Reviews

Zoho Creator Featured in Gartner’s Magic Quadrant for Enterprise Low-Code Application Platform

Source – Zoho.com (2019)

Zoho Creator has been featured in Gartner’s Magic Quadrant for Enterprise Low-Code Application Platform. It has been featured for its ease of deployment, transparent pricing models, professional management assistance, positive customer feedback, and strong partner reseller network.

Zoho Received the Best Enterprise Software Vendor of the Year 2019 Award

Source – Zoho.com (2019)

Zoho has emerged as the winner of 2019 Best Enterprise Software Vendor. Constellation Research, a Silicon Valley-based research and advisory firm, has named Zoho the best enterprise software provider because it provides 45+ business applications and digital scalability and helped companies improve their market share, customer satisfaction and brand standing.

Zoho CRM Review

Source – PC Magazine (2019)

Zoho CRM is the winner of PCMag’s Business Choice Awards

Zoho CRM was awarded PC Magazine’s coveted “Editor’s Choice Award” for 2019. The Editors’ Choice pick for CRM now gets to share the Business Choice pick from readers. On what made Zoho CRM stand out from the competition, PC Magazine said, “Its mobile efforts have certainly paid off, as have Zoho’s integration with email and social networks. Readers rated it the best for reliability, lead capturing, custom reports, and workflow—a sweep of all the categories that matter when you’re working in the field.“

Zoho was the most recommended CRM software by the respondents of the PCMag survey with a score of 8.0, comfortably beating out Salesforce and other top CRM vendors.

Zoho CRM Review

Source – Business.Com (2018)

Best Small Business CRM for 2018 – “Affordable and beautifully designed, Zoho CRM earns our title of Best CRM for Small Business in 2018. This breezy software-as-a-service (SaaS) solution looks and feels like a lightweight cloud product, but it packs in a surprising number of high-end features and customization options for serious business users on a budget.”

“Zoho CRM is a stellar customer relationship management solution that’s surprisingly easy to implement, making it an ideal choice for small teams that want a product that works right out of the box.”

“Once the setup process is complete, Zoho CRM offers users an unbelievably easy-to-use product that requires very little training. The UI is the ideal modern interpretation of a cloud business tool, combining easy to interpret menus and familiar drop-down menu layouts with a clean design and visual notifications. “

“Admins will find Zoho CRM intuitive to use, too. The visual interface makes it easy to create and manage groups with different permissions, even if the admins you choose have never been administrators for a software product before. From documentation and setup to daily use, it’s clear that Zoho CRM was built with real small businesses in mind.”

Zoho CRM Review

Source – PC Mag (March 2018)

Zoho CRM is the winner of PCMag’s Business Choice Awards

Editors’ Rating – 4.50 EXCELLENT – “Wide range of email marketing tools. Innovative gamification features. Robust integration with Google G Suite and other Zoho products. Comprehensive reporting. Impressive workflow automation features. Free edition for up to 10 users available. Robust web form and email marketing tools. “

“A flagship product among more than thirty Zoho software solutions, Zoho CRM provides customer management at a great value with a robust feature set as well as room for both outside integration and internal versatility.”

Zoho CRM Review

Source – Business.Com (Feb. 27, 2018)

Quotes –

“Affordable and beautifully designed, Zoho CRM looks and feels like a lightweight CRM solution, but it packs in a surprising number of high-end features and customization options.”

“Zoho CRM is a feature-rich powerhouse of a CRM, with a surprisingly affordable price tag. “
“Great features, even at the basic level.”
“Popular integrations and extensions in the Zoho Marketplace. No other CRM makes it easier than Zoho does to integrate all your favorite products.”
“Tons of customization options.”

Zoho Creator Review

Source – G2Crowd (January 31, 2018)

Quotes –
“Five Stars. “
“Everyone can build an ap.”

“The best part of Zoho Creator is to crack the taboo among the people that only developers or techies can build an app. The customized buttons and process which Zoho creator builds is the amazing feature which motivates any user to create the app on their own for their requirements.”

Zoho CRM Review and Rating

Source – PC Magazine (January 31, 2018)

Zoho CRM is the winner of PCMag’s Business Choice Awards

Editors Rating 4.5 Stars – Excellent”
“Wide range of email marketing tools. Innovative gamification features. Robust integration with Google G Suite and other Zoho products. Comprehensive reporting. Impressive workflow automation features.

As a customer management tool Zoho does a great job at a solid price leaving room for both outside integration and internal versatility.”
“It [Zoho] comes with a wide array of features, including lead management (LM), comprehensive reporting, advanced features, built-in compatibility with business-grade telephony such as live chat, phone, and social media tools. That’s a treasure trove of stuff above and beyond your basic CRM, and it’s executed well enough to deserve an Editors’ Choice designation in the CRM category…”

Zoho Social Review

Source – PC Magazine (August 29, 2017)

Zoho CRM is the winner of PCMag’s Business Choice Awards

Editors’ Rating – EXCELLENT 4 Stars
“Clean, responsive interface. Very reasonably priced. Smart Q feature simplifies and automates publishing. Zoho CRM integrated throughout. Discuss tab promotes easy collaboration.”

“Zoho Social is an easy-to-use social media management and analytics platform with a wealth of metrics, smart publishing tools, and reporting features.”
“Zoho Social is a full-featured, responsive hub for managing your social operations and tracking key metrics. It’s ideally suited for small to midsize businesses (SMBs) looking to curate and monitor a single brand across Google+, Facebook, Twitter, LinkedIn, or Instagram. It’s also ideally suited for small to midsize enterprises (SMEs) managing up to three different brands that are looking to track core internal metrics and external reporting on specific social networks.”

Zoho CRM Upgrade Targets Salesforce

Information Week (August 2016)

“Zoho is increasing the functions available in its CRM suite in an effort to be the all-in-one “operating system for business” that pulls together social media, user feedback, support ticket tracking, and other customer-based actions.”

