Zoho CRM Feature and Functions

06 Jun, 2023

Drive Business Success with Personalized Zoho CRM Feature and Functions

The dynamic business landscape has made having a customer relationship management (CRM) system inevitable. This helps in perfectly aligning with the needs of the customers, a pivotal factor for an organization’s success. Zoho CRM is a leading cloud-based CRM platform that offers a wide array of customizable Zoho features. It also enables powerful Zoho CRM functions to help you streamline your sales, marketing, and customer service processes.


This comprehensive guide will delve into the world of customizing Zoho CRM to unlock its full potential for your business. We will also explore the tailored Zoho CRM features and functionalities that help in adapting the CRM to suit your specific industry, workflow, and business objectives. Be it a small startup or a large enterprise, this guide will provide you with invaluable insights and practical tips on how to personalize Zoho CRM to enhance productivity, drive customer engagement, and boost your overall revenue.


So, get ready to find the unlimited possibilities of Zoho CRM as we uncover the vast benefits that await you when you tailor Zoho CRM to meet the unique requirements of your business.

Types of Zoho CRMs

Zoho CRM Plus and Zoho CRM One are the two distinct types of Zoho CRMS that can smoothen diverse requisitions of various ventures with managing customer relationships. Let’s understand the two types in detail.

Zoho CRM Plus

With this Zoho CRM, you get 11 applications from the customer engagement suit. It is an all-in-one customer engagement suite that combines the power of sales, marketing, customer service, and collaboration tools. Plus, it integrates Zoho CRM with other Zoho applications such as Zoho Campaigns, Zoho Desk, Zoho SalesIQ, Zoho Social, and more. This integrated suite provides businesses with a unified platform to efficiently manage their customer interactions across various touchpoints. From social media and surveys to emails, calls, and live chat, you can engage with your customer through Zoho CRM Plus. With that, businesses can effectively track leads, nurture prospects, and automate marketing campaigns. They can also provide exceptional customer service and collaborate with teams to enhance overall customer engagement and team productivity. 

Zoho One

This Zoho CRM offers a total of 35 web applications that can help you tackle multiple problems effortlessly. It especially benefits startups and small businesses as it offers a robust set of Zoho custom functions. Zoho CRM One can be your go-to software as it enables you to have a centralized system to track deals, capture leads, analyze sales, and automate workflow, among other distinct features. You can also make use of other Zoho CRM integrations like document management, social media integration, email marketing, and primary customer support operations. 


Both these Zoho CRM cloud-based solutions offer enormous integration capabilities, scalability, and flexibility. With these tools, ventures can streamline their process of customer relationship management and drive growth. With its user-friendly interface and affordable pricing, Zoho CRM One is an ideal choice for businesses looking for a powerful yet cost-effective CRM solution.

Reach Target Audience Through Multiple Integrations with Zoho CRM

For any organization, large or small, reaching the right audience is the fundamental goal. By using Zoho CRM custom functions, businesses can reach their target individuals through various channels. Here are the channels which can be smoothly navigated to meet the audience that can help in generating leads and handsome revenue. 

Email Marketing 

Through this channel, businesses can send personalized and targeted emails to various contacts. The CRM offers customizable templates, and email automation features, along with analytics to track email performance. 

Social Media Integration

Zoho CRM also facilitates social media integration. By using this integration, one can engage with their audience via various social media platforms like Facebook and Instagram. By connecting their social media accounts, businesses can monitor conversations, respond to inquiries, and share content directly from the CRM system.

SMS Marketing

This is a great medium to send text messages to contacts. This channel offers an immediate means of communication, allowing businesses to deliver time-sensitive information. 

Live Chats

This allows real-time conversations with prospects and provides immediate assistance to the audience. 

Zoho CRM Integrated with Zia 

Zoho CRM can be integrated with Zia, an artificial virtual assistant powered by artificial intelligence. This is a revolutionary integration, and it takes efficiency and productivity to a whole new level. 


1.  Zia is smart assistance within Zoho CRM. It provides real-time insights, automation to users, and recommendations. It has advanced AI capabilities that serve well in analyzing data, making intelligent suggestions,  and interpreting patterns to help with decision-making.

2.  It can smoothly automate routine tasks by proactively identifying repetitive actions. This saves both time and effort required to manually complete these tasks. Plus, the possibility of errors is also highly diminished.

3. Zia can also forecast revenues and assist in allocating certain targets to various teams as per the available forecast insights.

4. Zoho CRM offers real-time reports in multiple categories. It can help generate sales reports by analyzing performance, the revenue of the month, and the pipeline according to stage and probability. The virtual assistant can even deduce marketing reports by analyzing campaign revenue, leads by keywords, sales cycle, and other resources.

Customization to New Horizons with Zoho CRM

Personalization is a prime strength of Zoho CRM that empowers businesses to adapt to the platform while sticking to their specific requirements. From modifying existing modules to creating personalized workflows, Zoho CRM offers businesses robust customization abilities. 


1. To further enhance the customization experience, businesses can also leverage the expertise of Zoho partners in India. These partners are authorized consultants and developers who possess in-depth knowledge of Zoho CRM and its customization capabilities. They can provide valuable insights, guidance, and technical assistance to businesses seeking to tailor Zoho CRM to their unique requirements.

2. Creating custom function in Zoho CRM is one of its notable features. Custom functions allow businesses to extend the functionality of Zoho CRM by defining their own specific calculations, automation rules, or business logic. By leveraging custom functions, businesses can automate complex processes. Moreover, they can perform advanced calculations and customize the behavior of Zoho CRM to match their needs.

3. Besides functions, layouts, associations, custom components, subforms, associations, and views and filters can also be customized by using Zoho CRM



Zoho CRM is an advanced tool to make businesses reach their goals. Zoho CRM's flexibility and extensive customization capabilities allow for personalized workflows, automation, and tailored experiences. It can be used by different industries to fulfill various business objectives. Whether it's adapting to specific sales processes, marketing campaigns, or customer service requirements, Zoho CRM features empower businesses to optimize their CRM experience and achieve greater efficiency. So, by taking advantage of Zoho CRM, businesses can witness a transformative impact on their business operations and customer relationships.