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Close deals faster
Map your entire sales process with a series of efficient and repeatable steps for your sales team to follow. Assign leads, set follow-up tasks, and keep all communications with each customer in one place.
Sign contracts with digital signatures
Get quotes and contracts signed faster with digital signatures. Upload a document or create a template that pulls key data from your CRM. Save the final signed copy to each customer record for safe keeping.
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Invoice for work
Set up retainer invoices, then bill for hours as your team completes tasks and milestones. Provide customers the option to pay online from their email, or a secure customer portal. Invoice in stages, at set dates, or even for half payments. Automate follow up emails to ensure you get paid.
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Manage projects
Keep an eye on your open projects with gantt charts, milestones and task lists. Once a sale is made, a project will automatically get created from a template, along with a series of tasks. Assign tasks to notify colleagues to begin work. Track your team's progress and update customers as you go.
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Track expenses to understand total project cost
Connect your credit card to our double entry-accounting system to track overhead costs. Then track expenses and associate them to projects as you go. Simply scan receipts or track mileage from a mobile device, then choose the project to add them to.
Track budgets, project delivery, and performance
Bring your sales, marketing, operations, and accounting data together with more than 500 pre-made reports and executive dashboards. Monitor your sales pipeline, service delivery process, and review the overall performance of your team to keep improving.
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Why businesses love Zoho One
"We were losing so much time being on two or three platforms. Being on Zoho One helped us scale way, way faster."
Francis Jobidon
Co-founder - key account manager
"Instead of looking for information in different tools, with Zoho One we were able to see it in one place."
Moira Russel
Internation Business Development Manager