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Zoho Standard


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