Features That MakeSelling Easier

Conquer every stage of the customer journey with PLAZA CRM

Process Management

Does your sales team know what to do at each stage in your pipeline? With Blueprints, your sales team can find out the next move to make at any moment. Define your sales process for your whole team to follow.
Sales Process Builder
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.
Processing Rules
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.


The more your business grows, the more you need to know. Measure the performance of every sales activity, and break quotas down into achievable targets with PLAZA CRM's reports, analytics, and forecasts.
Real-time reporting gives you insight into a variety of metrics such as sales trends, marketing campaigns, activity reports, and team performance.
Analytical Components
Create dashboards, analyze trends, stay on top of your key performance indicators, and know where you stand on your targets.
Take a look at the different ways Zoho CRM analytics can help your business grow by helping you make data-backed decisions.

Performance Management

Accelerate your sales team's productivity with accurate forecasts of potential revenue, and make use of productivity games to exceed your sales quotas. You can categorize customers quickly, set up multiple currencies, use AI predictions to prioritize leads and deals likely to convert, and track website visitors to convert more prospects.
Make more accurate forecasts. Predict future sales, and measure them against current sales.
Territory Management
Categorize customers based on relevant criteria and assign the right sales reps to reach out to them. Exceed quotas with region-wide sales insights.
Encourage your team to exceed sales quotas by awarding badges and trophies when tasks are completed.

Predictive Sales and Intelligence

Zia is an AI assistant included in Plaza CRM who can help you manage your CRM data. Zia can fetch the information you want, take notes, predict the future of a sale, detect anomalies, automate tasks, and more! Stay on top of every activity with the newest member of your team.
Lead & Deal Prediction
Zia can predict the likelihood of success for every lead and deal in your CRM, making life simpler for your team.
Voice Prediction
The conversational assistant built into Plaa CRM. She can help you with many of your everyday activities, from taking notes to computing sales numbers. She's always up for a conversation.
Macro Suggestions
Zia observes your day-to-day sales activities and identifies patterns—combinations of actions based on repetition. Zia registers these patterns and makes personalized macro suggestions to automate these tasks.


Every business is unique, and your CRM should reflect that. Combine various features to mold your CRM to fit your business—the information you collect, the way you view your information, and even the language and currency used can be customized to suit your needs.
Create layouts for different processes, control what data enters your CRM, and close more sales in less time.
Custom Components
Customize the information you want to see inside CRM with custom modules, fields, and buttons.
Views and Filters
Focus in on information that matters to you, and easily find any information you need using custom views and advanced filters.
Global Selling
Provide multi-language and multi-currency support to your team so you can sell to customers around the world.

Marketing Automation

Get your marketing and sales teams on the same page. Generate new leads, execute targeted email marketing campaigns, and compare ad spending to sales revenue with the Google Ads integration.
Customer Segmentation
Segment your contacts and target them with personalized campaigns to improve engagement, retention, and ROI on marketing campaigns.
Lead Nurturing
Strengthen your relationship with your leads by nurturing them with relevant content at every stage of your funnel.
Google Ads Integration
Compare your Google Ad campaigns against sales to monitor your spending and determine which campaigns are working and which aren't.
Event Management
Use CRM to communicate with event attendees, send invites to your contacts or leads, and connect with new leads that you've collected from the event.

Mobile apps

Stay on top of business everywhere, all the time with Plaza CRM Mobile Edition. Be better informed, stay connected to clients and colleagues, and react to fast-moving changes wherever you are.
Benefits of going mobile
Access key information at any time, from anywhere
A mobile CRM provides constant access to customer interactions, contact history, recent transactions, and up-to-date pricing information. Having continuous, real-time access to customer data helps you prepare for meetings and follow-ups with leads while you're on the move.
Shorten your sales cycle
Spend less time tracking down customer information and more time closing deals. A mobile CRM keeps all your information handy so that you can invest your time anticipating your customers' needs instead of on redundant tasks.
Collaborate on the go
A mobile CRM not only benefits sales reps in the field, it also beneifts managers back at HQ who need to stay informed of their team's progress. When managers can access your real-time sales reports, track your sales pipeline, and provide support while you're out and about, you can respond to potential challenges with complete confidence.
Enhance customer service
Focus on building customer relationships by providing quality suggestions and answering customer concerns right away. Follow up after you've closed a deal and provide top-notch support.


Your security is our top priority. We understand that every organization needs to strike the right balance between protecting their customers' data and giving employees the freedom to get their work done.Plaza CRM succeeds in meeting both of these requirements.
Roles, Profiles, and Teams
Assign roles for users, define permissions, and control access to information in Plaza CRM.
Data Security
With comprehensive data security features, protect both your data and your customers' from unauthorized access.
Ensure you data collection and sales process is compliant with privacy regulations using our comprehensive set of compliance features.

Developer Platform

Build integrated systems, offer personalized user experiences, and develop apps for both web and mobile. Use Plaza CRM's developer platform and SDKs to build and deploy secure, scalable, and enterprise-ready solutions.
Integrate your account with any third-party application and create complex workflows that leverage your Plaza CRM data.
Widget SDK
Build custom web interfaces using Plaza CRM's Widgets SDK and seamlessly embed them in your account's native interface.
Web and Mobile SDK
Build web and mobile solutions for your Plaza CRM account without having to worry about any underlying architecture.
Write event-driven and serverless Deluge, Java, Node.js, or Python code to work with Plaza CRM data and workflows.
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