Zoho CRM Standard helps small businesses manage their sales and customer operations more efficiently and automate and optimize the sales cycle. It offers a range of features, including sales force automation, tasks and events management, advanced search filters, multiple scoring rules, data integration from emails, sequential forms, and collaboration through portals.
Key Features:
- Sales Force Automation: Manage and centralize sales data with Leads, Contacts, Deals, and Accounts modules.
- Tasks, Calls, and Events: Plan and manage daily sales activities.
- Advanced Search Filters: Pinpoint specific records to cut through the clutter.
- Multiple Sales Pipelines: Track opportunities and prioritize leads.
- Lead Scoring: Identify leads more likely to convert.
- Goal Setting and Tracking: Set targets and monitor business performance against revenue goals.
- Email Metrics: Measure open rates, click rates, and time-of-opening for customer-related emails.
- Multi-Currency Support and Conversions: Simplify international transactions and vendor interactions.
- Pre-defined Actions and Automated Workflows: Streamline day-to-day activities with a single click.
- Activity Notifications: Stay notified about customer journey milestones.
- Automated Lead/Opportunity Assignment: Direct leads to the appropriate sales reps.
- Multiple Scoring Rules: Help teams prioritize records relevant to their departments.
- Build Customized Signals: Capture the customer journey and notify relevant teams.
- Data Capture from Emails: Update customer records automatically.
- Sequential Forms: Reduce errors and improve data quality when updating customer information.
- Customer Collaboration Through Portals: Grant customers access to relevant CRM information