“Zoho has released the latest version of Zoho CRM, a version that it is calling “the industry’s first multichannel CRM” with a mobile app, dedicated sales-oriented email client, and cloud-based SalesSignals application that pulls together social media, user feedback, support ticket tracking, and other customer-based actions.”

“Break-out features intended to help Zoho compete with giants:”

“SalesSignals provides real-time info of a customer across channels.”

“SalesInbox, described by Zoho as, a dedicated mail client for salespeople”

“The new product is based on the fact that email and CRM are the most used apps by salespeople. All user features of the new release are available both in browser-based versions and a mobile app for salespeople.”

Zoho is Ready for Digital Prime Time

Website Magazine (July 2016)

Zoho has unveiled what could be the first multi-channel CRM software with the latest major release of its Zoho CRM offering. The new version of the already-popular solution (the company counts some 20 million users)

Zoho Creates an Inbox for Sales Professionals

Small Business Computing.Com (August 2016)

“Email is a trusty communications medium, but Zoho believes the industry can do better.”

“If you look at salespeople, they use two applications: email and CRM,” Raju Vegesna, senior vice president at Zoho, told Small Business Computing. Apart from a few tweaks here and there, email applications have failed to keep up with the needs of today’s sales and customer service professionals, he asserted.”

“Zoho envisions inboxes with functionality that are tailored to specific business functions. Zoho’s answer is SalesInbox.”

“Zoho SalesInbox is a completely new product built from the ground up, combining CRM and email. Intelligent filtering capabilities enrich email by displaying related CRM information within the email client without having to consult a separate app to organizing emails into their current status in the sales process.”

“SalesInbox cuts through the clutter by organizing emails from leads, prospects, and colleagues into separate columns.”

Zoho CRM Upgrade Digs Deep with Mutiple Releases

CMS Wire (August 2016)

“While best known for its customer relationship management (CRM) platform, Pleasanton, Calif.-based Zoho now describes itself as a cloud operating system for business. Salespeople don’t have enough visibility about their leads and customers. With SalesSignals, CRM brings together information about the lead, or customers across channels like chat, email, phone call, support email, survey or submission and offers that info to the sales person. Information from each of these channels become a signal to the sales person.”

“Email clients have been around for decades. They have been very horizontal — it is the same email client for personal user to business use and no matter which field you are in, it is the same email client. It is about time we make email clients specific to a field. With SalesInbox, we built a specialized email client for salespeople.”

“SalesInbox integrates with both Zoho CRM and Salesforce and works with Yahoo Mail, Gmail, Microsoft Exchange, Zoho Mail as well as other email hosting services.”

Zoho Releases Slew of Cloud Services to Help Salespeople Close More Deals

Talkin Cloud (July 2016)

“Today, every progressive sales team needs a CRM that connects with customers and prospects regardless of their preferred communication channel. At the same time, the CRM must remain flexible enough to advance the sales process through any channel.”

Zoho Remakes its CRM System, Introducing SalesInbox and Launching Zoho Marketplace

Destination CRM (July 2016)

Zoho: what if the entire software industry ran like this?

Deal Architect (July 2016)

Zoho Announces Industry’s First MultiChannel CRM Service

Cloud Tweaks (July 2016)

“Today, one innovative player in the CRM market announces product updates and advanced additions to their product line that will challenge what businesses currently expect and accept from their CRM solutions.”

“Unveiling what they identify as ‘the industry’s first multi channel customer relationship management software’ today, the latest version of Zoho CRM supports email, social media, live chat, and telephonic communication.”

“Possibly the most exciting development is the unique convergence of CRM software with email. SalesInbox reinvents the manner in which salespeople use email with the integration of Zoho CRM and their dedicated mail client designed specifically for salespeople.”

“Zoho has been well ahead when it comes to email and CRM integrations. We were able to do this because we are one of only two vendors in the market to offer email hosting and CRM together (the other being Microsoft).“

“For the first time, we’re introducing a specialized email client, built from the ground up, optimized for salespeople.”

Zoho Introduces Email for Sales People, Marketplace and More

Small Business Trends (July 2016)

“Zoho has been quietly and steadily growing since its founding two decades ago. Zoho now has 20 million users across its 30+ products. The company, based in Chennai, India but with a U.S. operations headquarters in Silicon Valley, has offices in Austin, China and Japan, and has over 4,000 employees.”

“SalesInbox uses a multi-column layout to organize incoming emails automatically based on the information stored in the user’s CRM account, so salespeople can easily spot messages that require immediate attention. The platform also allows them to sort emails by several criteria, including lead source and associated customer value.”

  • Full context in every email. Salespeople can view a timeline of previous conversations with an individual contact, and see the size of their current and past deals, overdue tasks, missed calls, support tickets, social media mentions and other relevant information — all within the email client.
  • CRM updates right from the inbox. Instead of logging into the CRM, salespeople can now take customer- and sales-related actions right from their inbox. “When an email comes in from an interested lead, the salesperson can simply drag and drop the email from one column to another,” the announcement says.
  • Reminders and Response Watch. Salespeople can set a time limit by which they can expect to hear back from customers or prospects whenever they send an email. SalesInbox monitors incoming email using the Response Watch feature, If it doesn’t detect a reply during the time specified, it lets the user know so they can follow-up.
  • Mobile client integration. Zoho CRM users can configure SalesInbox on their iOS and Android devices and map it to all popular email services, including Zoho Mail, Gmail, Yahoo Mail and Outlook.
  • Better email feedback. When integrated with Zoho CRM, users can receive reports on how well the emails they send are working. They can also see statistics about which email templates perform best and receive detailed metrics on how many emails have been opened, read or clicked through.

Zoho Lets Salespeople Access CRM Straight From Their Inbox

Betanews (Published 7 months ago)

“With Zoho (you) get everything you need to build, integrate and secure apps.”

