Selling is social. Your CRM should be, too.

Combine the power of social media into your selling process so you can build better, stronger relationships, and close deals faster.

Connect, engage, and sell more.

Manage all your social conversations across Google+, Facebook, and Twitter. Make real-time responses to posts from your prospects and leads when they happen. Move from sharing content to having conversations to closing deals, right from the Social Tab.

Focus on the people and conversations that matter.

Your Social Tab dashboard allows you to focus on the social media conversations important to your business. The Social Tab automatically segments and notifies you of posts from your leads, prospects, and customers.


Focus on people and conversations that matter

Discover prospects and leads.

Stay tuned to what people are saying about you or your competitors through keyword tracking. Manually add leads from the Social Tab, or automate your lead generation. Set up triggers to automatically add leads and contacts from social media based on the kind of customer interaction.

Create your own listening Streams.

Follow specific groups and people by creating custom columns to filter the content that's relevant to your business.

A filter for your deals.

Filter the Deals column to focus on the deals created or closing this month, or turn your attention to new business. Switching between these views will show you live updates and notifications from the people that are important for your business right now.

Switch between Pings and Streams.

Use Streams to get real-time social updates from your contacts. Or switch to Pings to receive notifications when your contacts mention or tag your social pages and handles.

Bring social cues into your sales interactions.

Listen to live updates from your prospects to understand what matters and find the right time to get in touch. Bringing social context into your sales interactions helps you nurture your relationships with your prospects and close deals faster.

Never miss the CRM context in your interactions.

Once a contact has been added to Zoho CRM, access their information, deal history, and activities from the Social Tab. See the most recent social conversations your business has had with your contacts. With up-to-date information, you'll never miss out on the context in your responses to tweets and post.