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Sales

CRM

Comprehensive CRM platform for customer-facing teams.

CRM
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
Thrive

Complete loyalty and affiliate management platform.

Thrive
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

Campaigns

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

Campaigns
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Social

All-in-one social media management software.

Social
Survey

Design surveys to reach and interact with your audience.

Survey
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Sites

Online website builder with extensive customisation options.

Sites
Backstage

End-to-end event management software.

Backstage
PageSense

Website conversion optimization and personalisation platform.

PageSense
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
Webinar

Webinar platform for webcasting online webinars.

Webinar
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
NEW
Domains

Easy domain registration, transfer, and secured DNS management.

Domains
NEW
CommunitySpaces

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

CommunitySpaces
Thrive

Complete loyalty and affiliate management platform.

Thrive
Publish

Manage all your local business listings on a single platform.

Publish
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
Voice

Cloud Contact Center Software for businesses.

Voice
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
FSM

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

FSM
Lens

Interactive remote assistance software with augmented reality.

Lens
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

Books

Powerful accounting platform for growing businesses.

Books
Expense

Effortless expense reporting platform.

Expense
Sign

Digital signature app for businesses.

Sign
Inventory

Powerful stock management and inventory control software.

Inventory
FREE
Invoice

100% Free invoicing solution.

Invoice
Billing

End-to-end billing solution for your business.

Billing
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Commerce

eCommerce platform to manage and market your online store.

Commerce
Checkout

Collect payments online with custom branded pages.

Checkout
Practice

Practice management software for accounting firms.

Practice
Solo

The all-in-one toolkit for solopreneurs.

Solo
NEW
Payments

Unified payment solution built for all businesses.

Payments
Suites
Finance Plus

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

Finance Plus

Email, Storage, and Collaboration

Mail

Secure email service for teams of all sizes.

Mail
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
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.

Meeting
Connect

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

Connect
Learn

Knowledge and learning management platform.

Learn
Office Integrator

Built in document editors for web apps.

Office Integrator
Writer

Word processor for focused writing and discussions.

Writer
TeamInbox

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.

Show
Tables

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

Tables
Sheet

Spreadsheet software for collaborative teams.

Sheet
Office Suite

Powerful collaborative work platform for teams.

Office Suite
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
ToDo

Collaborative task management for individuals and teams.

ToDo
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

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.

Sign
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Shifts

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
NEW
eProtect

Comprehensive email security and archiving for every business.

eProtect
FREE
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.

DataPrep
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT
Embedded BI

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

Embedded BI

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
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
NEW
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

NEW
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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CRM Plus
Service Plus

Unified platform for customer service and support teams.

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Service Plus
Finance Plus

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

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Finance Plus
People Plus

Comprehensive HR platform for seamless employee experiences.

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People Plus
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
Marketing Plus

Unified marketing platform for marketing teams.

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Marketing Plus
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.

TRY 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
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Automation and process management

Zoho CRM Plus's easy to use automation and process management capabilities helps you streamline your routine sales, marketing, and service tasks and increases your teams' overall productivity. Automate lead generation through webforms, nurture leads through email campaigns, break projects into easily achievable tasks and subtasks, and streamline your ticket assignment efforts from day one.

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Omnichannel Customer Engagement

Why choose Zoho CRM Plus for your process automation?

  • Easy to use
  • Highly customizable
  • Increased scalability
  • Automate processes across departments
  • Easy to use

    Zoho CRM Plus's easy-to-use drag-and-drop interface and a range of pre-defined templates enable you to build workflows and automate your sales, marketing, and service processes without the need for technical expertise.

  • Highly customizable

    Whether it's a simple lead-nurturing process or a complex process unique to your business vertical, CRM Plus's automation features can be tailored to meet the requirements of each business.

  • Increased scalability

    Create workflows for all customer-facing processes and scale them as your company grows. You can loop in more team members and customers and make modifications to existing flows whenever needed.

  • Automate processes across departments

    Automate processes across your sales, marketing, and service departments to address cross-team dependencies and make their work easier and more productive.

Guided conversations

Help customers find answers through conversational self-service on your website to save time and increase your service team's efficiency. Build flows with action and response blocks and variables, and guide customers to the right solutions based on their questions and the paths they traverse. The easy-to-use drag-and-drop builder helps you create the perfect flow without any need for coding and helps customers find immediate answers.

Learn more
Embed a self-service chatbot and guide customers to solutions on your website

Streamline your sales efforts with Blueprint

There are multiple stages and team members involved in each sales process, and every stage needs to be executed in an orderly manner to avoid errors. Whether it's a deal closure, lead follow-up, order management, or discount process, Blueprint in CRM enables you to drag and drop elements and create a visual representation of all your processes and their different stages, along with the tasks and activities that need to be completed in each stage in order to move on to the next. This ensures that no step is missed and everyone in your team knows what they need to do.

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Drag and drop and create a blueprint for a sales order process

Journey orchestration using CommandCenter

CommandCenter in CRM enables you to automate customer journeys that span multiple departments and third-party apps. As every customer has a unique journey with your business, it's important to account for the various interactions that take place before and after a purchase. For instance, a potential customer may show interest initially but go cold after a few months, before finally re-engaging. With Journey Builder in CommandCenter, you can automate such journeys—for example, by sending an automated follow-up email after a few days without response from the customer in order to keep them engaged and increase the chances of closing the deal.

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Automate customer website journey using Journey Builder

Automate your marketing process

Automate your marketing efforts to achieve more while doing less. Send the right emails at the right time and schedule your social media promotions to be published at the time when your audience is most active. With email workflows and autoresponders, you can send a series of automated emails for lead-nurturing efforts, customer birthdays, and subscription reminders. Track your brand's mentions on social media and track trending topics through Zoho Social's Monitor feature.

Learn more
Create a marketing workflow to push leads directly to your CRM

Automate your sales process

Automate repetitive and time-consuming parts of the sales process so your sales team can focus more on nurturing leads and helping prospects with their purchases. With powerful sales automation features, such as lead scoring and assignment rules, you can distinguish customers that actually show interest in your product or service from those that aren't likely to purchase—all based on parameters such as email open rates, social media interactions with your brand, survey responses, and more. You can also assign them to the right sales person based on geography, and configure workflows for approval processes with higher authorities in your team related to discounts, price negotiations, and more.

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Prioritize the right leads through lead scoring rules

Automate your service process

Give your customer service team an extra set of hands by using CRM Plus's automation features, such as ticket assignment rules, SLAs, escalations, notification rules, blueprints, and more. SLAs help you set optimal resolution times based on criteria like ticket priority and which customers raised the requests, and automatically escalate unresolved tickets that pass this threshold to managers so that customers can get immediate assistance.

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Specify the conditions to set up a priority based SLA

Automate your sales, marketing, and service processes

Automate cross-functional processes that involve multiple teams. For example, you can create a Blueprint across sales, marketing, and service for your incoming sales orders and connect them together. For every order that's approved/closed by your sales team, you can automatically trigger a ticket for your service team and ensure that once the product delivery is completed, the stage is marked as delivered for both teams.

Automate refund process involving multiple teams

Segment emails according to priority

Instead of sifting through thousands of sales emails to find a specific correspondence, Zoho CRM Plus includes an email inbox that intelligently segments incoming messages according to your current priorities. Sort emails based on leads, contacts, and deals to cut through the clutter and find just the emails you need.

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Sort leads based on who it's from using SalesInbox
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