A typical day for sales teams involves collaborating with external teams and waiting on collateral like custom pitch decks, contracts , etc. That means leaving your CRM (where you work) and where all the customer data lives.
But what if you didn't have to switch apps like that?
How does
CRM for Everyone work?
Introducing Teamspaces
Teamspaces enable you to bring the teams you work with into Zoho CRM. These spaces are unique to each team and managed by their own team leads. That said, your CRM administrator still retains full control.
What about
information overload?
Handle data through team modules
With team modules, each team gets their own set of modules that help them extract, update, and push the information they work with.
Won't non-sales teams find it difficult?
AI tools that make Zoho CRM adoption easy
- Zia module creation
- Image to Canvas
Zia module creation
Teams can write a simple prompt describing the data they want to work with and the purpose the module serves—then simply hit Next. Zia will then create a custom team module that suits their requirements.
Image to Canvas
Create custom list views or tile views from images. Let's say your HR team wants to create a list view that matches employee ID cards. All they need to do is upload an ID card image, and Zia will generate a custom Canvas view automatically.
Okay, but
where's the collaboration?
Requester modules
Zoho CRM for Everyone was built for seamless inter-departmental collaboration. How does that happen? Requester modules enable teams to create and send requests across departments.
Does it actually work
in the real world?
See how it works
- Here's a marketing Teamspace, where they have all the modules they need, like this custom collateral module.
- When sales needs a custom pitch deck, they submit a request as a 'requester' to this module.
- Both teams can monitor everything here, from progress to file updates.
But we work
just fine now...
Here are a few reasons why you need this change:
- End communication chaos. Prioritize real collaboration.
- Sell more, chase less. Free time from internal follow-ups.
- Break dependencies. Unblock your sales engine.
- Clarity enables efficiency. All teams get live updates.
What's in it for the other teams?
One CRM, endless possibilities for every team
Discover how Zoho CRM for Everyone empowers every team to work smarter, collaborate seamlessly, and drive results.
- Marketing
- Legal
- Onboarding
- HR
- Development
- Finance
Right message,
right customer, right time
- Get a bird’s-eye view of customer demographics, behaviors, and preferences.
- Run targeted campaigns, track their efficacy, and re-target lost customers.
- Automate personalized marketing efforts for maximum impact.
Streamline compliance and case management
- Monitor client interactions for compliance and legal adherence.
- Manage inquiries, track case files, and resolve issues efficiently.
- Use Zoho CRM as a central repository for evidence and documentation.
Seamless onboarding every time
- Automate and track onboarding workflows for new customers and employees.
- Ensure all stakeholders are aligned via real-time updates.
- Reduce manual effort and improve onboarding efficiency.
Empower your workforce
- Track employee performance, plan training, and manage rewards.
- Automate hiring pipelines, onboarding, and employee documentation.
- Use CRM data to optimize workforce allocation and management.
Build smarter, collaborate better
- Track project progress, dependencies, and team collaboration.
- Use Zoho CRM to manage feature requests, bug reports, and client feedback.
- Align development efforts with sales and customer needs.
Financial clarity and control
- Monitor revenue, expenses, and ROI across teams.
- Verify reimbursements and track client acquisition costs.
- Integrate CRM with ERP for smarter financial planning.
Anything else?
There's a lot more that Zoho CRM for Everyone can do for your sales team and every other team that works with customer data. The best way to understand it is by experiencing it. Experience true collaboration.
Try Zoho CRM for Everyone