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Client Relationship Management

CRM software that helps you sell smarter, better, faster.

Client Relationship Management (CRM) software allows you to reach out to prospects at the right moment and engage them across every channel. CRM software helps businesses of all shapes and sizes close more deals in smarter ways.

Receive the correct data.

The quality of your CRM data can directly impact your overall efficiency. With condition checks across multiple criteria that carefully attuned to your specific industry and need, you can make sure the right information enters your CRM.

Don't let a single email fall through the cracks.

By taking advantage of  CRM reports, you can see when your emails were delivered, if they've been opened and when they were read. And, since CRM associates all emails with their respective customer records, you'll never have to comb through a mountain of messages to send your next round of follow-ups.

Know how your team is doing.

A manager needs to know who is performing and who has room to improve. You can use Zoho CRM's analytics on each salesperson's account to create individual reports based on the number of emails they've sent daily, weekly, or monthly.

CRM compatibility and your favorite email systems.

You can send and receive emails from the email client of your choice, including: Gmail, Yahoo!, Outlook and Zoho Mail. This will help make sure that you never miss a single message. By using  the standard email configuration, you can link all incoming emails to your personal CRM.

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Client Relationship Management
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