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Zoho CRM

by Zoho

Manage HVAC customers and support seamlessly.

Media

No podcast episodes were found in the provided evidence that specifically discuss, review, or feature Zoho CRM within the context of the HVAC industry.

About This Product

Zoho Desk is a help desk software that provides RESTful APIs to programmatically fetch and edit data in modules such as Tickets, Contacts, and Accounts.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Not available
Free trial
No
Free tier
No
Public API
No
Deployment
Cloud

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Trains AI models on your data

"we make only the following limited use of service data for these technologies: (i) using anonymized crops of service data to improve accuracy of the algorithms; and (ii) using your organization's data for developing models specific for your organization."
Confidence: high Source

Data export available on request

"We provide you complete control of your service data by providing you the ability to (i) access your service data, (ii) share your service data through supported third-party integrations, and (iii) request export or deletion of your service data."
Confidence: high Source

Data deletion honored on request

"We provide you complete control of your service data by providing you the ability to (i) access your service data, (ii) share your service data through supported third-party integrations, and (iii) request export or deletion of your service data."
Confidence: high Source

Primary policy document: https://zoho.com/privacy

FSH Score Breakdown

Ease of Use
5.0
Features
8.0
Support
5.0
Value
6.0
Integrations
8.0
AI Capabilities
1.5

Features

213 features confirmed across 16categories· Showing confirmed capabilities only

Platform & Customization44features

Audit TrailAudit LogsBackup And RestoreData BackupCentralized Data ManagementData AdministrationCustom BrandingTheme customizationData ExportData ExportData ImportData ImportDocument ManagementDocument LibraryKiosk StudioKiosk Studio
Show 36 more
Role-Based Access ControlUser ManagementBusiness Process BlueprintsBlueprintsCustom Scripting SupportCustom functionsCustom FieldsWidgetsCustom TemplatesCustom email templatesAutomatic Monthly Data BackupCustomizable GUIsCustomizable HomepageCustomizable Page LayoutsData TaggingDuplicate Image DetectionEdge ComputingEdge ComputingFlat to Fillable PDF ConversionFormula Expression GeneratorGranular Controls for Multi-Party Approvals for Sensitive Admin ActionsMulti-Tenant ArchitectureMulti Tenancy SupportPlatform Development Environment for Custom Applications and ObjectsShared WorkspacesTeamspacesZia Custom Design (Canvas Layout from Images)Field Level SecurityField-Level SecurityTeam CollaborationTeam Feed for in-app agent collaborationApproval ManagementApproval processCode and No-Code Business LogicNo-Code FunctionsCustom API AccessTest connections in a sandboxAI Text Rewriting And TranslationEmail TranslationAI Document Editor With Co-AuthoringTeam collaborationHelp CenterBranded help centerData GovernanceData AdministrationActivity FeedCentralized Data StorageDone-for-You MigrationDesktop SDKCustom mobile app creationIntegrations MarketplaceSandbox AccountUI EmbeddingWidgetsKanban ViewCustom Views

AI & Automation43features

AI Agent BuilderGenerative AIAI Agents for Engagement, Qualification, and ConversionAutonomous AI agentsAI Agents for SalesAI Agents for SalesAI Field Auto-FillField PredictionAI Generated Response DraftsAI response draftingAI SupportCustomer SupportAI TranscriptionCall TranscriptionAnomaly DetectionAnomaly Detection
Show 35 more
Automatic AI RepliesAutorespondersAutomatic Pattern RecognitionIntelligent Character RecognitionAutomation RulesWorkflow AutomationSentiment AnalysisAI-powered response suggestions and sentiment analysisNo Code Workflow AutomationNo-code workflow automationAI Assist for Voice/Text QueriesAI AssistantsAI Assisted Knowledge Article GenerationAI Assisted Ticket Creation and ManagementAI Chatbot AssistantChatGPT integrationAI Email AssistantAI Enabled Safety ManagementAI Generated Work Order Summaries and Prioritization RecommendationsAI Module Creation via PromptsAI Note Taker ModeAI Powered Form BuildingAI-powered form generationAI Powered Marketing Automation for Customer EngagementAI Powered ScoringAI Powered Workflow AssistanceAI StudioArc Workflow EngineBANT Intent DetectionDrag and Drop WorkflowsDual Knowledge Base ArchitectureKnowledge baseEmail and Email Thread SummaryMacro SuggestionsVoice Command InterfaceAI Feedback AnalysisVoice of the CustomerCall SummarizationConversation SummaryAI Review ResponsesAI response suggestionsBring Your Own ModelAI Powered Security and Compliance ControlsSecurity ManagementAI Driven Workflows with TemplatesCreate, Design and Manage Workflows for Repetitive TasksNo-Code Bot BuilderNo-code functions

CRM & Sales28features

CRMContact ManagementAutomated Customer Touchpoints And SequencesCadencesChurn PredictionChurn PredictionData EnrichmentData EnrichmentFunnel AnalysisFunnel AnalysisLead ManagementLead ManagementMarketing ToolsEmail MarketingSales AutomationGuided Selling
Show 20 more
Ad Platform IntegrationGoogle Ads integrationAI Assisted MarketingAI sales assistantCase ManagementTicket managementAI Powered Business Card ScannerBusiness card scanner for contact creationAuto Create Contacts Via ZapierBusiness card scanningAutomated Multi-Channel Campaign ExecutionCase CreationCompetitor Tracking and ReportingContract and Order ManagementDuplicate Contact MergingMerge TagsSales Forecasting and Performance ManagementAI Search And LLM VisibilityGlobal searchLocation Intelligence and Map ViewLocation intelligence and map view for field salesAutomated Localized Forms and SurveysCustomer Journey BuilderDynamic Territory ManagementIntegrated Marketing CampaignsMultichannel MarketingKeyword Strategy And SEO ManagementWebsite optimizationBrand Consistency ManagementBrand management

