Views made for you.

Zoho CRM zooms in with different views to help you target your hottest prospects, prioritize your biggest deals, and improve productivity.

CRM View for Deals.

CRM View for Deals is more that just a Kanban board. A visual summary of your deals, segmented and prioritized based on their stage, lets you stay on track and keep things moving forward. Create custom views to focus on deals created this month, closing this month, owned by a specific user, and more. Drag and drop deals from one sales stage to another, and instantly see your numbers change.

Go beyond the conventional view 

Get over the usual way of tabular data arrangement inside your CRM, experience industry's first-of-its-kind catalog view to list records the way you want it to be. Add images for easy identification, use custom buttons to create fields of your choice, and fully customize your list view based on your business' needs.

View leads and deals, the Zia way. 

Don't just view data, predict future sales trends as they happen. Zia, your AI-powered sales assistant, captures insights from every sales activity and shows you an overview of leads that are likely to convert into a deal. Filter leads/deals based on their prediction score, know which deals are currently stuck in the pipeline and identify the ones that are fast progressing to deal closure.

Views that trigger actions.

Know which actions to take next and don’t let any hot prospects slip through your fingers. Use color-coded labels to see your next follow-up activity alongside your leads, contacts, and deals in the List View. With Advanced Filters, you'll find which deals closing this month have no associated tasks and which high-value leads have tasks that are overdue.

Love 'em or hate 'em, you can't ignore spreadsheets.

When you're editing CRM records in bulk, you need a way to work quickly. Use your favorite interface and tap into the power of spreadsheets to modify records directly in CRM.