Accounts are the companies or departments within a company with which you have business dealings. In Zoho CRM, single or multiple contacts can be associated to an account.
Contacts are the people in an organization with whom your company has business communications in pursuit of business opportunities. Some of these contacts may belong to different departments in a company or multiple contacts of the same company.
Deals are the business deals with organizations (B2B) or with people (B2C), which generate real revenue for your organization. It evolves through different sales stages such as Prospecting, Qualification, Needs Analysis, Value Proposition etc. before it is actually a deal, lost or won.
Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other marketing campaigns.
Create a new lead. Create lead page: provides a form for creating a new lead. You can manually fill in the lead details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc.
Create a new account. Create account page: provides a form for creating a new account. The details page of an account presents information related to the account - for example, potentials and contacts related to the account, activities, notes, events, emails and so on - in a single location
Create a new contact. Create contact page: provides a form for creating a new contact. The details page of a contact presents information related to the contact - for example, deals and accounts related to the contact, activities, notes, events, emails and so on - in a single location.
Create a new deal. Create deal page: provides a form for creating a new deal. The details page of a deal presents information related to the deal - for example, accounts and contacts related to the deal, activities, notes, events, emails and so on - in a single location
Zoho CRM is a cloud-based, multichannel software for managing your customer relationship in a better way. It helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system. Zoho CRM empowers a global network of over 150,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue. Transform your business with the world’s favorite customer relationship management software. Zoho CRM is the winner of PCMag's Business Choice Awards for CRM 2019. Integrate with Zoho CRM for anywhere access to leads, accounts, contacts, and deals. Spend less time managing your software, and more time managing your business.