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Cloud Contact Center Software for businesses.

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Digital signature app for businesses.

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Build online forms for every business need.

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Bigin

Simple CRM for small businesses moving from spreadsheets.

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Live chat app to engage and convert website visitors.

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Appointment scheduling app for consultations with customers.

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RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

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Complete loyalty and affiliate management platform.

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Unified platform to deliver top-notch customer experience.

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

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Cloud Contact Center Software for businesses.

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Digital signature app for businesses.

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Build online forms for every business need.

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All-in-one social media management software.

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Design surveys to reach and interact with your audience.

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Live chat app to engage and convert website visitors.

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Online website builder with extensive customisation options.

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End-to-end event management software.

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Website conversion optimization and personalisation platform.

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All-in-one marketing automation software.

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Smart landing page builder to increase conversion rates

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Webinar platform for webcasting online webinars.

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LeadChain

Sync, manage, and convert leads across channels seamlessly.

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Easy domain registration, transfer, and secured DNS management.

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

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Complete loyalty and affiliate management platform.

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Manage all your local business listings on a single platform.

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Unified marketing platform for marketing teams.

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eCommerce platform to manage and market your online store.

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Helpdesk software to deliver great customer support.

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Remote support and unattended remote access software.

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Cloud Contact Center Software for businesses.

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SalesIQ

Live chat app to engage and convert website visitors.

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Bookings

Appointment scheduling app for consultations with customers.

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

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Interactive remote assistance software with augmented reality.

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The all-in-one toolkit for solopreneurs.

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Service Plus

Unified platform for customer service and support teams.

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Books

Powerful accounting platform for growing businesses.

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Expense

Effortless expense reporting platform.

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Sign

Digital signature app for businesses.

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Inventory

Powerful stock management and inventory control software.

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100% Free invoicing solution.

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End-to-end billing solution for your business.

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Payroll software with automated tax payments and filing.

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eCommerce platform to manage and market your online store.

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Checkout

Collect payments online with custom branded pages.

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Practice

Practice management software for accounting firms.

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Solo

The all-in-one toolkit for solopreneurs.

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Payments

Unified payment solution built for all businesses.

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Finance Plus

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

Finance Plus

Email, Storage, and Collaboration

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Secure email service for teams of all sizes.

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Voice

Cloud Contact Center Software for businesses.

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Sign

Digital signature app for businesses.

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WorkDrive

Online file management for teams.

WorkDrive
Bookings

Appointment scheduling app for consultations with customers.

Bookings
Cliq

Stay in touch with teams no matter where you are.

Cliq
Notebook

Beautiful home for all your notes.

Notebook
Meeting

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

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Connect

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

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Learn

Knowledge and learning management platform.

Learn
Office Integrator

Built in document editors for web apps.

Office Integrator
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Word processor for focused writing and discussions.

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Shared inboxes for teams.

TeamInbox
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Show

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

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

Tables
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Spreadsheet software for collaborative teams.

Sheet
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Powerful collaborative work platform for teams.

Office Suite
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Online business calendar to manage events and schedule appointments.

Calendar
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Collaborative task management for individuals and teams.

ToDo
FREE
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Collaborative online PDF editing tool.

PDF Editor
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Workplace

Application suite built to improve team productivity and collaboration.

Workplace

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Expense

Effortless expense reporting platform.

Expense
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
People

Organize, automate, and simplify your HR processes.

People
Sign

Digital signature app for businesses.

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Payroll

Payroll software with automated tax payments and filing.

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Employee scheduling and time tracking app.

Shifts
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
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
Assist

Remote support and unattended remote access software.

Assist
Vault

Online password manager for teams.

Vault
Directory

Workforce identity and access management solution for cloud businesses.

Directory
Lens

Interactive remote assistance software with augmented reality.

Lens
QEngine

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

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
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eProtect

Comprehensive email security and archiving for every business.

eProtect
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OneAuth

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

OneAuth
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit

BI and Analytics

Analytics

Modern self-service BI and analytics platform.

Analytics
DataPrep

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

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IoT

Harnessing IoT analytics for real-time operational intelligence.

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

Embedded BI

Project Management

Projects

Manage, track, and collaborate on projects with teams.

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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
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

Creator

Build custom apps to simplify business processes.

Creator
Flow

Automate business workflows by creating smart integrations.

Flow
Office Integrator

Built in document editors for web apps.

Office Integrator
DataPrep

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

DataPrep
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Tables

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

Tables
QEngine

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

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
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IoT

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

IoT
Apptics

Application analytics for all apps.

Apptics
Embedded BI

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

Embedded BI

IoT

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IoT

Low-code IoT platform and solutions for connected businesses.

