What are the options for customizing the user interface and dashboards?

Zoho CRM offers comprehensive lead management features, including lead scoring, segmentation, and automated workflows for lead nurturing. You can capture leads from various sources, assign them to sales reps, and track their progress through the sales funnel.

Zoho CRM includes features to enhance team collaboration, such as shared calendars, document libraries, and task management. Zoho’s integrated communication tools, like Zoho Cliq and Zoho Meeting, facilitate better collaboration. Role-based access controls ensure that team members have the right level of access to information.

Zoho CRM stands out in sales forecasting and pipeline management. It provides tools to track sales stages, predict revenue, and manage sales pipelines. Customizable sales pipelines and forecasting models help in planning and tracking sales performance effectively.

Yes, Zoho CRM has dedicated mobile apps for iOS and Android. The mobile experience is designed to be user-friendly, offering features like lead and contact management, task scheduling, and access to sales data on the go. The interface is intuitive, ensuring that users can efficiently manage their CRM activities from their mobile devices.

Zoho CRM offers powerful reporting and analytics capabilities. It allows users to create custom reports and dashboards to visualize metrics. Advanced analytics tools, like Zoho Analytics, can be integrated to provide insights and trend analysis.