Customer Communication20features

Client PortalPortalsCommunity ForumCommunity forumsCustomer SupportOmnichannel CommunicationNotificationsPush notificationsAI ReceptionistChatbotExplicit Opt-In For Marketing TextsWebformsOmni-Channel InboxCustomer service channelsAutomated Omnichannel Distribution
Show 12 more
Customer and Subcontractor PortalsFAQ AutomationResponse Templates and Suggested ArticlesSkills-Based Ticket RoutingTicket RoutingSkill-based ticket routingVoIP Phone SystemCaller IDCentralized Multi-Channel CommunicationOmnichannelAI ConciergeGenerative AIAI Chat ReceptionistAI-powered chatbot (Zia)Message PersonalizationMessaging Channels SupportChat Window CustomizationCustomer service channelsEmail IntegrationMass Email

Reporting & Analytics16features

AnalyticsDynamic DashboardsReportingscheduled reportsCustomer Happiness TrackingCustomer happiness trackingReporting ForecastingForecastingCustomizable Data Views and FilteringCustom viewsGoal TrackingForm performance trackingAI Powered Call Tracking and AnalyticsSales Analytics and ReportingAutomated Dashboards and System Status Reports
Show 8 more
Cohort AnalysisForm Performance Tracking and AnalyticsReal Time Project Dashboards with Cost to Complete and Schedule VarianceRole-Based DashboardsVoice of the CustomerCall InsightsVoice command dashboardsVisitor InsightsBusiness EvaluatorRecommendation Builder

Mobile & Field Tools11features

Offline ModeOffline data syncAuto Data EntryData CollectionDigital FormsWeb FormsDigital SignaturesE-signaturesTechnician Mobile AppMobile AccessOffline Mobile Data CollectionOffline access and syncBuild & Operate AppMobile Task Routing and Management
Show 3 more
Customizable Forms and ContractsCustomizationAI Form Guidance AgentAI-powered form generationAI Photo AnalysisVision - Image Matching

Technician Management11features

Business Account DashboardAccount ManagementKiosk Time ClockKiosk modeTime TrackingTimesheetsTraining CoursesOnline TrainingAutomated Sourcing And Nurture CampaignsLead NurturingFlex Work and On-Demand StaffingTimesheetInternal Employee CommunicationTeam Feed
Show 3 more
Checklists and TasksTask and Event ManagementTeam ManagementTeam modulesBenefits AdministrationData Administration

Scheduling & Dispatch8features

Work OrdersTicket taggingGantt ChartsGantt chartsOnline BookingCalendar BookingProject ManagementTask managementAssign Users to Scheduling Rules PoliciesSLA Management with Automated EscalationsScheduling OptimizationLocation intelligence and map viewProject Creation

Compliance & Safety7features

Data EncryptionData EncryptionGDPR ComplianceGDPR ComplianceHIPAA ComplianceHIPAA ComplianceConsent ManagementPrioritized RecommendationsRecommendation BuilderCode ComplianceGDPR Compliance SettingsAcoustic ModelingChurn Prediction

Equipment & Asset Management6features

AlertsSLA violation alertsAsset ManagementDevice ManagementOver The Air Software UpdatesFirmware UpdatesRemote MonitoringReal Time MonitoringReal-Time System AlertsEvent Setback Management

Invoicing & Payments4features

Payment Processingonline payment linksMulti-Currency SupportMulti-currency supportPrice BookPrice BooksDigital Payment Links and QR Codesonline payment links

Estimating & Quoting4features

Quoting & EstimatesCPQBidding Templates and KitsDynamic Presentation BuilderAssembly BuilderProduct Configurator

Accounting Integration4features

Job CostingOmnichannelAllocation Formulas and Rules EngineRule EngineBudgetingBudget trackingAI Bill ScanningBusiness card scanning

Inventory Management3features

Inventory ManagementTerritory ManagementBarcode ScanningQR code scannerAutomated Reorder Notifications

Training & Education3features

AI Content TranslationComfort & PsychrometricsCohort AnalysisBlueprint & Drawing ReadingBlueprints

Fleet & GPS Management1feature

GPS TrackingGeolocation Tracking

Integrations 15 across 5 categories

Communication 5
Microsoft Teams

Microsoft Teams

WhatsApp

WhatsApp

Zoho Cliq
Zoho Meeting
Zoho SalesIQ
CRM 4
Salesforce

Salesforce

Zoho CRM

Zoho CRM

Zoho Desk
Zoho SalesInbox
Productivity 4
Backstage
Google Sheets

Google Sheets

Google Workspace

Google Workspace

Microsoft 365

Microsoft 365

Accounting 1
Zoho Invoice

Zoho Invoice

Marketing 1
Zoho PageSense

Pricing

Model
Per User
Starting at
Contact for pricing