Zoho Builds Commission-Free App Store for Small Business ISVs:

CHANNELe2e (July 2016)

Zoho SalesInbox Launched: World’s First Email Client Designed Exclusively for Salespeople

CMS Critic (July 2016 (Updated: 08/2016)

“Zoho SalesInbox Launched: World’s First Email Client Designed Exclusively for Salespeople. Zoho SalesInbox works with Gmail, Exchange, Yahoo! Mail, Zoho Mail and other standard email hosting services.”

Transforming How Salespeople Interact with Email

“Zoho SalesInbox reinvents the conventional email inbox and organizes emails according to how important those emails are for a salesperson, enabling them to prioritize and focus on important customers and deals.”

Hands-free Email Prioritization & Organization

“With an innovative multi-column inbox layout, Zoho SalesInbox automatically organizes incoming emails according to the information stored in the user’s CRM account…”

Context in Every Email

“With Zoho SalesInbox, salespeople can view the timeline of previous conversations with a particular contact, the size of their current and past deals, overdue tasks, missed calls, support tickets raised, social media mentions and other relevant information related to the contact – all from their email client.”

CRM Updates Right from the Inbox

“Salespeople can now take actions that previously required logging into their CRM, right from their inbox.”

“Most email clients allow users to set-up reminders for emails they need to get to. Zoho SalesInbox is unique in that it lets salespeople set reminders for emails they need to receive.”

“Thanks to its integration with Zoho CRM, Zoho SalesInbox users can receive detailed insights into how the emails they send are performing. Users can also see statistics about what email templates are performing best with customers and can…”

Zoho CRM Goes MultiChannel

CMS Critic (August 2016)

“Zoho has just rolled out the latest major version of Zoho CRM, making it, “the industry’s first multichannel CRM” in the process. Zoho CRM: Multichannel Customer Engagement supports email, social media, live chat, and phone communications, enabling salespeople to engage their customers and prospects across all major channels.”

Zoho Boosts CRM with SalesInbox and Multichannel Tools

Sci-Tech Today (August 2016)

“Zoho has come out with multichannel communication and marketing-focused email management. designed to help companies build better relationships with customers who communicate with them in a wide variety of ways.”

“SalesInbox reinvents the conventional email inbox by enabling salespeople to organize messages in ways that prioritize.”

“Another addition with this release is Gamescope, designed to enable sales managers and other users to create team-focused contests and games that award points, trophies or badges for sales calls, closed deals and other accomplishments. The new tool complements Zoho Motivator, the sales-promoting gamification software launched.”

“With the Zoho Marketplace, salespeople using Zoho CRM can also add extensions for a variety of other third-party cloud applications such as DocuSign, Eventbrite, MailChimp, SurveyMonkey and Zendesk.”

Zoho – The Consummate Bootstrapper

diginomica (August 2016)

“Zoho has over 300,000 active business customers and over 20 million end users. It has 5 global data centers and is adding new customers at a furious clip.”

“Zoho’s product line is continuing to grow in breadth and depth. Monthly sign-ups are well over ½ million and growing which bodes well for the company. In fact, it’s the ever accelerating growth curve that convinces me that ZOHO is beginning to hit the hockey stick growth phase of its lifecycle.”

Zoho Announces SalesInbox

CloudPro (July 2016)

“Zoho CRM is now fully loaded to help the enterprises of today keep constantly growing. The new additions to our CRM speak to our growing commitment to being a key player for mid-market and enterprise businesses.”

Zoho Branches into the Mid-market with Latest CRM Solution Launch

Technology Evaluation Centers (August 2016)

“From this single solution, Zoho evolved into an industry giant that had—by 2015—more than 4,000 employees, seven locations, three product divisions, and more than 1,200 partners. It does business in more than 130 countries, with 300,000 solution adoptions and 20 million users. The vendor’s latest growth statistics (35{60f59b2fde42968da13695b586d75ab9e222f7e0fca52c49125d8c09d08f5200} year-on-year) indicate that its performance momentum will likely continue.”

“Zoho’s sales and implementation rely heavily on partner channels. In 2015, 85{60f59b2fde42968da13695b586d75ab9e222f7e0fca52c49125d8c09d08f5200} of its CRM and CRM Plus revenue came from partners.”

Zoho’s New CRM: Designed to Cater to Mid-market

“While Zoho has long been seen as one of the global multitenant cloud CRM leaders in the small and midsize business (SMBs) segment, it is rapidly expanding its footprint in the mid-market and enterprise spaces.”

A Strategy to Become the Operating System for Business.

“Unlike many of its competitors, Zoho has quite a unique business model. Its product strategy has always been to build a scalable technology and product stack, taking over market share via building gradual volume.”

Email Preferences in Zoho CRM will now allow admins to set a role based email sharing preference. Organization users will automatically abide by the pre-configured sharing permission. The other two updates are a mass update of sharing settings and better UI experience. 

The new Zoho Learn is an all-in-one knowledge and learning management solution that can help organizations create, manage, and share organizational knowledge, training programs, and measure progress. Zoho Learn will make employee training a breeze and boost learner engagement.

Introducing All-new Unified Operating System for Business - Zoho One 21

Zoho One 21 unifies apps, services, and interface to ensure consistency and continuity of experience. The new unified Zoho One 21 adds new apps like Zoho Commerce, TeamInbox, Lens, Learn, Mobile Application Management, and more. The new operating system can empower innovation and sustainable growth by unifying every aspect of your business.

Zoho Sign Named a Major Player by IDC E-Signature Software Vendor Assessment

Zoho Sign has been named a major player by IDC in the IDC MarketScape Worldwide eSignature Software Vendor Assessment 2021. Zoho Sign has been featured for its ease of use, integration capabilities, and exciting roadmap.

Zoho Sign Recognized as a 2021 SoftwareReviews E-Signature Data Quadrant Gold Medalist

Zoho Sign is a gold medalist and leader in the E-Signature Data Quadrant with a Net Emotional Footprint of +95. Zoho Sign scored sufficiently high in user satisfaction across four areas of evaluation including vendor capabilities, product features, likeliness to recommend, and vendor experience.

