Zoho CRM Features
What are the features of Zoho CRM?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
Marketing Automation
- Email Marketing
- Campaign Management
- Lead Management
Customer Support
- Case Management
- Customer Support Portal
- Knowledge Base
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
Technology Glossary Features
View definitions of the features and discover new technology terms.
Zoho Categories on G2
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Platform
Customization | Based on 736 Zoho CRM reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 80% (Based on 736 reviews) | |
Workflow Capability | Based on 712 Zoho CRM reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 81% (Based on 712 reviews) | |
User, Role, and Access Management | Based on 742 Zoho CRM reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 84% (Based on 742 reviews) | |
Internationalization | Based on 536 Zoho CRM reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 80% (Based on 536 reviews) | |
Sandbox / Test Environments | Based on 439 Zoho CRM reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 77% (Based on 439 reviews) | |
Document & Content Mgmt. | Based on 610 Zoho CRM reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 80% (Based on 610 reviews) | |
Performance and Reliability | Based on 728 Zoho CRM reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 83% (Based on 728 reviews) | |
Output Document Generation | Based on 558 Zoho CRM reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 80% (Based on 558 reviews) | |
CRM Integration | Based on 68 Zoho CRM reviews. CRM integration is flexible and easy to maintain | 83% (Based on 68 reviews) | |
Integration API | Based on 63 Zoho CRM reviews. System provides API's that can be used to easily integrate to financial and other 3rd party systems | 79% (Based on 63 reviews) | |
Internationalization | System support multiple currencies and languages to enable business in multiple countries This feature was mentioned in 57 Zoho CRM reviews. | 76% (Based on 57 reviews) | |
Performance and Reliability | As reported in 69 Zoho CRM reviews. System is consistently available (uptime) and system's speed doesn't impact productivity | 83% (Based on 69 reviews) | |
Scalability | Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers This feature was mentioned in 68 Zoho CRM reviews. | 84% (Based on 68 reviews) | |
Reporting and Dashboards | As reported in 70 Zoho CRM reviews. Easily generate desired reports and dashboard on configurations, pricing, and quoting | 83% (Based on 70 reviews) | |
Reporting | Based on 64 Zoho CRM reviews and verified by the G2 Product R&D team. Displays standard reports at the end of each competition showing overall employee performance. | 88% (Based on 64 reviews) | |
User, Role, and Access Management | Based on 63 Zoho CRM reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 89% (Based on 63 reviews) | |
Enterprise Scalability | Based on 57 Zoho CRM reviews and verified by the G2 Product R&D team. Provides features to allow scaling for large organizations. | 88% (Based on 57 reviews) | |
Data Import & Export Tools | Based on 62 Zoho CRM reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 88% (Based on 62 reviews) | |
Performance and Reliability | Based on 62 Zoho CRM reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. | 88% (Based on 62 reviews) |
Sales Force Automation
Contact & Account Management | Based on 1503 Zoho CRM reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 85% (Based on 1,503 reviews) | |
Partner Relationship Mgmt. (PRM) | Based on 762 Zoho CRM reviews and verified by the G2 Product R&D team. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 82% (Based on 762 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 1427 Zoho CRM reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 81% (Based on 1,427 reviews) | |
Task / Activity Management | Based on 1511 Zoho CRM reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 81% (Based on 1,511 reviews) | |
Territory & Quota Management | Based on 1078 Zoho CRM reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 77% (Based on 1,078 reviews) | |
Desktop Integration | Based on 559 Zoho CRM reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 83% (Based on 559 reviews) | |
Product & Price List Management | Based on 1107 Zoho CRM reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 79% (Based on 1,107 reviews) | |
Quote & Order Management | Based on 1094 Zoho CRM reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 79% (Based on 1,094 reviews) | |
