Lead Management

Automated Lead Capture

ZOHO CRM automatically captures leads from your website forms, social media, emails, and marketing campaigns. No more entering data manually—everything flows directly into your CRM.

Lead Nurturing Tools

Once the leads are captured, ZOHO CRM helps you nurture them through automated emails, follow-up reminders, and personalized communication.

Sales Automation

Workflow Rules

With workflow automation, repetitive tasks become a thing of the past. You can automate follow-ups, send alerts, and assign tasks based on conditions you define.

Auto-Assignment and Follow-Ups

Assign leads to your sales team instantly using predefined rules to ensure no lead slips through the cracks.

Omnichannel Communication

Emails, Calls, Social Media, and Live Chat Integration

ZOHO CRM centralizes all your communication channels in one place. Whether your customers reach out via email, chat, or social media—everything gets recorded in their profile. This makes it easier for your team to track conversations and respond faster.

Advanced Analytics and Reporting

Custom Dashboards

Create dashboards that display your most important metrics at a glance—sales pipelines, conversions, revenue trends, and more.

Real-Time Data Insights

Access real-time analytics to make informed decisions that drive business growth. No more assumptions—just facts and figures.

Customization Capabilities

Custom Modules and Fields

Modify your CRM according to your business needs by adding custom fields, modules, and layouts.

Blueprint for Process Mapping

Blueprint helps you define your business processes visually and ensures your team follows them step-by-step with zero confusion.