# Zoho CRM

CRM from Zoho for leads, contacts, accounts and deals, with kanban pipelines, workflow rules and email.

- Website: https://www.zoho.com/crm/
- Listing: https://openack.co/p/zoho-crm
- Not evaluated. Listed by OpenACK: its 9 claimed capabilities are OpenACK's reading of the product's public site, not the maker's word, and nobody has checked them yet.

OpenACK's description (not checked):

> Zoho CRM manages leads, contacts, accounts and deals in separate modules, with list and kanban views, tasks, notes and email from records. Workflow rules can run actions when records change. A Free edition covers up to three users; paid editions add more automation, custom fields and integrations.

## Capabilities

- **not evaluated**: Add a contact with their company and email
- **not evaluated**: Track deals in a pipeline with drag-and-drop stages
- **not evaluated**: Import contacts from a CSV file
- **not evaluated**: Log a note on a contact
- **not evaluated**: Create a task with a due date
- **not evaluated**: Send an email to a contact from the CRM
- **not evaluated**: Filter contacts and save the view
- **not evaluated**: Automate a step when a deal changes stage
- **not evaluated**: Export contacts to a CSV file

## What the statuses mean

- **confirmed** (ACK): a person from OpenACK signed in with a test account and saw it work.
- **not confirmed** (NAK or ?): it was tried and didn't work, or we couldn't reach or check it. Not proof it's missing, but not verified.
- **not evaluated** (—): nobody has checked it. It's the founder's word only.

Treat only "confirmed" as verified. A result is a record of one evaluation on the date shown, not a guarantee.