Missing out on important customer emails while on the go? MailMagnet users can now receive their customers' emails inside Zoho CRM mobile app without fiddling with their phone's email settings.
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Released On: Mar 27, 2013
Send emails to your customers from your favorite email client, and have them linked to the right lead or contact in CRM using BCC dropbox.
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Released On: Mar 27, 2013
One of the most common requests I get from the Zoho sales team goes like this: ”I am working with a hot prospect who is evaluating our product and X & Y competitors – can you email me all the UPDATED documents asap?”.
Does this sound familiar? Learn More
Released On: Jan 8, 2013
Have time to kill after a meeting is cancelled with a customer? Turn a lost opportunity into a winning potential by finding nearby customers on the go. The customer locations are displayed on the map from where you can get the driving directions to the customer's location. Learn More
Released On: Nov 27, 2012
Connect with your customers even better right from within your CRM account. What’s more, you can tweet, reply to tweets, retweet or favorite recent tweets of your prospects. So how does this help you increase sales? Here are a few ways. Learn More
Released On: Oct 25, 2012
Earlier, workflow rules were triggered if records were individually modified. Now, Workflow Rules will also be triggered for records that have been modified using Macros and Mass Update functions. Learn More
Released On: Oct 17, 2012
MailMagnet intelligently scans your mailbox and displays only emails from prospects and customers that are relevant to you inside CRM. You can also instantly reply to emails, add follow-up tasks and write important notes. Learn More
Released On: Oct 11, 2012
Zoho Campaigns, the latest addition to the Zoho Suite, is tightly integrated with Zoho CRM. You can execute your email campaigns and also keep track of the responses. Learn More
Released On: August 14, 2012
Save time by automating your Tasks, Events and Calls. You can send email alerts for pending tasks or even send notifications to senior management on the completion of 'high-priority' tasks. Learn More
Released On: August 01, 2012
On a plane, at a remote location or travelling by car? You can stay in complete control of your business anywhere, anytime with the Zoho CRM native App for iPad. Learn More
Released On: June 12, 2012
The Zoho Reports Integration supplements the established reporting engine in Zoho CRM with BI and advanced reporting capabilities. You can now visually analyze your CRM information, by creating insightful reports and dashboards using a drag and drop interface. Learn More
Released On: June 06, 2012
Zoho CRM Macros combine Emails, Tasks and Field Updates into a single action so that you can save time. Learn More
Released On: May 09, 2012
Zoho CRM now offers an integration with Facebook, thus bringing your customers’ Facebook profiles inside your CRM account itself. So, how does this help to build better customer relationships? Here are a few ways. Learn More
Released On: Apr 12, 2012
Your CRM and Accounting software must support the sales transactions & receivables/payable in multiple currencies due to Government regulations or business model. Keeping in mind the business needs of companies who deal with global currencies, we at Zoho CRM offer complete support for multiple currencies Learn More
Released On: Mar 29, 2012
Access customer data from your Android phones with the Zoho CRM native application for Android. Learn More
Released On: Mar 26, 2012
As a Zoho CRM User, you can now create custom links that help you use your customer data in an efficient manner. You might depend on other online Apps for information – like Zoho Support for tracking your Customer Support Requests. By defining custom links, you can navigate to the required service directly from your CRM account. Learn More
Released On: Mar 15, 2012
While you’re looking up this ‘important prospect’, you may want to get a quick view of the deal – like the stage, the probability, the expected revenue and the closing date. Now that the Summary View is a part of the Pulse page, it is easy to see more details about any record that you’re following. Learn More
Released On: Feb 23, 2012
We will keep this read-only mode accessible to customers all the time, so that in the event of an outage in our primary data center, your access to data will be preserved. Learn More
Released On: Feb 10, 2012
First things first. The Setup page is better organized with all links grouped under relevant headings. It's easier to find what you are looking for and there's no more scrolling.
When you click a record, you'll find basic information at the top of the page. So, if you have a call with a contact, you do not have to hunt for details like the phone number or the account name. It's right where you can see it!
While on a call, what's the most important information you need? All past conversations. Right below the Business Card view, you'll find the Notes section. No more searching, No more scrolling and you know your customers better.
Check your calendar before scheduling an event. With the new Check Availability feature, you can avoid overlapping schedules.
Pulse lets you follow up on those deals that are most important to you. You can also know all that is NOT happening in your business. Learn More
Released On: Dec 15, 2012
Communicate with third-party applications by sending instant web notifications every time an event occurs. Learn More
Released On: Dec 15, 2012
Associate LinkedIn profiles of your leads and contacts inside Zoho CRM. You can view their profiles and also comment on profile updates. Learn More
Released On: Dec 15, 2011
Build custom applications to suit your specific business needs. You can create custom tabs by bringing Zoho Creator applications, forms and views inside Zoho CRM. Learn More
Released On: Dec 15, 2011
