Dashboard

  • Show real-time for various modules like Leads, Opportunities and Accounts.
  • Customize charts and reports or filter on CRM reports to analyze sales performance.
  • Automatically consolidate data from various teams so management can focus on the analysis and decisions to drive their business.
  • Monitor account progress, pipeline by sales stage and sales performance including closed and expected revenue for the quarter.
  • Monitor how your sales reps and teams are performing.
  • Monitor performance across your business including marketing analytics, sales trends, case reports, and customer profiles.
  • Users can create real-time datas on any metric and manage access, without having to rely on Administrators.
  • Show customer profiles by industry, geography, company size, product assets, revenue and other important attributes. Understand your customer base and how it is changing over time.
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Mailbox

A Mailbox for support requests, for business proposals, for order requests, etc.

Features:

  • Attachment preview
  • Attachment sync
  • Notification rules
  • HTML Box
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The First Unified Multi Channel Marketing Platform

A good CRM gives you insights into running your business. A smart CRM gives you the information you need in a way that you can use it. An ideal CRM offers you a solution to simplify your processes from day one. Zoho CRM includes the good, the smart, and the ideal in an enterprise-ready package.