Simplifying sales, amplifying impact

Free up your sales team's time by automating tedious, mundane tasks like contact tracking, follow-ups, and updates. Enable them to focus on what they do best: selling. Make sales smoother, simpler, and more impactful - just as they should be.

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Instant Quotes, Flawless Pricing

Simplify the entire quoting process. Generate accurate quotes instantly, automate pricing, and tailor proposals to each client's unique needs. No more manual calculations or guesswork—just quick, reliable quotes that move deals forward.

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Input questions for guided selling
Chart showing sales performance by territory

Smart boundaries, bigger wins

Tailor your territories to match specific products, regions, or sales processes. Watch as your team operates with purpose and maximizes every opportunity using Zoho CRM. Territory management, streamlined for success.

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Revenue forecast for Q3 2025 showing target breakdown by territories
A snapshot of different rules applied to different territories
Chart showing sales performance by territory

Data-driven, future ready

Get the clarity to make timely decisions and keep your sales trajectory on track. Gain clear insights into your team's projected performance with data-driven accuracy. No guesswork here, just reliable data guiding your next move.

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A monthly forecast chart with real-time metrics
Target achievement report in a top-down view
Split of current deals into Pipeline, Best Case, Committed, and Closed for realistic target setting

Pipelines that power growth

Is your sales pipeline driving growth or slowing you down? With Zoho CRM, you can manage deals, accounts, and contacts all in one view to ensure seamless coordination across your team. Turn complex processes into smooth workflows, boost productivity, and make your pipeline truly work for you.

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Multiple pipelines to manage sales processes
Sales order view with various details like Commission and Due Date

Automated tasks for accelerated sales

Sales are built on a bedrock of tedious, but crucial and essential tasks. Zoho CRM's Workflows takes over these necessary operations - automating everything from sending emails and follow-ups, to data management - so that your team can focus better on closing more deals, and creating more value.

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Quickly build workflows by defining conditions and actions
Automate custom actions in CRM and third party software

All your sales collateral is a click away

Ensure your team has access to all possible sales collateral inside the product through Zoho CRM's document library. Upload documents, extend access to the right people, track changes, and win deals—all from inside Zoho CRM.

Ready access to sales collaterals

Gamify sales and inspire healthy competition

Foster friendly competition and channel your sales reps' inherent competitiveness with Motivator. Gamify goals and watch together your sales progress with a refreshing change from the mundane. Everyone wins.

Gamify your sales with motivator