Zoho CRM Features

Based on 860 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.

Based on 832 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.

Based on 859 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.

Based on 649 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.

Based on 549 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.

Based on 720 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.

Based on 841 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.

Based on 662 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.

CRM integration is flexible and easy to maintain This feature was mentioned in 90 Zoho CRM reviews.

System provides API's that can be used to easily integrate to financial and other 3rd party systems This feature was mentioned in 86 Zoho CRM reviews.

Based on 78 Zoho CRM reviews. System support multiple currencies and languages to enable business in multiple countries

Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers 89 reviewers of Zoho CRM have provided feedback on this feature.

Easily generate desired reports and dashboard on configurations, pricing, and quoting 91 reviewers of Zoho CRM have provided feedback on this feature.

ERP integration is flexible and easy to maintain 20 reviewers of Zoho CRM have provided feedback on this feature.

Based on 65 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.

Based on 64 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.

Based on 58 Zoho CRM reviews and verified by the G2 Product R&D team. Provides features to allow scaling for large organizations.

Based on 63 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.

Based on 63 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.

Syncs lead data within the sales database for consistency and accuracy This feature was mentioned in 22 Zoho CRM reviews.

Provides analysis on lead scores, funnel insights, and both open and closed opportunities This feature was mentioned in 21 Zoho CRM reviews.

Based on 1638 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.

Based on 877 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

Based on 1556 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.

Based on 1630 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.

Based on 1188 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.

Based on 671 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.

Based on 1219 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.

Based on 1210 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.

Based on 1322 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.

Based on 1341 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.

Based on 1303 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.

Based on 1532 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.

Based on 1127 Zoho CRM reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities

Based on 1202 Zoho CRM reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process.

Based on 1204 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.

Based on 1237 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.

Based on 1070 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.

Based on 1114 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.

Based on 651 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.

Based on 636 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.

Based on 599 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.

Based on 1082 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

Based on 1093 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.

Based on 1200 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.

Based on 1505 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.

Based on 1557 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

Based on 1056 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.

Rules ensure that users select only compatible options and that all required items are included This feature was mentioned in 60 Zoho CRM reviews.

Based on 56 Zoho CRM reviews. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

Based on 61 Zoho CRM reviews. Images can be displayed of options to enable users to visualize product options as it is being configured

Based on 63 Zoho CRM reviews. Ability to support multiple pricing models for one-time, recurring, and other items

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements 58 reviewers of Zoho CRM have provided feedback on this feature.

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations This feature was mentioned in 57 Zoho CRM reviews.

Ensure that users automatically include the right terms based on items being quoted This feature was mentioned in 59 Zoho CRM reviews.

Based on 59 Zoho CRM reviews. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Allows users to renew existing contracts based on contracted pricing and existing assets already owned 57 reviewers of Zoho CRM have provided feedback on this feature.

Ability to easily group items on quotes; apply and manage discounts and pricing by group This feature was mentioned in 59 Zoho CRM reviews.

As reported in 53 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

As reported in 54 Zoho CRM reviews. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration This feature was mentioned in 56 Zoho CRM reviews.

Ability to convert accepted quotes into contracts; set up of required assets and contracts This feature was mentioned in 53 Zoho CRM reviews.

Based on 90 Zoho CRM reviews. Easily build and maintain configurator; flexibility to easily embed all desired business logic

As reported in 84 Zoho CRM reviews. Can easily build and maintain pricing logic required by business

Easily build and maintain workflows, misc commercial fields, commercial rules 87 reviewers of Zoho CRM have provided feedback on this feature.

Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs 84 reviewers of Zoho CRM have provided feedback on this feature.

As reported in 58 Zoho CRM reviews. Supports users working on a mobile devide (phone and/or tablet)

As reported in 53 Zoho CRM reviews. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

End customer users can configure, price, and buy products in a self service environment online 50 reviewers of Zoho CRM have provided feedback on this feature.

