Zoho CRM is a fully featured application that has the core features you’d expect and many unique features that you’ll be hard pressed to find somewhere else. Of course, you get sales pipeline management, lead management, and sales forecasting. It also has deep process management, an artificial intelligence engine called ZIA, customization features, and so much more.
Every organization is different and, by extension, the processes they use are unique. Because of this, the default settings may not serve them well or be difficult for their teams to understand. Zoho offers unmatched flexibility in customizing your CRM. You can change everything from where the buttons go to how the information is presented. This is accomplished via a simple drag and drop editor that allows you to customize each individual element. Colors, styles, icons, layouts, and more are available to edit.
ZIA a conversational artificial intelligence assistant developed by Zoho. It can receive commands via text or voice and enhance your overall CRM experience and efficiency. ZIA, referred to as a ‘she’ by Zoho can fetch data, detect issues with sales data, recommend and optimize automation workflows based on real usage data, data enrichment, and a lot more.
There’s always room for improvement and the Zoho CRM process management tools ensure you’re always getting better. It makes it possible to document every aspect of your sales process and then turn it into a blueprint that the newest or most experienced reps can take advantage of. Some of the processes you can manage include lead scoring, approvals, assigning to different people, your escalation process, etc.
A CRM serves as the center of many businesses so, naturally, it should be plugged into the rest of your tech stack. Zoho has an integrations directory it refers to as a marketplace. There are multiple categories like customer service, marketing, telephony, and even sales. A few notable integrations include PandaDoc, WooCommerce, FedEx, and Front.
There seem to be many integrations on the surface but a lot of the other CRMs in the market have even more integrations. Put another way, they have even more useful integrations.