Zoho CRM

Zoho CRM is a customer relationship management platform that helps sales, marketing and support teams manage leads, contacts and deals in one place. It suits businesses of any size that want to track the customer journey, automate repetitive work and report on sales performance without a large IT overhead.

What Zoho CRM does

Zoho CRM centralises customer data and gives teams a shared view of every account. Core capabilities include:

• Sales automation: lead capture, pipeline and deal tracking, and territory or hierarchy based assignment.
• Process automation: workflow rules, Blueprint for guided processes, and approval processes.
• Organisation and security controls: fiscal year, business hours, multi currency, roles, profiles and audit logs.
• Communication: email integration, calendar and scheduling tools.
• Customisation: custom modules, fields and low code tools for tailoring the CRM to your process.
• Analytics and integrations: reports, dashboards and connections to other Zoho apps and third party tools.

What this section covers

This knowledge base section explains the day to day building blocks of Zoho CRM: an overview of its key functionality and terminology, how to configure organisation settings such as fiscal year, business hours, multi currency, multi company and calendar preferences, how to manage users, and how to control access with roles, profiles, territory management and audit logs.

Frequently asked questions

Is Zoho CRM suitable for a small business?

Yes. Zoho CRM offers editions for businesses of all sizes, from solo teams to large enterprises, and features scale up as you grow.

Can Zoho CRM connect to other business tools?

Yes. Zoho CRM integrates with other Zoho applications and with thousands of third party apps for email, telephony, marketing and finance.

Do I need technical skills to customise Zoho CRM?

No. Zoho CRM includes low code and no code tools such as Canvas, custom functions and Blueprint, so most customisation can be done without a developer.

Need help?

Need help setting up or getting the most out of Zoho CRM? Contact support@thoughtlogik.com or see our Zoho implementation services.