Spend less time navigating your CRM, and more time prospecting.

Forgetting what your next follow-up task is can be easy to do when you have so many leads to talk to. But with advanced filters in Zoho CRM, it's just as easy to find the answers you're looking for. Because the filters run an intelligent search in your whole CRM based on your task's status, notes, and opened emails, you can quickly see which deals you should follow up with first, and pick up right where you left off.

Stop sales from falling through the cracks.

Narrow down large volumes of leads or deals to the ones that are most important. Filter out

  • Deals falling through the cracks
  • Deals that are closing this month with no follow-up activities associated to them
  • Missing follow-ups
  • Deals with no notes attached in the last 30 days
  • Leads you've lost contact with
  • Deals without any activity in the past month, or any emails sent

Make sales faster.

Use Zoho CRM's advanced filters to get a list of contacts you haven't heard back from and leads who haven't opened your emails, so you can decide what your next course of action should be.

Act instantly on new insights.

Don't just discover insights, act on them. If you find potential leads that have gone unnoticed, send them an email or schedule a follow-up task. Get the ball rolling, all from the Results page.