Overview

Connect your form to Zoho to create and update CRM contacts with user data.

What you need

• An active Feathery account and form
• An active Zoho account

Background

Zoho CRM is a cloud-based customer relationship management (CRM) platform developed by Zoho Corporation. It is designed to help businesses of all sizes manage their customer relationships, streamline sales processes, and improve overall productivity.

Key Features of Zoho CRM:

1. Contact Management: Zoho CRM allows businesses to store and manage detailed information about their contacts, including names, email addresses, phone numbers, and social media profiles. Users can organize contacts into groups, segments, or territories for targeted marketing and sales efforts.
2. Sales Automation: Zoho CRM provides tools for automating sales processes, such as lead management, pipeline management, and sales forecasting. Users can automate repetitive tasks, set up sales workflows, and track the progress of deals through the sales pipeline.
3. Lead Management: Zoho CRM helps businesses capture, qualify, and nurture leads through various channels, such as website forms, email campaigns, and social media. Users can track lead interactions, prioritize leads based on their readiness to buy, and assign leads to sales representatives for follow-up.
4. Pipeline Management: Zoho CRM offers pipeline management features that allow users to visualize and track the sales pipeline from lead generation to deal closure. Users can create custom sales stages, set sales goals, and monitor the progress of deals through each stage of the pipeline.
5. Contact Activity Tracking: Zoho CRM enables users to track and log all interactions with contacts, including emails, calls, meetings, and social media engagements. Users can view a timeline of contact activities and follow up on important interactions to build stronger customer relationships.
6. Workflow Automation: Zoho CRM includes workflow automation tools that allow users to create custom rules and triggers to automate repetitive tasks and streamline business processes. Users can set up automated notifications, reminders, and actions based on specific events or conditions.
7. Reporting and Analytics: Zoho CRM provides reporting and analytics tools that enable users to track key performance metrics, analyze sales trends, and gain insights into their business operations. Users can create custom reports, dashboards, and charts to visualize data and make data-driven decisions.
8. Integration Ecosystem: Zoho CRM integrates with a wide range of third-party applications and services, including email marketing tools, accounting software, e-commerce platforms, and productivity apps. This integration ecosystem allows businesses to connect Zoho CRM with their existing tools and workflows to streamline operations and improve efficiency.

Common Use Cases for Zoho CRM:

• Sales Management: Zoho CRM is used by sales teams to manage leads, track opportunities, and close deals more effectively.
• Marketing Automation: Businesses use Zoho CRM to automate marketing processes, such as lead nurturing, email campaigns, and social media marketing.
• Customer Support: Zoho CRM helps businesses provide better customer support by tracking customer interactions, managing support tickets, and resolving issues more efficiently.
• Business Intelligence: Zoho CRM provides valuable insights into sales performance, customer behavior, and market trends, helping businesses make informed decisions and drive growth.
• Collaboration and Communication: Zoho CRM facilitates collaboration and communication among team members by providing tools for sharing information, assigning tasks, and coordinating activities.

Overall, Zoho CRM is a comprehensive CRM solution that offers a wide range of features and capabilities to help businesses manage customer relationships, streamline sales processes, and drive business growth. Its user-friendly interface, customization options, and integration capabilities make it a popular choice for businesses looking to improve their sales and marketing operations.