What's new in Zoho CRM?
Integrate Zoho CRM with Zoho Finance Suite to get the sales context to your finances. On the integration of Zoho Finance Suite, you will be able to work with Zoho Books, Zoho Subscriptions and Zoho Expenses from Zoho CRM. Read More
Custom module enhancements
Custom module information will now be listed in the following places:
- Workflow alert recipients
- Custom functions
- As a related module while associating field update in workflow rule configuration
- Subject merge fields (workflow tasks)
- Template merge fields (Activity modules)
Enhancement in copy customization
Copy customization now supports the option of workflow conversion.
Now receive notifications for new mentions, posts and comments by customers via Facebook, Twitter or Google Plus.
Email integration via IMAP, which was available only for the Enterprise Edition, has now been enabled for the Professional Edition as well.Read More
Unsupported fields are those fields that no longer exist in Zoho CRM for various reasons. If you try to create an email template with the merge field values of such unsupported fields, a popup prompts you to Remove Unsupported Merge Fields before you can save the template. This is applicable for email templates, inventory templates, webhooks and workflow tasks. Read More
The BCC Dropbox feature has been extended to potentials. Now emails sent with the BCC address will also be associated to potentials related to the contact. Read More
“Social Admin” is a new permission, which when enabled, will allow a user to set up social media accounts and manage other user profiles that have access to them. In other words, a Social Admin will have access to the Social Settings.Read More
The number of custom fields available for the Enterprise Edition has been increased from 300 to 500. The individual limits for each field type has also been increased accordingly. Read More
You can now configure workflow alerts on the cancellation of an event. In the Events module, you now have an additional rule trigger called "Cancel", which can be chosen to configure a workflow alert on the cancellation of an event.Read More
Google AdWords integration with Zoho CRM, which was available only in the Enterprise Edition of Zoho CRM, is now opened for users of the Professional Edition as well. Read More
My Open Activities, a new default list view in the Activities module, displays the open tasks, calls and events of the Zoho CRM user in question. Read More
In the Enterprise Edition of Zoho CRM, each organization account will now get one additional module for every 10 additional user licenses over and above the minimum default of 10 modules. Read More
You can now pin the My Posts & Tweets section along with the other default streams in the CRM view of the Social tab. Read More
You can now categorize projects in Zoho CRM. While creating a project you can select a group that the project belongs to. Read More
You can now share a macro that you have created, with other users. Besides this new feature, managing macros gets a new and improved UI. Read More
So far the name field of a custom module could only be a Text field. Now it can be an Auto Number field as well.Read More
Zoho Motivator, a gamification solution aimed at maximizing revenue and driving team engagement can now be integrated with Zoho CRM. Sales reps can participate in sales contests, meet sales targets and showcase their performance to managers and peers. Read More
Scheduled calls can now be rescheduled, marked as completed or cancelled. These options are available in the call’s details page, list views, related lists, reminders, calendar as well as the Home page’s Activity component. Read More
You can now act on the records submitted for approval from the respective record’s details page itself rather than from the Approvals tab. An option to Respond (Approve, Delegate or Reject) is now available in the details page of a locked record.Read More
The number of custom modules in the Enterprise Edition has been increased from 5 modules to 10 modules. Start creating your custom modules right away!
Zoho CRM now offers users the option to select their desired Date/Date Time format and Time Zone during Webhook param configuration.
Zoho PhoneBridge which was previously available only for Enterprise and Professional Editions is now available in the Standard Edition of Zoho CRM as well.
Zoho CRM now allows users to enter an Application Name for generating an Auth Token. The Application Name is useful in easily understanding the purpose of generating the Auth Token and differentiating Auth Token generation across different applications. Read More
If you find that the Custom Functions Gallery does not have a pre-defined custom function to suit your requirements, you can post your specific needs to us. This can now be done from your Zoho CRM account itself while you configure custom functions.
You can now automatically push CRM users to your Survey account easily during configuration. Even if you have not prepared a survey email template, you can directly select and send a survey to a customer from the Compose Email popup. In addition to this, you can create, send and attend a survey from the Zoho Survey related list. Read More
The user interface for web form embedding options has been improved for ease of use. You can simply select from Source Code, Embed or iFrame format and paste the code on your website. If required you can also choose to track Google Adwords information of the incoming lead/contact via web form.Read More
Records that were not added in a previous synchronization will now be marked as 'Ignored' during previous sync and will automatically be unchecked. This way you easily know which records were not synchronized previously and you don’t have to uncheck them manually every time you sync records. Also, Contacts/Tasks/Calendar Synchronization details are now presented to you in three categories – To Add, To Update and To Delete for better clarity.
From the exhaustive list of entries in the Audit Log, you can find out the required information using filters. Filter data based on entities, users, actions and time. The same set of filters is also available to filter entries in the Approval History. Read More
There is a limit to the number of recurring tasks that you can create in bulk for records from the list view. The limits are specific to Daily, Weekly, Monthly, and Yearly repeat options. Read More
Workflow Tasks are triggered when the associated Workflow Rule is executed. These tasks have the option to set reminders which is now available for users in the Standard Edition of Zoho CRM.
