Skip to product menu
Zoho crm
close
  • Sales
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content
Zoho crm
 
 
 
Customization

ALL

  • Use custom links to access information about your leads or contacts from any third party application like Google or LinkedIn.

    Read More
    • Custom Links /
    • Third party Applications
  • Did you know that you can pause Zia reminders at times when you won't be able to follow-up?

    Read More
    • Zia Reminders /
    • Zia
  • Maintain a Style Sheet and use simple rules on whether it should be USA, US, United States of America to have a clean CRM database.

    Read More
    • Clean CRM /
    • Style sheet /
    • Database
  • Email address, passport numbers, Social Security Numbers are unique for each person. Create such unique fields and avoid duplicate records in Zoho CRM.

    Read More
    • Custom fields /
    • Unique fields /
    • Avoid duplicates
  • Once a deal is sure to pull through, create a quote directly from the deals module automatically without you having to create them yourselves.

    Read More
    • Quotes /
    • Deals /
    • Business process
  • Make everyone’s work count by including the commissions they receive, within a quote they handle. The commission rates are calculated in the products module and you can now bring them within a quote.

    Read More
    • Sales /
    • Quotes /
    • Commission /
    • Automation
  • Stay on top of all your communication channels without cluttering your feed. Modify the SalesSignals settings to receive only notifications that matter to you the most.

    Read More
    • SalesSignals /
    • Notifications
  • Auto-update the information about an account to the related records in all (or select) modules.

    Read More
    • Automation /
    • Accounts /
    • Related lists
  • Get your CRM to display the total amount of tax, discount and the quantity of products in a quote using a function.

    Read More
    • Quote management /
    • Tax /
    • Discounts /
    • Inventory
  • Assign the records to users based on round robin method through the use of functions.

    Read More
    • Record assignment /
    • Leads /
    • Deals
  • The website visitors' information inside Zoho CRM increases your chances of reaching your leads and your conversion. Here is a tip to use advanced filters to identify visitors.

    Read More
    • Websites /
    • Visitors /
    • Advance filters
  • Most of the times, if not always, there are tasks and assignments that need to be repeated. Lets say, a note like this one. “Customer contacted. Email sent. Schedules callback from customer.”. Sure, you can copy and paste it. We have a better idea. How about storing the message as a sort of template in a custom button. Through functions, of course.

    Read More
    • Sales /
    • Automation /
    • Notes /
    • Templates /
    • Buttons
  • Sort the order of notes in record details page to show the recent note first or last, based on your preferences. 

    Read More
    • Notes /
    • Sorting
  • Well, one important factor to take into account when managing an international business is the placements of commas in numbers. Also, in US it is comma and in Germany, it is a period. The one way this can be solved would be to spell it out. Besides, wouldn't you want to avoid sneaking in an extra zero by mistake right?

    Read More
    • Invoice /
    • Grand total /
    • Amount /
    • Buttons
  • In sales, there is never enough time for you to follow-up with all the new leads. Use Lead Scores to prioritize your Lead follow-up and manage your time effectively.

    Read More
    • Lead scoring /
    • Lead management
  • If you have multiple agents handling multiple customers, the difficulty in the management of records also multiplies. Since there are multiple times a customer is contacted and it is not you who contacts him always, it is better to know who talked to the lead before you.

    Read More
    • Record owner /
    • Details /
    • Automation
  • Customize the Deal Stage pick-list values in your Zoho CRM account based on your sales process.

    Read More
    • Pick-list /
    • Field /
    • Customize /
    • Dealstage
  • Transfer Record information from one module to another based on specific criteria.

    Read More
    • Customization /
    • Automation
  • A single deal can hold multiple quotes and it is true the other way around as well. However, do you have to manually (or use a calculator to) calculate the grand total and populate it in a field?

    Read More
    • Quotes /
    • Deals /
    • Business process /
    • Automation
  • In the existing records find duplicates based on company’s name, email address, phone number and merge them into one record.

