Zoho CRM

All the essentials: * Mass emailSend mass emails & automate follow-up sequences. * Custom modulesBuild custom data modules with unique layouts for each team. * WorkflowsHelp your sales team focus on sales by automating their day-to-day activities with workflows. * CadencesAutomate multichannel lead follow-up sequences. * Sales forecastingSet your team on the path to long-term success with achievable goals and keep track of how your business performance compares to revenue goals. * Lookup fieldsLink related modules through unique fields. * CanvasBuild personalized CRM experiences for your employees based on the needs of the team and your industry. * Office 365 integration * Zoho Marketplace900+ easy plug-and-play third-party CRM extensions.

Everything in Standard + * BlueprintEffectively scale your sales process by building a step-by-step blueprint to guide your sales reps at every stage. * CPQMatch products to customer requirements and streamline quote management with built-in price rules. * SalesSignalsInteract with customers in real-time with activity notifications across the customer journey. * Inventory managementManage all your invoices, sales and purchase orders, products, and vendors. * WebhooksSend data to other applications based on certain event triggers. * Assignment rulesAutomatically send incoming leads and opportunities directly to the appropriate sales reps. * Validation rulesKeep your CRM data clean by curbing bad data with automatic validation. * Kiosk StudioA no-code customization tool that helps you create custom screens and record actions, execute custom functions, and more. * Google Ads integrationMeasure and improve the performance of your Google Ads with the CRM for Google Ads integration.

Everything in Professional + * Zia — AI assistantDeep AI capabilities which include sales forecasting, churn prediction, anomaly detection, product recommendations, competitor alerts, and more. * Territory managementAssign relevant leads, customers, and accounts to your sales reps based on factors like product line, geography, verticals, and more. * Custom functionsBuild low-code workflows that automate your enterprise operations across all different apps in your tech stack. * Journey orchestrationBuild, manage, and improve end-to-end customer journeys while delivering personalized experiences. * Multi-user portalsMake collaboration with customers, partners, and vendors easier—use portals to grant access to relevant information in your CRM. * Page layoutsStreamline data capture for different processes under different layouts in the same module. * Client scriptsTrigger client-side custom events based on UI interactions. * Approval processGet important records approved by the right people to ensure accountability. * SandboxGive your developers the freedom to test every customization in a secure sandbox before applying them to your production account.

Everything in Enterprise + * Enhanced feature limits * Extended AI capabilitiesUnlock deeper-level AI and machine learning capabilities for greater productivity and sales enablement. * Advanced customizationBuild personalized and powerful customizations from a wide range of low-code and no-code tools. * Data preparationMerge and segregate similar datasets into single tables for easier analysis and reporting. * Augmented analyticsAuto-generate reports and dashboards, and categorize unorganized data sets into meaningful silos. * Data storytellingCraft compelling stories with colorful infographics, AI report summarization, and portal sharing. * Unified business insightsGet a 360-degree view of your business performance with deeper data visualization and intelligence. * Advanced administrationHandle large volumes of data with higher-level data storage and easy data import, export, and backup options.

With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit for your home business.