Zoho CRM

✦ Lead Management (Capture, Qualify, Assign Leads Automatically)

✦ Contacts & Account Management

✦ Sales Process Management (Stages, Pipelines, and Forecasting)

✦ Opportunity Management

✦ Territory Management
✦ Sales Force Automation (Tasks, Reminders, Follow-Ups)

✦ Quotes & Price Books
✦ Sales Orders & Invoices
✦ Purchase Orders & Inventory Tracking
✦ Scoring Rules for Prioritization

✦ Emails (Gmail, Outlook, Zoho Mail, etc.)
✦ Telephony (Call Logging, Click-To-Call, Call Analytics)
✦ Social Media (Facebook, X, LinkedIn, etc.)

✦ SMS
✦ Live Chat
✦ Customer Portal
✦ Web Forms for Lead Capture

✦ Feeds (Internal Social Network)
✦ Chats & Notes (Zoho Cliq Integration)
✦ Document Management & Sharing
✦ Calendar & Event Scheduling
✦ Task Assignments & Reminders
✦ Role-based Access & Sharing Rules

✦ Customizable Reports & Dashboards

✦ Lead Reports (Lead Source Analysis, Lead Conversion Rate, Leads by Status, etc.)

✦ Opportunity Reports (Deal Stage Analysis, Won vs Lost Deals, Expected Revenue by Stage, etc.)
✦ Advanced Analytics via Zoho Analytics
✦ Sales Forecasting
✦ Pipeline Analysis & KPIs
✦ Revenue Trends & Performance Insights
✦ Automated Email Scheduling

✦ Export to Excel & PDF

✦ Integration With Zoho & Thirds Party Apps

✦ Email, Telephony, SMS, and Social Media Integration

✦ API & Webhooks for Custom Integrations

✦ Marketplace Extensions Via Zoho Marketplace (Industry-Specific Add-ons)

✦ AI-Powered Sales Assistant (Zia) 

✦ Workflow Automation (Approvals, Alerts, Actions) 

✦ Blueprint For Process Management 

✦ Multi-Currency & Multi-Language Support 

✦ Customization (Modules, Fields, Layouts)

✦ User-Friendly Interface

✦ Mobile Apps (IOS - Android)

✦ Offline Access
✦ More Features Available