Customer Contract Management | Based on 1209 Zoho CRM reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 82% (Based on 1,209 reviews) |
Marketing Automation
Email Marketing | Based on 1229 Zoho CRM reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 80% (Based on 1,229 reviews) | |
Campaign Management | Based on 1192 Zoho CRM reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 79% (Based on 1,192 reviews) | |
Lead Management | Based on 1405 Zoho CRM reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 83% (Based on 1,405 reviews) | |
Marketing ROI Analytics | Based on 1022 Zoho CRM reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities | 79% (Based on 1,022 reviews) |
Customer Support
Case Management | See feature definition | Based on 1092 Zoho CRM reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process. | 80% (Based on 1,092 reviews) |
Customer Support Portal | Based on 1095 Zoho CRM reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 78% (Based on 1,095 reviews) | |
Knowledge Base | Based on 1129 Zoho CRM reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 79% (Based on 1,129 reviews) | |
Call Center Features | Based on 967 Zoho CRM reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 77% (Based on 967 reviews) | |
Support Analytics | Based on 1008 Zoho CRM reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 80% (Based on 1,008 reviews) |
Integration
Data Import & Export Tools | Based on 553 Zoho CRM reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 83% (Based on 553 reviews) | |
Integration APIs | Based on 536 Zoho CRM reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 80% (Based on 536 reviews) | |
Breadth of Partner Applications | Based on 505 Zoho CRM reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 79% (Based on 505 reviews) |
Mobile & Social
Social Collaboration Features | Based on 978 Zoho CRM reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 80% (Based on 978 reviews) | |
Social Network Integration | Based on 990 Zoho CRM reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 80% (Based on 990 reviews) | |
Mobile User Support | Based on 1094 Zoho CRM reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 79% (Based on 1,094 reviews) |
Reporting & Analytics
Reporting | Based on 1388 Zoho CRM reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 81% (Based on 1,388 reviews) | |
Dashboards | Based on 1445 Zoho CRM reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 81% (Based on 1,445 reviews) | |
Forecasting | Based on 946 Zoho CRM reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 80% (Based on 946 reviews) |
Configuration
Configuration Rules | Rules ensure that users select only compatible options and that all required items are included 42 reviewers of Zoho CRM have provided feedback on this feature. | 82% (Based on 42 reviews) | |
Configured Pricing | Based on 39 Zoho CRM reviews. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price | 82% (Based on 39 reviews) | |
Visual Configuration | Images can be displayed of options to enable users to visualize product options as it is being configured This feature was mentioned in 43 Zoho CRM reviews. | 84% (Based on 43 reviews) | |
Ease of Use | Configurator guides users through process visually; no significant training required 45 reviewers of Zoho CRM have provided feedback on this feature. | 84% (Based on 45 reviews) |
Pricing
Pricing Flexibility | As reported in 44 Zoho CRM reviews. Ability to support multiple pricing models for one-time, recurring, and other items | 81% (Based on 44 reviews) | |
Discounting | Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements 39 reviewers of Zoho CRM have provided feedback on this feature. | 77% (Based on 39 reviews) | |
Commerical Rules | Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations 38 reviewers of Zoho CRM have provided feedback on this feature. | 80% (Based on 38 reviews) | |
Terms and Conditions | Ensure that users automatically include the right terms based on items being quoted This feature was mentioned in 41 Zoho CRM reviews. | 83% (Based on 41 reviews) | |
Approval Workflow | See feature definition | Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly This feature was mentioned in 41 Zoho CRM reviews. | 85% (Based on 41 reviews) |
Renewals | Allows users to renew existing contracts based on contracted pricing and existing assets already owned This feature was mentioned in 39 Zoho CRM reviews. | 86% (Based on 39 reviews) |
Quoting
Grouping | As reported in 41 Zoho CRM reviews. Ability to easily group items on quotes; apply and manage discounts and pricing by group | 83% (Based on 41 reviews) | |
