Cloud-based integrated platform for human resource management (sales, marketing, and support management) that caters to the needs of businesses and industries of all sizes and types.

Zoho CRM is very simple to use compared to other CRM platforms and solutions. You don’t need an IT degree to use, customize, and monitor it. Zoho CRM is divided into modules such as leads, contacts, deals, vendors, and many more for precise data management as a shared database. It provides real-time access to track the sales cycle, deal sizes, contact history, and much more to target the right customers during your business process.

Zoho CRM helps move your valuable data accurately in just a few simple steps. Once you have your data in the required format, Zoho automatically maps the import files into modules within the CRM and vice versa. In case there are no relevant fields for mapping, Zoho CRM creates them for you.

On the Zoho Marketplace, you can choose from the best third-party add-ons and extensions to add to your CRM based on business needs or anticipated functions. Most of them are available for free without coding during the integration process.

Zoho CRM helps provide in-depth analysis of your business for faster and more efficient decision-making. Track your sales cycle, customize your dashboards, create charts, KPIs, and workflows based on your business goals. With the help of powerful charts, you can compare and analyze records to understand where your business stands.

Cloud-based project management solution designed for small and medium-sized businesses. It offers project planning and budgeting, allowing project managers to define project tasks, assign them to their teams, estimate project costs, and track tasks in progress.

Gantt charts are an excellent way to visualize the progress of your project and team. It supports tracking each task, task lists, milestones, and task dependencies, all aimed at better resource management. Team leaders can set baselines to help assess project deviations from the original timeframe. This aids in identifying and resolving bottlenecks, and team members can plan new tasks based on the current situation.

Charts that provide an overview of workload distribution, enabling better scheduling and increasing overall team productivity.

A digital sketchboard where you can visualize your workflow to automate your processes. Zoho Blueprint is designed to assist in executing the team’s processes in a sequential manner.

Allows tracking time spent on a specific or assigned task. Record billable hours, generate timesheet reports, and much more. The additional timesheet module has three views: list, grid view, and calendar for specific flexibility. You can also group timesheets by user or date.

Zoho Invoice:

Helps you create invoices, send payment reminders, track expenses, and record working hours.

Zoho People:

Assists in balancing the workload among members of your project team.

Zoho Analytics:

Helps you create reports and provides simple analysis of your business data.

Zoho CRM:

Monitors customer relationships and project activities related to clients.

Cloud-based document management system where you can store all your files in a centralized location and access them from anywhere and any device.

Key features of Zoho Workdrive:

• Storage and preview of over 160 types of files online, from documents to images, Excel spreadsheets, and PowerPoint presentations.
• Secure file sharing within or outside the company with user permission settings.
• Offline file synchronization.
• Increased productivity through real-time collaboration.
• Ability to integrate documents with Dropbox and Google Drive.