Zoho Crm

Project name
Zoho Crm
Project Type
CRM, Analytics
Closed Source
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Zoho Crm

Zoho CRM, is comprehensive suite of solutions, is a powerful and versatile customer relationship management (CRM) system designed to meet the evolving needs of businesses across various industries. With a robust set of features, it empowers organizations to streamline their operations, enhance customer interactions, and drive growth. At the core of Zoho CRM are modules such as Home, Agents, Leads, Policies, Hierarchy, Approvals, Tasks, Clients, providing a well-rounded framework for managing and optimizing every aspect of the customer journey.

The Home module serves as the central hub, offering an intuitive interface that allows users to access critical information at a glance. This comprehensive dashboard provides a holistic view of your CRM, presenting real-time data, analytics, and key performance indicators, enabling quick and informed decision-making. With analytics options integrated right into the Home page, Zoho CRM ensures that you have the tools needed to monitor your sales and customer interactions effectively.

The Agents feature is designed to manage your sales force efficiently. It provides a complete view of your agents' performance, allowing you to track their activities, leads, and sales. With the ability to assign tasks and monitor progress, this module empowers you to optimize your sales team's productivity and boost overall sales performance.

Leads and Clients are the lifeblood of any business, and Zoho CRM offers a robust platform for managing these vital components of your customer relationships. The Leads module helps you capture and nurture potential customers, allowing you to convert them into loyal clients. Meanwhile, the Clients module helps maintain a detailed record of your existing customers, enabling you to provide top-notch service and build lasting relationships.

The Policies module is a key feature tailored for insurance and financial services companies. It offers an organized system for managing and tracking policies, ensuring that no important detail is overlooked. With policy-specific functionalities and comprehensive policy records, this module simplifies the complexity of policy management.

In larger organizations, understanding the Hierarchy and ensuring efficient Approvals are paramount. Zoho CRM provides a hierarchical structure to map your organization's structure accurately. It enables precise delegation of tasks and approvals while maintaining transparency and accountability within the organization.

The Tasks module offers a unified platform to manage and monitor all tasks within your CRM. Whether it's scheduling follow-ups, setting reminders, or tracking deadlines, this feature ensures that no task goes unnoticed or uncompleted.

At-A-Glance is another powerful aspect of Zoho CRM. It offers a snapshot of your business data, giving you a quick overview of your CRM's current status. This feature ensures you're always well-informed and can take immediate actions based on real-time insights.

For fostering a competitive and results-driven environment, Leaderboards are an integral component of Zoho CRM. They provide an engaging way to motivate and reward your sales teams by ranking them based on their performance, fostering healthy competition, and driving consistent growth.

In summary, Zoho CRM by Anomoz Softwares is a comprehensive and dynamic solution that meets the unique needs of businesses in a wide array of industries. With a robust suite of features spanning Home, Agents, Leads, Policies, Hierarchy, Approvals, Tasks, and Clients, it offers the tools necessary to manage, optimize, and grow customer relationships effectively. It's more than just software; it's a strategic partner in your journey to provide exceptional customer experiences and achieve your business objectives.

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 Zoho  Crm - Anomoz Softwares

 Zoho  Crm - Anomoz Softwares

Modules Description


Interested in having your project built by us? Here is the workflow we usually follow.

Discuss requirements

Once you have a rough sketch of your project requirements in your mind, our team will have a meeting with you to discuss your project requirements in detail.

Sprint Plan

After the requirements are discussed, we will draft a sprint plan which will have all the features planned out for each sprint, along will the approximate budget required for the project.

Project Start

We are ready to start on the project now! During the project development, we will be working alongside with you and providing you regular updates so that your project is built to your needs.


Once the project is built, our team will perform rigorous testing on the system for any bugs.

Project Completion

Now that the project is complete, we are ready to proceed to the next and final step.


For the final step, the project will be deployed to the live server so that you and your customers can starting using your newly built solution

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