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Comprehensive CRM platform for customer-facing teams.

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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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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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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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Survey

Design surveys to reach and interact with your audience.

Survey
SalesIQ

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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CommunitySpaces

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

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Thrive

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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Desk

Helpdesk software to deliver great customer support.

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Remote support and unattended remote access software.

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Voice

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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FSM

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

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Lens

Interactive remote assistance software with augmented reality.

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Solo

The all-in-one toolkit for solopreneurs.

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Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

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

Mail

Secure email service for teams of all sizes.

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Voice

Cloud Contact Center Software for businesses.

Voice
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.

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
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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
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Collaborative online PDF editing tool.

PDF Editor
Suites
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.

DataPrep
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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
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IoT

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

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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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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.

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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.

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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

Team Collaboration Using Your CRM

Zoho CRM is a collaborative CRM built to facilitate communication with your customers as well as your own team. Help your team stay connected with realtime sales updates. Enable teams to add helpful context to their sales records, or connect your collaboration tools to share updates from one platform.  

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  • TEAM COLLABORATION
  • Feeds
  • Chat
  • Notes 
  • Tags
  • Groups
  • Project Management
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Feeds

Use Feeds to keep your team in the loop

Keep your team updated through Feeds, where you can discuss deals, collaborate on ideas, and broadcast announcements. Talk about a sales pitch that worked for you, post updates on the big deals that everyone has their eyes on, and share helpful sales collateral. All of this is possible in Feeds—a centralized area for all of your internal CRM discussions.

Learn more
A central hub for sales announcements
Chat

Sales collaboration through chat

Zoho gives you the power to integrate your chat tools with your CRM. Create helpful Commands and Bots within your chat tools to pull up CRM records, reports, and analytics for easy sharing with your teammates. Send CRM lead approvals and reminders for events or calls on your chat tool and set up SalesSignals in CRM for new chat notifications. You can even automate sales updates to be sent in real time via chat so that your sales team can always stay effortlessly in sync with the rest of the teams in your organization.

Learn more
Collaborate via chat
Notes

Add notes to keep track of sales updates

Leave helpful notes on your sales records and activities. Not only will your sales reps have a recollection of the chain of events leading up to the sale, it also leaves a paper trail for anyone else who gets involved in the deal. Zoho CRM lets you record text and audio notes for every module, and even upload attachments to add as much context as you need to work.  

Learn more
Save sales context with notes

Start selling smarter, better and faster

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Mobile CRM app for SFA - Zoho CRM
Tags

Tagging—teammates and keywords

Convenient tagging features make it easy to organize and collaborate on your records. You can tag another sales rep or a manager in your notes so that they get a notification that a deal or contact needs their attention. You can also use tags to mark different categories of records with specific labels that you can use to easily identify, search, sort, filter, and segment your records. For example, tagging records with the name of an event where you met them, so that you can easily pull up every record associated with that specific event in the future. 

Add tags to share records easily
Groups

Break up sales teams into performance groups

Zoho CRM allows you to assign different users into specialized groups to manage a set of common records. Groups can be united around a common purpose like team selling, team support, or event management. You can create different types of user groups and even share common records among multiple groups.

Use groups to keep in touch with the team sales groups
Project Management

Use CRM to work on projects together

When your sales team gets involved in several projects at once, productivity can end up taking a hit unless they're planned and managed efficiently. Integrate your project management system with your CRM, and assign your projects and any associated records to individual members of your sales team. Keeping your projects synced with your sales process in one comprehensive system allows you to manage your tasks more efficiently, saving valuable time and effort for your whole team.

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Collaborate on projects together

Integrate with your favourite products

View all Integrations

We are seeing better collaboration across the business especially between Sales and Support and also in the efficiency of our marketing activities. We will soon progress towards improved financial management and the capacity to link sales activity to a more integrated financial outlook for the business.

Peter RasmussenGeneral Manager, Practical Systems

Seamless team collaboration leads to improved business.

Try our all-in-one CRM package which comes with in-depth project management features.

LEARN MORE
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TEAM COLLABORATION
  • Feeds
  • Chat
  • Notes 
  • Tags
  • Groups
  • Project Management

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