done - Associate tasks to the workflow rules so that new tasks are dynamically created

for the salespeople when CRM records are created or modified.

Time-based Actions - With time-based actions, you can automatically schedule the workflow actions

at pre-defined interval and close more deals in less time.

Save Time with Macros - Macros automate these series of routine activities for you so that you can

focus on sales prospecting.

Online Lead & Contact Management Software

Everything in its Place

Lead Generation

Lead Assignment & Qualification

Now you can easily manage all your contact

channels and customer touch points—so each

interaction is highly coordinated and contextual.

No more crossed signals or missed opportunities.

These sales leads are captured through various

sources, viz., campaigns, exhibitions, referrals,

phone calls, branding, etc. Zoho CRM provides

you with different methods to generate leads:

Form Filling, Quick Create, Importing, Web Forms

and Developer API.

Manually assigning new leads to specific

individual (owner) can be tedious. Zoho CRM

allows you to create a workflow rule to assign

new leads to sales persons based on specific

criteria, such as geographic region, activity,

etc.

With the scope for further follow ups, the lead

qualification process is essential to lead

generation. This stage separates the sales

ready leads from the general inquiries that are

entered into Zoho CRM.

Manage a 360 degree view of the leads' life cycle (from creating leads to converting them into business

opportunities)

Capture leads online using Web-to-lead form and manage effectively in Zoho CRM

Facilitate faster sales Lead Distribution through the lead assignment rules

Qualify leads to next stage based on the information captured in lead details

Customize lead management process (B2B and B2C business scenarios ) as per your organization sales

process

Standard reports and dashboards bundled for a fast learning curve

Export leads data to spreadsheet software for further data analysis

Track all contacts and related opportunities, activities, and other details from a centralized, shared database

Synchronize contacts, tasks and calendars between Zoho CRM and Outlook using the Zoho CRM Plug-in for

Microsoft Outlook

Create mail merge documents and mailing labels with the Zoho CRM Plug-in for Microsoft Office

Establish contact assignment rules to automatically assign contacts to the appropriate salespeople

Lead Conversion

Complete Business Suite

Highly-Secure Cloud Environment

Integrated and Connected Apps

Once there is scope for business opportunity

through further negotiations or follow-ups, a Lead

is transformed to Account, Contact and business

opportunity. At this point, lead management

process is complete and there is no reverting to

Lead process.

Document Library

Zoho CRM lets you distribute and safely share proposals, competitor comparisons and similar

documents to your Sales & Marketing team, right within Zoho CRM.

Send Documents from your CRM

Email proposals to your prospects by attaching documents from Zoho Docs, Google Drive, Document

library or your local computer.

Share Content with the Right People Reviews Made Easy

Sales Reports & Dashboards

Zoho CRM offers fully customizable reports in all the modules (Sales, Marketing, Support and

Inventory ) with more flexible options, such as cross-linking modules, arithmetic operations, different

types of layouts, 3-level column grouping, public/private folders, scheduling reports generation and

delivering to the intended users including non-Zoho CRM users through email.

Create folders, sub-folders and share collateral to

your salespeople based on roles in the

organizational hierarchy.

Win more deals with improved quality of

documents based on comments and feedback

from your colleagues.

40+ standard CRM reports in sales, marketing, customer support, and inventory management modules

Create cross-link reports spanning across multiple modules

Create tabular, summary, and matrix type reports

Perform arithmetical operations using aggregate functions (sum, average, min and max)

Store reports in different types of public/private folders and enable access to the users according to their access

privileges

Schedule the report generation mechanism and send printer-friendly reports to the specified users including non-

Zoho CRM users

Export sales report data to various user-friendly formats such as PDF, HTML, XLS and CSV

CRM Dashboards

Flash-based, interactive CRM dashboards with an aesthetically pleasing layout and fast loading capability.

Fully customizable Sales dashboards with different types of Bar, Funnel, Pie, and Line charts.

Drill down Sales charts for further data analysis.

Display charts in customized home page.

Role-based Security Administration

Zoho CRM offers you an Enterprise-grade Role-based

security to control the access rights of users while

working with CRM data and modules, such as leads,

accounts, contacts, potentials etc. The Role-based

security includes Profiles, Roles, Data Sharing Rules,

Field-level security, and Groups.

Marketing Automation

Develop targeted marketing campaigns based on customer profile and history

Execute email campaigns around time-sensitive promotions and opportunities

Track marketing expenditures in real-time

Focus and improve the quality of your lead generation

By integrating your marketing management with Zoho Sales Force Automation, you can easily track

responses to identify what’s working, modify your efforts on-the-fly, and dramatically improve your

marketing ROI.

Feeds

Work Together, Share Insights and Accelerate your Sales.

Share Messages

Work Together in Groups

Create groups instantly and work together on big deals, sales opportunities and marketing

campaigns. With a centralized location for communication, your team can share insights, obtain

answers and see what each team member is working on.

Just post the message to your team via Feeds. You can

also reach out to a particular user or group by adding

@ which will notify the user or group about the

mention.

Workflow Automation

Workflow automation lets you streamline the sales, marketing, and support processes. Write your

own rules. Simplify your sales follow-ups based on your unique business needs. Automatically assign

leads and customers to the reps best qualified to handle them. Improve the efficiency of salespeople

by eliminating redundant steps while updating records, triggering email notifications etc. at the right

time.

Accelerate Sales Follow-ups

Getting Things Done

Associate tasks to the workflow rules so that new tasks are dynamically created for the salespeople

when CRM records are created or modified.

Set up workflow triggers while creating

records or modifying records. Associate

actions like tasks, email notifications, field

updates, webhooks and custom functions

with the CRM record that matches the

pattern.

Personalized Alerts

Configure email notifications using pre-

defined email templates and upon

triggering a workflow rule, personalized

emails are sent to all the recipients.

Time-based Actions

You have to execute a series of tasks, send email messages, and update CRM record at regular

interval. With time-based actions, you can automatically schedule the workflow actions at pre-defined

interval and close more deals in less time.

Generate Sales, Not Work.

Zoho CRM frees you to do what you do best: selling. Automate tasks, improve workflow and focus on

creating and capturing opportunities.

Capture Leads from your Website Improve your Workflow

Data-driven Marketing Visitor Tracking

Feeds Forecasting

Go Mobile. Take CRM with You

On a plane or at a remote location? Access customer data from your

mobile phones and be up-to-date - even in the offline mode.

Integration Available with other Apps

“Zoho CRM gives you a

360-degree view of

your complete sales cycle

and pipeline. Identify

trends, spot

opportunities, increase

efficiency and reduce

costs with the right

answers, right now.”

Some Screenshots