A company (or department within a company) that your organization is currently doing business with or plans to do business with in the future. One or more customers can be associated with an account.

A card-like view, displayed inside the record detail page, that holds important information about a contact. It gives a quick preview of the contact's details.

Defines the working hours of a company or organization, which could be either 24/7 or 24/5.

A view that lets you customize the interface of the list view and record details page by using design elements like background image, color, fonts, sections, tables, icons as field labels, and more.

A visual representation of organization's key metrics. Dashboards include charts, KPIs, comparators, target meters, cohorts, quadrants, and anomaly detectors.

The different editions of Zoho CRM made available to the customer. They can choose from the Free, Standard, Professional, Enterprise, and Ultimate Editions.

A messaging platform that allows you to openly share your views, have important discussions with your team in real time, and speed up the decision-making process.

The gamification element to Zoho CRM. Gamescope makes sales more fun through contests and awards.

A bill or commercial document issued by the seller to the buyer which includes the products, quantities, and the price agreed upon for products or services.

A bill or commercial document issued by the seller to the buyer which includes the products, quantities, and the price agreed upon for products or services.

A software development environment used for developing Java applications and applets. This includes the Java Runtime Environment (JRE), an interpreter/loader, compiler, archiver and document generator.

A card-based view that displays data in an organized manner. The Kanban View segregates data on leads based on their status, or categorizes sales based on their stages in the pipeline.

Prospective customers who have shown interest in your product or company.

A group of actions that always occur together and can be set to take place automatically.

The process of easily moving back and forth between records.

Zia is the intelligent sales assistant for Zoho CRM. It can analyze the key business metrics and give insights that allow businesses to predict outcomes, recommend products, know the intent or sentiment of an email, and more.

The organization of fields, custom links, and related lists on a record's details or edit page. Page layouts let you customize the content of record pages for your users.

A legal agreement between a customer and a vendor to deliver the requested products at the agreed upon price within the stipulated time.

Recency, Frequency, and Monetary values represent the purchase pattern of a customer. These values help in determining the customer's behavior patterns and then segments them into different categories based on these patterns.

Actions that can be triggered to occur at a specific time. Scheduled actions can be configured for workflow rules. They include email notifications, task assignment, field updates, tags, webhooks, and functions.

A feature that segments an organization's sales force structure into territories so that accounts in Zoho CRM can be grouped and shared with salespeople based on geography, industry, product line, and expected revenue.

A person who has access to the organization's Zoho CRM account. They can perform activities based on the permissions given by the administrator, manage their records, and access the records shared by other users in the organization.

A tab or module that is used to store information about vendors. You can view details of contacts and the products and orders that they are associated with in the module.

Embeddable UI components that allow CRM users to access other applications from Zoho CR setup.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod

Zia is the intelligent sales assistant for Zoho CRM. It can analyze the key business metrics and give insights that allow businesses to predict outcomes, recommend products, know the intent or sentiment of an email, and more.