    Read More
    • Clean CRM /
    • Mergre /
    • Duplicate
  • A task which is common need not necessarily be completed by a specific person. For instance, the guy beside you has other commitments and he requests the ownership of the task to be changed to you. Would you want to get notified by it or check for re-assigned manually?

    Read More
    • Tasks /
    • Task owner /
    • Details /
    • Automation
  • Create dependancies between fields where there will be a parent or controlling picklist field and a child or dependant picklist field. The parent field would control the values that needs to be populated in the child field.

    Read More
    • Dependency /
    • Fields /
    • Mapping
  • Update the lead records with Notes and Activities count and get a general idea of the amount of effort you put into converting them.

    Read More
    • Activities /
    • Leads /
    • Notes /
    • Automation
  • Usually, purchase orders are given to customers based on the deal that they make. A single PO for a customer may contain multiple products. But that hardly makes it easier to manage your inventory, right? How about sending POs for products instead?

    Read More
    • Purchase orders /
    • Deals /
    • Customization /
    • Sales
  • Switch to Zoho Sheet view to see all the records from the custom view in Zoho Sheet format with the most important fields of the records as columns.

    Read More
    • Zoho sheet view /
    • List view records
  • Keep track of your business details with a Company or a Contact.

    Read More
    • Workflow rules /
    • Invoices /
    • Customization /
    • Contacts
  • Running a marketing drive is never easy. Especially when you have to gather, distribute and follow-up multiple leads. Would the option to automatically add a lead to a campaign be helpful?

    Read More
    • Campaigns /
    • Leads /
    • Conversion /
    • Custom button
  • Customize the search results layout to display a set of columns that you prefer.

    Read More
    • Search results /
    • Layout /
    • Customize
  • Auto-assign leads based on the shift timings of the Users in your organization.

    Read More
    • Automation /
    • Users /
    • Shifts /
    • Leads
  • Save yourself the trouble of adding call prefixes to phone numbers whenever you need to call someone.

    Read More
    • Call prefix /
    • Calls /
    • Automation
  • Use Custom Buttons to execute unique actions and work faster.

    Read More
    • Customize /
    • Custom button /
    • Productivity
  • Who said a lead and a contact are just customers? That may also be the start of a business partnership. Use this function when a customer turns into a supplier.

    Read More
    • Automation /
    • Contacts /
    • Vendors /
    • Conversion
  • Use the smaller but very useful time saving options in module customization that you may not have noticed and which could make your job much easier.

    Read More
    • Customization /
    • Time saver
  • Merge the contents of two different fields and store them in a separate field.

    Read More
    • Merge fields /
    • Concatenation /
    • Functions
  • Tips on how you can use custom reports in the best possible ways with some sample scenarios.

    Read More
    • Reports /
    • Analytics
  • Got some events that you have to attend or preside over every week? Documenting them must be repetitive and time-consuming. Make the CRM create the events by itself.

    Read More
    • Events /
    • Weekly /
    • Automation
  • If you have two layouts under the Leads module, say Residential leads and Commercial leads, while converting them, make sure that they are mapped to the same Residential/Commercial layouts of Contacts and Accounts. Set up lead conversion mapping based on page layouts to address this requirement.

    Read More
    • Leads /
    • Customization /
    • Page layouts /
    • Conversion
  • A deal with a Contact usually contains only the information about the deal timeline, products involved and the contact name. However, having more information about the contact you’re dealing with is always better, right?

    Read More
    • Deals /
    • Contacts /
    • Fields
  • Use a combination of criteria in advance filters and discover significant sales insights instantly.

    Read More
    • Advanced filters /
    • Insights
  • Often, there are situations where there are 2 fields that needs to have the same information. Like, “Phone” and “Mobile” have the same info, but are used in two different workflows. Usually copy-paste works, but why not automate all the way?

    Read More
    • Fields /
    • Automation
  • Customize the business card views to keep up to five fields that matter to you the most.