Version Control | As reported in 36 Zoho CRM reviews. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version | 82% (Based on 36 reviews) | |
Quote Document Generation | Based on 37 Zoho CRM reviews. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) | 81% (Based on 37 reviews) | |
Document Customization | As reported in 36 Zoho CRM reviews. Users can customize quote with supporting documents, comments, cover letters for each customer. | 83% (Based on 36 reviews) | |
Ordering | As reported in 40 Zoho CRM reviews. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration | 80% (Based on 40 reviews) | |
Contracts | Ability to convert accepted quotes into contracts; set up of required assets and contracts This feature was mentioned in 37 Zoho CRM reviews. | 84% (Based on 37 reviews) |
Admin
Configuration Ease of Admin | Easily build and maintain configurator; flexibility to easily embed all desired business logic 68 reviewers of Zoho CRM have provided feedback on this feature. | 81% (Based on 68 reviews) | |
Pricing Administration | Based on 63 Zoho CRM reviews. Can easily build and maintain pricing logic required by business | 75% (Based on 63 reviews) | |
Workflow Management | As reported in 66 Zoho CRM reviews. Easily build and maintain workflows, misc commercial fields, commercial rules | 80% (Based on 66 reviews) | |
Document Admin | Ability to easily build and maintain quotes, contracts, and other document outputs 63 reviewers of Zoho CRM have provided feedback on this feature. | 81% (Based on 63 reviews) |
Channels
Mobile User Support | Supports users working on a mobile devide (phone and/or tablet) This feature was mentioned in 42 Zoho CRM reviews. | 80% (Based on 42 reviews) | |
Offline Support | Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet This feature was mentioned in 40 Zoho CRM reviews. | 80% (Based on 40 reviews) | |
Channel Partner Support | Provides functionality for channel partners to configure, price, quote and buy products in a self service environment This feature was mentioned in 38 Zoho CRM reviews. | 74% (Based on 38 reviews) | |
eCommerce | As reported in 35 Zoho CRM reviews. End customer users can configure, price, and buy products in a self service environment online | 80% (Based on 35 reviews) |
Competition
Competition Templates | Based on 57 Zoho CRM reviews and verified by the G2 Product R&D team. Offers templates or examples of commonly used competition structures. | 87% (Based on 57 reviews) | |
Custom Competitions | Based on 56 Zoho CRM reviews and verified by the G2 Product R&D team. Allows administrator to create custom competitions based on KPIs specific to the team to which the competition is assigned. | 87% (Based on 56 reviews) | |
Team Competitions | See feature definition | Based on 56 Zoho CRM reviews and verified by the G2 Product R&D team. Set up competitions between groups of employees as opposed to competitions between individuals. | 87% (Based on 56 reviews) |
Simultaneous Competitions | Based on 52 Zoho CRM reviews and verified by the G2 Product R&D team. Able to have multiple leaderboards and metrics running simultaneously for different groups of users. | 85% (Based on 52 reviews) | |
Competition Adjustments | Based on 54 Zoho CRM reviews and verified by the G2 Product R&D team. Easily modify leaderboards and goal metrics to support adjustments on how to motivate users. | 85% (Based on 54 reviews) | |
Awards and Incentives | As reported in 17 Zoho CRM reviews. Provides sales teams with a list of rewards they can choose from based on high performance | 79% (Based on 17 reviews) |
Employee Features
User Profiles | Based on 65 Zoho CRM reviews and verified by the G2 Product R&D team. Provides each employee with a user profile for personal statistics and progress. | 89% (Based on 65 reviews) | |
Notifications | Based on 67 Zoho CRM reviews and verified by the G2 Product R&D team. Alerts employees with competition-related news such as launches, leaderboard updates, reports, etc. | 88% (Based on 67 reviews) | |
Mobile | Based on 67 Zoho CRM reviews and verified by the G2 Product R&D team. Mobile app or mobile optimized website allows participants to easily view scores on the go. | 89% (Based on 67 reviews) |
Integrations
CRM Integration | Based on 60 Zoho CRM reviews and verified by the G2 Product R&D team. Integration with CRM software to access necessary metrics for the competition. | 89% (Based on 60 reviews) | |
Social Collaboration Integration | As reported in 58 Zoho CRM reviews. Integration with social collaboration tools to allow employees to communicate about the competition and earn recognition. | 87% (Based on 58 reviews) | |