Zoho Creator Announced as a Leader in the 2021 SPARK Matrix of the Low Code Application Development (LCAD) platform market

Zoho Creator has been positioned as a technology leader in the SPARK Matrix: Low-Code Application Development Platform, 2021 report for the second time in a row. Zoho Creator’s technology excellence and customer impact have helped Creator to position itself amongst the technology leaders in the SPARK Matrix.

Zoho Catalyst is a server-less application platform that makes it easier than ever to create innovative microservices, mobile apps (both iOS and Android!), server-less product extensions, and bespoke applications quickly with zero server management.
Catalyst lets companies leverage Zoho’s deep expertise in cloud infrastructure and technology capabilities which powers Zoho’s 50+ products and serves 70+ million users.

zoho campaigns

Zoho has made some recent changes/improvements to Zoho Campaigns to improve the overall deliverability of email campaigns.  Three of its major features: Topic, Contacts, and List Management.  The updates to Zoho Campaigns will help send targeted emails. Subscribers can choose the kind of content they’d like to receive via Manage Preferences settings.

RingCentral Named Best UC Platform and Best UCaaS Provider

RingCentral, cloud-based communications and collaboration solutions for businesses, has been awarded the Best UC Platform and Best UCaaS Provider by UC Today. RingCentral approaches innovation with human potential in mind and changed the way businesses connect, communicate and collaborate. 

RingCentral Update

RingCentral, the provider of global enterprise cloud communications, video meetings, and contact center, has been named a Leader in the 2021 Magic Quadrant for Unified Communications as a Service (UCaaS) for the seventh year in a row. RingCentral is positioned furthest for completeness of vision in the Leaders quadrant.

Zoho Sign Features

Zoho has released a slew of new features to Zoho Sign that support a higher degree of legal compliance in different regions. These features include trusted document timestamping, qualified electronic signatures (QES) for the EU, and more. See all the details, plus how Zoho Sign goes beyond standard e-signature requirements. 

Zoho CRM Introduces Zone Analysis

Zone Analysis in Zoho CRM will now allow you to get detailed analytical insights into business data. Zone Analysis distributes data into different zones. It becomes easier to interpret data and make informed decisions.

Introducing Color Coding of Picklist Fields in Meetings

Color coding of picklist fields in Meetings can help you differentiate between different meetings. This user interface (UI) enhancement in Meetings is designed to help you and your teams perceive the type of meeting at one glance.

ZOHO Projects 15 years celebration

Launched in 2006, Zoho Projects turned 15 in 2021. The new Zoho Projects 7, launched in January 2021, addresses the ever-changing requirements of the industry. Zoho Projects now provides high-level collaboration and automation features to bring remote workers and on-site employees to work efficiently. It also includes the ‘Discuss’ module and workflow rules with improved machine learning capabilities.

Zoho Bookings Now Integrates with Zoom

Zoho Bookings is an appointment scheduling software that makes scheduling meetings easier not only for you but for your customers as well. Zoho Bookings now integrates with Zoom. You can auto-generate Zoom Meeting URLs, add or update meeting details, send meeting confirmations, access scheduled meetings from the Zoom Meetings, and much more.

ZOHO Marketing Automation

The name has changed but not the features and functionalities. Zoho Marketing Automation is still the same all-in-one marketing automation software that helps businesses provide seamless customer experiences across multiple channels. The software has the same automations and integrations intact. Zoho will continue to add new and refined features to Zoho Marketing Automation to serve businesses in a better way.

Zoho Calendar

Now you can stay at the top of your schedules with the new Zoho Calendar. The revamped user interface can be customized according to your needs as it supports 60 display languages. Choose from a variety of time zones when you create events. The other main highlights of the new Calendar are resource booking and advanced search.

Many Zoho customers use OneAuth to protect their accounts from hackers and identity thieves. With the latest updates in OneAuth, customers can use passwordless multi-factor authentication mode. Some of the new features added to OneAuth include multi-account support, easy recovery modes, and alternate authentication modes.

ZOHO SalesIQ 2.0

Zoho has released SalesIQ 2.0 to provide both B2B and B2C businesses a unified tool to engage prospects and customers at every stage of the customer lifecycle. Some of the highlights are resource library, bot creation tool, built-in screen share, analytics, webhooks, widgets and forms, and much more.

Zoho

It is only May and already Zoho has released nearly 40 meaningful improvements to Zoho CRM. Advances have covered broad aspects from the UI, Automation, AI, Administration, Database, Business Process, Integration, Mobility and More. Zoho maintains a helpful timeline of it’s CRM releases with links to more details.

Features released in February in Zoho People

Zoho People has introduced new features that can simplify the HR management process. The new features include validation of employee identity with facial recognition, organization of pre-course and post-course activities, course cloning feature, and task watchlist and notifications.

Zoho Facial recognition

Zoho People’s recent announcement on Facial Recognition within it’s HR product Zoho People has made a buzz. The feature validates the identity of employees at the time of check-in or check-out, thereby preventing “attendance proxies” and guarding against threats to security, identity theft, etc.

Zoho survey ad trackers

According to a survey conducted by CRM Essentials and commissioned by Zoho revealed how frequently unethical data collection tactics are used to capture information. The findings exposed glaring gaps in policies that do not adequately protect consumers or give them control over how their data is collected when they go online or use business software.

Announcing 500+ useful extensions for Zoho CRM

Zoho announce that they offer 500+ Zoho CRM plug-and-play extensions in their Zoho Marketlace. These no-code extensions integrate other apps, enhance functionalities, power up the lead generation process, create proposals, schedule online meetings, and a lot more. From query to conversion, the extensions will help you at each stage of your sales.

Zoho-Bookings-Appointment

After Zoho Flow, Zoho Bookings adds Zapier to provide users an easier way to get the integrations they need. You can connect your business apps to Bookings via Zapier. There are many zaps that you can use with Zapier and Bookings. Read more to know what are those zaps.

To help businesses improve their collaboration, task management, and communication, Cliq is offering 10 new useful integrations, including OneDrive, GoToMeeting, Twitter, COVID-19 Bot, Pipedrive, ScrumBot, GitLab, GoToWebinar, GitHub, and Todoist.

