Hey everyone,
There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024!
(Psst! We are also turning 10—yay!)
This year, CRM Plus had a lot of wonderful updates, taking more steps to make the customer experience easy for your business. Let's review them, shall we?
Understanding the customer journey with Path Finder
Path Finder in CRM helps you understand the various customer touchpoints in your business. This gives you a fair idea of how customers approach your business, and how they complete the entire journey. With this insight, businesses can modify their various processes, ensuring a positive customer experience and reduce customer churn.
Read more: Path Finder - An overview
Send SMS notifications to your customers
Your CRM now comes with a built-in option to send out SMS notifications to your customers. There are various scenarios where notifying customers comes in handy. It could be about an event, when an item is purchased, reminders about payment due dates, and so on.
Read more: SMS notifications in CRM
Automate using Actions by Zoho Flow
In workflow rules, any action that has to be done outside the CRM ideally involves setting up a custom integration. With Actions by Zoho Flow, you can set up any action to be executed automatically with Zoho and other third-party applications that can be integrated using Zoho Flow.
Use Campaigns's SMS gateway to send SMS campaigns
The Campaigns module in CRM Plus comes with our in-house SMS gateway which lets you send SMS campaigns in India, the USA, and Canada. This makes it easy to manage email and SMS campaigns in the same module.
Read more: SMS Campaigns
Convert messages into tickets
Prospects and customers reach out to your business through various messaging platforms like Messenger, WhatsApp, Line, Telegram, and so on. This form of communication is also one of the most popular channels customers use to share their issues, hoping for a swift resolution. With the Instant Messaging module in Desk, agents in your business can easily converse with customers and convert their messages to tickets to address the issues in detail.
Send outbound messages via WhatsApp
Desk in CRM Plus lets you create HSM (Highly Structured Message) template messages to send to your contacts via WhatsApp. This lets you proactively reach out and engage your audience with ease.
Interact via Facebook Messenger
The Instant Messaging module lets you connect your Facebook profile and continue your conversations with a Facebook user right from Desk in CRM Plus.
Inbox in Social: One place for all interactions
Inbox lets you manage all your social media interactions, such as comments, replies, reviews, messages, questions, dark comments, and so on across various social media channels. You can track and assign them to your team members manually or automatically from Social.
Read more: Inbox in Social
Create Facebook reels, Instagram stories, and posts on Mastodon
Social in CRM Plus extended support to publishing reels on Facebook, stories on Instagram, and posts directly on Mastodon. You can also get in-depth analytics on the performance of these posts across all channels.
Read more: Facebook reels, Instagram Stories, and posts on Mastodon
Updates to Zia
Our AI assistant, Zia, has a lot of features to help make things easy for your business.
Zia can suggest the best users to assign to a particular lead and intelligently score the lead to help your sales team prioritize tasks. She can also suggest the next best experience for your lead or contact, understand the sentiment, or suggest a suitable subject line for emails.
Apart from these, we made other new enhancements and updates for CRM Plus. We have a lot more planned for 2024, too!
We would love to hear your thoughts on these updates. Feel free to share your stories on how CRM Plus made things simple for your business.
Cheers to a blessed and happy 2024!
Recent Topics
Landed Cost application to Vendor Bills from dropship Purchase Orders
When trying to apply a Landed Cost to a Vendor Bill generated from a dropship Purchase Order, the Landed Cost pop-up window generates a message that "Landed Cost cannot be applied to Bills from dropship Purchase Orders" when trying to save the landed
Condition-based data sharing rules are now available in CRM
Dear All, We are excited to introduce a much awaited feature: condition-based data sharing rules. We'd love to explain more about this enhancement. Specify record conditions in data sharing rules Data sharing rules enable you to share all the CRM
2 serial numbers for 1 item (Mac address and Serial number)
There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbers
Zoho Projects Roadshow, USA - 2024
Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutions
[Zoho Writer Webinar] Tips on collaboration control in Writer
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of October 2023: Tips on collaboration control in Writer. This webinar will help you understand the various features available in Writer to control collaboration. We'll
[Zoho Writer Webinar] Working with tables in Zoho Writer
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of September 2023: Working with tables. This webinar will help you understand the various ways you can use tables to meet your specific needs. The webinar will take
[Zoho Writer Webinar] Customize Writer to suit your business process
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of August 2023: Customize Writer to suit your business process. This webinar will cover the various ways to customize Writer to streamline business processes and improve
Is there a way to print the dashboard?
I would like the capability of printing the dashboard - is that possible?
Workflows for Timesheet
Good day, Any way to have timesheet as triggers? I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger. Basically, I would like to trigger something upon timesheet approval. Right now, the only way to
Linkedin - Recruiter System Connect
Hi there! Does anyone here know how to connect Zoho Recruit to Linkedin Recruiter via Recruiter System Connect?
