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Financial Technology Year

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Zoho CRM

from Zoho

Cloud-based CRM platform providing contact management, lead tracking, deal pipelines, workflow automation, email integration, document management, mobile access, analytics, and integrations across financial services and insurance.
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Category: Customer Relationship Management (CRM) Systems
in: Customer Service
Platforms that manage customer interactions, track communication history, and provide a 360-degree view of policyholder relationships across products and touchpoints.

Zoho CRM


Category: Lead Management Software
in: Business Development and Marketing
Tools for capturing, qualifying, tracking, and converting prospective client leads through the sales pipeline, with integration to CRM systems and marketing platforms.

Zoho CRM


Category: Client Relationship Management (CRM) Systems
in: Client Services
Platforms that manage client information, track interactions, and provide a comprehensive view of client relationships and account activities.

Zoho CRM


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