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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
9.0
Support
5.0
Value
6.0
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

197 features confirmed across 16categories· Showing confirmed capabilities only

AI & Automation41features

AI TranscriptionCall TranscriptionAnomaly DetectionAnomaly DetectionAutomation RulesWorkflow AutomationAI SupportAI agentsAI Agent BuilderAI Agents for Engagement, Qualification, and ConversionAutonomous AI agentsAI Agents for SalesAI Assist for Voice/Text Queries
Show 33 more
AI AssistantsAI Assisted Knowledge Article GenerationAI Assisted Ticket Creation and ManagementAI Chatbot AssistantChatGPT integrationAI Email AssistantAI Enabled Safety ManagementAI Field Auto-FillAI Generated Response DraftsAI response draftingAI 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 Security and Compliance ControlsSecurity And ComplianceAI Powered Workflow AssistanceAI StudioArc Workflow EngineAutomatic AI RepliesAutorespondersAutomatic Pattern RecognitionBANT Intent DetectionCall SummarizationDrag and Drop WorkflowsDual Knowledge Base ArchitectureKnowledge baseEmail and Email Thread SummaryMacro SuggestionsNo Code Workflow AutomationVoice Command InterfaceSentiment AnalysisEmail Sentiment AnalysisAI Review ResponsesAI response suggestionsBring Your Own ModelAI Driven Workflows with TemplatesCreate, Design and Manage Workflows for Repetitive Tasks

Platform & Customization41features

Document ManagementDocument LibraryAI Document Editor With Co-AuthoringCollaborationAI Text Rewriting And TranslationAudit TrailAudit LogsAutomatic Monthly Data BackupBackup And RestoreData BackupCentralized Data ManagementCode and No-Code Business Logic
Show 33 more
Customizable GUIsCustomizable HomepageCustomizable Page LayoutsData ExportData ExportData ImportData ImportData TaggingDuplicate Image DetectionEdge ComputingEdge ComputingField Level SecurityFlat to Fillable PDF ConversionFormula Expression GeneratorGranular Controls for Multi-Party Approvals for Sensitive Admin ActionsHelp CenterKiosk StudioMulti-Tenant ArchitectureMulti Tenancy SupportPlatform Development Environment for Custom Applications and ObjectsShared WorkspacesTeamspacesZia Custom Design (Canvas Layout from Images)Custom API AccessTest connections in a sandboxRole-Based Access ControlField-Level SecurityCustom BrandingCustomizationActivity FeedBusiness Process BlueprintsCentralized Data StorageCustom Scripting SupportDone-for-You MigrationTeam CollaborationCustom FieldsCustom fields and workflowsCustom TemplatesResponse TemplatesIntegrations MarketplaceSandbox AccountUI EmbeddingWidgetsKanban ViewCustom Views

CRM & Sales28features

CRMContact ManagementLead ManagementLead ManagementMarketing ToolsEmail MarketingAd Platform IntegrationSocial media integrationAI Powered Business Card ScannerAuto Create Contacts Via ZapierBusiness card scanningAutomated Email Marketing for RenewalsAutomated Multi-Channel Campaign Execution
Show 20 more
Case CreationChurn PredictionCompetitor Tracking and ReportingContract and Order ManagementData EnrichmentData EnrichmentDuplicate Contact MergingFunnel AnalysisFunnel AnalysisLocation Intelligence and Map ViewMerge TagsSales Forecasting and Performance ManagementWebsite Visitor TrackingSales AutomationGuided SellingAI Assisted MarketingAutomated Customer Touchpoints And SequencesAutomated Localized Forms and SurveysBrand Consistency ManagementBusiness ConsultingCase ManagementCustomer Journey BuilderDynamic Territory Management

Customer Communication17features

NotificationsPush notificationsAI ReceptionistChatbotAI Chat ReceptionistAI chatbotAutomated Omnichannel DistributionCommunity ForumCommunity forumsCustomer and Subcontractor PortalsCustomer SupportOmnichannel CommunicationFAQ AutomationResponse Templates and Suggested Articles
Show 9 more
Skills-Based Ticket RoutingTicket RoutingSkill-based ticket routingClient PortalCustomer portalsAI ConciergeGenerative AIMessage PersonalizationMessaging Channels SupportOmni-Channel InboxCentralized Multi-Channel CommunicationEmail IntegrationAutoresponders

Reporting & Analytics15features

AnalyticsDynamic DashboardsReportingscheduled reportsReporting ForecastingForecastingAI Powered Call Tracking and AnalyticsSales Analytics and ReportingAutomated Dashboards and System Status ReportsCohort AnalysisCustomer Happiness TrackingCustomer happiness trackingCustomizable Data Views and FilteringCustom Views
Show 7 more
Form 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

Technician Management10features

Time TrackingTimesheetsTraining CoursesOnline TrainingAutomated Sourcing And Nurture CampaignsLead NurturingBusiness Account DashboardAccount ManagementFlex Work and On-Demand StaffingTimesheetInternal Employee CommunicationTeam FeedTeam Management
Show 2 more
Benefits AdministrationData AdministrationKiosk Time ClockSelf service kiosks

Mobile & Field Tools9features

Offline ModeOffline data syncDigital FormsWeb FormsAuto Data EntryData CollectionBuild & Operate AppDigital SignaturesE-signaturesMobile Task Routing and ManagementOffline Mobile Data CollectionTechnician Mobile AppMobile Access
Show 1 more
AI Photo AnalysisVision - Image Matching

Scheduling & Dispatch7features

Work OrdersTicket taggingGantt ChartsGantt chartsProject ManagementTask managementAssign Users to Scheduling Rules PoliciesSLA Management with Automated EscalationsProject CreationOnline BookingCalendar Booking

Equipment & Asset Management6features

Over The Air Software UpdatesFirmware UpdatesReal-Time System AlertsRemote MonitoringReal Time MonitoringEvent Setback ManagementAlertsReal-time anomaly alertsAsset ManagementSecurity Management

Compliance & Safety5features

Consent ManagementData EncryptionGDPR ComplianceHIPAA ComplianceHIPAA Compliance SettingsCode ComplianceGDPR Compliance Settings

Invoicing & Payments4features

Payment Processingonline payment linksDigital Payment Links and QR Codesonline payment linksPrice BookPrice BooksMulti-Currency Supportmulti-currency

Estimating & Quoting4features

Quoting & EstimatesBidding 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 ManagementAutomated Reorder NotificationsBarcode ScanningQR code scanner

Training & Education2features

AI Content TranslationBlueprint & Drawing ReadingBlueprints

Fleet & GPS Management1feature

GPS TrackingLocation intelligence and map view

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