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Smart Software to help you

Gain & Retain Customers

Zoho CRM Plus helps you engage with the right prospects, sell smarter and retain more customers,
while measuring and improving all customer-facing activities along the way.

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© Zoho Corp. 2014!

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Your Benefits
• Create effective email campaigns to reach and interact with your prospects.
• Proactively chat with your website visitors and convert them into prospects.
• Create, schedule and deliver your social media content when your audience is most likely to
engage.
• Manage your sales pipeline, spot opportunities, increase win rates and grow your business.
• Deliver unmatched customer service across multiple channels, languages and time zones.
• Plan, track and collaborate on client deliverables using our project management tools.
• From click to deal, it's all in one place. Drill down your Google AdWords campaigns and
improve conversion rates.
• Gain data-driven insights on your sales performance with smart dashboards and KPIs.
• Gather opinions, analyze results and discover better ways to exceed customer expectations.!
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Sales Force Automation

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Feature! Availability!

Sales Force Automation! !

Leads! Yes!

Accounts! Yes!

Contacts! Yes!

Potentials! Yes!

Sales Forecasting! Yes!

Forecasts Based on Territories! Yes!

Macros! Yes!

Document Library! Yes!

Activities - Tasks, Events, Calls! Yes!

Reminders! Yes!

Recurring Activities! Yes!

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Feature! Availability!

Multiple Currencies! Yes!

Social (Integration with Facebook and Twitter)! Yes!

Social Tab (Facebook Pages and Twitter accounts of the

Yes!
Company)!

Feeds for Team Collaboration! !

Status updates and direct messages! Yes!

Attach files to feeds! Yes!

Tag Users! Yes!

Groups! Yes!

Marketing Automation! !

Zoho CRM for Google AdWords! Yes!

Website Visitor Tracking! Yes!

Marketing Campaigns! Yes!

Mass Email! 1000/day!

Custom Email Templates! Unlimited!

Email Opt-out! Yes!

Auto-responders! 3!

Schedule Mass Email! Yes!

Inventory Management! !

Products! Yes!

Price Books! Yes!

Quotes! Yes!

Sales Orders! Yes!

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Feature! Availability!

Invoices! Yes!

Vendors! Yes!

Purchase Orders! Yes!

Inventory Templates! Yes!

Customer Support! !

Cases! Yes!

Solutions! Yes!

Web-to-Case Form! 20 forms/module!

Notify Owner! Yes!

Assignment Rules! 20 rules & 50 rule entries!

Case Escalation Rules! Yes!

Business Hours! Yes!

CRM Analytics! !

Standard Reports! Yes!

Custom Reports! Yes!

Schedule Reports! 40 Schedulers!

Standard Dashboards! Yes!

Custom Dashboards! Yes!

Data Administration! !

File Storage (for Org.)! 1 GB minimum + 1 GB /user license!

Additional Storage (for Org.)! $4/month for 5 GB!

No. of Records! Unlimited!

Import Data! 20000!

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Feature! Availability!

Data Import - Clone option! Yes!

Data Import - Skip and Overwrite option! 5000 records/batch!

Merge Duplicates -Find & Merge Option! Yes!

Merge Duplicates – De-duplicate Option! Yes!

Import History! Past 60 days!

Export Module Data! 3000 records/module!

Free Data Backup! 2 data backups/month!

Data Backup! $10 /request!

500 calls/user license !

API for Third-party App. Integration! Max: 25000 calls/day!
Min: 3000 calls/day!

Security Management! !

Profiles! 25!

Roles! 250!

Territory Management! 250 territories!

Groups! 50!

Field-Level Security! Yes!

Custom Links! 10 links/module!

Default Data Sharing Settings! Yes!

Public Read Only(in Default Data Sharing Settings)! Yes!

Data Sharing Rules! 15 rules!

Audit Logs! Yes!

Product Customization! !

Organize Tabs! Yes!

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Feature! Availability!

Rename Tabs! Yes!

Group Tabs! 10 groups!

Custom Modules! 5 modules!

Page Layout Customization! Yes!

Email Address Duplication Check! Yes!

Standard List Views! Yes!

Custom List Views! Unlimited!

Records in List Views! 100!

Modify Criteria Pattern! Yes!

Last Activity Time in Criteria! Yes!

Custom Related Lists! 3 custom related lists/module!

Customize Search Layout! Yes!

Customize Related Lists Columns! Yes!

Copy Customization! Yes!

Web Tabs! 10!

Custom Fields (Includes all types of fields)! 150 fields/module!

