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What's New

2014

Oct

Zoho CRM for Google AdWords

Zoho CRM for Google AdWords allows you to measure a customer's journey from the click to the conversions. It pulls the AdWords campaigns data into CRM, and exports the offline conversion data from CRM to AdWords. This integration also provides you with the ROI of each ad campaign, giving you a clear picture of the campaigns to invest and the ones to discard. Read More

CRM View - A New Design Approach

The CRM View intelligently scans your customers according to their stages in the sales cycle. It’s categorized based on the leads, customers and potential customers, which gives you a fair idea of the activities that demand your attention. The CRM View is going to be available across all the modules, starting off with Activities, Social and Visits. Read More

Social Selling

With the new Social tab, you can listen to customer conversations over social media and engage with them right from your CRM account. The CRM View for Social helps you identify which tweets and Facebook posts are coming from existing customers, from prospects and from unknown contacts. So now you can easily connect with prospects and build better customer relationships without leaving your CRM account.Read More

Turn Website Visitors into Customers

Website visitors are the hottest prospects for any business. And with Visitor Tracking, you can turn more website visitors into qualified leads. Visitor Tracking gives you complete visibility into the online activities of your customers and prospects such as the pages navigated, the duration of each website visit and the actions performed on each page. With CRM View for Visitor Tracking, you can prioritize your prospects list and plan your conversations before contacting them. Read More

Collaborative CRM

Feeds give you instant insights into what’s happening in your sales pipeline. It takes Sales Tracking to the next level by allowing you to follow prospects that matter the most to your business. A centralized location for communication, Feeds give you the flexibility to work as groups, share attachments, send direct messages and to post statuses.Read More

Send Surveys. Analyze Results. Increase Customer Retention.

You can now regularly schedule surveys, automate and distribute them right from Zoho CRM. The survey results are shown contextually within CRM, giving you better insights on the customers’ needs and to chart out an effective strategy for customer retention. Read More

Integration with Hosted PBX

Zoho PhoneBridge is now integrated with Twilio and Ringio. So you can make and receive calls from CRM, set up IVR menu configuration depending on your organization’s needs, associate activities after a call, add notes and do lots more! Read More

Sept

Zoho Support Integration

Zoho Support Integration is now extended to all paid editions of Zoho CRM. Read More

Data Backup

Enjoy 2 free data backups per month in paid editions. Want more? You can always get more data backups by paying $10 per request. Read More

Zoho CRM Mobile App is now Free

Zoho CRM mobile app is now free for all customers on any edition. Enjoy complete functionality (read and write access) to the mobile apps, irrespective of the edition.Read More

Introducing Merge fields for Tasks in Workflow and Macro

Choosing a dynamic value for task's Subject field in your Workflow Tasks and Macros just got easier with Merge Fields support.Read More

Increased File Storage

We have now upgraded the file storage plan for all organizations irrespective of the edition.Read More

Increased Export Limit

We're now giving 20,000 records for the first 5 csv export reports.Read More

Aug

Create and Map Fields Easily During Data Migration

Migrating data from other CRM systems into Zoho CRM got even more easier! Zoho CRM automatically identifies f ields that are not mapped but available in your import file and you can create them easily during the migration. Read More

Significant Enhancements in Zoho Projects Integration with Zoho CRM

Create your Zoho Projects Portal, set permission for profiles, enable client account mapping, track and manage your project details - all from within Zoho CRM. Read More

Jul

New UI for Import History

Get the detailed list of records that were added, updated, and skipped, along with the records' row numbers. Rollback button is now renamed as 'Undo the Import' and you have a lock icon instead of the confirm option.Read More

Workflow Rule Trigger Options Get More Flexible

You can now trigger workflow rules based on the 'Date Field Value'.Read More

Mark Frequently Used List Views as Favorites

It's now easy to access the most used list view with the new categorization. The list views are classified as 'Created by Me', 'Shared with Me' and 'Favorites'. Read More

Specify Criteria for Pick-list Fields from Drop-down List

While specifying a criteria for a pick-list field, you don't have to enter the value manually. The values are auto-populated so you just need to select a value from the list. Read More

Group Calendar View, Event Invitations, and more...

