Zoho CRM

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What does your typical day look like? You manage call-backs, customer support, follow up with prospects, send email campaigns, send out quotes – and so much more. Zoho CRM pulls the pieces together to align every aspect of your business. Best of all, most Zoho services integrate with Zoho CRM for a seamless suite of business applications.

  • Keep data centralized and secure
  • Stay connected from any device
  • Send web leads straight to your CRM
  • Focus on creating and capturing opportunities
  • Automate pre- and post-sales opportunities
  • Track social interactions through social listening
  • Maintain a history of notes, calls, meetings, and emails
  • Manage your schedule and to dos
  • Identify cross-selling opportunities
  • Shorten the sales cycle
  • Keep everyone on the same page

Build measurable value in your business.

Try Zoho CRM 

Zoho Support

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Studies prove that if you resolve support issues quickly and professionally, customers will speak more favorably about you than if they’d never had a problem. Zoho Support helps your agents assign, escalate, track, and quickly resolve trouble tickets and customer support issues. Plus, integration with Zoho CRM keeps everyone on the same page.

  • Integrate with Zoho CRM
  • Manage trouble or service tickets
  • Keep on top of contracts and SLAs
  • Build a knowledge base for self-service online support
  • Provide a customer portal online to streamline contact
  • Provide support via social channels
  • Easily prioritize requests
  • Provide support from iOS and Android devices
  • Analyze and quantify customer service issues
  • Offer global support in multiple languages
  • Add voicemail messages as tickets with integrated telephony
  • Send SMS messages with the SMS add-on

Keep sales and customer service on the same page.

Try Zoho Support Now! 

Zoho Campaigns

Invite customers to an upcoming workshop, announce a new product release, or send a helpful tip. Relevant and timely communications build strong relationships with prospects and customers. Integrate Zoho Campaigns with Zoho CRM, create gorgeous email campaigns to promote your brand, then view the results of the latest campaign in either CRM or Campaigns.

  • Integrate with Zoho CRM and Zoho Survey
  • Segment data for targeted mailing lists
  • Reach a mobile audience with responsive design
  • Send relevant emails to subscribers based on rules you create
  • Perform A/B testing based on Click and Open Rates
  • Manage and schedule social campaigns
  • Send birthday or anniversary emails based on date triggers
  • Promote e-commerce offers via Shopify, and track sales
  • Take advantage of Google Analytics to track your campaigns
  • Integrate with Zoho Survey or SurveyMonkey
  • Sync with Eventbrite invitations
  • Support 15 languages
  • Never import a mailing list again
  • Send unlimited emails for one low monthly price

Stay top of mind with prospects and customers.

Try Zoho Campaigns Now! 

Zoho Books

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Designed with non-accountants in mind, Zoho Books offers a full-featured accounting system that’s simple to set up and easy to use. Accept online payments and get paid more quickly, integrate banking details, and simplify communication with a customer portal. Zoho Books even integrates with Zoho CRM, Zoho Expenses, and Zoho Projects.

  • Integrate with Zoho CRM, Zoho Expenses, and Zoho Projects
  • Send professional estimates, sales orders and invoices
  • Automate banking with real-time updates on your accounts
  • Create transactions or run reports on your mobile device
  • Create time sheets for projects and billing
  • Share, track, and collaborate online with your accountant
  • Use with Windows Surface, Android, and IOS devices
  • Add unlimited users to Zoho Books with role-based access
  • Set up automatic recurring payments with Stripe integration
  • Manage inventory and get control of your stock
  • Share quotes with customers for their online comments or approval
  • Customize PO’s to match your supplier’s requirements
  • Categorize transactions from your bank feed
  • Enable on-line payments via a customer portal

Business accounting doesn’t have to be complicated.

Try Zoho Books Now! 

Zoho Expense

zoho expense reporting
Zoho Expense makes light work of the dreaded expense report. Subscribe to Zoho Expense to automate business expense reporting, streamline approvals, get visibility into expenses, and control the process online from start to finish.

  • Integrate with Zoho CRM and Zoho Books
  • Easy-to-use, intuitive interface
  • Drag and drop receipt images into the receipt section
  • Scan and upload receipts to add an expense entry
  • Scan and attach receipts to existing expense entries
  • Upload from (or download to) cloud services
  • Directly add and categorize expenses to Zoho Books
  • Unlimited receipt uploads and expense entries
  • Set rules to Manage expense policies and approvals
  • Record and get reimbursed for Mileage
  • Send notifications for reports due for approval
  • Record or process expenses on your Phone or Tablet
  • Calculate and adjust for advanced payments
  • Send reminders for unreported expenses
  • Auto-notify submitters when a reports are approved or rejected
  • Sign expense reports online using DocHub
  • Use the dashboard for a snapshot of current reports
  • Just $15 per month for 10 users.

 Automate and streamline business expense reporting.

Try Zoho Expense Now!

Zoho Reports

Zoho Reports is a sophisticated reporting tool that uses a simple drag and drop interface. Get advanced business intelligence, push data from any application, then slice, dice, and mash it up for informed decision making. Stop spending your valuable time manipulating silos of data when the charts, pivot tables, and drill-down features in Zoho Reports will give you insights into all aspects of your business.