Based on 58 Zoho CRM reviews and verified by the G2 Product R&D team. Offers templates or examples of commonly used competition structures.

Based on 57 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.

Based on 57 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.

Based on 53 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.

Based on 55 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.

Provides sales teams with a list of rewards they can choose from based on high performance This feature was mentioned in 18 Zoho CRM reviews.

Based on 66 Zoho CRM reviews and verified by the G2 Product R&D team. Provides each employee with a user profile for personal statistics and progress.

Based on 68 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.

Based on 68 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.

Based on 61 Zoho CRM reviews and verified by the G2 Product R&D team. Integration with CRM software to access necessary metrics for the competition.

Integration with social collaboration tools to allow employees to communicate about the competition and earn recognition. 59 reviewers of Zoho CRM have provided feedback on this feature.

Streams leaderboards and other competition-related news on company's TV. This feature was mentioned in 45 Zoho CRM reviews.

Based on 145 Zoho CRM reviews. Compiles data from a breadth of either internal or external sources.

Enables user to communicate data by securely exporting and sharing it. 149 reviewers of Zoho CRM have provided feedback on this feature.

As reported in 142 Zoho CRM reviews. Allows users to view data visualizations on several devices.

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. 156 reviewers of Zoho CRM have provided feedback on this feature.

Enables user to segment customer or prospect data in meaningful ways such as by industry or region. 147 reviewers of Zoho CRM have provided feedback on this feature.

Provides scores or rankings of each prospect based on the data provided. This feature was mentioned in 147 Zoho CRM reviews.

Provides insights to determine which deals already in the pipeline have the best chance of closing. 139 reviewers of Zoho CRM have provided feedback on this feature.

As reported in 124 Zoho CRM reviews. Warns sales teams of accounts that may be at risk of being lost.

As reported in 130 Zoho CRM reviews. Provides live customer data so that sales organizations forecasts stay current.

As reported in 154 Zoho CRM reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.

As reported in 131 Zoho CRM reviews. Enables competition between a sales team by providing things like challenges and scoreboards.

Based on 145 Zoho CRM reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Based on 152 Zoho CRM reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

Ability to import sales and marketing collateral built outside of the solution This feature was mentioned in 10 Zoho CRM reviews.

Based on 10 Zoho CRM reviews. Provides capabilities for building unique sales and marketing content within the product.

Provides pre-built templates for fast and simple content creation. This feature was mentioned in 10 Zoho CRM reviews.

As reported in 10 Zoho CRM reviews. Able to easily search, locate, and retrieve relevant content.

Provides the ability to store and organize content. This feature was mentioned in 10 Zoho CRM reviews.

Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l 10 reviewers of Zoho CRM have provided feedback on this feature.

Sends a notification when a prospect engages or interacts with content. This feature was mentioned in 10 Zoho CRM reviews.

Tracks the level of engagement for a specific account based on the presented content. 10 reviewers of Zoho CRM have provided feedback on this feature.

Tracks how frequently a particular piece of content is being used and monitors its effectiveness. This feature was mentioned in 10 Zoho CRM reviews.

Records the rate at which emails are opened. This feature was mentioned in 140 Zoho CRM reviews.

Records the rate at which links in emails are followed. This feature was mentioned in 145 Zoho CRM reviews.

Based on 146 Zoho CRM reviews. Records the rate at which email attachments are opened or downloaded.

Based on 42 Zoho CRM reviews. Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.

Based on 42 Zoho CRM reviews. Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.

As reported in 21 Zoho CRM reviews. Aligns lead scores with predefined lead distribution criteria

Matches and assigns leads to the correct sales representative 22 reviewers of Zoho CRM have provided feedback on this feature.

Determines which leads should be prioritized and then accelerates them up the pipeline This feature was mentioned in 21 Zoho CRM reviews.

