FROM CAPTURE TO CLOSE - THE ZOHO CRM JOURNEY

Leads can come from anywhere. A website form. A Facebook ad. A live chat. A trade show badge. A referral. Zoho CRM doesn’t just wait for leads to appear—it’s built to automatically capture them from a wide range of sources:

• Web forms embedded on your site

• Social media platforms like Facebook and LinkedIn

• Chatbots and live chat systems

• Email campaigns and newsletters

• Third-party tools via integration (e.g. Eventbrite, Mailchimp, Zoom)

All these inputs feed directly into the Leads module, creating a centralized inbox of opportunity.

Not all leads are created equal. Some are just browsing. Others are ready to buy.

Zoho CRM helps you qualify leads through:

• Custom fields that capture industry, budget, timeline, and more

• Lead scoring rules based on engagement, demographics, or source

• Auto-assignment to the right sales rep based on region, product interest, or availability

Once a lead shows potential, your team can convert it with just one click.

When a lead is ready, it’s converted into:

• Account – the company behind the lead

• Contact – the specific person you’re speaking to

• Deal – the potential opportunity, complete with estimated value and close date

  
  

This structure gives your team clarity. Who are we talking to? What are we selling? And how close are we to closing?

The most successful sales teams aren’t always the hardest-working—they’re the most consistent.

Zoho CRM ensures no lead is ever forgotten by automating common follow-up actions:

• Sending a welcome email immediately after conversion

• Creating a follow-up task or call reminder for the sales rep

• Triggering a multi-step email journey based on deal stage

• Sending alerts if there’s no activity for a set number of days

Every lead is nurtured. Every conversation is tracked. And every follow-up is on time.

As deals progress, Zoho CRM provides:

• Real-time pipeline views to monitor deal stages

• Customizable dashboards to measure conversion rates and team performance

• Detailed notes and activity timelines to ensure smooth handovers

• Integration with invoicing, support, and delivery teams for seamless post-sale service

  
  

And once the deal is won, the journey doesn’t stop. You can onboard new clients, gather feedback, send satisfaction surveys, and even automate renewal reminders—all from the same platform.

Your CRM isn’t just a place to store names and numbers. It’s the engine behind your sales growth.

With Zoho CRM, you don’t just manage relationships—you build them, track them, automate them, and turn them into long-term business.