Zoho Flow helps you connect your business apps without any code. It has launched 500+ apps and 1,000+ prebuilt workflows since its launch. It also introduced 3 new troubleshooting features to help you manage your flows efficiently including executing glitches with auto-rerun, rerunning failed tasks again, and visiting earlier versions with ease.

Businesses need a streamlined collaboration platform that integrates all their business processes, tools, works, and devices. Zoho Workplace brings business context into collaboration tools and provides continuity across devices, apps, and tools. Zoho Workplace users can solve their business problems quickly and collaboratively.

Twitter-Widget

Zoho Cliq will now make your everyday apps more accessible. It introduced Widgets that brings all tools you use to provide a custom view inside the Cliq window. Each Widget feature Tabs, Sections, Section Elements, and Views. There is a Twitter Widget that shows your Twitter feed. You can even add a COVID-19 tracker for timely updates. Zoho Writer integrates easily with Cliq.

Webinar Fields

Zoho Meeting is all set to become a full-fledged web conferencing platform. To make your remote collaboration easier, schedule and start meetings from mobile, maintain chat transcripts, get better host controls, and search and filter through your meetings easily. The Webinar tool gets email customization and registration form customization. You can also integrate Zoho Meeting with Zoho Backstage.

CRM Admins Become Leaders

The role of a CRM administrator depends on the sales process, which varies from one industry to another. But becoming successful as a CRM administrator requires a lot of effort. To determine the goals, core tasks, and best practices, Zoho surveyed over 1,000 CRM admins around the world. Check the infographic to know some interesting facts about the core tasks performed by successful CRM admins.

Zoho Books – New Features and Enhancements

Zoho Books has introduced new features that will make your financial management easier. Users can now utilize business performance ratios to track organizational progress. You can give discounts at item levels for purchase orders and bills and add auto-apply credits and excess payments to recurring invoices. You can even view remarks by contacts after making a sales or purchase order.

Zoho Sign-Zoho Finance Integration

Zoho users can send estimates to clients over email and clients can accept the estimate and sign it from the email without having client portal access. Estimates accepted and signed estimates can be viewed by the client at their client portal later on. The signing feature is available in Zoho Books and Zoho Invoice.

ZohoTeamInbox

Built on Zoho Mail, Zoho Team Inbox makes email-based collaboration easier by giving a unified inbox for your entire team. Collaborate directly from your inbox without work duplication and with ease. It will be priced at just $8 per month for five users and three inboxes.

Instagram Advanced Analytics

Zoho Analytics is a BI and data analytics software that uncovers hidden insights in minutes. The tool has introduced three new features recently, including an advanced analytics connector for Instagram, an advanced analytics for Sage Accounting, and a new Chart type Histogram.

Zoho Writer Gets a New Feature - True Offline

With Zoho Writer’s True Offline mode, you can now continue to work on your documents during sudden connection losses. You can format, style, and edit your documents in an offline mode and all your changes will be saved automatically when the connection is restored.

Zoho new privacy policy terms

Zoho is now compliant with the ISO 27701:2019 – Privacy Information Management System. This standard is used for privacy management. ISO 27701:2019 is meant for improving the existing information security management and requires organizations to establish, maintain, and improve their Privacy Information Management System (PIMS).

Zoho Projects Android App

Zoho Projects Android App has introduced a Global Search option for users. Now you can search across modules such as projects, tasks, comments, and more. You can search in your Projects list by clicking the ‘Filter’ option.

Zoho Meetings Features

Zoho’s feature-rich web conferencing solution – Zoho Meeting – releases new updates and enhancements. Zoho Meeting will invalidate the keys of all past meetings and webinars for security purposes. It now provides improved controls for meeting hosts with enhancements in participant notification, audio-only meetings, chat transcripts, and more.

Zoho Backstage

Canceling an event is not an easy decision for organizers, but sometimes, you need to do that because of unforeseen circumstances. At Backstage, you can cancel an event will three simple steps: update the event website, refund attendees, and notify all parties.

Zoho Marketplace now boasts more than 1000 extensions for every role and function in your business. From sales, marketing, accounting, customer support to back-office operations, add these extensions and extend the power of the Zoho products for selling faster, better, and smarter.

Kanban View

The UI of Kanban View in Zoho CRM has been changed. Now you will find a new option under Kanban View Settings using which you can change category header color, column width, colored representation for records and deals, and header style.

Zoho Mail Integrates

Zoho Mail will now support three new extensions including Wrike, Todoist, and monday.com. Build customer relationships and keep track of all CRM activities by integrating Zoho Mail with Insightly CRM.

Zoho Bigin

Now users can migrate data from their Zoho CRM account to Bigin account in a single click. Integrate web forms in your Bigin account with your Zoho Sites website. Bigin also features Email Authentication to prevent your emails from going into customers’ junk or spam folders.

Zoho Creator

The Zoho team will be upgrading all accounts to Creator 5. With this update, you will be able to preview files in reports, display published components inside published pages, host widgets externally, support record templates in the detail view, and integrate Creator with Zoho Directory.

Zoho WorkDrive

Data management is important and even more important is finding the right data at the right time when making decisions. Zoho WorkDrive has introduced Labels that will help you organize and personalize your files in a way that is right for you so that you can find what you are looking for in seconds.

Toolkit by Zoho Mail

Zoho Mail introduces Toolkit that can be used by anyone with an Internet connection and not just account holders. This Toolkit can be used to find details for DNS records, perform IP-based lookups, open ports and encode/decode URLs, and analyze message headers.

Zoho CRM Adds Facebook and Twitter Workflows

Social media is the best platform to engage with your customers. By using Zoho CRM’s new workflow tools for Facebook and Twitter, you can automate the steps required to perform when you receive comments, reactions, replies, or likes from the customers.

Backstage On Air

Zoho Backstage is an event management system. Now it has added new features to provide users with a virtual event management solution. Zoho Backstage OnAir allows you to live telecast events, add polls and questions to sessions, and analyze session engagement with analytics.