Based on 22 Zoho CRM reviews. Integrates with lead capture and lead intelligence tools to discover leads

Based on 21 Zoho CRM reviews. Creates and assigns scoring system to rank the viability of leads

As reported in 22 Zoho CRM reviews. Integrates with CRM or marketing automation tools to contextualize lead data

Reports on and analyzes lead scores to determine the conversion rate of lead opportunities 22 reviewers of Zoho CRM have provided feedback on this feature.

As reported in 22 Zoho CRM reviews. Aligns lead scores and strategy with existing sales operations

Syncs information from other software such as contacts, emails and calls to reduce manual data entry. 150 reviewers of Zoho CRM have provided feedback on this feature.

Based on 147 Zoho CRM reviews. Allows administrators to schedule out emails in advance.

Reminds administrators to follow-up on emails based on pre-set reminders. This feature was mentioned in 148 Zoho CRM reviews.

Allows for the categorization of emails. 144 reviewers of Zoho CRM have provided feedback on this feature.

Allows for the creation of templates for frequently-sent emails. 149 reviewers of Zoho CRM have provided feedback on this feature.

Based on 154 Zoho CRM reviews and verified by the G2 Product R&D team. Assigns achievement badges to high-performing employees based on pre-determined standards.

Based on 161 Zoho CRM reviews and verified by the G2 Product R&D team. Automatically recognizes achievements that should be added to the leaderboard.

Based on 153 Zoho CRM reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates.

Based on 162 Zoho CRM reviews and verified by the G2 Product R&D team. Highlights top-performing employees to publicly reward their achievements.

Based on 178 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.

Based on 179 Zoho CRM reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance.

Based on 185 Zoho CRM reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls.

Based on 172 Zoho CRM reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool.

Based on 170 Zoho CRM reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals

Based on 174 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.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance. 162 reviewers of Zoho CRM have provided feedback on this feature.

As reported in 73 Zoho CRM reviews. Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Automatically calculates which leads are the most likely to become a customer. 74 reviewers of Zoho CRM have provided feedback on this feature.

As reported in 74 Zoho CRM reviews. Automatically contacts all leads.

Utilizes natural language processing to set up meetings. This feature was mentioned in 74 Zoho CRM reviews.

Based on 75 Zoho CRM reviews. 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.

Automates the entry of collected data. This feature was mentioned in 74 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. This feature was mentioned in 74 Zoho CRM reviews.

Tracks and analyzes sales representative performance. This feature was mentioned in 76 Zoho CRM reviews.

Measure return on investment and leverage data to predict profitability of future projects. 70 reviewers of Zoho CRM have provided feedback on this feature.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. This feature was mentioned in 74 Zoho CRM reviews.

Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. This feature was mentioned in 162 Zoho CRM reviews.

Based on 158 Zoho CRM reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

Based on 147 Zoho CRM reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.

Based on 143 Zoho CRM reviews. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.

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. This feature was mentioned in 156 Zoho CRM reviews.

Based on 154 Zoho CRM reviews. Integrates with calendar software so users can seamlessly schedule calls.

Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. This feature was mentioned in 149 Zoho CRM reviews.

As reported in 146 Zoho CRM reviews. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

As reported in 151 Zoho CRM reviews. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.

Based on 144 Zoho CRM reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. 140 reviewers of Zoho CRM have provided feedback on this feature.

As reported in 122 Zoho CRM reviews. Provides gamifaction features to rank sales reps on performance

Based on 52 Zoho CRM reviews. Ability to create custom quotes based on customer requirements.

Allows users to configure products and revise quotes accordingly. This feature was mentioned in 51 Zoho CRM reviews.

As reported in 53 Zoho CRM reviews. Provide standard pricing options that can be customized by customer.

As reported in 51 Zoho CRM reviews. Deliver standard contract templates that can be modified by users.

As reported in 48 Zoho CRM reviews. Track contract changes made by all parties during negotiation.