With the new UI and navigation, you can now get a clear view of the daily, weekly, and monthly events. You can view events for individual users, groups, and territories. That's not all, you can create events, send out invitations, track RSVPs and much more!Read More

apr

Real-time editor in Document Library

Make document revisions fun and instant with the new real-time editor in Document Library. View the changes made by your team mates and collaborate in chat with them, then and there!... Read More

2013

Nov

Territory Management

Large organizations with complex sales structure usually organize their sales team across product lines, geography, customer size, etc. If your organization follows any of these sales structures then Territory Management helps you manage sales across your organization effortlessly... Read More

Custom Modules

Every business has a set of requirements that may not fit into the standard modules, such as leads, accounts, contacts, potentials etc. Custom Modules allows you to develop new modules without programming skills and seamlessly integrate with core CRM modules... Read More

Custom Functions

Automatically push the CRM data to external Apps through a custom function from Deluge Script builder, so that you can retrieve useful information instantly and make the customer record better... Read More

Social

Listen to and engage conversation with customers from your company's Facebook and Twitter accounts within Social tab. Every time a customer writes on your company’s Facebook page or mentions your @handle in Twitter, those interactions will be captured for your sales team just like emails... Read More

Web Forms

Web form for Leads, Contacts and Cases just got better with WYSIWYG editor, Captcha, file upload and much more. Create professional-looking web forms, publish them in Zoho Sites, WordPress, Googe Sites, Joomla based sites... Read More

Integration with Zoho Campaigns

You can now send campaigns from Zoho Campaigns using your Zoho CRM's mailing list. Plan, execute and extract specifics on how many emails were delivered, opened, unopened, clicked, etc. from CRM and benefit from the powerful integration. ... Read More

Integration with Zoho Calendar

With the advanced sync functionality between Zoho CRM's Calendar and Zoho Calendar, you can now streamline events and keep a centralized track of your schedule. View, edit and create new Zoho CRM Calendar of events from Zoho Calendar... Read More

Jul

Keep Track of Time with Sales Metric Reports

Timing is everything in sales! Use the Sales Metric Reports in Zoho CRM to calculate the valuable time spent on converting leads to closing deals...Read More

Jun

Capture trade show leads directly into CRM

What if you could replace the traditional badge scanner with a smart, mobile application that connects directly to your CRM application? Here's how you could do it and much more with the Leads App...Read More

May

Introducing Business Card Scanner App

Entering business card details manually into your CRM system is not fun. Any solution that helps automate data entry is a win for CRM users. That's the idea behind the new Card Scanner app...Read More

Mar

View customer information from third-party apps

Pull in any customer related information from custom apps and third-party applications and get a holistic view of your customer's information right within Zoho CRM...Read More

MailMagnet for Mobile Phones

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...Read More

BCC dropbox

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...Read More

Jan

Document Library

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?”...Read More

2012

Nov

Zoho CRM for Mobiles

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...Read More

Oct

Integration with Twitter

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... Read More

Workflow Enhancements

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... Read More

MailMagnet

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... Read More

Aug

Integration with Zoho Campaigns

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...Read More

Workflow Rules for Activities

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...Read More

Jun

Zoho CRM for iPad

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...Read More

Integration with Zoho Reports

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...Read More

May

Zoho CRM Macros

Zoho CRM Macros combine Emails, Tasks and Field Updates into a single action so that you can save time...Read More

Apr

Integration with Facebook

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...Read More

Mar

Multi-Currency

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...Read More

Zoho CRM for Android Phones

Access customer data from your Android phones with the Zoho CRM native application for Android...Read More

Custom Links

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...Read More

Feb

Pulse Enhancements

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...Read More

Read-Only

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...Read More

2011

Dec

Pulse

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... Read More

Webhooks

Communicate with third-party applications by sending instant web notifications every time an event occurs... Read More

Integration with LinkedIn

Associate LinkedIn profiles of your leads and contacts inside Zoho CRM. You can view their profiles and also comment on profile updates... Read More

Integration with Zoho Creator

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... Read More