10 Underrated Zoho CRM Features That Can Transform Your Workflow

Zoho CRM is already packed with powerful features that help businesses manage sales, marketing, and customer service. But beyond the basics like lead management and automation, there are some hidden gems that could make a huge difference to your workflow. In this blog, let’s dive into 10 underrated Zoho CRM features that might just be the game-changer your team needs.

1. Blueprint: Automate Your Processes with Ease

If you’re tired of manually tracking every step in your business processes, Blueprint is here to save the day. It lets you define, automate, and enforce business workflows. Whether it’s managing sales pipelines or handling support requests, Blueprint keeps everything running smoothly and ensures nothing slips through the cracks.

Example: After a demo, Blueprint can automatically prompt your sales reps to send follow-up emails or schedule the next steps. No more manual follow-ups!

2. Zia AI: Your Personal CRM Assistant

Meet Zia, Zoho CRM’s AI-powered assistant. Zia isn’t just a cool feature; it helps you make smarter decisions by predicting trends and the likelihood of leads converting. It even suggests the best time to reach out to prospects, ensuring your team focuses on the right leads at the right time.

Example: Zia can look at past interactions and tell your team which leads are most likely to convert, allowing them to prioritize their efforts for better results.

3. Multi-Page Layouts: Custom Views for Different Teams

Not all teams need the same information. With Multi-Page Layouts, you can create tailored views for each department. Whether it’s sales, marketing, or support, each team gets the data they need without the clutter of irrelevant info.

Example: The sales team can focus on lead conversion stats, while marketing sees campaign performance without any distractions.

4. CommandCenter: Orchestrating Seamless Customer Journeys

CommandCenter lets you manage the customer journey across various touchpoints and teams. Think of it as the conductor of an orchestra, ensuring everything flows smoothly from start to finish. By mapping out each step in the journey, CommandCenter helps ensure your customers have a seamless experience, whether they’re interacting with sales, marketing, or support.

Example: After a customer makes a purchase, CommandCenter ensures that their details are automatically passed on to the support team for a smooth follow-up. No customer gets left behind!

5. SalesSignals: Real-Time Notifications That Matter

With SalesSignals, you get instant updates from emails, chat messages, and form submissions. This means you never miss a chance to engage with prospects. You can quickly respond to leads when they’re most active, making every interaction count.

Example: If a lead opens an email or fills out a form, your sales team gets an instant notification so they can follow up right away.

6. Canvas: Make Your CRM Your Own

Customizing your CRM interface is a breeze with Canvas. This drag-and-drop editor lets you create a layout that suits your workflow—no coding required. Whether it’s rearranging fields or adding custom branding, Canvas gives you complete control over how your CRM looks and feels.

Example: Sales teams can create a view focused on lead data, while support teams can have a layout that prioritizes customer tickets. It’s all about making the CRM work for you.

7. Validation Rules: Stop Data Errors Before They Happen

Validation Rules help keep your data clean by preventing errors right when they happen. You can set rules to ensure that things like phone numbers, email addresses, and required fields are filled in correctly. This means less time cleaning up data and more time focusing on sales.

Example: A rule could make sure a phone number is entered in the correct format before saving the lead in your CRM. No more sloppy data!

8. Sandbox: Test Changes Without Worry

Before making changes to your live CRM, use the Sandbox feature to test them out in a safe environment. This is especially useful when experimenting with new workflows or integrations—without the risk of messing up your existing system.

Example: If you’re thinking of adding a new field to track customer preferences, test it in the Sandbox first to see how it works before going live.

9. Webforms: Capture Leads Automatically

Webforms in Zoho CRM make capturing leads a breeze. You can embed forms on your website and have them automatically create new leads in your CRM. No more manual data entry, and every lead gets followed up on right away.

Example: A simple contact form on your website can automatically create a new lead in Zoho CRM, ensuring no prospects fall through the cracks.

10. Scheduler: Never Forget a Follow-Up Again

The Scheduler is your CRM’s built-in reminder system. It helps you automate recurring tasks and set follow-up reminders. Whether it’s regular check-ins with clients or follow-up emails, the Scheduler keeps your sales cycle on track without you having to remember every little detail.

Example: Set up recurring reminders to follow up with clients every few weeks, ensuring no one is forgotten.

Conclusion

Zoho CRM isn’t just a tool for managing customer relationships—it’s a powerhouse of features that can streamline your workflows and boost productivity. By tapping into these underrated features, you can automate processes, improve data accuracy, and create a more efficient workflow for your team.

So, which feature are you most excited to try out? Let us know in the comments below, or reach out if you need help making the most of Zoho CRM’s full potential!