Maximum limit for individual field types! Yes!

String fields (Text, Pick List, Multi-select Pick List, Email,

60!
Phone, Text Area, URL, and Auto Number)!

Text Area fields! 10!

Integer Fields (digits without decimal)! 20!

Number fields (Decimal, Percentage, and Currency)! 15!

Date Fields! 15!

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Feature! Availability!

Date & Time Fields! 10!

Boolean (Check box)! 20!

Long Integer Fields! 5!

Lookup Fields! 5!

Auto-number Fields! 1!

(Inclusive of the total no. of Text fields)! !

Formula Fields (Included in the total no. of custom fields)! 14 fields/module!

* Number + Currency = 8! !

* String = 2! !

* Boolean = 2! !

* Date Time = 2! !

Special Fields! !

Contact Role! Yes!

Terms & Conditions! Yes!

Tax Rates! Yes!

Workflow Management! !

Workflow Rules! 30 rules/module!

Time Based Action! 5 actions/workflow rule!

Workflow Tasks! 5 tasks/action!

Reminder for! Yes!

Workflow Tasks! Yes!

Workflow Alerts! 5 alerts/action!

Workflow Approvals! Yes!

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Feature! Availability!
Record Owner, Record Creator, Record Owners Manager
Yes!
(options in Alert)!

Using Email field from the! Yes!

Module & Related Modules! Yes!

Workflow Field Updates! 3 field updates/action!

Delete (Execute On Record Action)! Yes!

Field Update (Execute On Record Action)! Yes!

Execute Based on Date Field Value! Yes!

1/action. 10000 calls/day or 200 calls

Webhooks! per user license for the org. Whichever
is lower!
10000 calls/day or 200 calls per user
Custom Functions - Calls per Day!
license for the org. Whichever is lower!

Custom Functions - Integration Tasks! 5000 Zoho API calls/day using deluge!

Custom Functions - Get Data! 5000 calls/day!

Custom Functions - Post Data! 5000 calls/day!

Custom Functions - Send Mail! 500 emails/day!

Pulse Follow-ups! 2/action!

Web Forms! !

Forms for Leads/Contacts! 20 forms/module!

Approve Records! Yes!

Assignment Rules! 20 rules & 50 rule entries!

Auto Response Rules! Yes!

Unsubscribe Form! Yes!

Notify Record Owner! Yes!

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Feature! Availability!

Email! !

IMAP (private beta)! Yes!

POP! Yes!

Zoho Mail Add-on! Yes!

BCC dropbox! Yes!

Plug-in for Microsoft Outlook! Yes!

Attachments in Email! 10 MB!

Add-ons & Integrations! !

Zoho CRM Mobile Edition! Yes!

Manage Mail Add-on Users! Yes!

Zoho Creator Integration! Yes!

Zoho Writer Add-on! Yes!

Zoho Support Integration! Yes!

Zoho Projects Integration! Yes!

Zoho Invoice/Books Integration! Yes!

Zoho Survey Integration! Yes!

Zoho SalesIQ Integration! Yes!

Zoho CRM for QuickBooks! Yes!

Zoho PhoneBridge (Telephony)! Yes!

Zoho Reports Integration! Yes!

Zoho Campaigns Integration! Yes!

Plug-in for Microsoft Office! Yes!

Attach from Zoho Docs! Yes!

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Feature! Availability!

Attach from Google Docs! Yes!

Google Calendar Synchronization (For Google Users)! Yes!

Google Contacts Synchronization (For Google Users)! Yes!

Google Apps Integration! !

Zoho CRM Contextual Gadget for Gmail! Yes!

Export Events to Google Calendar! Yes!

Export to Google Tasks! Yes!

Synchronize Google Calendar (For Google Apps Users)! Yes!

Synchronize Google Contact (For Google Apps Users)! Yes!

Zoho CRM Web Forms for Google Sites! 20/module!

