Drive more sales using Artificial Intelligence powered by Zia - Zoho CRM's AI driven sales assistant.
Best time to Contact | Trend Analysis | Suggested Macros
Manage notes under records and attach docs from Desktop, Zoho Docs or Google Docs.
Organize Notes | Attach from Zoho Docs | Attach from Desktop | Attach from Google Docs
Get to know about some of the common operations such as the mass update, mass transfer, create & export records, change owner, etc. Learn More
Check out the various ways to search records and navigate through your CRM data.
Navigate Records | Search Records
Approve leads, contacts and cases captured through your Website.
Approve Leads | Approve Contacts | Approve Cases
Streamline the process of sending series of personalized email messages at predefined intervals to leads and contacts.
Overview | Set up Autoresponders | Autoresponder Scenario
Avoid duplicate entries of records in your account by merging them.
Find and Merge | Deduplicate Records
Associate various records to the parent record. Learn More
Get your customer data formatted for mailing labels. Learn More