Based on 51 Zoho CRM reviews. Implement the final version of the contract, including SLAs.

Based on 53 Zoho CRM reviews. Monitor invoices and payments per product, customer, or contract.

Match invoices with sales orders, quotes, and contracts. 51 reviewers of Zoho CRM have provided feedback on this feature.

Perform revenue recognition to ensure that pricing or payment terms are accurate. 48 reviewers of Zoho CRM have provided feedback on this feature.

Provide templates for customer journey mapping to jumpstart the process. This feature was mentioned in 99 Zoho CRM reviews.

Ability to export customer journey maps in a variety of formats to present and analyze. This feature was mentioned in 94 Zoho CRM reviews.

As reported in 98 Zoho CRM reviews. Allow team members to invite others to collaborate on journey maps and make direct changes.

As reported in 90 Zoho CRM reviews. Provide the ability to compare the experiences of multiple personas in one journey map.

Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation. 57 reviewers of Zoho CRM have provided feedback on this feature.

As reported in 79 Zoho CRM reviews. Allows users to simultaneously collaborate on a document within the application.

Stores different versions of a document. 76 reviewers of Zoho CRM have provided feedback on this feature.

Based on 76 Zoho CRM reviews. Allows users to provide an e-signature within the platform.

Allows businesses to request files from clients. 77 reviewers of Zoho CRM have provided feedback on this feature.

Allows businesses to solicit feedback on projects or documents from clients. 74 reviewers of Zoho CRM have provided feedback on this feature.

Based on 76 Zoho CRM reviews. Provides billing and invoicing within the application.

Provides internal and/or external instant messaging capability. This feature was mentioned in 78 Zoho CRM reviews.

As reported in 80 Zoho CRM reviews. Offer project management features like task creation and tracking within the application.

Based on 83 Zoho CRM reviews. Offer analytics concerning productivity or client engagement.

Based on 77 Zoho CRM reviews. Allows businesses to track time spent on projects within the application.

Based on 75 Zoho CRM reviews. Provides a mobile application.

Provides features to create and manage lists of potential customers 42 reviewers of Zoho CRM have provided feedback on this feature.

Monitors form’s performance and contribution to the sales pipeline This feature was mentioned in 42 Zoho CRM reviews.

Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page 42 reviewers of Zoho CRM have provided feedback on this feature.

Records leads using different types of devices 42 reviewers of Zoho CRM have provided feedback on this feature.

As reported in 42 Zoho CRM reviews. Captures form submissions from existing forms on websites or landing pages

Captures leads across social media channels 42 reviewers of Zoho CRM have provided feedback on this feature.

As reported in 42 Zoho CRM reviews. Captures measurable, real customer data gathered directly from a website

As reported in 41 Zoho CRM reviews. Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter

Changes colors, calls to action, or form length to personalize lead capture 41 reviewers of Zoho CRM have provided feedback on this feature.

Provides pre-configured templates that can be customized by users 42 reviewers of Zoho CRM have provided feedback on this feature.

As reported in 42 Zoho CRM reviews. Integrates with sales and marketing software solutions to transfer lead data between them

Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. 148 reviewers of Zoho CRM have provided feedback on this feature.

Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage 147 reviewers of Zoho CRM have provided feedback on this feature.

Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations This feature was mentioned in 141 Zoho CRM reviews.

Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. This feature was mentioned in 135 Zoho CRM reviews.

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 127 Zoho CRM reviews.

Allows users to generate text based on a text prompt. This feature was mentioned in 28 Zoho CRM reviews.

Based on 28 Zoho CRM reviews. Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt. 182 reviewers of Zoho CRM have provided feedback on this feature.

As reported in 60 Zoho CRM reviews. Allows users to generate text based on a text prompt.

As reported in 70 Zoho CRM reviews. Allows users to generate text based on a text prompt.