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Email Marketing Campaigns

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Feature Availability
Email Newsletters

Pre-designed Newsletter Templates Yes

Template Layouts Yes

Drag-and-Drop Editor Yes

Template Library Yes

Import Email Templates Yes

Import Template Content from Google Drive Yes

Mailing List Management Yes

5000 leads or contacts per user license
Contact Management
with unlimited emails*
Create Mailing Lists Yes

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Feature Availability
Segmentation of Mailing Lists Yes

Custom Fields Yes

Sync Leads & Contacts from Zoho CRM Yes

Mailing Lists Email Summary Yes

Custom Sign-up Forms Yes

Bounce & Unsubscribe Automatic Removal Yes

Email Marketing

Schedule Email Campaigns Yes

Recipient time zone based Delivery Yes

Merge Tags Yes

RSS Email Campaigns Yes

A/B Testing Yes

Customize Email Header & Footer Yes

Email Opened & Unopened Recipients Yes

Social Sharing Yes

Video Email Marketing Yes

Recipient Comments Yes

Email Authentication Yes

Compare Email Campaigns Yes

Custom Coupon Email Campaigns Yes

Ecommerce email campaigns Yes

Survey Email Campaigns Yes

Send Test Emails Yes

Email Campaign Archives Yes

Email Campaign Reports Yes

Marketing Automation

Email Workflows Yes

Sign-up based Auto-responders Yes

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Feature Availability
Email Action based Auto-responders Yes

Calendar based Auto-responders Yes

Custom Date Field based Auto-responders Yes

Closed Group Auto-responders Yes

Auto-responder based on Segments Yes

Auto-responder Summary Report Yes

Auto-responder Message based Reports Yes

Multiple Content for Auto-responder Emails Yes

Opt-in Confirmation

Design & Customize Opt-in Forms Yes

Add Company Logo to Opt-in Forms Yes

Customize Confirmation Page Yes

Send Opt-in Confirmation Emails Yes

Customize Opt-in Confirmation Emails Yes

Social Media Marketing

Share Email Campaigns on Social Media Yes

Facebook Page Marketing Yes

Post Campaigns Yes

Automatic Posting on Facebook, Twitter & LinkedIn Yes

Campaign Tracking & Reporting

Recipient Activity Reports Yes

Bounces & Unsubscribe Rates Yes

Open Rates Yes

Click-Through Rates Yes

Spam Complaints Yes

Location Based Reports Yes

Device Specific Reports Yes

Share Reports Yes

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Feature Availability
Social Campaigns Statistics Yes

Advanced Analytics with Google Analytics Yes

Forwards (Tell a Friend) Yes

Developer API

Campaign Management Yes

List Management Yes

Call back URLs Yes

Integrations

Integration with Zoho CRM Yes

Integration with Zoho Creator Yes

Integration with Zoho Survey Yes

In the Google Apps Marketplace Yes

Ecommerce Email Marketing with Shopify Yes

Integration with SurveyMonkey Yes

Integration with Eventbrite Yes

Mobile Edition

Zoho Campaigns for iPhone Yes

Note: Email send limit per month for more than 20 user licenses: 10 * Number of
leads/contacts.

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Customer Service Management

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Feature! Availability!

Ticket Management! !

E-mail Response Management! Yes!

Product based Ticket Tracking! Yes!

Task Assignment! Yes!

Ticket-level Time Tracking! Yes!

Customer Happiness Ratings! Yes!

Contacts & Accounts Management! Yes!

Customer Support Channels ! !

Email Address for Tracking Tickets! Yes!

Customer Portal! Yes!

Web-to-Ticket Form! 20!

Twitter! Yes!

Facebook! Yes!

Community Forums! Yes!

Telephony integration with Twilio! Multiple phone numbers with IVR!

Live Chat! Yes!

Knowledge Base/Solutions! !

Number of Solution Folders! Yes!

Knowledge Base in Web Portal! Yes!

Public & Private Solutions! Yes!

Solution-to-Article Conversion! Yes!

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Feature! Availability!

Customer Portal! !

No of Portal Users! Unlimited!

Custom Widgets! Yes!

Themes & Colors! Yes!

Advanced Customization! Yes!

Re-Branding ! !

Domain Mapping! Yes!

Remote Authentication! Yes!

Multi Language Support! Yes!

Set your Time Zone! Yes!

Multi Department Management! !

No of Departments! Unlimited!

Helpdesk Automation! !

Workflow Rules! 20/Department/Module!

Time Based Rules! 20/Department/Module!

Ticket Assignment Rules! 15 Rules!

Macros! 20/Department/Module!

Service Level Agreements (SLA)! !

No. of SLAs! 10/Department!

Multi-Level Escalations! Yes!

Business Hours & Holiday List! Yes!

Contract Management! !

Contracts! Yes!

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Feature! Availability!

Multi Level Escalation! Yes!

Helpdesk Customization! !

Custom Tabs & Fields! Yes!

Custom E-mail Templates! Yes!

Ticket Templates! Yes!

Reports & Dashboards! !

Canned & Custom Reports! Yes!