    Read More
    • Business card view /
    • Field /
    • Customize
  • Does your organization have multiple branches? You can add them as member accounts to the parent account(main branch). However, if the information related to the org is updated, shouldn’t all the member accounts also be updated?

    Read More
    • Accounts /
    • Parent account /
    • Member accounts /
    • Automation
  • Reorder and organize related lists to view the most important and relevant ones on top for easy access.

    Read More
    • Related List /
    • Organization /
    • CRM data /
    • Customization
  • Create purchase orders from sales orders at just the click of a button.

    Read More
    • Purchase order /
    • Sales order /
    • Automation
  • Since there might be multiple stakeholders in a deal, it becomes necessary to keep track of all the contacts associated with a deal. How about automatically sending updates to all the contacts based on the deal progression?

    Read More
    • Contacts /
    • Deals /
    • Deal stages /
    • Automation
  • Having businesses in multiple countries is awesome as well as difficult; especially when you have to take a note of when to call. How about having a time field and automatically updating the timezone of your leads based on their address?

    Read More
    • Leads /
    • Automation /
    • Customization /
    • Time zone
  • Do you use multiple layouts? Create separate workflow rules for the same module but specifying a different layout to address the requirements for each process.

    Read More
    • Workflow rules /
    • Page layouts /
    • Modules
  • Populate the Amount field of a Deal by calculating the number of related products and its unit price.

    Read More
    • Deal amount /
    • Calculation /
    • Automation
  • Make or take calls without much fuss about the dialling procedures.

    Read More
    • Automation /
    • Country codes /
    • Calls /
    • Contacts
  • Make updating a task easier by automating the process of inputing the information from the related modules to the records in the task module.

    Read More
    • Tasks /
    • Related records /
    • Automation
  • Use 'Best time to Contact' suggestions by Zia, and know the right time to reach your contacts through call or email.

    Read More
    • Zia /
    • Follow-up /
    • Calls /
    • Emails
  • Info about a contact or a lead isn’t limited to the fields in the leads or contacts module. Since there is a need to fetch and populate info from other modules, why not have a lookup field to make things easier?

    Read More
    • Leads /
    • Contacts /
    • Look-up field
  • If emails are to be sent to only a specific set of people from the hundreds of other leads, how can you do them without much fuss?

    Read More
    • Leads /
    • Mass emails /
    • Customization
  • Sync your Zoho Mail Calendar with Zoho CRM Calendar to ensure all your events are in one place.

    Read More
    • Calenders /
    • Events /
    • Sync
  • Create Activities for records based on specific criteria.

    Read More
    • Activities /
    • Criteria /
    • Automation
  • Exclude contacts from autoresponders to schedule follow-ups only with those contacts who haven't responded.

    Read More
    • Autoresponders /
    • Update response
  • Although converting a lead allows you to create Accounts simultaneously, there are times where conversion from only a lead to account is needed and not in Contacts. This function allows you to do that.

    Read More
    • Lead conversion /
    • Automation /
    • Customization /
    • Accounts
  • Use field-level security to restrict access of specific fields within a module.

    Read More
    • Data /
    • Security /
    • Field level security
  • Make sure that you do not miss out on any valuable prospect from social media anymore. Automate the generation of leads from Twitter and Facebook by setting up Social Automation Rules.

    Read More
    • Lead generater /
    • Social /
    • Twitter /
    • Facebook
  • Create many-to-many association between two modules in Zoho CRM with the help of the multi-select lookup field.

    Read More
    • Modules /
    • Association /
    • Look-up fields
  • Check the usage of your email templates in various features such as workflow rules, web forms, mass email schedules, etc.

    Read More
    • Templates /
    • Modules /
    • Emails
  • Frustrated about doing the same operation on multiple records over and over again? Save time by working on multiple records in one shot with Mass functionalities in Zoho CRM.