Zoho Workplace

Zoho Workplace is an enterprise collaboration platform that consists of nine integrated applications for better collaboration, communication, and productivity. This platform is now supporting 15 million users globally. Zoho Workplace is seeing unprecedented demand from business users looking to replace siloed tools and seeking integrated business applications.

Zoho Campaigns Now Integrates with Bigin

Bigin is a CRM solution for small businesses. If you are using Bigin and Zoho Campaigns, you can integrate them seamlessly. After integration, you can track contacts and send personalized email campaigns to them with less efforts.

Zoho CRM Allows You to Associate Emails with a Record using Outlook Plug-in

When a lead or contact will send an email to you in your Outlook account, you will find an option called “Associate Email”. When you click this option, the email will be associated with a record in Zoho CRM. You can associate multiple emails to one record.

Zoho Analytics Has Become Even Smarter

Zoho Analytics features amazing new enhancements that will help users to work more smartly. In Analytics, Zia can now understand your unstructured and incomplete queries and misspelled words and do much more. Export and email dialog UX and Workspace Explorer have been enhanced as well.

Zoho CRM Announces Enhancements in Portals

Portals in Zoho CRM allow users to extend access to CRM to their contacts or vendors. With the new enhancements, you can now edit records added by other CRM users, get access to subforms, and view records in the Related List.

Zoho Social Announces New Features – July Updates

Zoho Social has made some dashboard enhancements to make your experience smoother. You can now easily switch between different brands. Social media messages will be shown as small Inbox notifications. Zoho Social has also improved Settings Tab and social media icons.

Set Up Portals in Zoho CRM for Your Vendors, Contacts, or Partners

Portals in Zoho CRM can help your business to extend CRM access to vendors, partners, and contacts. A Portal user can create, edit, and delete records in the CRM module. They can edit information in a record and edit associated records. While creating Portal, you must define portal user type, configure portal type, and specify field permissions.

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Your employees spend a lot of time and effort on communication, calls, emails, and more. The AI assistant Zia is now available in emails. Zia even offers workflow suggestions to your employees. The Wizards feature lets your employees design an interactive record detail page. The Zoho CRM Analytics App lets your teams view dashboards from their app without even accessing the desktop app.

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Use Zoho CRM’s web form analytics and A/B testing to analyze the performance of web forms. The new Command Center in Zoho CRM lets you build and automate customer journeys. Zoho CRM has added Marketing Attribution models to help you calculate and credit ROI to marketing campaigns. You can even track and analyze deal progress across multiple sales processes in the CRM.

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You can offer personalized selling experience only when you know your customers’ behavior and choices well. Zoho CRM now features auto-suggestions based on customer’s past purchases, likes, and choices. Use the CRM’s Prediction Builder to create business plans and marketing ideas.

The Need Help section in Zoho CRM Profile Page Has Been Updated

The Need Help section in the CRM previously featured “Chat with us” and “Resources” sections. Now this section will feature new ways of communicating with customers such as “Write to us,” “Talk with us,””24*7 Priority Assistance,” “Need a demo?” and “Community.”

Zoho Subscriptions

Zoho Subscriptions has come up with new features with an aim to provide payment flexibility to your businesses. Companies can now use Zoho Subscriptions to auto-enable partial payments for their subscriptions, customize payment initiated email templates, and use social share buttons for the hosted payment pages.

Zoho Inventory

Zoho Inventory, an online application for managing orders and inventory, has come up with amazing new features, such as Amazon UK integration, volume pricing, transfer order approval, and integration of UPS International Shipping. You can use Zoho Inventory to create Receivable Summary and Receivable Details Reports.

Exciting New Features in Zoho Invoice

Zoho Invoice, an online invoicing software solution, now features exciting new capabilities and enhancements. Businesses can create price lists with Volume Pricing, set permissions for custom fields based on user roles, generate the Receivable Summary & Receivable Details reports, and create custom buttons and links for more modules.

Zoho Books

Zoho Books is a cloud-based account management solution for businesses. In June 2020, the Zoho team has introduced several new enhancements including locking feature for individual modules, staff costs tracking by the hour, price lists creation with volume pricing, and SMS notifications for outstanding customer balances. Zoho Books will now also integrate with Yes Bank (India edition) and Cloud Payroll (Australian Edition)

Zoho Cliq

With Remote Work, you get an office inside Cliq! You can check-in and check-out to work, update your work status, use live video feed, add scheduled calls, and get reports on your team’s work hours. Remote Work also features contextual native integrations across all Zoho Apps.

Zoho Marketplace

Zoho Marketplace has more than 960 extensions. In May 2020, the company launched more extensions including Quote to Project Converter for Zoho CRM, WeChat Pay for Zoho CRM, Bold BI for Zoho CRM, SyncPenguin for Zoho CRM, CapsuleCRM for Zoho Desk powered by Zoho Flow, Clockify for Zoho Desk powered by Zoho Flow, and more.

Zoho has launched the 6th version of Zoho Writer with amazing new tools and features. It gets a new collaboration analytics tool called Engagement Insights. Zoho Writer 6 features Prepare Template flow for document automation, Document Navigator panel for easier editing, cross-platform PDF Form alternatives, and easier formatting and customization options.

Zoho CRM has been recognized as the best lead management solution by customers and experts. From lead generation, scoring, conversion to analysis, Zoho CRM’s comprehensive set of lead management features enable businesses of all sizes and types to achieve sales success.

Zoho Analytics

Trend lines are often used to identify positive and negative trends in a chart. Zoho Analytics will now support five Trend Lines including Linear, Logarithmic, Exponential, Power, and Polynomial. Learn more about pivot data using the expand/collapse option. You can make a date column to be a lookup column in Zoho Analytics.

chromebook

Zoho Show lets you create, edit, publish, and share presentations online. Now you will get Zoho Show for Chromebook. Install the Zoho Show app from the Play Store and access all presentations that you’ve created so far from the cloud. You can even access PPTX files, edit them, and share them with your teams through different permission levels.