Standard & Custom Dashboards! Yes!

Export Reports to CSV, XLS or PDF! Yes!

Scheduled Reports! Yes!

Helpdesk Security! !

Profiles! 30!

Roles! 250!

Field-level Access Control! Yes!

Data Sharing Rules! Yes!

Group your Users! Yes!

Add-ons &Integration! !

SMS Add-on! Yes!

Integration with Zoho CRM! Yes!

Integration with Google Apps! Yes!

Integration with Zoho BugTracker! Yes!

Zoho PhoneBridge for Call Centers! $6/user/month!

Mobile Edition ! !

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Feature! Availability!

iPad, iPhone and Android devices! Yes!

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Customer Satisfaction Surveys

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Feature! Availability!

Design! !

No. of surveys! Unlimited!

Questions per survey! Unlimited questions!

2000 responses!
Responses!
$5 per 100 additional responses!

Survey templates! 50+ templates!

Types of questions! 19!

Question logic! Yes!

Page logic! Yes!

End page logic! Yes!

Auto filling! Yes!

Custom variables! Yes!

Question & Answer Piping! Yes!

Multilingual surveys! Yes!

Email notification on Survey completion! Yes!

Review survey! Yes!

Export survey in PDF& Print survey! Yes!

Share survey! Yes!

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Feature! Availability!

Add survey responses in Zoho Sheet & Google Docs! Yes!

Add records to Zoho CRM! Yes!

Branding ! !

Hide powered by Zoho footer! Yes!

Custom redirect after survey completion! Yes!

Full theme Customization! Yes!

Add your logo! Yes!

Collection! !

Send survey via web link! Yes!

Embed in your website or blog! Yes!

Send survey via Facebook, Twitter, LinkedIn, Google+! Yes!

Send survey through Zoho Campaigns! Yes!

Send survey through MailChimp! Yes!

QR codes! Yes!

SSL support! Yes!

Offline survey! Yes!

Multiple collector! Yes!

Protection against automated responses (CAPTCHA)! Yes!

Password protect your survey! Yes!

Analytics! !

View results in real time! Yes!

Download reports & charts! Yes!

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Feature! Availability!

Customize reports! Unlimited!

Create cross-tab reports! Unlimited!

Export responses in Excel & PDF! Yes!

Create filters! Unlimited!

Share reports! Unlimited!

Analyze trends! Yes!

User Management! !

Admin + 0 Users!
Invite Users!
(10$ per user per month)!

Portal! Yes!

User Management! Yes!

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Visitor Tracking & Sales Intelligence

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Feature! Availability!

Website visitor tracking! !

Number of visitor tracked per month! 1 Million!

Number of Websites! 10!

Chat Volume per month! Unlimited!

Departments! 10!

Tracking Rules (Customize your Tracking)! 25!

Different Roles and Permissions! Yes!

Visitor history! Unlimited!

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Feature! Availability!

Agent optimizers! !

Tabbed organization - handle multiple chats! Yes!

Advanced visitor information! Yes!

In chat file sharing! Yes!

Future View! Yes!

Canned Messages for quick strikes! Yes!

Transfer chats to other agents! Yes!

IP block spammers or harassers! Yes!

End your session smartly! Yes!

Add and view notes to a chat! Yes!

Rea-time language translation! Yes!

Customer Friendly! !

Easy to connect! Yes!

Chat without leaving their current window! Yes!

Offline messaging! Yes!

Easily upload files to agents! Yes!

Voice their feedback! Yes!

Ability to rate their agent! Yes!

E-mail themselves a transcript! Yes!

Customizable live chat software! !

Multiple embed options! Yes!

Customize your web embed appearance! Yes!

Customize the look and feel of your chat window! Yes!

Advanced customization - chat window with CSS! Yes!

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Feature! Availability!

Brand your Zoho SalesIQ! Yes!

Add your agent's photo! Yes!

Multiple brands, web domains, products! Yes!

Route chats to specific agents or departments! Yes!

Department based Email Configuration! Yes!

Advanced features! !

Monitor live chats! Yes!

Business Hours! Yes!

Chat with customers from mobile devices! Yes!

Receive desktop notifications! Yes!

Zoho CRM Integration! Yes!

Zoho Support Integration! Yes!

Dashboard! !

Inter-agent chat! Yes!

Portal wide message board! Yes!

Notification center! Yes!

Easy access to integrated search! Yes!

Update your status! Yes!

Insightful reports! !

Powerful pre-built reports and dashboards! Yes!

