Sales and Marketing

Zoho CRM provides the sales force, executives, and management with sophisticated sales management functions such as: lead generation & qualification, sales pipeline analysis, sales stage & probability analysis, competitor analysis, real-time sales forecasting, sales quota management, sales reports & dashboards and other useful metrics. These functions give a business an opportunity to completely focus on customer life-cycle (lead generation - acquisition - conversion - retention loyalty) rather than the sales process, thus increasing sales revenue. CRM - Sales Force Automation Lead Management Opportunity Management Account Management Contact Management Activity Management Sales Forecasts Sales Quotes

Customer Service and Support

Zoho CRM provides the Customer Support & Service management (Help Desk) features such as Cases (Trouble tickets), Solutions (Knowledge Base), Case Assignment & Escalation through Workflow rules, and easy to deploy Web-to-Case forms for capturing customer-specific cases through Websites. In addition, you can also synchronize customer-specific email messages as Cases from Microsoft Outlook mail client to Cases module in Zoho CRM. CRM - Sales Force Automation Case Management Solution Management

Role Based Security

Zoho CRM provides an Enterprise-grade Role-based security to control the access rights of users while working with CRM data and modules such as leads, accounts, contacts, potentials etc. The Role-based security includes Profiles, Roles, Data Sharing Rules, Field-level security, and Groups. Using profiles, you can define fine-grained access rights to the CRM modules, data administration tools, CRM records, and fields within each module. With the Roles and Data Sharing Rules, you can set up multi-level organizational hierarchy and control the data-level access rights as per user's role within organization.

Inventory Management
Zoho CRM extends beyond the traditional CRM functions and enable complete sales cycle management features by integrating Order Management features such as Products, Price Books, Vendors, Sales Quotes, Orders, and Invoices with the Sales related modules such as Leads, Accounts & Contacts, and Opportunities. With the Zoho CRM - Order Management features you can achieve the seamless integration between pre-sales and post-sales accounting activities in a single application. In addition, you can also procure goods/services from the selected list of vendors. Inventory Management Modules Products Catalog Sales Quotes Orders

 Invoices

Reports and Dashboards

Zoho CRM enables fully customizable reports in all the modules with more flexible options such as cross-linking modules, arithmetic operations, different types of layouts, 3-level column grouping, public/private folders, scheduling reports generation and delivering to the intended users including non-Zoho CRM users through email. In addition, 25 plus standard reports are packed in various modules which can be used as a ready reference and enhance the learning experience. Dashboards give a real-time snapshot of your organization's key metrics. Using dashboards you can easily visualize comparisons, patterns, and trends in sales, marketing, support, and inventory related data. In the Zoho CRM solution dashboard comprises of different types of two-dimensional/threedimensional (2D/3D) charts, which are generated dynamically built over the Macromedia Flash technology. The unique chart is Funnel chart, which can be used to visualize the sales pipeline at various stages intuitively. CRM - Analytics Modules Reports Dashboards

Results 25+ standard reports in sales force, marketing, customer support, and order management modules Ability to have cross link reports spanning multiple modules Store reports in different types of public/private folders and enable access to the users according to their access pri Schedule the report generation mechanism and send printer-friendly reports to the specified users. Export reports data to various formats such as XLS and PDF Drill down to report data Dashboards Flash-based, interactive dashboards with an aesthetically pleasing layouts and fast loading capability Fully customizable dashboards with different types of Bar, Funnel, Pie, and Line charts Drill down charts for further data analysis

ZOHO Projects is very effective application To Plan, Track, Collaborate and Manage your Projects Online. Zoho makes project management easy by various features. Few are: Tasks & Milestones You can Create tasks, assign owners, specify deadline to track. Associate tasks to milestones. Calender You can View tasks, milestones & meetings all on a single page calender view. Track your day activity through the calendar. Reports You can extract Rich reports with Gantt charts for at-a-glance status of the projects. Time Tracking You can Track the time taken for each work item. Much helpful while billing for client work. File You can Upload files & manage them centrally. Sharing

This feature enables Online Invoicing. Quick and Easy. It enables instantaneous invoices quotes or estimates. Create and send branded invoices, quotes or estimates. Automate repeated invoicing through recurring invoices. Track outstanding invoices and customer payments. Accept payment online. Send overdue reminders, acknowledge payment receipts. Expand your business overseas, with support for multi-currency. Data security and backup. SSL encryption of data on transit. Powerful reports to see how your business is doing.

Zoho meeting is a strong application for the virtual meeting. It has features like web conferencing, Online meeting where you can Have a live meeting with your colleagues or friends, you can demonstrate your product to prospective customers, Support your clients by solving their issues online, Embed Zoho Meeting in your blog, wiki, notebook or any web page.

With the help of this application you can create your Online database application in minutes.

Online database application - a better way to manage your data Intuitive drag-and-drop u database applications easily Convert spreadsheet to online database application Import .xls .csv, .tsv files and mana the web. Build powerful applications easily Deluge Script enables you to add logic to the application robust. Create web form and embed in your website/blog Create professional looking web form simple copy/paste code.

This feature Provides database and reporting functionalities coupled with web based features like sharing, tagging, publishing and more.

Access anywhere Create, edit and access your databases from anywhere Convert spreadsheet to online databases Import .csv, .tsv files and manage your data and reports over the web. Drag and Drop based Report building Create charts, pivots, summary and other wide-range & drop interface. SQL Support Query your database using any known SQL dialect for creating powerful & flexible reports. Share & Collaborate Share your data and reports for collaborative development and analysis. Embed into website/blog Create professional looking reports and embed into your website with simple copy/paste c

The powerful new offering for small and medium-sized businesses that takes working online to the next level of productivity. Zoho Business combines user management and an integrated suite of applications and services with Zoho' s hallmark ease-of-use and affordability. The result is a secure, business ready solution that enables organizations to thrive in increasingly competitive times. Zoho Business will offer: Single sign on across applications Company level administration console Multiple levels of security including SSL Telephone support Remote back-up Document and data storage management self service Co-branding

Zoho Business will include the following applications: Writer, Sheet, Show Wiki, Planner, Notebook Chat, Mail, Calendar Start Page, Domain management more.. People

ZOHO Integrated service for HRIS, Self service & Recruitment portal

Just drag and drop to customize With customizing existing forms or creating new forms being just few clicks/drag & drops - you do not have to write code to customize the service to your needs Checklists Configure business processes of your organization using checklist. Triggers sequence of tasks on a specific action like create/edit/approve of a request to complete a business process. Employee portal With all your employees basic demographic data available to all your HR & benefits staff - processing payrolls, generating reports, conducting appraisal etc all become easy Self service With the handling of their data being given to the Managers & Employees themselves through self service, it increases data accuracy, decreases administrative hassles & lessens mundane paper work for you. Recruitment & resume management With a growing organization recruiting becomes cumbersome & less accurate but e-recruitment helps you automate the recruitment process thus helping you acquire talent,easily & effectively. Organization View the employee reporting hierarchy as a tree view. chart

No download, No install, No coding & No implementation Just sign up & start using. Adding a new form is just a drag & drop. No coding is required for

implementation.