While specifying Age in Days it lets you filter records based on a past date in terms of the number of days. Due in Days will let you do so based on a future date. Be it a potential that is going to close in the next 8 days or a task that is to be completed in the next 6 days, you can view them using the Due in Days option. Read More
You can now convert multiple leads into potentials at the same time. Not just leads, but you can also mass convert quotes and sales orders in a single shot. Besides mass conversion, you can also automate conversion of records by using workflow rules. Read More
Zoho CRM Plug-in for Microsoft Outlook (Windows) automatically synchronizes Event attendees from Microsoft Outlook to Zoho CRM. Similarly, when an event created in Zoho CRM is synchronized with Microsoft Outlook, the participants are added in Microsoft Outlook as attendees.Read More
The Report Scheduler limitation has been increased from 40/organization to 20/user for all paid editions. Organizations can have a maximum of 100 schedulers per day. Also, only the Report Scheduler Owner can edit/delete/view report schedulers.
You can now limit the access to Zoho CRM from specific IP addresses and keep your data in CRM secure. Read More
Zoho CRM Plug-in for MS Outlook (Windows) just got better with enhancements in record synchronization, editing and duplicate checks. Read More
True to their name, custom modules can now be customized even further with respect to their emailing options. You can now send/schedule mass emails, use email opt out option and set auto-responders! Read More
Customization of some special fields has gotten easier with a set of new enhancements in the user interface. Link customization has also become easier with an new modification in setting permissionsRead More.
The administrator of a Zoho CRM account can now directly approve or reject other users' records that are waiting for approval.
Phone number validation has been introduced across all modules in Zoho CRM. Any phone number entered will be validated and accepted only in the correct formats to ensures that your database does not accumulate junk.Read More
The marketing information section of the Visits will now capture Google AdWords information as well.Read More
Additional options aside from the default print option have been introduced for all records across modules. These are Mail Merge, Email Templates and Inventory Templates.Read More
The field labels of default fields in custom modules are not usually editable. But the Module Name field label can now be renamed. Read More
We have added more options in the list of date and datetime criteria for your easier selection. Read More
Zoho is reaching it’s 10th year in the market and to celebrate this occasion, we are offering 10 users free forever in our Free edition. Read More
Remember the cool functionality to keep track of Inactive records and Records followed by You that you had in the Pulse tab? They are back in the Feeds module now as 'Untouched Records' and 'Followed by me' options.Read More
As part of retaining the best features of Pulse, we have brought back the administrator's ability to set auto-follow rules for other users in the Feeds module.Read More
Zoho Projects integration just got better with a handful of enhancements!Read More
The Super Admin (Primary Contact) can permanently delete a user from the Zoho CRM account. Read More
While creating/editing record in any module, the contact look-up popup now displays "contacts related to the Account1", "contacts related to the Account2" and "All contacts" to choose from. Also, its just enough if you hit the 'Enter Key' to get search results instead of GO.
While editing/specifying a criteria, Account Owner/Created by/Modified by selection used to happen from a look-up popup. Now this has been changed to a drop-down. Also users are listed in the drop-down along with their photo and a check-box so you can now select multiple users at the same time.
The rate limit for searchRecords API method has now been increased. Previously, the limit was 20 calls per minute and this has been now increased to 60 calls per minute.Read More
Custom Functions in Workflow Automation now supports free-flow scripting as well. Also, while configuring a workflow rule trigger based on a date-field value, the limit for rule execution has been extended from 20 days to 90 days.Read More
Update the list prices of products under one price book in one shot using the Import List Price option.Read More
Earlier you could assign records to territories only based on an account rule. Now, you can assign records to territories based on a potential rule as well. Read More
Earlier you could assign records to territories only based on an account rule. Now, you can assign records to territories based on a potential rule as well. Read More
You now have an option to lock a workflow rule that you have configured. This way, you can ensure that a rule cannot be changed even by mistake. Read More
We've introduced searchRecords, getModules and getDeletedRecordIds Methods in Zoho CRM API. Read More
Now you can configure a set of criteria so that the records that meet these criteria are automatically submitted for the approval of users selected. Read More
Easily find the best hotels and the best offers while arranging accommodation for your teams directly from Zoho CRM. The feature is powered by TravelNow, the Expedia Affiliate. Read More
Inventory modules in Zoho CRM have been improved to be more user-friendly. The Product Details section has been revised. Read More
Zoho CRM Plug-in for Microsoft Outlook has now been extended to Mac users as well. You can now synchronize contacts, calendar events and tasks from Microsoft Outlook to Zoho CRM, associate Microsoft Outlook inbound and outbound emails with Potentials in Zoho CRM. Read More
When you create a Text Area field for a module, you can now choose between two options with respect to the character limit – ‘Small’ Text Area and ‘Large’ Text Area. Read More
The minimum limit for API calls has been altered. Now you can enjoy more API calls without having to upgrade. Read More
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
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
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
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
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
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
Zoho Support Integration is now extended to all paid editions of Zoho CRM. Read More
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 for all customers on any edition. Enjoy complete functionality (read and write access) to the mobile apps, irrespective of the edition.Read More
Choosing a dynamic value for task's Subject field in your Workflow Tasks and Macros just got easier with Merge Fields support.Read More
We have now upgraded the file storage plan for all organizations irrespective of the edition.Read More
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
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
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
You can now trigger workflow rules based on the 'Date Field Value'.Read More
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
Access customer data from your Android phones with the Zoho CRM native application for Android...Read More
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
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
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
Communicate with third-party applications by sending instant web notifications every time an event occurs... Read More
Associate LinkedIn profiles of your leads and contacts inside Zoho CRM. You can view their profiles and also comment on profile updates... Read More