TV Streaming | Streams leaderboards and other competition-related news on company's TV. 44 reviewers of Zoho CRM have provided feedback on this feature. | 87% (Based on 44 reviews) |
Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. 104 reviewers of Zoho CRM have provided feedback on this feature. | 81% (Based on 104 reviews) | |
Exporting & Sharing Data | Enables user to communicate data by securely exporting and sharing it. 108 reviewers of Zoho CRM have provided feedback on this feature. | 83% (Based on 108 reviews) | |
Multi-Device Data Visualization | As reported in 102 Zoho CRM reviews. Allows users to view data visualizations on several devices. | 82% (Based on 102 reviews) | |
Interactive Dashboards | Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. This feature was mentioned in 113 Zoho CRM reviews. | 85% (Based on 113 reviews) | |
Data Segmentation | Enables user to segment customer or prospect data in meaningful ways such as by industry or region. This feature was mentioned in 104 Zoho CRM reviews. | 84% (Based on 104 reviews) |
Predictive Analytics
Lead Scoring | As reported in 105 Zoho CRM reviews. Provides scores or rankings of each prospect based on the data provided. | 85% (Based on 105 reviews) | |
Opportunity Scoring | As reported in 98 Zoho CRM reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing. | 82% (Based on 98 reviews) | |
Risk Analysis | Based on 85 Zoho CRM reviews. Warns sales teams of accounts that may be at risk of being lost. | 80% (Based on 85 reviews) | |
Live Forecasting | Based on 91 Zoho CRM reviews. Provides live customer data so that sales organizations forecasts stay current. | 81% (Based on 91 reviews) |
Sales Management
Live Pipeline Management | Updates every time a change is made enabling users to trace a deal through the pipeline. This feature was mentioned in 111 Zoho CRM reviews. | 83% (Based on 111 reviews) | |
Sales Gamification | Enables competition between a sales team by providing things like challenges and scoreboards. 90 reviewers of Zoho CRM have provided feedback on this feature. | 82% (Based on 90 reviews) | |
Account-Based Analytics | Provides insightful data at the account level to arm salespeople with the most relevant information possible. This feature was mentioned in 104 Zoho CRM reviews. | 84% (Based on 104 reviews) | |
Activity Tracking | Enables sales managers to stay on top of their team activities by providing visibility into customer communication. This feature was mentioned in 111 Zoho CRM reviews. | 86% (Based on 111 reviews) |
Analytics
Open Rates | Records the rate at which emails are opened. 98 reviewers of Zoho CRM have provided feedback on this feature. | 82% (Based on 98 reviews) | |
Link Activity | Records the rate at which links in emails are followed. 104 reviewers of Zoho CRM have provided feedback on this feature. | 83% (Based on 104 reviews) | |
Attachment Activity | As reported in 105 Zoho CRM reviews. Records the rate at which email attachments are opened or downloaded. | 83% (Based on 105 reviews) |
Customizations
Email Platform Integration | Based on 109 Zoho CRM reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry. | 87% (Based on 109 reviews) | |
Email Scheduling | Based on 107 Zoho CRM reviews. Allows administrators to schedule out emails in advance. | 87% (Based on 107 reviews) | |
Notifications | Reminds administrators to follow-up on emails based on pre-set reminders. This feature was mentioned in 107 Zoho CRM reviews. | 87% (Based on 107 reviews) | |
Email Categorization | As reported in 103 Zoho CRM reviews. Allows for the categorization of emails. | 87% (Based on 103 reviews) | |
Templates | Allows for the creation of templates for frequently-sent emails. 108 reviewers of Zoho CRM have provided feedback on this feature. | 85% (Based on 108 reviews) |
Incentives
Badges | Based on 122 Zoho CRM reviews and verified by the G2 Product R&D team. Assigns achievement badges to high-performing employees based on pre-determined standards. | 82% (Based on 122 reviews) | |
Triggers | Based on 129 Zoho CRM reviews and verified by the G2 Product R&D team. Automatically recognizes achievements that should be added to the leaderboard. | 83% (Based on 129 reviews) | |
Commission Calculator | Based on 121 Zoho CRM reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates. | 80% (Based on 121 reviews) | |
Leaderboards | Based on 130 Zoho CRM reviews and verified by the G2 Product R&D team. Highlights top-performing employees to publicly reward their achievements. | 84% (Based on 130 reviews) |
Personalization
