Zoho CRM – aiva.one

Features

Salesforce Automation
Process Management
Blueprint Customer Journey
Omnichannel
Customizable Dashboard
Marketing Automation
Analytics
Team Collaboration
Mobile CRM
External Integrations

Salesforce Automation

Zoho CRM helps businesses simplify and accelerate their sales process. From capturing and managing leads to tracking deals and automating follow-ups, it ensures no opportunity is missed. With AI-powered insights from Zia, sales teams get smart predictions and suggestions to close deals faster.

Process Management

Enhance business efficiency by automating tasks with Workflows, Approvals, and Validation Rules. Workflows handle follow-ups, email alerts, and task assignments, reducing manual effort. Approvals ensure quick decision-making, while validation rules maintain data accuracy and consistency. By automating these processes, teams can focus on meaningful interactions, minimize errors, and improve overall productivity.

Blueprint Customer Journey

Blueprint helps map and automate your customer journey from start to finish. It ensures every step, from lead capture to post-sale follow-up, is followed consistently. With customized stages, team members know exactly what to do and when to do it, resulting in smoother customer interactions, improved service, and a more structured sales process that drives better outcomes.

Omnichannel

Zoho CRM connects you with customers across multiple platforms—email, phone, social media, live chat, and more—ensuring a seamless communication experience. Whether a customer reaches out via email or social media, your team can respond from a single interface, improving response times, enhancing engagement, and providing a consistent experience across all channels. Stay connected and provide exceptional service, no matter where your customers are.

Customizable Dashboard

With Zoho CRM, you can create personalized dashboards tailored to your specific business needs. Track key metrics, sales performance, and customer insights in one place. Customize widgets to display data that matters most to your team, giving them a clear view of what's happening in real time. This flexibility allows teams to focus on their priorities, stay organized, and make quick, informed decisions to drive business growth.

Marketing Automation

Zoho CRM helps you engage customers at the right time with personalized, automated campaigns. Create targeted email sequences, follow-up reminders, and nurture leads without manual effort. Track customer interactions, segment audiences, and deliver the right message across channels to boost engagement and conversions. With marketing automation, you can drive meaningful connections and streamline your entire marketing process.

Analytics

Zoho CRM’s Analytics provides powerful insights to track performance and make data-driven decisions. With customizable reports and dashboards, you can monitor sales trends, customer behavior, and team performance in real-time. Access detailed metrics to identify opportunities, optimize strategies, and forecast growth. Stay ahead of the curve with actionable insights that help improve efficiency, enhance sales, and drive business success.

Team Collaboration

Effective team collaboration is key to driving success, and with Zoho CRM, it’s easier than ever. Stay connected with shared calendars, task management, and real-time updates, ensuring your team is always on the same page. Collaborate seamlessly on leads, deals, and customer interactions, so nothing falls through the cracks. Whether working from the office or remotely, this feature helps teams work smarter, deliver better results, and boost productivity.

Mobile CRM

Stay connected and productive with Zoho CRM’s mobile app. Access customer data, manage tasks, and update deals on the go, whether you're in the office or out in the field. The app’s intuitive interface ensures your team can respond quickly to customer needs, update information in real time, and collaborate seamlessly. With mobile CRM, you have the power to manage your business from anywhere, boosting efficiency and enhancing customer service.

External Integrations

Seamlessly integrate with your existing tools and systems to enhance workflows and improve efficiency. Zoho CRM offers a range of integration options, from APIs to webhooks, enabling smooth data flow between platforms. Whether connecting with marketing tools, customer support systems, or financial software, integration ensures that all your systems work together without the need for manual data entry, providing a unified experience and helping you make more informed decisions.

Choose your Industry

02.Logistics

Optimize operations, track shipments, and streamline communication in real-time with Zoho CRM, helping logistics businesses manage inventory, shipments, and customer relationships efficiently.

06.Travel & Tourism

Enhance customer engagement, manage bookings, and streamline communication for travel agencies with Zoho CRM, helping businesses in the travel and tourism sector deliver exceptional experiences.

01.Real Estate

Manage leads, track property listings, and streamline client interactions with Zoho CRM, providing real estate businesses with the tools to enhance sales, marketing, and customer service.

03.IT/Cybersecurity

Ensure seamless project management, client communications, and task automation with Zoho CRM, enabling IT and cybersecurity firms to manage complex client needs and improve service delivery.

07.Education Sector

Streamline student enrollment, improve communication with faculty and parents, and manage educational resources with Zoho CRM, helping educational institutions deliver better learning experiences.

05.Gym/Sports

Manage memberships, track fitness progress, and engage clients with personalized communication, all within Zoho CRM, allowing gyms and sports facilities to improve member retention and service quality.

04.General Trading

Zoho CRM helps general trading businesses track inventory, manage supplier relationships, and streamline sales and procurement processes, boosting efficiency and ensuring smooth operations.

08.Aviation

Improve customer experience, manage bookings, and streamline operations with Zoho CRM, providing aviation businesses with powerful tools to enhance passenger services and operational efficiency.

Talk To Experts

Get industry-specific Zoho CRM solutions designed to streamline your operations and drive business growth. Contact us for a customized strategy that fits your unique needs and maximizes efficiency.