ZOHO CRM

Manage your customers, sales, and marketing, all from one place with Zoho CRM.

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Zoho CRM is a platform that allows companies to track their leads, customers, and deals in a simple, easy-to-use interface. Zoho CRM can be customized to fit each company’s unique business processes using custom tables, automation, and more. Zoho CRM also allows users to build marketing emails, automation, and dashboards to analyze their data. CRM can integrate with other apps in the Zoho Suite, allowing for more advanced marketing, analytics, and sales, all from one platform. Users can even make use of this tool on the go with the Zoho mobile app. From free, stand-alone offerings to a suite of enterprise apps, Zoho CRM scales to meet the needs of each company.

Services

Process Consulting

Do it right! Analyze and improve your CRM implementation. We use data-driven techniques and employ Six Sigma tools.

CRM Experience

Customize Microsoft Dynamics 365 to work for your business. Our 50+ years of combined CRM experience will save you time and money.

Digital Marketing

Automate your digital marketing to win more business. Close the loop between sales and marketing.

See how we can help you with other Zoho products.

Zoho Managed Service Plan

Combine sales and marketing with TopLine’s Zoho Managed Service Plan

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Zoho CRM Features

Data Connectivity

Data Connectivity

Access hundreds of data sources from day one, including Microsoft 365, Azure, and LinkedIn. Easily create custom connectors as needed.

Data Connectivity

Data Connectivity

Access hundreds of data sources from day one, including Microsoft 365, Azure, and LinkedIn. Easily create custom connectors as needed.

AI-Powered Insights

AI-Powered Insights

Combine your data with AI to gain actionable, targeted insights for improved decision-making.

Sales Optimization

Sales Optimization

Use tailored prospecting sequences with AI-guided recommendations and predictive insights to guide sales in closing more deals and driving growth.

Productivity Tools

Productivity Tools

Enhance seller productivity with AI-driven opportunity scoring, automated data capture, and task assistance embedded in their workflow.

Visualize Growth

Visualize Growth

Boost sales performance with automated workflows, data insights, and visualized data for actionable trends and patterns.

Personalized Interactions

Customize interactions across every touchpoint, driving greater productivity and operational efficiency throughout the organization.

We love Zoho! TopLine Marketing has done an amazing job of helping us migrate our data from ACT, and customizing a simple yet powerful Zoho CRM. We continue to add functionality such as social media management, text messaging management and digital signing. TopLine has assisted us with all of this. My team loves Zoho and it has greatly impacted the effectiveness of our sales and operations.

-Vanguard Cleaning Systems of Louisville

Why TopLine for Zoho CRM?

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TopLine’s certified team not only helps you customize the system to meet your needs, but we also provide Process Consulting to ensure that the entire implementation will meet your business goals and that your team can use the system efficiently, easily, and comfortably. The best system is one that saves you time and effort, and our goal is to help you achieve just that. As a Certified Zoho Advanced Partner, our dedicated consultants offer ongoing support and consultations, from bringing your data into your Zoho system to training users on the system, all the way to ongoing maintenance and planning for and implementing future development that will help your business grow and thrive.

Learn more about our 25 years of experience of our CRM expertise,
delivering positive outcomes for our clients.

Get in touch!

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