Profiles | Based on 146 Zoho CRM reviews and verified by the G2 Product R&D team. Creates user profiles similar to social media pages that display private or public statuses and updates. | 85% (Based on 146 reviews) | |
Custom Reports | Based on 147 Zoho CRM reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance. | 85% (Based on 147 reviews) | |
Dashboards | Based on 153 Zoho CRM reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls. | 85% (Based on 153 reviews) | |
Goal Setting | Based on 140 Zoho CRM reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool. | 83% (Based on 140 reviews) |
Administrative
Integration | Based on 139 Zoho CRM reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals | 84% (Based on 139 reviews) | |
Employee Structure | Based on 142 Zoho CRM reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 84% (Based on 142 reviews) | |
Behavior Monitoring | Allows managers and administrators to peruse profiles and monitor employee behavior and performance. This feature was mentioned in 131 Zoho CRM reviews. | 83% (Based on 131 reviews) |
Lead Facilitation
Customer-facing Chatbot | Offers a chatbot to initiate and carryout inital conversations with prospects and leads. This feature was mentioned in 64 Zoho CRM reviews. | 84% (Based on 64 reviews) | |
Lead Qualification | Based on 65 Zoho CRM reviews. Automatically calculates which leads are the most likely to become a customer. | 87% (Based on 65 reviews) | |
Lead Follow-up | Based on 65 Zoho CRM reviews. Automatically contacts all leads. | 87% (Based on 65 reviews) | |
Meeting Scheduling | Based on 65 Zoho CRM reviews. Utilizes natural language processing to set up meetings. | 88% (Based on 65 reviews) |
Organization
Opportunity and Pipeline Management | Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. 66 reviewers of Zoho CRM have provided feedback on this feature. | 86% (Based on 66 reviews) | |
Data Entry | Automates the entry of collected data. 65 reviewers of Zoho CRM have provided feedback on this feature. | 83% (Based on 65 reviews) | |
Integrations / APIs | Based on 65 Zoho CRM reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | 85% (Based on 65 reviews) |
Performance Analysis
Peformance Tracking | Tracks and analyzes sales representative performance. 67 reviewers of Zoho CRM have provided feedback on this feature. | 86% (Based on 67 reviews) |
Sales Analysis
ROI Forecasting | As reported in 61 Zoho CRM reviews. Measure return on investment and leverage data to predict profitability of future projects. | 84% (Based on 61 reviews) | |
Sales Forecasting | As reported in 65 Zoho CRM reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 85% (Based on 65 reviews) |
Integrated Workflows
Task Management | As reported in 113 Zoho CRM reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. | 88% (Based on 113 reviews) | |
Email Tracking/Automation | Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. This feature was mentioned in 111 Zoho CRM reviews. | 88% (Based on 111 reviews) | |
Calls and Voice | Based on 101 Zoho CRM reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. | 82% (Based on 101 reviews) | |
Other Outreach Options | Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. This feature was mentioned in 96 Zoho CRM reviews. | 81% (Based on 96 reviews) | |
CRM Integration | Based on 109 Zoho CRM reviews. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. | 89% (Based on 109 reviews) | |
Calendar | Based on 109 Zoho CRM reviews. Integrates with calendar software so users can seamlessly schedule calls. | 88% (Based on 109 reviews) | |
Shared Records | Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. This feature was mentioned in 104 Zoho CRM reviews. | 84% (Based on 104 reviews) |
Repeatability and Reportability
Content Management | As reported in 101 Zoho CRM reviews. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. | 84% (Based on 101 reviews) | |
Workflow Management | Based on 105 Zoho CRM reviews. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. | 85% (Based on 105 reviews) | |
Workflow Performance | Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. This feature was mentioned in 99 Zoho CRM reviews. | 86% (Based on 99 reviews) | |
Sales Coaching and Insights | As reported in 95 Zoho CRM reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. | 81% (Based on 95 reviews) | |
Gamification | Provides gamifaction features to rank sales reps on performance 78 reviewers of Zoho CRM have provided feedback on this feature. | 80% (Based on 78 reviews) |
Customer Requirements
Quoting | As reported in 36 Zoho CRM reviews. Ability to create custom quotes based on customer requirements. | 81% (Based on 36 reviews) | |