  • Seamless Zoho CRM integration
  • Web-based and secure
  • Visually analyze your business information
  • Push data from any application
  • Create dashboards with no IT help
  • Built in sharing and collaboration features
  • Use with Zoho Projects, Zoho Creator, and Zoho Recruit
  • Combine and analyze data from multiple sources
  • Embed reports into websites, blogs, and intranets
  • Create Pivot tables, SQL Queries, and more
  • Track key performance indicators (KPIs)
  • Schedule reports to automatically email for offline access
  • Drill down onscreen for more detail
  • Includes more than 100 reports and dashboards.

Cross-platform business intelligence with the click of a mouse

Try Zoho Reports Now!

Zoho Survey

How do you know if your customers are happy? Use Zoho Survey and ask them! Send a basic survey to get a 1 – 10 rating or use advanced features to dig deeper. Question and page logic make sure that questions are relevant, based on prior answers. You can even build business logic in either Zoho CRM or Zoho Survey and trigger actions based upon responses. Zoho surveys are easy to build, deploy, and analyze.

  • Design your own survey or start with a survey template
  • Use question and page logic to keep survey questions relevant
  • Create multilingual surveys
  • Measure customer satisfaction and get product feedback
  • Personalize each survey with a unique logo or image
  • Customize survey themes to match your company brand
  • Build Zoho Surveys from your iPhone
  • Incorporate surveys into Zoho CRM and Zoho Campaigns
  • Integrate surveys with Google Docs
  • Embed or share surveys in social media
  • Analyze survey data reports and graphs
  • Create cross-tab and trend reports
  • Filter responses and set conditions
  • Publish or export report results
  • Map results to Zoho CRM to launch alerts and tasks.

Get customer feedback for continuous improvement

Try Zoho Survey Now! 

Zoho Projects

Zoho Projects helps individuals and workgroups stay on top of project tasks, deliverables, and milestones. Access project details from anywhere to track changes, log time, or collaborate with team members and customers. Zoho CRM and Zoho Invoice integration keeps everyone in the loop so you never miss another deadline.

  • Get control with subtasks and dependencies
  • Collaborate online with staff, customers, or vendors
  • Log billable and non-billable time
  • Integrate with Zoho Invoice for seamless billing
  • Utilize Gantt charts to track progress and resources
  • Use feeds to browse current activity and entries
  • Integrate with Zoho Reports for advanced analytics
  • Use version control for shared documents, spreadsheets and presentations
  • Access on your iPhone or Android
  • Use Project Chat with colleagues and review project details in real time
  • Integrate with Dropbox, Evernote, Google Drive, and more
  • Publish company links and documents using Project Pages
  • Create team intranets with Project Wiki
  • Implement RSS feeds to keep up-to-date on changes

Turn complex projects into easily manageable units

Try Zoho Projects Now! 

Zoho SalesIQ

Use Zoho SalesIQ to interact with web visitors in real time – to start or respond to a chat and be instantly available to answer questions. Or see which content attracts visitors to your site. Or identify new and returning visitors and assign follow up actions. Close deals faster and generate more sales with Zoho SalesIQ.

  • Integrate with Zoho CRM
  • Geolocate your visitors
  • Track visitor’s footprints
  • Engage visitors with personalized chat
  • Identify new vs. returning visitors
  • Launch activity based-proactive chats
  • Build interactive email campaigns
  • View visitors interacting with web pages in real time
  • Trigger ‘hot prospect’ notifications to your agents
  • Reduce shopping cart abandonment
  • Customize your chat widget
  • Converse with prospects with auto-translate
  • Track your Potentials’ page visits and chat history

Stay on target with Zoho SalesIQ

Try Zoho SalesIQ Now! 

Zoho CRM Plus

Think about all of the great features you love in Zoho’s services. Now imagine them in one package, with a single payment option, unified access across subscribers, and no long-term contract – all at a phenomenal price. Zoho CRM Plus includes full-featured services for CRM and sales force automation, email marketing, visitor tracking, project management, customer support, surveys, advanced reporting, and social media publishing. With Zoho CRM Plus, the sky’s the limit on how fast and how far you can grow.

  • Keep data centralized and secure
  • Keep everyone on the same page
  • Stay connected from any device
  • Manage trouble or service tickets
  • Easily manage support contracts and SLAs
  • Combine and analyze data from multiple sources
  • Embed reports into websites, blogs, and intranets
  • Create Pivot tables, SQL Queries, and more
  • Get control of your projects and collaborate online
  • Identify cross-selling opportunities
  • Instantly Chat with web visitors and shorten the sales cycle
  • Measure customer satisfaction and get product feedback
  • Map survey results to Zoho CRM to launch alerts and tasks.
  • Utilize Gantt charts to track progress and resources
  • Segment data for targeted mailing lists
  • Perform A/B testing based on email Click and Open Rates
  • Get ready to sell smarter

Watch your business take off with Zoho CRM Plus

Try Zoho CRM Plus