Main features of Zoho CRM are:

• Pipeline Analysis
• Competitive Analysis
• Quota Management
• Lead Generation & Qualification
• Sales Stage & Probability Analysis
• Real-Time Forecasting
• Fast track leads to deal process
• Import leads from seminars, direct mail, trade shows, and other programs
• Convert prospects into business opportunities, accounts, as well as contacts with a single click
• Automate your lead management process
• Capture leads from various websites
• Match sales-ready leads to the perfect sales people
• Customize sales processes according to your best practices (B2B & B2C)
• Look up clients across different products, account, geographies, and status
• Create price quotes, sales invoices, and orders
• Monitor customer accounts as well as related information from a single database
• Assign parent-child relationships between your customer accounts and other divisions or subsidiaries
• Check purchase history to find upsell and cross-sell opportunities, and build loyalty programs
• Save customer meetings or calls using an intuitive calendar
• Manage recurring events according to day, week, month, or year
• Log crucial customer calls for easy and fast reference
• Invite employees, sales leads, and business contacts to events and meetings
• Set rules for you to simplify lead distribution
• Catch leads into your CRM directly
• Set up workflow alerts while making or modifying records
• Set up email notifications using email templates and upon activating a workflow rule
• Send instant notifications to third-party programs using Webhooks for events
• Macros automate tasks such as sending emails, updating customer records, or producing follow-up sales tasks
• Create forms without coding
• Quickly upload forms live
• CRM Workflow Management
• Associate tasks to your workflow rules when the CRM records are produced or modified
• Auto schedule your workflow actions at a pre-defined interval
• Custom Functions allows you to update data that are related to CRM modules as well as external apps via simple scripts
• Import sales opportunities from various third-party solutions or services with Import Wizard and Zoho CRM API
• Keep tab of your competition on various business opportunities while evaluating your strengths and weaknesses
• Alert the target audience in your company when a huge deal is closed (huge deal alert) or nearing completion
• Free Edition is open for three users with 100,000 records storage
• Get a 360-degree business view by tying up opportunities with contacts, accounts, activities, as well as other modules for an improved visibility on opportunities
• Monitor sales opportunities in sales cycles
• Set up sales stage and improve your chance of winning deals with drag and drop customization wizard
• Identify and eliminate various bottlenecks in the sales process with the sales pipeline and sales escalation process
• Be on top of sales updates you get in real time
• Sort updates according to users and modules
• Get complete visibility into the sales process according to the last activity to leads, contacts, accounts, and potentials
• Track records that are crucial to your business according to your criteria
• Identify cold prospects for you to do sales follow-up
• Sort records according to record owner and module
• Calculate revenue based on the data from Zoho CRM
• Create, revise, and assign quotas for salespeople and sales teams
• Assess individual as well as team performance
• Benchmark forecast accuracy versus commit amounts
• Generate customizable forecast reports as well as dashboards
• Customize fields
• Get a fast glance at pertinent details of your contact without searching or scrolling
• Show or even hide Business Card View
• Get notifications and send replies to customer emails within CRM
• Send emails using your mail client and get copies linked to the right contact or lead in CRM
• Collaborate with your colleagues by sharing email correspondence from prospects according to your own rules
• Get updated user information in merged documents
• Captures, compiles, and distributes client email activity within the CRM system
• Intuitively scans your email mailbox and shows relevant emails from customers and prospects
• Link client and prospect emails with CRM data to have better information about your interactions with them
• Create mail merge templates that you can use for different modules
• Manage templates in safe folders
• Create role-based folders as well as sub-folders and distribute collateral to your salespeople
• Send documents with your CRM
• One document may have multiple versions
• Get fast feedback from your colleagues to improve document
• View your brand’s social interactions with prospects when making sales follow-up
• Reply to likes, mentions, and direct messages using your brand’s social profile
• Engage future sales prospects from within your social stream
• Stay tapped on the interests of and updates from customers and comment or like them inside CRM
• Get real-time customer data information, receive alerts, search nearby customers, create tasks, and more
• Get trade show leads into Zoho CRM
• Digitalize and save your business cards on your iPhone
• Custom Modules, Webhooks API, and Custom Functions
• Create email marketing, campaigns, and autoresponders
• Enable organizational hierarchy, security controls, and territories