Configuration | Allows users to configure products and revise quotes accordingly. This feature was mentioned in 35 Zoho CRM reviews. | 81% (Based on 35 reviews) | |
Pricing | Provide standard pricing options that can be customized by customer. This feature was mentioned in 37 Zoho CRM reviews. | 82% (Based on 37 reviews) |
Contracts
Creation | Based on 35 Zoho CRM reviews. Deliver standard contract templates that can be modified by users. | 81% (Based on 35 reviews) | |
Negotiation | Track contract changes made by all parties during negotiation. This feature was mentioned in 32 Zoho CRM reviews. | 79% (Based on 32 reviews) | |
Execution | As reported in 35 Zoho CRM reviews. Implement the final version of the contract, including SLAs. | 81% (Based on 35 reviews) |
Revenue
Invoicing | As reported in 36 Zoho CRM reviews. Monitor invoices and payments per product, customer, or contract. | 85% (Based on 36 reviews) | |
Matching | Match invoices with sales orders, quotes, and contracts. 35 reviewers of Zoho CRM have provided feedback on this feature. | 83% (Based on 35 reviews) | |
Recognition | Perform revenue recognition to ensure that pricing or payment terms are accurate. This feature was mentioned in 33 Zoho CRM reviews. | 84% (Based on 33 reviews) |
Platform Basics
Templates | Based on 79 Zoho CRM reviews. Provide templates for customer journey mapping to jumpstart the process. | 85% (Based on 79 reviews) | |
Exporting | Based on 74 Zoho CRM reviews. Ability to export customer journey maps in a variety of formats to present and analyze. | 86% (Based on 74 reviews) | |
Multi-user Access and Collaboration | Based on 78 Zoho CRM reviews. Allow team members to invite others to collaborate on journey maps and make direct changes. | 86% (Based on 78 reviews) | |
Multiple Personas | As reported in 70 Zoho CRM reviews. Provide the ability to compare the experiences of multiple personas in one journey map. | 85% (Based on 70 reviews) | |
Data Analytics | Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation. This feature was mentioned in 37 Zoho CRM reviews. | 88% (Based on 37 reviews) |
Content
Document Collaboration | Allows users to simultaneously collaborate on a document within the application. 65 reviewers of Zoho CRM have provided feedback on this feature. | 89% (Based on 65 reviews) | |
Versioning | Stores different versions of a document. This feature was mentioned in 62 Zoho CRM reviews. | 87% (Based on 62 reviews) | |
E-Signature | Allows users to provide an e-signature within the platform. This feature was mentioned in 62 Zoho CRM reviews. | 85% (Based on 62 reviews) | |
File Request | As reported in 63 Zoho CRM reviews. Allows businesses to request files from clients. | 87% (Based on 63 reviews) | |
Feedback | Based on 61 Zoho CRM reviews. Allows businesses to solicit feedback on projects or documents from clients. | 86% (Based on 61 reviews) |
Collaboration
Billing and Invoicing | As reported in 62 Zoho CRM reviews. Provides billing and invoicing within the application. | 87% (Based on 62 reviews) | |
Instant Messaging | Based on 64 Zoho CRM reviews. Provides internal and/or external instant messaging capability. | 85% (Based on 64 reviews) | |
Project Management | Based on 66 Zoho CRM reviews. Offer project management features like task creation and tracking within the application. | 90% (Based on 66 reviews) | |
Analytics | As reported in 69 Zoho CRM reviews. Offer analytics concerning productivity or client engagement. | 89% (Based on 69 reviews) | |
Time Tracking | As reported in 63 Zoho CRM reviews. Allows businesses to track time spent on projects within the application. | 86% (Based on 63 reviews) | |
Mobile Application | As reported in 61 Zoho CRM reviews. Provides a mobile application. | 87% (Based on 61 reviews) |
AI and Automation
Lead Prioritization | Based on 103 Zoho CRM reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. | 85% (Based on 103 reviews) | |
Lead Scoring | Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage This feature was mentioned in 102 Zoho CRM reviews. | 86% (Based on 102 reviews) | |
Best Time of Day Scheduling | Based on 98 Zoho CRM reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations | 84% (Based on 98 reviews) | |
Buyer Intelligence | As reported in 90 Zoho CRM reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. | 82% (Based on 90 reviews) | |
Machine Learning | See feature definition | Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers
based on historical buyer behavior. This feature was mentioned in 84 Zoho CRM reviews. | 80% (Based on 84 reviews) |
