Easily Explore Customer Data with Zoho CRM’s New Drilldown Feature

With Zoho CRM's new customer drilldown feature, you can easily dive into your chart data to see the exact customer records behind each value. This update gives you improved filtering options, so you can refine your data views based on criteria like regions or campaigns. Plus, you can take immediate actions—send emails, add tags, or trigger workflows—right from the drill down interface, saving you time and improving your follow-up process.

New in Zia Zia-Powered Insights & Smart Suggestions

With this update in Zoho CRM, Zia helps you stay on top of your data by identifying unusual trends in your list views, like unexpected spikes or drops in deals, and alerting you right away. Plus, Zia now suggests the best mode to contact your leads—whether it’s a call, email, or another method—along with the ideal time to reach out. These features help you make smarter decisions and connect with customers more effectively.

Smarter, Real-Time Calculations

Zoho CRM's enhanced formula field makes your calculations more powerful and flexible. Set formulas to auto-refresh in real time using the Now function, ensuring time-based data stays accurate; stop formulas from executing when certain conditions are met, giving you better control; and reference existing formula fields inside new ones, simplifying complex calculations. These updates help you save time and improve data accuracy in your CRM.

App update Effortless Multi-Record Linking

In the Zoho CRM Android app, multi-select lookup fields let you link multiple records to one entry, helping you manage complex relationships. For example, you can connect a single client to several projects or link multiple contacts to one account. This feature makes it easier to track related data and improve organization. You can assign, create, or unassign records directly within the app for added convenience.

Key Account Details at a Glance

With this solution, you can display key account details directly on a contact's page in Zoho CRM using a custom function, making information easier to access.

Streamline Contact Management by Role

Organize active contacts within an account by their role using a custom picklist field, a Deluge function, and a related list, making it easier to manage key contacts.

Seamless Quote-to-Sales Order Automation

Automate the process of converting a deal's quote into a sales order in Zoho CRM by setting up a workflow rule with a custom Deluge function, saving you time by streamlining your sales process.

View Purchased Products at a Glance

Display a list of products purchased by an account directly on its details page in Zoho CRM by creating a custom Deluge function and adding a related list for quick reference.

Sales Content for
Zoho CRM

Streamline sales communication by sending emails with WorkDrive attachments directly from Zoho CRM. Organize and manage document URLs in a custom module for quick access and efficient sharing.

Callyzer for Zoho CRM

Monitor telesales with real-time call tracking in Zoho CRM. Sync call logs, associate activities with leads, auto-create new leads, access call recordings, and more.

XeroFraud Contact Validation for Zoho CRM

Automatically validate Zoho CRM contacts to reduce fraudulent entries, improve data accuracy, and enhance decision-making with reliable information.

Bulk Attachment Delete for Zoho CRM

Easily remove multiple attachments in one action to keep Zoho CRM organized. Improve productivity with bulk deletion, workflow automation, and seamless integration across Leads, Contacts, Accounts, and Deals.

Netgsm SMS for Zoho CRM

Send personalized or bulk SMS messages to customers directly from Zoho CRM. Schedule messages, create reusable templates, and automate SMS communication for leads and contacts.

Enhance Zoho products, boost collaboration, and improve ROI, including the top five Zoho CRM integrations this month.

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OP360's growth with Zoho CRM

OP360 achieved 60% year-over-year growth by using Zoho CRM to automate lead management, improve collaboration, and enhance customer engagement. This streamlined approach reduced manual work and supported their rapid scaling. Read the full case study.

Maunt's transformation with Zoho CRM

Maunt improved customer management, inventory tracking, and order processing using Zoho CRM, Zoho Inventory, and Zoho Analytics. This integration streamlined workflows, automated tasks, and enhanced data visibility. With improved coordination and reduced manual efforts, Maunt boosted efficiency and customer satisfaction. Read more about Maunt's journey!

Booth & Partners' Journey to Efficiency with Zoho CRM

Booth & Partners improved their operations using Zoho One, integrating Zoho CRM and Zoho Recruit to streamline sales, recruitment, and client management. This led to an 82% job fulfillment rate, 89% talent acquisition success, and 50% faster turnaround time, thanks to automation and improved data visibility. Read the full case study here!

99 Calls' success with Zoho CRM

99 Calls automated workflows, improved client engagement, and enhanced reporting using Zoho CRM, helping them manage over 700 accounts monthly with greater accuracy and efficiency. Read the full case study.