Zoho CRM Overview

Data in One Place

Zoho CRM is designed to capture all your information in one place, so nothing gets missed and time isn't wasted on double data entry.

Access your data through a mobile, and to stay up to date with client information while out of the office and be better prepared for client meetings.

Improve Sales Process

Generate, track, and convert more leads using Zoho CRM. Use the lead management solution to turn more leads into opportunities.

Manage opportunities and stay up-to-date with alerts on opportunities by stage, probability, and revenue.

Attract and Retain Customers

Zoho CRM provides a holistic view of your accounts and all relevant activities associated to the account. Everything from phone calls, support tickets, contacts, emails, sales activity will easily accessible for your users.

View customer service metrics through charts and dashboards reports so you can analyse data to identify trends and areas for improvement

Sign up for Zoho CRM trial. For new customers, SwiftWare Advisory will provide a free one hour consultation session to review customization needs.

If you would like SwiftWare Advisory to help you set up and customize your Zoho CRM account, please email [email protected]