Sales automation

Sales automation

Zoho CRM is a unified platform that helps you juggle multiple business activities efficiently. It's designed to help you sell, market, analyze, manage better and collaborate with customers and employees. You can gather powerful insights from customer interactions through various communication channels like email, phone, social media, and more. It lets you extend a personalized environment to your customers or partners by customizing the user interface to suit their business's unique requirements. Besides, you can easily get rid of conventional tools like spreadsheets and other single-purpose applications and manage your business processes like a pro with easy-to-use features.

Our cloud-based application lets you create, update, and store data in a secured environment that goes a long way in fostering a lasting engagement with the customers. With our advanced features like Zia, Workflow rules, Blueprint, Functions, and more you can experience an overall increase in business productivity. Learn more

Know the CRM Basics

Before you begin setting up your account, know a few important things about Zoho CRM editions, system requirements, number of languages supported by the CRM and the file storage space provided in your account. 

Understand Zoho CRM

Once your account is set up, go around and explore your options, navigate the interface throughly to make best use of the CRM. Get a hang of

the CRM terminologies that you will start using more often.


Begin Your Admin Journey

As an administrator you will have truck load of settings to do to tweak Zoho CRM per your industry needs and to make it more user friendly. Begin with adding your company details and personal information, securing your account, adding users, creating roles and profiles. Customize your account based on your business requirements, automate sales processes, and also learn ways to manage your data. 

Zoho CRM Mobile App

Get an insight on the Zoho CRM mobile application and the supported devices. 


Getting enterprise-ready

If you are managing a large enterprise, here are some features that you could get started with to meet your business requirements. 




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          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

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