Learn the meanings of CRM and business software terms.
API integration is a technical method that lets different software systems exchange data through a standard interface.
A chatbot is rule-based or AI-powered software that automatically answers user questions on websites or messaging apps.
CRM (Customer Relationship Management) is software that centralizes customer data and tracks sales processes.
CRM integration is connecting CRM software with other business systems — email, accounting, e-commerce, or communication — to enable data flow.
Customer segmentation is dividing customers into groups by shared characteristics so each group can receive tailored marketing and service strategies.
A dashboard is a visual reporting tool that summarizes business data through charts, KPI cards, and tables on a single screen.
Data migration is the structured, validated, and tested transfer of data from one system to another.
Digital transformation is the process of fundamentally redesigning a business's processes, culture, and customer experience using digital technologies.
E-invoice is a legally valid electronic invoice issued and stored digitally through Turkey's Revenue Administration (GİB) system.
ERP (Enterprise Resource Planning) is enterprise software that manages a company's finance, manufacturing, HR, procurement, and sales in one system.
A Gantt chart is a project planning tool that shows tasks as horizontal bars on a timeline and visualizes task dependencies.
A helpdesk is customer service software that collects, assigns, and tracks customer support requests (tickets) in a central system.
KPI (Key Performance Indicator) is a measurable, trackable metric showing how effectively a business is achieving its strategic objectives.
Lead management is the process of capturing, qualifying, scoring, and routing potential customers from first contact to closed sale.
Lead nurturing is the process of guiding prospects who aren't ready to buy yet toward a purchase through valuable content and steady communication.
Low-code is a software development approach that builds business applications with visual drag-and-drop tools and minimal coding.
NPS (Net Promoter Score) is a customer loyalty metric that measures how likely customers are to recommend a brand on a 0-10 scale.
Omnichannel is a strategy that delivers a seamless, consistent customer experience across all communication channels — email, phone, chat, social media.
SaaS (Software as a Service) is cloud-based software delivered over the internet on a subscription basis with no local installation.
A sales funnel models the stages a prospect moves through from awareness to purchase and visualizes conversion losses at each step.
A sales pipeline is a sales management model that visualizes and manages the stages opportunities move through during the buying process.
A webhook is a trigger mechanism that sends an automatic HTTP notification to another application when a specific event occurs in the source app.
Workflow automation is the automatic execution of repetitive business processes through predefined software rules.
Blueprint is a Zoho CRM process design tool that defines business processes step-by-step and forces the team to take the right action at each stage.
Deluge is Zoho's proprietary scripting language used to write custom business logic, automation, and integrations within Zoho applications.
A Zoho Partner is an authorized partner company providing consulting, implementation, training, and support services certified by Zoho.
