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Zoho CRM

Convert more leads, engage with customers, and grow your revenue. Transform your business with the world’s favorite customer relationship management software.

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Trust your sales to the CRM trusted by the world

Zoho CRM—with its broad coverage, deep features, and intuitive UI—can go head to head against any other big brand name when it comes to technology and functionality. Where other CRMs use predatory business practices and aggressive, multi-year contracts to strong arm users into sticking around, we’re so confident in the strength of our product that we offer flexible, month-to-month subscriptions that can grow with your business.

Zoho CRM aims to make the entire process of running a sales team easy for you, from automating entry of time-consuming data to regular customer follow-ups, and even assigns scores to your leads to help you prioritize them better. With automation, you can easily tackle the inefficiencies of your team or business processes and still have enough time to focus on other priorities to enhance your company’s productivity and growth.

Multiple channels, one platform for communication

Customers have more ways to interact with businesses than ever before. Zoho CRM allows you to connect with your customers through multiple channels, all while centralizing information that empowers your sales team to have contextual, meaningful conversations with your prospects.

Email

Connect your email client and send emails from within Zoho CRM, with the full history of your correspondence with each contact under their record details.

Telephony

Our Phonebridge integration lets you connect Zoho CRM with any of our 50-plus telephony partners so you can make calls, log calls, and view customer information all in the same place.

Social Media

Zoho CRM lets you search for keywords relevant to your business, and shows if accounts using those keywords are your customers, prospects, or someone new to your business.

Live Chat

Embed live chat on your websites or connect your collaborative chat tools with Zoho CRM to you turn your live chats into sales. It’s easy to convert your live chats into leads, add deals, and create follow-up tasks all from your chat window.

Webforms

When so many people visit your website on a regular basis, you should be turning every visitor into a new lead. Zoho CRM has web forms to embed on your website to learn about your visitors and save them in your CRM as leads, contacts, or new customer support cases.

Portals

Provide greater accessibility for your customers, vendors, and partners through distinct portals where you can choose what information you want to broadcast and what permissions (create, edit, comment) you feel like providing. Customers can make better-informed business decisions and can only access their own records, cases, purchase orders, and invoices.

Context

Whether it’s emails, calls, or online chats—every interaction carries information that is essential for the next conversation. All the data necessary to make your sale is stored under each contact’s record, letting you pick up the conversation where you left off, no matter how long it’s been.

Web Conference

Add presentations to your sales pitch. Zoho CRM integrates with Zoho ShowTime and Zoho Meetings to allow salespeople to have real-time visual conversations with your prospects. Invite prospects to join your online presentations, webinars, or meetings, and it’ll be the same as delivering a one-on-one proposal.

Collaborate

Zoho CRM is packed with tools to keep team collaboration going, and the sales rolling in. Create groups, tag other reps, share status updates, manage projects together, or simply leave behind helpful notes for other teammates. Now, your team can truly work from anywhere. 

Notify

SalesSignals ensures you keep track of all customer communication, including conversations from third-party apps, by delivering realtime notifications in an organized timeline. Get a signal every time prospects/customers interact with your brand, from opening emails, to mentions on social media, to activities from integrations, and more.

Zoho CRM is future-proof

Market conditions are dynamic—you will need to keep up with the current pace of the business to outpace your competition. Do you have a sudden surge in your workforce? Zoho CRM can accommodate rising resource demands gracefully, without a noticeable loss in quality of service (QoS). 

Scalability

Embed any third-party application or custom web page into your organization’s Zoho CRM account using Widget SDK. Design your own application interface and contextually embed your team’s commonly used applications to get a unified view of your operations.

Flexibility

Zoho CRM is used by a number of Fortune 500 companies across various industries, ranging from manufacturing to some of the biggest e-commerce giants across the globe. This is because Zoho CRM was built on a highly customizable platform. We constantly improve on it, thereby ensuring that Zoho CRM will be able to meet your needs, regardless of complexity.

Extensibility

The better your enterprise’s integrations, the better your ability to adapt to whatever changes and innovations occur in the business world of the future. Make use of our vast library of integrations and extensions to accommodate any of your unique scale-based and industry-specific needs. Seamlessly integrate with more than 300 popular business apps, and let your CRM talk in your business’ language

Your Success Is Ours

You’ve defined your business goals and so have we. Our goal is to help you reach yours. The first step is scheduling a free consultation. We’d love to give you a call or meet you to discuss how our services can help you grow your online presence and increase your business efficiency.

Feel free to skip this contact form and give us a call! You can call us at (831) 298-5353, M-F 9am to 5pm PST. 


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Why Businesses Love Zoho CRM

Leads for BookingLive come from many different sources. Zoho CRM helps us easily filter leads and look up contacts on a daily basis. Without Zoho, we wouldn’t be able to keep track of customers interested in BookingLive.

Matt King

Sales Director, BookingLive

Zoho CRM was just so easy and intuitive, and it satisfied every one of our requirements. It saves us a ton of time and really allows us to have smooth, quick interactions with customers, allowing us to fit in more work per day.

Chester Hull

Founder/CEO, ProSound

Our bottom line has increased by over $100K per year from the cost savings alone. That’s not including the increased revenue due to our improved customer experience. The 10-year savings for a company with 100 employees is a million bucks.

Alex Tolbert

CEO, Bernard Health