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Features

Everything you need to run a modern sales pipeline

From visual pipelines and automation to mobile-first workflows and enterprise-grade security β€” explore the full Zoflo toolkit, grouped by what it helps you do.

Key highlights

< 30 min

Average setup time

2–20

Users per team, ideal range

12+

Native integrations

15 days

Free trial, no card needed

Twelve categories, one tightly-integrated CRM

Each card lists what's included β€” every capability works together out of the box.

Pipeline Management

Visual stages and connected workflows for every team process.

  • Visual Kanban-style sales pipelines
  • Multiple pipelines for different teams and processes
  • Connected pipelines for tracking customer journeys
  • Deal and lead tracking
  • Task and activity management
  • Product management inside deals
  • External record sharing

Customer Management

Every contact, conversation, and signal in one place.

  • Centralized customer database
  • Contact and company management
  • Lead capture forms
  • Import, export, and migration tools
  • Real-time notifications with Signals
  • Gmail integration
  • Booking and appointment pages
  • Payment link integration

Multichannel Communication

Reach customers wherever they are β€” calls, chat, email, and meetings.

  • Built-in telephony and call logging
  • WhatsApp integration
  • Email integration and syncing
  • Mass email campaigns
  • Social media integration (X/Twitter)
  • Virtual meeting integrations (Zoom, Teams, Zoho Meeting)

Automation

Cut manual work with triggers, follow-ups, and routing rules.

  • Workflow automation
  • Automated follow-ups
  • Auto lead assignment
  • Email and WhatsApp automation
  • Trigger-based actions
  • Marketing automation
  • Zapier and Zoho Flow integrations
  • Automated invoicing with Zoho Invoice

Team Collaboration

Keep the team aligned with shared pipelines, mentions, and calendars.

  • Shared pipelines for teams
  • Activity management
  • Calendar and scheduling
  • @mentions and collaboration tools
  • Microsoft Teams integration
  • File sharing and document management

Customization

Bend Zoflo to match how your business actually runs.

  • Custom fields and modules
  • Tags and notes
  • Multi-currency support
  • Merge templates
  • Spreadsheet-style sheet view
  • Add-on β€œToppings” for extended functionality

Analytics & Reporting

Spot trends, forecast outcomes, and act on what the numbers say.

  • Dashboards and KPI tracking
  • Sales performance reports
  • Pipeline analytics
  • Integration with Zoho Analytics
  • Customer behavior insights

Data Administration

Stay in control with clean data, clear roles, and full audit trails.

  • Roles and profile permissions
  • Audit logs
  • Duplicate record management
  • Stage transition rules
  • Data import and export tools

Integrations

Connect the apps you already pay for β€” no glue code required.

  • Zoho Books
  • Google Workspace
  • Microsoft 365
  • Shopify
  • Mailchimp
  • Zapier
  • Razorpay
  • Paytm
  • IndiaMart
  • WhatsApp Business

Mobile Applications

Run your pipeline from anywhere β€” native apps for every platform.

  • Apps for Android, iPhone, iPad, and macOS
  • Mobile pipeline management
  • Instant notifications
  • On-the-go call management
  • Business card scanner

Security & Compliance

Enterprise-grade safeguards with controls your team can actually manage.

  • GDPR compliance
  • HIPAA support
  • Single Sign-On (SSO)
  • Multi-factor authentication (MFA)
  • Role-based access control
  • Encrypted customer data

See Zoflo in action

Spin up your first pipeline in under 30 minutes β€” or book a guided walkthrough with our team.