Orchestly

Orchestly is Zoho’s workflow management software that can automate your business processes. Use Product Manager’s Blueprint to design new features, prepare UX design, and test them. The QA Team’s Blueprint enables your team to perform multi-level testing. Utilize Orchestly’s Report feature to know the progress and collaborate using comments in jobs.

Changes to the UI

The Zoho CRM team had launched a new UI of the record details page in March 2020. After receiving feedback from users, it made recent changes to it and they include an increase in the width of the Notes section and Description column, change in color coding for won and closed deals, modification of design to show the progress of the transitions in a blueprint, and removal of the empty box next to the Business Card.

Remote Work

Zoho WorkDrive, an online collaborative and productive tool, has got two new capabilities in its search function – Optical Character Recognition and Object Detection. Optical Character Recognition will help you extract text from images, scanned files, and images inside docs. With Object Detection, you can search for any image based on the object it contains.

Zoho Sheet

Zoho Sheet is an online spreadsheet application that makes data organization and analysis easier for your team. Zoho has made some enhancements to Zoho Sheet’s print settings so now you can make customizations and make the data comprehensible, even on paper. You can choose to keep frozen rows or columns, use scaling options, and choose which page to print after a sheet. Zoho Sheet also has an exclusive contextual side pane.

Zoho Marketplace

Zoho Marketplace releases 7 new extensions for Zoho Mail. They include Amazon Alexa, monday.com, Plesk, Adobe Sign, Integromat, Wrike, and Google Calendar. No matter which software you use for your business, you can easily integrate them with Zoho products and get your work done faster and smarter.

Zoho Show

Zoho Show lets you create, edit, share, and publish presentations online. It has introduced new slide and presentation templates. The new templates feature layouts, background styles, and slide effects. Zoho Show is offering useful patterns for designing presentations for various business purposes. Zoho Show also provides designs with different font scheme, color scheme, and preview options.

Zoho Invoice

Zoho Invoice is online invoicing software that helps you track billable hours, create invoices online, and get paid faster. In the last month, the Zoho team redesigned the invoice details page in Zoho Invoice and customized the report layout for print and export. Now you can collect payments with Mercado Pago and compare sales by customer report.

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Zoho Inventory is an online application that helps you to manage orders and inventory. There are a number of updates that were introduced in Zoho Inventory and they include new report tags, document tab, validation rules, report comparison, and warehouse to market mapping. Zoho Inventory can now be integrated with Mercado Pago and Zoho Desk. You can even apply taxes on shipping charges, sync taxable orders from Shopify, and set a credit limit for customers.

Zoho Books

Zoho Books is a cloud-based accounting solution designed for all organizations. The Zoho team has introduced new updates and features in Zoho Books. There is a new Vendor Portal, a new integration facility with Mercado Pago, a restructured invoice details page, and customized layouts and print reports. You can generate customer and vendor balances summary reports and apply taxes on shipping charges.

Zoho Social is a social media management software that helps you manage your social media presence across multiple channels with advanced features like scheduling, publishing, real-time monitoring, contextual information, collaboration, and powerful reporting tools. Learn how to do social media marketing with Zoho Social in this webinar.

Zoho Books

Zoho CRM adds List View – Utility Menu under the list of custom button placements. This option will let you place a button where you want to perform a specific action in a module. The actions configured through this button will not work for the records in the module. Zoho CRM has also changed names of two button placement locations: 1) The new name of List View – Button for each record is List View – Each Record and the new name of List View Page is List View – Mass Action Menu.

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Businesses look for payment gateways that offer their customers with secure and fast transactional processes. That’s why Zoho Forms added a new PayPal gateway service. This new service will support various payment methods such as PayPal, PayPal Credit, Venmo, SEPA-Lastschrift, EPS, iDEAL, MyBank, Przelewy24, Sofort, etc.

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Tracking expenses and allocating budget are the two most difficult tasks in project management. If you are using Zoho Projects, expense management will now become easy with the integration of Zoho Expense. With this integration, you can upload receipts, submit expenses for approval, view actual costs, create expense reports, and much more.

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As companies are working remotely due to the coronavirus pandemic, Zoho is increasing the storage limit for WorkDrive’s Starter and Team plans to make remote work easier for all businesses. The storage limit is now 1TB for the Starter plan and 3TB for the Team plan. If you have more than 10 users, you will get an additional 100GB of storage for the Starter plan and 300GB for the Team plan for every new user.

Integrate Workdrive

Streamline information flow across all business apps that you use by integrating Zoho WorkDrive with Zapier. Zapier helps you create custom workflows that automate repetitive tasks and save your time. For instance, a Zap can save the attached documents in WorkDrive and send you email alerts about all your latest file uploads to WorkDrive.

Zylker Sandbox

Zoho CRM has introduced two new enhancements: 1) Now you can execute Lead Conversion Mapping in Sandbox. Map the fields from the Leads module with the respective layouts in the Contacts, Accounts, and the Deals and deploy it in the production account once you are sure about the mapping. 2) You can attach files or folders from Zoho WorkDrive to a record in Zoho CRM. These attached files can be accessed by users based on the permission given to them during the file attachment.

Zoho CRM Plug-in

The sign-in process for Zoho CRM Outlook plug-in has been modified. Users can use OAuth for signing-in to the outlook plug-in. It is a more secure method of authentication. The marketplace category is now available as a tab in Zoho CRM. The marketplace category will be available in all Tab Groups by default.

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The Delete User Option in your Zoho CRM gets new updates which will allow you to transfer the open records, the assignment configurations, and all the rule-based criteria of one user to another before you delete them from the CRM account.

In an exclusive interview with Brent Leary, Sridhar Vembu (founder and CEO of Zoho) shared his thoughts on the growth of Zoho company in the last five years, the bigger purpose of cloud technology, how cloud can be transformative technology for rural revival, and how the company is adopting sustainable practices to build data centers in order to deliver software products and services to its customers. Vembu also explained how surveillance is a bad practice and we need to protect the data and respect the privacy of Zoho’s customers.

