📈 1. 360° View of Your Business

• Track every deal, lead, and interaction in one place.
• Gives owners real-time visibility into sales performance.
• No more guesswork—data-backed decisions made easy.

🧠 2. AI-Powered Assistant (Zia)

• Zia helps you predict which leads will convert.
• Provides smart alerts, conversation insights & workflow suggestions.
• Acts like your sales intelligence advisor, 24/7.

🔄 3. Automation That Saves Time

• Automatically assign leads to the right salesperson.
• Trigger follow-ups, task creation, or notifications without manual work.
• Owners can focus on growth, not micromanagement.

📊 4. Custom Dashboards & Reports

• View key business KPIs at a glance—revenue, leads, top performers.
• Schedule reports to land in your inbox daily/weekly.
• Stay in control without logging in constantly.

📱 5. Mobile CRM Access

• Approve deals, check performance, and manage calls on the go.
• Ideal for owners who travel or work remotely.
• Real-time updates mean no delays in decision-making.

🧩 6. Seamless Integration with Business Tools

• Connect Zoho CRM with WhatsApp, email, accounting, and telephony.
• Integrates with Zoho Books, Zoho Campaigns, Google Apps, Tally, etc.
• Keep your ecosystem unified, from sales to finance.

🛠️ 7. Highly Customizable

• Tailor the CRM to match your exact sales process.
• Add fields, change layouts, and set automation rules—no coding needed.
• Make the CRM work your way, not the other way around.

🧑‍💼 8. User Roles & Access Control

• Control who sees what—ideal for managing multiple teams or regions.
• Owners maintain data security and accountability.

💬 9. Built-in Communication Channels

• Send and track emails, WhatsApp messages, and calls right from CRM.
• Everything is logged—never miss a follow-up or lose context.

🔐 10. Data Security & Reliability

• Hosted on Zoho’s secure cloud with regular backups.
• GDPR and Indian IT Act compliant.
• Peace of mind knowing your data is safe and compliant.