Traditional mail

In sales, you need to stay on top of the most important customers and deals that are most likely to turn into revenue. Traditional emails put the latest email on top, not the most important one.

SalesInbox

The first email client built exclusively for salespeople. Get your email automatically prioritized and organized according to the deals that matter most to you.

See more—and do more—right from your inbox.

Emails prioritized

Filters using CRM criteria

Segment and organize your customers.

Set rules to automatically assign accounts to territories, and make sure the right people are working together from the beginning.

Get insights on territory-wide sales.

You don’t need multiple tabs to see sales activities across territories. Use Zoho CRM's interactive reports and dashboards to get a clear understanding of your sales and make smarter decisions.

Zia understands how your business works.

Trend analysis makes your pipeline healthy by carefully examining the activities that go into making a sale, in the form of intuitive reports and dashboards. These analytics show a timeline of how your business is expected to grow, compared to what you're actually doing. Know if you're doing better, or worse than expected and get an in-depth view of how each activity affects your sales.

Zia spots unexpected incidents, even before they happen.

Once Zia learns the trends in your sales process, she detects anomalies. Anomalies occur when your business is under-performing, or surpassing expectations. Zia pinpoints these irregularities, letting you decide to cut your losses, or build on the growth. Zia alerts the right salesperson involved, so they can address the issues that directly deal with their own performance.

Zia brings the end of voicemails and unopened emails.

The last thing Zia wants you to do is waste time with making multiple calls and emails that go unanswered. With access to your SalesSignals, such as notifications that prospects and customers have opened and replied to your emails, participated in your surveys, or on social media, Zia suggests the right time to contact each customer in your database. Cut down on the time it takes to follow-up with customers, and ultimately reduce the time it takes to convert a lead or close a sale.

Get insights on territory-wide sales.

You don’t need multiple tabs to see sales activities across territories. Use Zoho CRM's interactive reports and dashboards to get a clear understanding of your sales and make smarter decisions.

Introducing Blueprint. The easiest and most powerful way to build, sell, and repeat.​

How does your sales team keep up with all the leads, prospects, and customers? How do they know what to do at each stage in the pipeline? That's why we've created Blueprint, a technology inside Zoho CRM that gently guides users through what actions should be taken at what time, - and prompts them for the right information in the right sequence. Make your process repeatable for new hires, as well as longtime salespeople.

Design your process visually with the Blueprint editor.​

Drag and drop to connect your sales actions together. Specify the sequence in which you want your sales team to address each type of opportunity, decide on who can do what, and set conditions and actions that have to be met for a deal to close.

Turn best practices into daily actions.

Best practices remain good intentions unless they are put into action. Blueprint ensures everyone in your team follows the process just as you've designed it. For example, when your team is in the process of closing a deal, Blueprint helps you ensure certain conditions, like fixing the maximum discount or negotiation period, are met. Ensure sales activities not only happen, but happen within the time period you've specified.

Measure and improve.

Ensure your team works together to remove any bottleneck. Built-in reports help you uncover which part of your process needs the most revision. See where significant time is being spent by employees and where things have stalled.

Let your system act for you.

What's the use of a sales process if you can't execute it? From sending follow-up emails to maintaining customer records, there's lots of work to be done every time your sales team corresponds with a prospect. Configure actions for every stage of your process, and let Blueprint perform them automatically for you. ​