Analytics holds Reports, Dashboards. The customizable CRM solution as per vertical industry including renaming of tabs, adding custom fields, modifying module page layouts, and modifying related list views degree view. It is recommended for sales, marketing, customer support, inventory teams, business managers and executives, as well as system administrators and system integrators.
Read more. If you need help or have a question, contact us Would you like to update this product info? Is there any feedback you would like to provide? Click here. Popular Downloads Macromedia Flash 8 8. Cool Edit Pro 2. MSWLogo 6. Cheat Engine 6. Mozilla Firefox C-Free 5. Name and group items. Create item names with tools like SKU Generator, and categorize them based on their common attributes. Easy to use. Add users.
As your business expands, you can give access to specific modules to some of your trusted employees. Invite new users with email ID. Create and assign specific roles. Set approval rights. Customize documents. Personalize the documents that you send to your customers on a daily basis, and develop better brand recognition. Easy email customization. Pre-designed invoice templates. Customized payment receipts. Personalized sales and purchase orders.
Fulfill orders. Generate packing slips and shipping labels, view package geometry, and integrate with shipping carriers using Zoho Inventory. One-click package slips. Printable shipping labels. Easy to view package dimension.
Manage and fulfill orders anytime, anywhere Stay connected and get real-time updates on the order status, no matter where you are.
Select Edition. Other Zoho Finance Apps. Zoho Books Online Accounting Software. With the free CRM, you can do that effortlessly. Track how the audience interacts with the content website, chat with them live, and improve conversions! Just create a form on your website and send input directly to your CRM.
Zoho CRM's workflow automation helps you be more productive by handling routine tasks for you. You can create a workflow for a module, set it, and forget it! Zoho CRM will take care of it while you can spend your time on what matters—engaging with customers. You can automate workflows for up to 5 mundane tasks so that there are less things on your to-do list. You can only manage what you can measure. Get insight on sales activities, marketing campaigns, and more, rendered as colorful charts.
Manage the way your business is run with intelligent reporting that breaks down key metrics, and share them with just a click. With Zoho CRM, you get to choose how data looks. You can create custom list views that help you locate data quickly, rename tabs with names relevant to your business terminology and customize pages to fit better with the industry style. You can store up to 5, records in all modules, which can be populated manually or imported from a spreadsheet or another CRM vendor.
Learn more about migration with Zwitch. Zoho also offers free cloud storage to run your business online. You can create files and folders, share them with users, review files, attach files, and more! Every organization gets 1GB of cloud space to save their files. Zoho is best used with Zoho. You can integrate the free editions of some of the best Zoho applications with Zoho CRM for customer support, marketing campaigns, surveys, and more.
Sign up for one Zoho product and gain access to the entire portfolio with the same credentials. There is no catch! Once you start running your business with the free CRM software, success will follow. Your business will grow, your customer base will get bigger, and your sales force will expand—there will be a need for a better plan, and Zoho CRM can grow with you.
So, we will never force you to move to a paid edition. However, we're willing to bet that your organization will grow big enough to the point that you'll need one. And if you like it, continue to use Zoho CRM for free, forever. Every business needs a CRM, no matter the size or industry.
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