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    zoho crm - help revamp

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      Introduction to Zoho CRM

      Get ready to explore our cloud based application designed to help you manage your customer relationship better with different easy-to-use features.

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      Know the CRM Basics

      Learn about basic requirements, supported languages, and features offered in various editions of Zoho CRM.

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      Understand Zoho CRM

      Explore, learn, and understand the various modules and basic terminology in your CRM account.

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      Begin your Admin Journey

      Explore your responsibilities as an administrator and learn to manage your business with the help of different CRM features.

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      CRM Mobile App

      Take CRM wherever you go and stay updated on your day-to-day activities anytime, from anywhere.

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      Organization Settings

      Add your personal and organization details such as, fiscal year, business hours, currencies and more.

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      Manage Users and Profiles

      Understand different user management activities such as creating roles, adding users, and setting profile permissions.

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      Customize CRM Account

      Personalize your account with powerful customization tools that allows businesses of all sizes to adopt quickly.

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      Data Administration

      Manage your data and maintain a clutter-free database with import, export, duplication management and view all the actions carried out using audit-logs.

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      Automate Business Processes

      Automate your business processes by setting up workflow rules, automated responses, and streamlining your sales activities.

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      Process Management

      Streamline your business by designing systematic process management systems using blueprint and approval processes to ensure nothing falls through the cracks.

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      Connect with Customers

      Connect and interact with your prospects intelligently through different channels such as social media, emails, telephony, and more.

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      GDPR and Zoho CRM

      Get guidance on how to secure customer data, and focus on making your business compliant with privacy regulations.

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      Sales Force Automation

      Manage your sales pipeline more effectively by using the various modules and features in Zoho CRM.

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      Marketing Automation Tools

      Plan, improve, and execute various marketing strategies with the help of automation tools.

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      Analytics and Dashboards

      Get real-time insights on your business performance and personalized key metrics on your day-to-day business activities.

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      Collaborate and Increase Team Productivity

      Connect and share data with peers using feeds, calendars etc. and make sales fun and competitive with gamescope.

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      Manage Inventory

      Procure products and carry out your accounting activities before and after pitching your sale.

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      Zia - Artificial Intelligence

      A powerful artificial intelligence that makes your work simple, efficient, and helps you deliver a personalized experience.

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      Manage your Data

      Learn how to manage your documents, attachments, notes. Monitor the storage utilized and your recycle bin.

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      CRM Mobile App

      A native CRM application that helps you work from anywhere and anytime, even when you are offline!

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      Zoho

      Integrate Zoho CRM with other Zoho Products and work under a single platform.

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      Microsoft

      Synchronize contacts and tasks from various Microsoft applications and manage them from your CRM account.

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      Google

      Integrate your Google account with CRM and use the features to collaborate, communicate, and share information with peers.

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      REST APIs

      REST APIs denote a group of resources in CRM and operations that can be performed, to integrate any app with Zoho CRM.

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      Mobile SDKs

      Equip yourself to design, build, test, use and maintain tailor-made, robust mobile applications for your Zoho CRM.

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      Server Side SDKs

      Make use of our SDKs to build personalized client-based applications and seamlessly integrate Zoho CRM's services.

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      Connections

      Invoke any third party applications’ REST APIs through Connections and get access to your authenticated data from your functions or widgets.

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      Functions

      Formerly known as Custom Functions, this feature lets you program and execute custom actions in CRM, which are not natively provided.

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      Widgets

      Build Widgets with embeddable UI components in the CRM and seamlessly integrate them with external applications.

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      Developer Edition

      A complete edition of Zoho CRM for Developers to play around with. Get all of the features and figure out software solutions much more easily.

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      Web Apps SDK

      No need to worry about having a server. Design and build interactive web applications for Zoho CRM using our Web App SDK.

      Still can't find what you're looking for?

      Write to us: [email protected]

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