CRM CLOUD

The flexible cloud tool for your sales team that adapts to your business needs.

Because not everyone chooses the same way to get to your company

Multi-channel communication

Email

Telephone

Social networks

Web

All roads lead to your CRM

Zoho's multi-channel support with allow you to reach your customers by phone, live chat, email or social networks.

Email

  • Your email within your CRM sends and receives emails
  • Pre-designed email templates
  • Know the status of your emails, email opens and clicks
  • Automate and schedule mailings
zoho-crm-plantillas-email

Telephone

  • Make and receive calls with a single click within your CRM
  • Analyze and record your calls to measure your team performance

Social Networks

  • Integrating your social networks with your sales process, will allow you to keep up with all trends

Web

  • Publish forms on your website
  • Set auto-reply criteria and send emails to records created through web forms

A great sales team is the key to any successful business

Sales performance

Gamification

Advanced analysis

Territory management

Make your team work together

Visibility

KPI's shows your team's strong points and where does it need to improve. Zoho CRM allows your sales and marketing team to work together on the same platform, improving performance.

Visibility

  • Track sales, pre-sales and after-sales cycle
  • Get a 360-degree view of your sales cycle
  • Get and register your customers´ information quickly and orderly

Gamification

  • Sell as if it were a game, it will be easier for you to achieve goals
  • Turn routine tasks into contests and get scoring tables
  • Reward your team members to motivate them

Advanced CRM analysis

  • Analize your organization´s data at a glance
  • Use templates and reports to track sales patterns and trends

Territory management

  • Segment your customers based on territories
  • Define your segmentation needs to provide better service

Communicate, connect and close deals with Zoho CRM

Sales automation

Productivity

Automated

workflows

Alerts

Colaboration

All in one tool

Visitor tracking and conversation registration will allow you to communicate and connect with customers, to identify and close business opportunities.

Productivity

  • Centralized information in a single tool
  • Create custom views to organize your data
  • Run smart searches with Zoho CRM and create shortcuts
  • Define and execute different filters to analyze your information
  • Check contact notes, send budgets or generate reports

Automated Wprkflows

  • Automatically plan activities and send emails
  • Create workflows to set alerts and daily tasks
  • Create workflows to update CRM fields

Alerts

  • Get information on activities involving your customers and business opportunities
  • Real-time notifications so you can take action right away
  • Set reminders of all your pending activities

Colaboration

  • Define roles, permissions and groups among users
  • Real-time collaboration between the members of your team
  • Synchronize Zoho CRM with iCal and manage and schedule your events and activities
  • Share documents with your team

The important thing is to know how to adapt to the circumstances

Customizable and expandable

Customization

Integrations

Configurable

Want more?

Zoho CRM adapts to your needs. You can customize it, integrate it with other applications and set it up based on your needs.

Personalization

  • Custom modules and fields that adapt to your company needs
  • Customize your CRM with your company´s corporate image
  • Add photos to your leads or contacts

Integrations

  • Integrate Zoho CRM with many other Zoho applications to boosts its potential

Configurable

  • Different integratioins developed by SagitaZ and third parties will be available. Get a CRM that works the way you want it to

Generate repots to be able to compare data, patterns and trends

Reports and analytics

Reports

Charts

Manage

Share

View all information

Real-time reporting gives you insight on sales trends, marketing campaigns, customer engagement and team performance.

Reports

  • Export your custom reports in different formats
  • You have more than 40 default reports

Charts

  • Convert reports into charts or tables and add them to your custom dashboard
  • Sales performance charts, marketing campaign reports, or performance analytics

Organization

  • Create reports and save them into the appropriate folders
  • Share them with the users you need or keep them private
  • Use the advanced search filter to locate reports or bookmark them for instant access

Share

  • You can share charts with your team or keep them private
  • Use embedding codes to add your custom reports to third-party dashboards
  • Export your reports as PDF, XLS or CSV files with just a few clicks

Security

Feeling safe in any situation

Security is the most important thing

You can control information access, IP access or user permissions to keep your data safe.

Security

  • Set information access permissions to keep your data secure
  • Restrict the IP to access your system from wherever you want

+ about ZOHO security >

Close opportunities wherever and whenever you want.

Mobile App

Access and

mobility

Schedules

Offline

Customization

Don´t miss any opportunity

The Zoho CRM App is available for both Android and IOS devices

Access and mobility

  • Quickly access your platform anywhere through any smartphone or tablet
  • Staying connected at all times to your CRM will help your identify and close opportunities
  • You don´t need to be at work or look on your computer to receive your customers´ emails and notifications
  • Take advantage of your current location to contact potential customers nearby. With the views of the Zoho CRM App you can view your customers on a map

Schedules

  • You can quickly schedule activities, as well as access your customer´s information with fewer clicks

Offline

  • With the Zoho CRM App you can work without an internet connection. Once your device reconnects, the changes will be synchronized

 Sin conexión

Customization

  • Customize the application however you want so you can easily work with it

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