Bridge the gap between sales and marketing with effective lead management

Encourage interaction on your website and capture leads who engage via chat

Maintain consistent social media engagement and automatically add prospects
who show interest in your brand

Maximize ROI opportunities from digital marketing by integrating Google Ads with Zoho CRM

Start following up on trade show prospects immediately by scanning their business cards
and adding them directly to your CRM

Create a standardized lead management process with checklists and best practices
for reps to follow

Review and approve leads based on their source or other conditions to improve
the quality of your leads

Route leads to the person with the right skill set and experience with Zia,
Zoho CRM's AI sales assistant, or assignment rules

Create automated campaigns to be triggered for specific leads based on their
engagement or scores

Assign your leads positive and negative scores based on their interactions with your organization,
helping your sales team prioritize which leads to follow up on

Customize email templates for personalized nurturing campaigns

Configure robust workflows for drip campaigns to keep your prospects interested

Monitor every aspect of your lead cycle: leads generated by source, conversion rate,
leads converted by sales rep, and more

Get reports on your best performing email templates for lead nurturing with detailed
analysis of open and click rates

Measure the effectiveness of your webforms with detailed reports on visits vs. submissions, demographic data, and other key metrics

Run A/B tests for your webforms to identify which version performs best