Zoho today announced the latest round of upgrades to Zoho CRM, the company’s online customer relationship management software.
The new features start with BCC Dropbox, which lets users associate customer email to the related customer records inside Zoho CRM. Integration with Zoho LiveDesk brings customer support and customer information together. Custom Related Lists brings customer information from multiple sources, including third-party applications, into Zoho CRM. MailMagnet for Mobile brings the power of MailMagnet email filtering based on active deals in CRM to Zoho CRM iPhone, iPad, and Android mobile apps.
The new features include the following:
- BCC Dropbox enables users to send email from their favorite email client and have it associated with the right customer record inside Zoho CRM. Users need to enter an email address in the BCC field of the email sent to customers. Zoho CRM copies the email, including attachments, aties it to the right lead or contact. The BCC Dropbox feature works across multiple email clients.
- Zoho LiveDesk allows businesses to support their customers in real time through live chat. With Zoho CRM integration, support agents can add leads, contacts, notes, and follow-up tasks in Zoho CRM — directly from Zoho LiveDesk. Chat transcripts from Zoho LiveDesk can be attached to the customer’s record in Zoho CRM. When existing customers request live support, Zoho CRM automatically pushes relevant customer information to Zoho LiveDesk.
- Custom Related Lists brings customer information from third-party applications and contextually adds it to a specific lead, contact, account and other modules in Zoho CRM. Customer information can be aggregated from multiple Zoho apps, including custom applications created in Zoho Creator. Deluge scripting extends Zoho CRM, allowing customers to aggregate information from multiple sources to provide a holistic view of customer information inside the CRM system. Custom Related Lists offers a gallery of pre-built custom functions that integrate with Zoho and third-party applications.
- MailMagnet for Mobile is now available on Zoho CRM iPhone, iPad and Android mobile apps. MailMagnet scans users’ mailboxes and displays only email from prospects and customers that are relevant inside CRM. Users can view and respond to customer email from within the Zoho CRM mobile app and add follow-up tasks. Zoho CRM Mobile apps also added support for push notifications to alert users to new email received from customers or prospects.
"For many of our users, Zoho CRM organizes, streamlines, and stores the lifeblood of their company, customer data and interactions," said Raju Vegesna, Zoho evangelist, in a statement. "This update is yet another step towards effectively managing their customer data and interactions at a central place in CRM."
The Zoho CRM integration with Zoho LiveDesk is available for all Zoho LiveDesk paid users. The BCC Dropbox feature is available for users of the Zoho CRM Professional and Enterprise Editions. Custom Related Lists is available for users of Zoho CRM Enterprise Edition. MailMagnet for Mobile is available for all Zoho CRM users with mobile add-on enabled.