Enterprise-grade customer engagement and relationship management
Zoho CRM provides a scalable platform for organisations to consolidate and manage their business data across departments to deliver an unparalleled customer experience. Zoho CRM brings the best of out-of-box and custom vertical solutions to meet the specific requirements of your business.
Bring context to every customer interaction
- Omnichannel communication tools to reach your customers whether they are available by phone, email, live chat or social media.
- Track ROI on your marketing spend and sales operations by measuring prospect lifecycle from the first touchpoint right through to a won/lost opportunity.
- Tools to nurture relationships with your existing customer base across all departments in your business.
Scale up your business with process management and automation
- Eliminate redundancies in your processes by using workflow automation to free up your team for tasks that add value to your business.
- Systemise your sales process by utilising blueprints to provide a consistent customer experience and ensure that no opportunities fall through the cracks.
- Provide a centralised view of your customers and their interactions across all departments using pre-built integrations into the systems you already use.
Measure pre-sales performance
- Automate territory management by segmenting customers based on defined criteria to allocate leads, deals and accounts to the right individual or team.
- Use predictive analytics for effective forecasting based on pipeline activity, and leverage AI suggestions for company-wide, team and individual targets based on the historical data.
Integrate Zoho CRM with your ERP system
A CRM system tells a story unique to your business and is tailored to fit your business processes. We have developed full integrations with key accounting, inventory and ERP systems to sync products, stock, pricing, customer, sales and quoting information with Zoho CRM to enable your reps to focus on moving more product.
Fill the top of the funnel with marketing automation
- Provide the tools for marketing and sales teams to work in harmony by comparing ad spend and revenue across all dimensions.
- Maximise ROI by segmenting your database to target them with personalised, relevant content.
Mould your CRM to fit your business
- Create custom layouts for different processes so all relevant data is stored throughout a records lifecycle.
- Display data in the CRM how it should be using custom modules, field, buttons and canvases.
- Focus on the information that matters using advanced filters on lists.
- Cost effective custom automation using front-end or back-end scripts and procedures.
Empower your team with the tools to work from anywhere
- Always stay on top of business with the Zoho CRM mobile app.
- Zoho CRM is built with team collaboration tools at it’s core through tagging, activity feeds and notes on all records.
Secure your business data
- Zoho CRM provides granular control and governance over data based on roles, profiles or territories.
- Enterprise-grade security features to protect both your data and your customers’ from unauthorised access.
- Store and process customer integration in compliance with GDPR data handling legislation.