- Lead Management
- Omnichannel
Engage with customers across multiple communication channels
Modern customers are digitally active across various channels. Make the most of an omnichannel CRM platform to help your team connect with customers where they are right from inside the product.
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Email away to success
Centralize emails under each prospect, automate follow-ups based on your emails, and most importantly, segregate your emails based on your sales pipeline—while keeping all the sales context you need at your fingertips.
Make calls that convert
Make calls with a single click, and keep every piece of relevant context right in front of you as you talk to the lead. Connect using multiple telephony providers and automatically log calls under the relevant records once you're done.
Social interactions, transformed into sales
Tap into the buzz on social media. Connect your brand's profiles with Zoho CRM, engage with posts and comments, and reach out via DM to address concerns and deliver value with each conversation.
From chat to checkout
Make the most of your WhatsApp Business profile and Line for Business profile to let prospects connect with your team. Share updates on existing deals or send out vital collateral, like comparison documents or quotes, that might be the final push prospects need toward purchases.
Sales success is just a message away
The right message at the right time can push your leads toward a purchasing decision. Create SMS templates, get them approved by regulatory bodies, and set up automated workflows to keep your prospects updated on all key transactions.
The right channel at the right time
Not sure how or when you should contact your prospects? Let Zoho's AI assistant, Zia, worry about that. Zia suggests the most optimal communication channel and time to reach out to each prospect in order to maximize your chances of receiving a response.
Have a face-to-face conversation digitally
Have fruitful digital interactions that matter. Set up online meetings, invite people, and seamlessly associate them and all relevant notes with the prospect's record in Zoho CRM for future reference and analysis.
Every interaction powered by the context of the last
Build a rich library of sales context that drives meaningful conversations. Every sales interaction is detailed in each prospect's record so you can easily understand their previous experiences and plan your future engagements with them.
Connect with your prospects in real time
Never let a prospect slip through your fingers. Get notified in real time whenever a prospect initiates contact or responds to your follow-up and take the right actions immediately. You can even extend this to vital internal processes to achieve smoother operations.
Run a fast-paced internal operation
Enable seamless collaboration internally by recording vital information in notes, sharing team-wide updates with Feeds, and even sending CRM data to external platforms where they collaborate to close deals.