    Read More
    • Mass functions /
    • Save time
  • When you mark fields as unique in CRM, enable the option to check duplicates in the leads that are already converted.

    Read More
    • Converted leads /
    • Duplilcates /
    • Unique fields
  • Do not forget about the leads that did not yield a positive response the first time you contacted them. Get notified automatically whenever you have idle leads in CRM and take necessary actions.

    Read More
    • Workflow rules /
    • Leads /
    • Automation
  • Reorder items on a Blueprint Transition popup window as per your needs.

    Read More
    • Blueprints /
    • Process builders /
    • Automation
  • A cluttered home page could leave you lost in a busy schedule affecting your productivity. Here is a tip on how you can maintain a clean and clutter-free Zoho CRM Home page, for yourself and your team.

    Read More
    • Home tab /
    • Clean data /
    • Productivity
  • For sales reps who are always on the move trying to visit as many clients as possible in a day, they can check-in and geo-tag their visits right away from the Zoho CRM mobile app.

    Read More
    • Check-in /
    • Events /
    • Mobileapp
  • Hide events that have ended and events that you have declined and use calendar views to keep your calendar clutter-free.

    Read More
    • Calender /
    • Scheduling /
    • Events
  • Save a precious few minutes in your busy sales schedule by adding new prospects through your incoming call pop-ups.

    Read More
    • Leads /
    • Telephony /
    • PhoneBridge
  • Do not miss out on something important and automatically receive updates on the records that matter to you with Feed’s auto-follow rules.

    Read More
    • Feeds /
    • Auto-follow /
    • Updates
  • Avoid wasting time in doing repetitive actions on records frequently. Create and use macros to send email, create task and update a field, all at once for multiple records.

    Read More
    • Macros /
    • Productivity /
    • Save time
  • Label your records within Zoho CRM using Tags, that help you categorize your records and search for them easily.

    Read More
    • Tagging /
    • Categorize records /
    • Tags
  • While creating an event, you have an option to repeat the event daily, weekly, monthly etc. Here is a tip to stop these recurring events that were created by mistake.

    Read More
    • Activities /
    • Reminders /
    • Events /
    • Recurring
  • Do you have multiple deals associated to your contacts in Zoho CRM? Are you struggling to find deal specific emails, with all the emails associated with a contact listed together?

    Read More
    • Deals /
    • Email association
  • Automate the submission of records for approval from one or more managers using approval process in Zoho CRM.

    Read More
    • Automation /
    • Approval process
  • Add IPs from which your Zoho CRM account can be accessed. Keep your CRM data from going into the wrong hands. It should be accessible only for people who work on it, and not just anyone.

    Read More
    • Data security /
    • Allowed IPs
  • The Kanban view in Zoho CRM shows all your records, arranged in specific categories. But it is not all about its looks. There is more that you can do using the Kanban View for various modules.

    Read More
    • Productivity /
    • Kanban view
  • Did you know that you could customize and create your own Kanban view for any module based on how you want to categorize your records?

    Read More
    • Productivity /
    • Customize Kanban view /
    • Picklist fields
  • Create a workflow rule and execute it based on a record's score. Rules can be triggered when the score of a record is either increased, decreased or updated.

    Read More
    • Workflow rules /
    • Record scores /
    • Automation
  • Use time-tracking filter to zero in on those leads which were not attended to for a certain period of time, and follow-up with them.

    Read More
    • Advanced filters /
    • Time-tracking filters /
    • Unattended leads
  • Schedule your emails that are sent from Zoho CRM by simply specifying when you want them to be sent and the system will take care of sending them at the right time.

    Read More
    • Email scheduling /
    • Emails
  • Make the best use of your list views by creating and modifying custom views, and sorting your records to see only the information you want.

    Read More
    • List View /
    • Customization
  • Collaborate and communicate in Zoho CRM effectively with your closed circles using Feeds groups.

    Read More
    • Feeds /
    • Groups /
    • Team collaboration