As reported in 15 Zoho CRM reviews. Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Based on 16 Zoho CRM reviews. Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs 16 reviewers of Zoho CRM have provided feedback on this feature.

As reported in 12 Zoho CRM reviews. Capability to perform complex tasks without constant human input

Works across multiple software systems or databases This feature was mentioned in 13 Zoho CRM reviews.

Improves performance based on feedback and experience 12 reviewers of Zoho CRM have provided feedback on this feature.

Based on 12 Zoho CRM reviews. Makes informed choices based on available data and objectives

Works across multiple software systems or databases This feature was mentioned in 27 Zoho CRM reviews.

Anticipates needs and offers suggestions without prompting 27 reviewers of Zoho CRM have provided feedback on this feature.

Capability to perform complex tasks without constant human input 12 reviewers of Zoho CRM have provided feedback on this feature.

As reported in 66 Zoho CRM reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes This feature was mentioned in 64 Zoho CRM reviews.

Based on 66 Zoho CRM reviews. Works across multiple software systems or databases

As reported in 65 Zoho CRM reviews. Improves performance based on feedback and experience

As reported in 65 Zoho CRM reviews. Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting 65 reviewers of Zoho CRM have provided feedback on this feature.

Based on 65 Zoho CRM reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input 21 reviewers of Zoho CRM have provided feedback on this feature.

Based on 20 Zoho CRM reviews. Engages in human-like conversation for task delegation

As reported in 21 Zoho CRM reviews. Anticipates needs and offers suggestions without prompting

As reported in 30 Zoho CRM reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes 29 reviewers of Zoho CRM have provided feedback on this feature.

Works across multiple software systems or databases 30 reviewers of Zoho CRM have provided feedback on this feature.

Improves performance based on feedback and experience This feature was mentioned in 29 Zoho CRM reviews.

Based on 30 Zoho CRM reviews. Engages in human-like conversation for task delegation

Based on 30 Zoho CRM reviews. Anticipates needs and offers suggestions without prompting

As reported in 29 Zoho CRM reviews. Makes informed choices based on available data and objectives

Based on 29 Zoho CRM reviews. Capability to perform complex tasks without constant human input

Works across multiple software systems or databases This feature was mentioned in 29 Zoho CRM reviews.

As reported in 29 Zoho CRM reviews. Improves performance based on feedback and experience

As reported in 29 Zoho CRM reviews. Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting This feature was mentioned in 29 Zoho CRM reviews.

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input 28 reviewers of Zoho CRM have provided feedback on this feature.

Ability to break down and plan multi-step processes This feature was mentioned in 26 Zoho CRM reviews.

Works across multiple software systems or databases This feature was mentioned in 27 Zoho CRM reviews.

As reported in 26 Zoho CRM reviews. Improves performance based on feedback and experience

Engages in human-like conversation for task delegation This feature was mentioned in 27 Zoho CRM reviews.

Anticipates needs and offers suggestions without prompting This feature was mentioned in 27 Zoho CRM reviews.

Makes informed choices based on available data and objectives This feature was mentioned in 26 Zoho CRM reviews.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.

Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.

Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.

Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way

Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments

Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth

Connects clients to their policies, monitors renewal dates and automates reminders.

Enables automated communication through email, calls or messages.

Manages leads from initial inquiry through the sales pipeline to conversion.

Stores and organizes client and prospect details.

Recycles unconverted leads and opportunities for you to win back the next renewal cycle.

Keeps a centralized record of emails, calls, and notes for every client.

Schedules and tracks calls, meetings and follow-ups.

Collects and manages client reviews and feedback.

Triggers reminders and personalized communications for renewals, quotes and client check-ins.

Sends targeted, scheduled messages to nurture prospects and retain clients.

Stores documents linked to customers, policies, and related records.

Connects seamlessly with third-party tools like Office 365, Google Workspace, AMS and carrier portals.

Delivers insights into sales performance, agent productivity and client retention.