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Zoho CRM

Why does your business need a CRM?

Sales is much more than an exchange of good & services for money; it is the constant creation of ongoing relationships beneficial to all parties involved. CRMs help you develop these relationships, as well as:

  • Promote executive comfort with visibility into backlogs, pipelines, and dollars sold
  • Enable sales leadership through accountability: forecast, strategize, see detail within your processes without having to micromanage
  • Unleash sales productivity: leverage standardized tools & assigned sales processes; manage tasks effectively & utilize templates and customizable dashboards

Zoho CRM | Cloudbakers
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Zoho provides a powerful cloud based CRM

Cloud-based CRM systems allow you to manage your business process from any location on any device, confidently accessing the most up-to-date view of your pipeline. This means you are always aware of what marketing strategies are resulting in the greatest revenue generation, and constantly improving your overall process. Internal communication is made extremely efficient, as information about each lead, opportunity, and client is maintained in a collaborative cloud environment. 

The Zoho platform allows for: 

  • Customization: Although the out-of-the-box functionalities are extremely powerful, the product allows for extensive back-end development. This means you can tailor Zoho to the exact needs of your organization. 
  • Integration: Zoho integrates seamlessly with a range of products, such as HubSpot and Google.
  • Simplicity: The interface is simple and user-friendly, allowing veteran CRM users and novices alike to be productive immediately.

The wealth of features and integrations offered by Zoho are the driving forces behind the high numbers of clients migrating
from Salesforce, Goldmine, Act, and other CRMs.

Features: What can Zoho do?

Automate with Zoho CRM | Cloudbakers

Automate. Be Productive.

Automate your day-today business activities so that you can focus on selling and not maintaining data. Improve workflow and focus on creating and capturing opportunities. Zoho's Sales Force Automation (SFA) solution drives sales force performance and profitability by giving you everything you need to sell smarter.

Track Sales Activities with Zoho CRM | Cloudbakers

Track your Sales Activities

Identitfy bottlenecks well in advance, discover what works and what does not. Gain a complete visibility of your sales cycle.

Go Mobile with Zoho CRM | Cloudbakers

Go Mobile. Take Zoho CRM with you.

On a plane or at a remote location? Zoho's Mobile Edition allows you to access customer data from your iPad, iPhone, Android or Blackberry devices and be up-to-date-even in the offline mode.

Connect with Customers with Zoho CRM | Cloudbakers

Connect with your Customers.

Build better relationships with your customer. Associate LinkedIn profiles and engage customers from within your CRM account.

Extend your CRM with Zoho Creator | Cloudbakers

Extend your CRM

Each industry vertical requires special business apps that can internally communicate with core CRM modules and improve the efficiency of business. Zoho Creator bridges this gap by allowing you to build custom apps and integrate with CRM.

Communicate via Webhooks with Zoho CRM | Cloudbakers


Communicate easily with other third-party apps by sending instant web notifications every time an event occurs in CRM.  For example, notify your Accounting System to generate an invoice every time you close and opportunity in CRM.

See Implementation Strategy