Zoho CRM comes loaded with a fine set of versatile modules that can be easily integrated into your business processes, therefore bringing in efficiency. Chudovo specializes in customizing such modules to suit your unique business requirements and making sure that each module runs with optimum efficiency in your unique workflows. Below are the standard Zoho CRM modules that companies leverage
Leads
This module within this CRM captures information, tracks leads, and manages prospects prior to becoming qualified opportunities. Chudovo may further nurture this module, focusing on enhancing lead scoring, segmentation, and automatic follow-up in a manner whereby the sales team pays attention to these most reassuring leads.
Accounts
This module includes data about companies or organizations with which you do business. A summary of all activities and transactions is provided. Through our Zoho development services, we help you manage your finances by implementing Zoho Books for invoicing, accounting, and financial reporting. Further development in the module by Chudovo can be done for accounting type-based data, integration with other systems, and workflow automation in account management.
Contacts
The Contacts module serves as a log of all kinds of contacts for all of your accounts: key decision-makers and/or influencers. Chudovo will help with this module's optimization to arrange contacts in the best possible way, add custom fields for contacts, and automate routine tasks with contacts.
Deals
With the Deals module, one can trace an opportunity from first contact to closing. Inside the Deals module, Chudovo empowers one to set custom stages that correspond to your process, create automated notifications anywhere in the process, and track your pipeline in whatever way works for you.
Activities
The Activities module is for the planning and tracking of tasks, calls, and meetings, among other activities conducted in relation to your sales process. Chudovo will help enhance this module by adding custom activity types, reminders, and calendar system integration to ensure the team stays organized and on the right path.
Products
The Products module serves to perform the grouping of complex services that a company can offer, describing each and every one. Chudovo can develop this module for personal address inventory and create products exactly by requests of an individual customer and organize rational product placement.
Quotes
This module is used for generating, modifying, and sharing price quotes with prospects. Chudovo can help in designing custom quote templates and automate functions for approval. It could also integrate this module with pricing strategies and workflows.
Sales Orders
Also called module order handling, it will take care of the amount after a quote is given and accepted. The module would make the process of selling up to delivery seamless. In addition, Chudovo would be able to add definite, concrete rules for processing the order in this module, bots for the automatic issuance of confirmation, and coupling with the inventory and shipping systems.
Invoices
The invoicing module works entirely on creating, customizing, and managing invoices and integrating them with all related payments. Chudovo enables full configuration in the invoicing module with basic settings, so it works according to your billing policy, from creating order invoice templates followed by messages to integration with systems.
Campaigns
Make use of this Campaigns module to plan, execute, and track your marketing campaigns in the process of driving for leads and driving sales. Chudovo can also help optimize this module by setting up custom campaign types and specific metrics to be tracked, which are incorporated with your whole marketing strategy.
Cases
In organizations, Cases are the place where customer-related problems are solved and assured to be solved in time to customer satisfaction. Chudovo can also help customize options for the Cases module, including but not limited to adding case categories, defining escalation rules, and enabling any support settings in a way that’s on the job.
Reports
The reports module gives you meaningful insights into many aspects of your business, from sales performance to customer behavior. Chudovo will help you create reports on just those metrics and visualize customized dashboards that visualize real-time data.
Custom Modules
Chudovo can go beyond ready-to-use in Zoho CRM by creating custom modules tailored to your specific business problems for standard CRM functionality extended to meet your specific needs. We offer Zoho development services to deploy Zoho One, giving you a unified platform to manage all your business applications.