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Zoho CRM

Sales · Zoho-based services

Zoho CRM: capture leads, track deals and grow revenue — pipelines, automation, reports and 1200+ actions your Bots can run.

www.zoho.com/crm

What your Bots can do (1275 tools)

  • Manage analytics & reports86
  • Manage appointments16
  • Manage approval processes13
  • Manage assignment rules21
  • Manage attachments3
  • Manage automation122
  • Manage blueprints31
  • Manage bulk APIs9
  • Manage business hours3
  • Manage cadences16
  • Manage calendar & appointments48
  • Manage calendar views14
  • Manage calls preferences2
  • Manage change owner4
  • Manage channels21
  • Manage client script8
  • Manage company settings67
  • Manage connected workflows14
  • Manage connections20
  • Manage contact roles13
  • Manage convert lead4
  • Manage COQL1
  • Manage currencies7
  • Manage custom buttons9
  • Manage customization235
  • Manage custom links7
  • Manage custom views19
  • Manage dashboards26
  • Manage data backup5
  • Manage data sharing14
  • Manage developer hub111
  • Manage duplicate management10
  • Manage email drafts6
  • Manage email relays12
  • Manage emails32
  • Manage email settings65
  • Manage email signatures7
  • Manage email storage20
  • Manage email templates41
  • Manage experience center38
  • Manage features3
  • Manage fields7
  • Manage field updates6
  • Manage fiscal year4
  • Manage functions26
  • Manage global picklists15
  • Manage holidays6
  • Manage inventory convert3
  • Manage inventory & CPQ63
  • Manage inventory templates19
  • Manage kiosks30
  • Manage layouts12
  • Manage lead conversion11
  • Manage mail merge3
  • Manage map dependency5
  • Manage mass actions10
  • Manage mass mail8
  • Manage merge records2
  • Manage misc4
  • Manage modules6
  • Manage notes14
  • Manage notes & attachments17
  • Manage notifications5
  • Manage organization16
  • Manage pipelines8
  • Manage portals32
  • Manage process management79
  • Manage profiles6
  • Manage queries15
  • Manage record actions34
  • Manage record locking12
  • Manage records192
  • Manage recycle bin8
  • Manage related lists6
  • Manage related records & notes28
  • Manage reports38
  • Manage review processes13
  • Manage roles11
  • Manage sandbox19
  • Manage scoring rules18
  • Manage search & query10
  • Manage security control118
  • Manage segmentation9
  • Manage services9
  • Manage share records8
  • Manage shift hours6
  • Manage signals11
  • Manage tags13
  • Manage teamspace11
  • Manage territories27
  • Manage unsubscribe links7
  • Manage user groups14
  • Manage users30
  • Manage users & roles74
  • Manage users' unavailability6
  • Manage validation rules5
  • Manage variables14
  • Manage webform A/B testing10
  • Manage webforms11
  • Manage webhooks10
  • Manage widgets10
  • Manage wizards6
  • Manage workflow rules20
  • Manage Zia28
  • Manage Zia assistant9
  • Manage Zia enrichment9
  • Manage Zia presentation10
  • Manage Zia VoC6

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