What Is Inside Zoho CRM
Pipeline management, forecasting, customer service and integrations, configured to your sales process and your budget.
Sales pipeline to customer support
Track deals and forecast revenue just like Salesforce
Deals move through your sales stages with dates, values and close probabilities. The system forecasts quarterly and annual revenue by rep, by product or by stage.
- Deal stages with probability and close date.
- Revenue forecast by rep and stage.
- Pipeline reports and dashboards.
Let workflows move deals forward, not manual data entry
Automate routine tasks: stage transitions, task creation, email notifications. Reps access the CRM on phones and tablets so they can manage deals from anywhere.
- Workflow automation and triggers.
- Mobile CRM app for iOS and Android.
- Email integration and sync.
Help desk and ticketing built into Zoho
Support tickets come in from email. Agents see the customer record and the knowledge base. Customers can open tickets via a self-service portal.
- Support ticketing and routing.
- Knowledge base and FAQ.
- Customer self-service portal.
Everything the implementation covers
Sales process configuration
Your stages, fields and custom workflows configured.
Data migration
Clean migration from your current system with reconciliation.
Automation setup
Workflows and triggers that move deals without manual entry.
Integrations
Connections to accounting, email and your other tools.
Team training
Role-based training on your actual records and workflows.
Support and growth
Ongoing support, new reports and integrations as you grow.
See Zoho CRM Features for Your Business
Book a free consultation. We will walk through Zoho's pipeline, forecasting and customer service capabilities.
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