ZOHO CRM Solutions

ZOHO CRM is a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single online business system.

Free CRM trial for up to three users - Call us today to get started

At gAdviser we'll have your online CRM customized and configured for your team in no time, give us a call today. 

ZOHO CRM Includes the following modules:

Sales Force Management
  • Lead Management
  • Account Management
  • Contact Management
  • Opportunity Management
  • Sales Forecasting
  • Sales Activity Tracking 
Marketing Automation 
  • Campaign Management 
  • Lead Generation 
  • E-mail Marketing
Customer Support and Service
  • Case Management
  • Solution Management
Inventory Management
  • Products & Price Books
  • Sales Quotes
  • Order Management (Sales / Purchase Order)
  • Invoice Management
CRM Reports
  • Reports
  • Dashboards
Role Based Security
  • Profiles
  • Roles
  • Groups
Workflow Management
  • Lead assignment rules to automatically assign leads
  • Alert rules, big deals, new sales..
  • Work assignment rules
  • Set up email notifications and workflow rules
Web Forms
  • Web-to-Lead Forms
  • Web-to-Contact Forms
  • Web-to-Case Forms
Outlook Plug-ins
  • Synchronize contacts, calendar and tasks
  • Add Outlook emails as leads and cases
  • Modify email message and attachments
  • Resolve conflicts while synchronizing
  Call gAdviser 877-643-5786!

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