Zoho CRM

Zoho CRM combines enterprise-grade capabilities with flexible pricing, making it ideal for businesses of all sizes. Its intuitive interface, powerful automation, and seamless integrations with other apps help teams work faster and smarter. With everything in one place, you reduce complexity and improve customer engagement at every stage.

• Capture leads from multiple sources including website forms, social media, and emails
  
• Automate follow-ups, task assignments, and notifications to reduce delays
• Track the entire sales pipeline with visual deal stages and timelines
• Monitor sales performance through customizable dashboards and reports
• Prioritize leads based on engagement, source, and deal size
• Create workflows to streamline approvals, updates, and customer journeys
• Collaborate across departments using shared records and team feeds
• Manage data access with user roles, territories, and field-level security
• Trigger onboarding emails and tasks automatically once a deal is closed
• Use mobile apps to manage leads and deals on the go

• Leads
• Contacts
• Accounts
• Deals
• Tasks, Events, and Calls
• Sales Pipeline
• Campaigns
• Quotes and Invoices
• Products
• Forecasts
• Reports and Dashboards
• Automation and Blueprints
• Zia AI Assistant
• Territory Management

• A consulting firm managing its sales pipeline from prospecting to contract signing
• A real estate agency tracking property leads and automating follow-ups
• A marketing agency measuring campaign effectiveness and client touchpoints
• A software company onboarding clients and managing renewals
• An e-commerce business syncing CRM with inventory, finance, and support systems

Zoho CRM connects natively with other Zoho products such as Zoho Books, Zoho Campaigns, Zoho Desk, Zoho Forms, Zoho Projects, and Zoho Analytics. This ensures seamless flow of information across sales, marketing, finance, and support teams.

A digital agency uses Zoho CRM to track leads and manage deal progress. Once a deal is marked as won, the client’s billing information is automatically sent to Zoho Books for invoicing. Simultaneously, a project is created in Zoho Projects, and a welcome email is triggered through Zoho Campaigns. Support tickets are managed in Zoho Desk with full visibility into the customer’s history from CRM. This end-to-end flow reduces handoffs and boosts productivity across departments.

Get started with Zoho CRM today at no cost and experience the difference it can make in your sales process. The free trial gives you full access to powerful tools, automation features, and real-time insights, without any credit card or commitment required.

Explore the platform, customize it to fit your business, and see firsthand how it helps you close more deals, streamline operations, and engage your customers like never before.

No pressure, no contracts, just the opportunity to grow smarter.

At Pinnacle, we don’t just give you the tools. We show you how to use them. Our free onboarding courses are designed to help you set up, customize, and master Zoho CRM with confidence.

Whether you’re new to CRM systems or transitioning from another platform, our step-by-step lessons, practical examples, and expert guidance will get you up and running quickly. No hidden fees, no obligations, just free, high-quality training to ensure your team gets the most out of Zoho CRM from day one.

“Zoho” and all Zoho product names and logos are trademarks of Zoho Corporation Pvt. Ltd. At Pinnacle Business & Marketing Consulting, LLC, we proudly offer expert consulting, implementation, and training services for Zoho solutions. As an authorized Zoho Partner since 2020, we bring hands-on experience and deep product knowledge to help you get the most out of your Zoho subscription. While we are not owned or operated by Zoho Corporation, our services are designed to align with Zoho’s best practices and empower your business to grow.