Modules in Zoho CRM

Modules in Zoho CRM

Zoho CRM provides different modules that will help you organize, maintain, customize, and manage your organization's data and processes in a better way. We have grouped these modules under different categories based on their functionality. 

The Sales Force Automation solution helps you to track leads, prospects, business opportunities and close more deals in less time. Additionally, you can effectively use the existing customer data for future up-selling and cross-selling opportunities.

With marketing automation, you can effectively plan marketing activities to improve the process of quality lead generation. You can also measure the performance and effectiveness (ROI) of campaigns.

Zoho CRM's Inventory Management helps you to achieve the seamless integration between pre-sales and post-sales activities in a single application. In addition, you can also track procurement of goods or services from the preferred list of vendors.

The Reports & Dashboards functionality helps you to visualize the sales pipeline, business performance, trends and schedule reports to the specified users including non-Zoho CRM users. Additionally, you can share reports and dashboards with colleagues.

You can keep all business related activities organized with the help of the Tasks, Events, and Call logs in Zoho CRM. Setting reminders, recurring tasks & events, and sharing them with others is easy with this functionality.

The Cases and Solutions functionality lets you to streamline organization-wide customer support process and also provides a common place for the sales and customer support teams to access information.


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