Capture leads on the web, at your booth, or in the field
Gather leads from your website through webforms, import them from a spreadsheet, or capture them using a dedicated card scanner app when you're in the field. Never let an interested prospect slip through your fingers.
Learn moreClean data that drives conversion
Prevent, remove, or merge duplicates when necessary. Enrich customer profiles by importing data or using our AI assistant. Prepare your data for processing with a dedicated data preparation tool. Make sure your data is clean to provide the best sales experience.
Learn moreFind the needles in your haystack
Direct your sales team's efforts towards the most promising leads by scoring them based on various interactions. Or let our AI assistant score leads intelligently so your team can focus on nurturing the ones most likely to convert.
Learn moreIdentify your ideal customers
Build a comprehensive profile of your leads and accounts. Centralize every piece of data and interaction, connect with apps like Zoho SalesIQ, and integrate with third-party apps to derive insights and find new waysyour leads.
Be where your leads are
Understand customer preferences for communication and connect with them where they're most active. Strengthen your relationships across all channels—email, phone, social media, and online meetings—right inside Zoho CRM.
Learn moreRespect your prospects' privacy
Know where you're getting your leads and confirm their interest with double opt-in before you engage. Track and manage consent and be transparent about how you handle customer data. Leverage all the tools at your disposal to stay compliant with leading data protection laws.