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Go from
Lead to Cash

Zoho One gives you one system to run your entire business. Here’s how integrating your marketing, sales, and billing processes helps you increase sales and get paid faster.

lead 2 cash
collect leads in one place

Collect Leads In One Place

Generate and collect leads in one place with contact forms, newsletters, gated content, live chat, social media and in person. Get the right information at the right time so you can follow up and qualify your leads quickly.

Close Deals With Set Processes

Automate your sales process to close deals faster. Automatically assign leads, set follow up tasks, and send personalized follow up emails. You can even map out your entire sales process, giving your team a set, step-by-step process to closing deals faster.  

close deals with set processes

Automatically create quotes and invoices

Create quotes and invoices on your way to closing deals. Information you collect through the sales process gets used to generate a quote. Once the quote has been accepted, it gets automatically turned into an invoice. Both your sales and billing teams will be kept in the loop for a smooth hand off.

automatically creates quotes to invoices
sign contracts agreements

Sign contracts and agreements digitally

Accelerate your closing process with a quick, easy and paperless process to get your important documents signed. Upload a document, or create one that brings in data from CRM or other applications, then send it for signing. Improve the turnaround on sales and purchase orders, quotes, and other contracts. 

Accept online payments

Give your customers a smooth and easy online payment process that improves their experience while getting you paid faster. Send payment links and checkout forms. Or give them access to a customer portal where they can make payments, review past quotes and invoices, and contact your billing team. 

accept online payments
monitor roi performance

Monitor ROI and performance

Keep on top of your business’s performance with more than 500 pre-built reports and executive dashboards. Check your ROI on marketing campaigns, customer happiness, and track your entire sales pipeline, and much more. If there’s a report you need that you don’t see, you can ask Zia, Zoho’s intelligent assistant, to create it for you. 

Go from Sale to Service Delivery

Zoho One gives you one system to run your entire business. Here’s how integrating your marketing, sales, and billing processes helps you increase sales and get paid faster.

sale to service
close deals with set processes

Close deals faster

Map your entire sales process with a series of efficient and repeatable steps for your sales team to follow. Assign leads, set follow-up tasks, and keep all communications with each customer in one place.

Sign Contracts With Digital Signatures

Get quotes and contracts signed faster with digital signatures. Upload a document or create a template that pulls key data from your CRM. Save the final signed copy to each customer record for safe keeping.

sign contracts agreements

Invoice For Work

Set up retainer invoices, then bill for hours as your team completes tasks and milestones. Provide customers the option to pay online from their email, or a secure customer portal. Invoice in stages, at set dates, or even for half payments. Automate follow up emails to ensure you get paid.

quote to invoice
manage projects

Manage projects

Keep an eye on your open projects with gantt charts, milestones and task lists. Once a sale is made, a project will automatically get created from a template, along with a series of tasks. Assign tasks to notify colleagues to begin work. Track your team’s progress and update customers as you go.

Track expenses to understand total project cost

Connect your credit card to our double entry-accounting system to track overhead costs. Then track expenses and associate them to projects as you go. Simply scan receipts or track mileage from a mobile device, then choose the project to add them to. 

track
monitor roi performance

Track budgets, project delivery and performance

Bring your sales, marketing, operations, and accounting data together with more than 500 pre-made reports and executive dashboards. Monitor your sales pipeline, service delivery process, and review the overall performance of your team to keep improving.

Turn Customers into Promoters

Zoho One gives you one system to run your entire business. Here’s how integrating your sales, marketing, and purchase data helps you identify happy customers and boost their voices.

customer to promoter
collect leads in one place

Centralise and segment customer data

Bring all your sales and customer information together to get a complete view of your customer. Then create segments based on purchase history, location, customer happiness, and much more to drive sales and learn more about your customers.

Send targeted campaigns

Send targeted email campaigns to key customer segments. Personalize subject lines and email content with names, birthdays, and purchase data. Send attached documents, forms, and coupon codes. Use autoresponders to send emails automatically. Or create complete customer journeys with marketing automation.

send targetted submissions
create send surveys

Create and send surveys

Learn more about your customers with surveys. Track customer happiness with net promoter scores. Develop a deeper understanding of each customer segment. Associate all survey results with individual customer records so you keep a complete view. Follow up with customers accordingly by asking for reviews and testimonials, or interviewing them to see what went wrong.

Track performance with executive dashboards

Track ROI, customer retention rate, customer satisfaction, and more with 500+ out-of-the-box reports and executive dashboards. See which segments are growing and which need more work investment. Watch customers turn into promoters of your business.

monitor roi performance

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