Zoho CRM is a comprehensive customer relationship management platform that offers a wide range of features to enhance sales, marketing, and customer service processes. Here are some of the main features of Zoho CRM:

Core Features

• Sales Force Automation (SFA): Automates routine sales tasks, such as lead management, contact management, and deal management, to streamline the sales process67.

• Lead Management: Automatically distributes leads among team members, scores leads based on predefined rules, and converts eligible leads into deals4.

• Contact Management: Provides real-time insights into customer interactions across various channels like email, phone, and social media4.

• Deal Management: Allows users to track deals and expected revenue in real-time, manage quotes, and view deal statuses4.
  

Automation and Workflow

• Workflow Rules: Automates tasks based on specific conditions, such as sending follow-up emails or assigning tasks4.

• Blueprints: Enables the creation of multi-stage workflows with conditional logic and automated approvals2.

• Smart Triggers: Automates responses based on customer actions or predefined conditions2.

Multichannel Engagement

• Omnichannel Communication: Supports real-time communication across multiple channels, including email, live chat, phone, and social media37.

• Personalized Campaigns: Allows for personalized email campaigns and SMS messages to engage prospects effectively3.

Analytics and Insights

• Advanced Analytics: Provides detailed insights into customer behavior, campaign performance, and sales metrics7.

• AI-Powered Features: Integrates AI and machine learning to enhance automation, personalization, and sales processes8.

Integration and Customization

• Third-Party Integrations: Seamlessly integrates with other business tools, such as accounting software and marketing platforms2.

• Custom Modules and Buttons: Allows for extensive customization to fit specific business workflows6.

Team Collaboration

• Document Library: Centralizes sales collateral for easy access and collaboration4.

• Gamescope: Encourages team competition with badges and trophies4.

Overall, Zoho CRM offers a robust set of features designed to streamline business operations, enhance customer engagement, and improve productivity across sales, marketing, and customer service teams.