IoT
CRM Plus

Unified platform to deliver top-notch customer experience.

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Service Plus

Unified platform for customer service and support teams.

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Finance Plus

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

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People Plus

Comprehensive HR platform for seamless employee experiences.

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Workplace

Application suite built to improve team productivity and collaboration.

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Marketing Plus

Unified marketing platform for marketing teams.

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Projects Plus

Unified project management platform for intelligent, data-driven work.

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Projects 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.

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Zoho Marketplace

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

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Zoho crm

Zoho CRM acts as a single solution

to run your entire agency

Communicate in real time

for improved follow-ups and goal completion rates

360 client management

keep all your data in one place

Attach deals to clients

manage any associated activities

Run marketing campaigns

and measure them against the results in CRM

Social media management

for your brand and your clients'

The preferred choice of various leading agencies

Omnichannel communication, no matter how your clients contact you

Reach out to your clients wherever they are. Connect any email client to view and reply to your emails. Contact customers over the phone inside CRM with a single click. Understand what people are saying about your brand online, and capture leads from social media into your CRM. Turn website visitors into leads, or initiate a live chat with your website visitors to find out what they're looking for. Get notified in real time via Zoho CRM's SalesSignals when a prospect is browsing your site, reading your email campaigns, or engaging with your brand.

Omnichannel
Omnichannel
Omnichannel
Omnichannel

Get a complete snapshot of every lead and client

Zoho CRM is more than just a database where you can store information on all your accounts, leads, and deals. Every interaction (and missed interaction) with your leads and contacts is recorded and saved, giving you a comprehensive timeline of all your relationships. You can also set up your account to assign records to agents automatically, and even assign relevant tags, such as the campaign name that brought in each lead, so you'll never have to navigate a pile of sticky notes again.

total context

Faster contracts

Chasing down a lead can be fun, but doing paperwork... not so much. There's no question that sending quotes and invoices is time-consuming and can even delay or derail a potential deal. Using workflows in Zoho CRM, you can automate your documents to be filled out using your client's history and then sent out as soon as negotiations are complete. You can even automate the next set of actions depending on if your paperwork (like a sales quote or invoice) is accepted or rejected.

quote management

Take control of your campaigns

Campaigns are a great way to reach the masses, but they can be difficult to accurately measure and quantify. Zoho CRM integrates with any email provider you choose, allowing you to set up automated email campaigns for everything from big events to birthday wishes. You can even reply to emails from within your CRM. Zoho also integrates with over 50 telephony providers so you can run telephony marketing campaigns and record the results of every call as it happens. Link leads to campaigns and evaluate their performance with analytics in Zoho CRM.

campaign management

The best CRM solution for agencies of any size and expertise

Public Relations
Social Media
Digital Marketing
Advertising
Creative
Media

The power of now... and later!

With so many activities happening at an agency, it can be hard to keep track of everything going on. Accidentally missing a meeting or forgetting to follow up can be a disaster. Zoho CRM lets you automatically create tasks every time a lead meets your preset criteria to ensure that no account is left uncontacted. You can also add follow-up tasks based on your clients' responses, such as sending out an email if the client misses your call. 

task automation

Portals help you stay up-to-date with your clients

Zoho CRM provides cloud storage to manage all your important documents. You can upload any standard files and set permissions so that the right team members have access. You can also attach documents, such as contracts, invoices, or marketing collateral to each account so that every record is loaded with enough information to never leave your agent stranded.

client portals

A social CRM

It's important for your brand to stay socially relevant, and you might even be tasked with growing your client's brand, too. Using the Social tab for Zoho CRM, you can integrate and manage multiple social media accounts from one place. You can set up listening streams to monitor every time your client's name or relevant keywords are mentioned. Directly add leads back into your CRM from social media and carry on your online conversations across other platforms. Get detailed social analytics to show your clients how much their brand has grown under your guidance. 

social media

Go mobile

Your team members can only meet with so many people on a regular day that it becomes hard to keep track of every important conversation. You can often be working on the go and need access to crucial data from months before. Zoho CRM's mobile app lets your agents take their CRM with them to every meeting. The app even works offline, so you'll never have to worry about being disconnected from your information again.

agencies mobile

Integrates with your favorite apps

Zoho CRM works with over 100 popular business apps. Connect your agency’s sales with the rest of your business process so your agents can have a singular platform to work with.

Disclaimer: Zoho CRM is not an out-of-the-box vertical CRM solution. It is an industry-agnostic CRM platform that can be customized to suit various industries. The capabilities and solutions showcased above are a result of extensive customization, which would have to be carried out by the users or through an authorized Zoho partner.

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