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.
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.