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Zoho Creator is a low-code application development platform that helps you to build custom apps to run your business. In Zoho Creator 5, a number of changes and updates were introduced in 2019. Some of these changes are navigational buttons in calendar, auto refresh, field-level permissions, gauge, panel builder, custom Kanban report and OAuth connectors, integration of Zia functions, DKIM and SPF email authentication, Siri shortcuts, smart data import, data cleansing capabilities, and many Deluge updates.

Zoho Forms

Zoho Forms has introduced an upgraded version of its Theme Builder with inputs given by users. This new builder will let you design forms without any coding knowledge. It lets you customize 75% of the form, such as color, font, text size, style, etc. It also provides well-curated selection of images and a lot more.

Zoho Bookings

Zoho Bookings is a scheduling app that lets you manage courses, consultations, and rentals. In December, Zoho Bookings introduced a number of new updates including improvements to its calendar dashboard and appointment summary and improved integration with Zoho CRM’s contacts module.

Zoho Holiday Treats

Zoho Writer is a fully-featured word processor that is designed to help you do more collaborative work and create powerful documents. This holiday season, Writer has introduced 5 new features to make it a better word processor for users. Now you can insert spreadsheets to docs, sort a table, access writing preferences, locate symbols letters, and add line numbering to code blocks.

Zoho

Zoho Sites lets you build any website the way you want. The website building process will become even easier with the new update that offers 35 professionally designed templates. These templates suit every industry and contain industry-based filler text and imagery. These templates are responsive, making your website look amazing on all types of devices.

Zoho

Austin, Texas — November 6, 2019 — Zoho Corporation, a global, privately held company that offers the most comprehensive suite of business software applications in the industry, is thrilled to announce today another historic milestone for the company: 50 million business users. This news comes at a time when Zoho is growing considerably.

Zoho

AUSTIN, Texas-October 17, 2019-Zoho Corporation, a global, privately held company that offers the most comprehensive suite of business software applications in the industry, today announced the release of Catalyst, the company’s visionary full-stack serverless platform for developers.

Zoho

AUSTIN, Texas-October 17, 2019-Zoho Corporation, a global, privately held company that offers the most comprehensive suite of business software applications in the industry, today announced the release of Catalyst, the company’s visionary full-stack serverless platform for developers.

Zoho

Austin, Texas, April 9, 2019 Zoho announced today at Zoholics Austin its new marketing platform that executes marketing campaigns across multiple channels while coordinating their orchestration centrally, against outcomes, plans, and budgets.

Zoho

Austin, Texas, April 9, 2019 Zoho, a global, privately held company that offers the most comprehensive suite of business software applications in the industry, announced today at Zoholics Austin its forward momentum with more than 45 million users across 180 countries, at a revenue growth rate of 39 percent year-over-year.

Zoho

Austin, Texas, April 9, 2019 Zoho announced today at Zoholics Austin its new, comprehensive commerce platform, Commerce Plus. Built on top of Zoho One, the operating system for business, Commerce Plus is a fully integrated, end-to-end platform for the commerce vertical.

Zoho

Pleasanton, Calif. February 14, 2019 Zoho announced today at Zoholics Mexico City its new version of Zoho Office Suite, which includes four sophisticated, cloud-based productivity software applications— Zoho Writer , Zoho Sheet, Zoho Show, and Zoho Notebook —enhanced with Zia , Zoho’s AI-powered assistant.

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USER QUOTES:

Zoho Creator is a Leader in Low Code Application Development Platform Market

Zoho Creator, with its comprehensive end-to-end capabilities, allows developers to build scalable and secure custom web and mobile apps that can be extended and integrated with a host of third-party applications. The company has received strong ratings across the parameters of technology excellence and customer impact and has also been positioned amongst the technology leaders in the 2021 SPARK Matrix of the Low Code Application Development (LCAD) platform market.

Sofia Ali, Analyst at Quadrant Knowledge Solutions.

Great CRM, incredible room for modifications and personalization

I’ve worked with several companies who use this tool and I am always amazed by how flexible it is and how all these companies always have such a personalized range of actions and fields, all allowed by the CRM developers, of course. Not only that, but it also allows each individual to personalize it even more, with the use of macros for daily/repetitive tasks, mass emails and texts, and personalized views so you can group your clients or customers and keep track of their status or keep in touch with them much more easily.

Ligia

Zoho Gets it Done!!

I like the fact that Zoho CRM is easy to use. The configuration and style is very simple that it allows just about anyone with some type of computer knowledge to get started. I like the fact that the CRM has customization input that can accommodate your business needs.

Juan

Improve your sales with Zoho CRM

It is a refreshing application, which has many tools, such as organizer, historical mails, with clients so that you do not miss any interaction between the client, creates a portfolio of potential clients, and this software helps you with immediate alerts from answering, to respond in time, any doubt or closure of treatment, you can customize your mail with your signature or logo of the company, something very important through the mails you can make the performance of the clients, important, thus being able to attack the seller problem and help improve its performance, excellent

Yudith

Easy to use. Price is right

Zoho gets the job done. I use the lower end version and it’s prefect for what I need. I just need a simple crm and zoho is great b/c it’s not too much money and it’s very customizable and easy to use. so thank you zoho.

Diana

Zoho for CRM was what I was looking for!

Zoho integrates all the features into a simple interface. It makes things easier while working in a team. I can share the resources in the team by a few clicks on my mouse. I can easily give access to the files to the limited number of individuals in my team, This feature is a huge plus for my company. It removes the confusion in other team members because they see the files which are relevant to them only. Zoho tells me when my collegues are online so that I can contact them.

Ankit

Zoho CRM helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system.

An all-in-one platform for customer engagement. Zoho CRM Plus gives your team 360-degree, contextual view of every customer interaction.

Zoho ONE with its six sets of applications is a revolutionary all-in-one suite to run your entire business. There are over 45 different applications included with Zoho ONE!