Daily statistics delivered to your inbox! Yes!

Agent Performance Reports! Yes!

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Project Management & Collaboration

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Feature! Availability!

No. of Projects! Unlimited!

Storage Space! 30GB!

Project templates! 20!

Gantt Chart! Yes!

Resource Utilization Chart! Yes!

Project Feeds! Yes!

Task Management! Yes!

Gantt Chart View! Yes!

Document Sharing! Yes!

Import MS Projects! Yes!

Portal Customization! Yes!

Calendar and Forums! Yes!

Google Apps Integration! Yes!

Time Tracking! Yes!

Sync Google Tasks! Yes!

Sub Tasks! Yes!

Recurrence & Reminders! Yes!

Business Hours! Yes!

Task duration (in hours / days)! Yes!

Dropbox Integration! Yes!

Zoho Reports Integration! Yes!

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Feature! Availability!

Skip Weekends & Holidays! Yes!

Timesheet Approval! Yes!

Advanced CRM Analytics

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Feature! Availability!

View real-time reports & dashboards! Yes!

Analyze & Track Key Sales Metrics (Sales Funnel,

Yes!
Predictions, Win/Loss rate, Sales team performance, etc.)!

Pre-bundled reports & dashboards! 100+ reports & dashboards!

Customize reports & dashboards! Unlimited!

Create cross-tab reports & charts! Unlimited!

Create KPI dashboards! Unlimited!

Analyze CRM data along with other data

Yes!
sources/applications!

Apply Filters! Yes!

Share reports online! Unlimited!

Collaboratively create reports with colleagues! Yes!

Export & Print reports as Excel & PDF! Yes!

Email reports! Unlimited!

Embed reports in web sites/applications! Yes!

Records/Rows! 2 Million rows!

Reports & Dashboards! Unlimited!

Databases! Unlimited!

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Feature! Availability!

Query Tables! Unlimited!

Scheduled Imports! Unlimited!

Scheduled Emails! 40!

Multiple DB Owners! Yes!

Private Links! Yes!

SSL! Yes!

Logo Rebranding! Yes!

Backup! Yes!

Mobile App! Yes!

Connectors! !

Files & Feeds! Yes!

Relational Databases! Yes!

Cloud Storage! Yes!

Zoho CRM! Yes!

Zoho Projects! Yes!

Zoho BugTracker! Yes!

REST API for Integration! Yes!

Social – Social Media Marketing (Coming Soon)

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Feature! Availability!

No of Users! 5!

No of Brands! 5!

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Feature! Availability!

Social Networks! 4!

Advanced Reports! Yes!

Advanced Publishing and Scheduling (URL shortener,

Yes!
Smart Q)!

Reports Customization! Yes!

Sentiment Analysis! Yes!

Collaboration! Yes!

Monitoring! Up to 10 saved keyword searches!

Add-Ons! Availability!

10$/ User/ Month! Yes!

10$/ Brand/ Month! Yes!

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Last Published On: 10/24/2014
The names and logos for Zoho are trademarks of Zoho Corp. All other trademarks, brand names, or product
names belong to their respective holders.!

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Contact Us!
USA Office! Sales Enquiries
California! Email: sales@zohocorp.com
Zoho Corporation! Phone :
4141 Hacienda Drive! US : +1 888 204 3539
Pleasanton, CA 94588, USA! UK : +44 (20) 35647890
Phone: +1 888 204 3539! Australia : +61 2 80662898
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Austin! China Office
Zoho Corporation! ZOHO (Beijing) Technology Co., Ltd.
805 Las Cimas Pkwy, Suite 380! B-1304, 13F, Horizon International Tower,
Austin, TX 78746, USA! No. 6, ZhiChun Road, HaiDian District,
! Beijing, China, 100088
India Office! Website: cn.zoho.com

Zoho Corporation Private Limited! Phone: +8610 82637816

DLF IT Park, Block 7, Ground floor,! Email: support@zohocorp.com.cn

No. 1/124, Shivaji Garden, !

Nandambakkam Post,! Japan Office
Mount PH Road, Ramapuram,! ZOHO Japan Corporation
Chennai 600 089, INDIA! Minato-Mirai-Center building 13F,
! 3-6-1, Nishi-ku,
support@zohocrmplus.com! Yokohama 221-0012, Japan
Website: www.zoho.jp/
www.twitter.com/zoho!
Contact Us: www.zoho.jp/contact/!
www.linkedin.com/company/zoho-corporation!
www.facebook.com/zoho!

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