[Webinar] A recap of Zoho Writer in 2024
Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for December 2024: A recap of Zoho Writer in 2024. This webinar will provide a recap of the features, enhancements, and integrations released in 2024 to enhance your productivity. There
Learn how to automate IT asset and incident management with Zoho Writer
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for November 2024: Learn how to use Zoho Writer's fillable forms for IT asset and incident management. This webinar will focus on how Zoho Writer can help you automate your organization's
[Webinar] Learn how Zoho Writer can streamline your finance and admin operations
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for October 2024: Streamlining finance and admin operations with Zoho Writer. This webinar will focus on how Zoho Writer can help you generate payslips and automate claim processes.
[Zoho Writer Webinar] Learn how Zoho Writer can enhance the productivity of sales teams
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for August 2024: Streamlining sales operations with Zoho Writer. This webinar will focus on how Zoho Writer can help you create sales documents and automate sales routines. There
[Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring
[Zoho Writer Webinar] Learn how to simplify your day-to-day HR operations
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for June 2024: Learn how Zoho Writer can simplify your day-to-day HR operations. This webinar will focus on how to automate your entire hiring process and generate various types of
[Zoho Writer Webinar] Use formulas and conditions in Zoho Writer's document automation
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for May 2024: Learn how to use formulas and conditions in Zoho Writer. This webinar will focus on how to use formulas and conditions when automating document generation in Zoho Writer.
[Zoho Writer Webinar] Personalize Zoho Writer to suit your needs
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for April 2024: Learn how to personalize Zoho Writer to suit your needs. This webinar will focus on how to easily customize Writer's features at the user and organization level for
How to refresh/update module fields in
Hi, I created a Workspace for CRM years ago. Since that time I've updated the layouts in several modules in CRM but Zoho Analytics displays the previous state fields only. How to refresh the module fields to reflect the actual state in Analytics? BR
Data update/pull from a specific field or module
Hi Team, Currently, if I need a data from a newly added field on a product like Zoho CRM, I need to refresh the whole module to get the new field. This is taking much time for the data to be visible. If the data pull/refresh can be granularized to fetch
Lookup field in User module cannot look up to custom modules!
Hi there, Expense has been great so far but it's sad to see that a simple thing such as allowing a lookup to custom modules from the Users module is not yet implemented. Hope to see this in the next release. Do you have any plan for that?
Trigger Zoho Cliq Channel Workflows for API Messages
Dear Zoho Cliq Team, I hope this message finds you well. We have noticed that reminders or messages posted to Zoho Cliq channels via the API do not trigger channel-based workflows. This limitation means that any bot configured with a participation handler
Webhook Trigger for New Messages in Cliq Channels
Hello, I would like to request a feature to enable webhook triggers when a new message is added to a Cliq channel. This functionality would allow us to seamlessly send important information from Cliq to other relevant systems. This webhook trigger can
Ability to Edit the "Current Job Title" dropdown field
Current experience/Issue: When a user (candidate) uploads resume to Zoho Recruit candidate portal, some fields are prefilled with the info from the resume/cv correctly. However, we've observed that; 1. the "Current Job Title" dropdown field is usually
I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope.
I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope. Here’s what I did in Postman: Generated the code to create an access token using the following URL: https://accounts.zoho.eu/oauth/v2/auth?scope=ZohoCampaigns.contact.UPDATE&client_id=<client_id>&response_type=code&access_type=offline&redirect_uri=https://1882-2-26-193-161.ngrok-free.app
Problem viewing document imported from google drive.
Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a way
Problem configuring/customizing sales pipeline steps
Hello, I have created several sales pipelines with different stages in them. Unfortunately I forgot to properly configure these steps (conversion probability, forecast category). How can I modify and customize all these steps? Thnak you by advance M
workflow for bounced email gets triggered, but email is status = opened
Hello, I have a workflow that sends me an email if outgoing email are bounced. Now I got some kind of this emails, but the corrosponding contacts have status = open at the email. Why this bounce-workflow is triggered? Reports > Email Reports > Bounce
Power of Automation :: Automatically start / pause / stop timer on task status update.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Website Access Blocked (from one pc only) when attempting unattended access to any device
Hello From one of my laptops I cannot access any remote device using unattended access. A Zoho Assist error page didplays 'Website Access Blocked. See attached.
Zoho sheets to crm and mapping
i want to know more about mapping the contacts that i upload from the spreadsheet also couldnt able to understand flow
Zoho Analytics to Zoho Sheets - automatic update?
Hi all, If I create a zoho sheet from an Analytics Report or Analytics Data, is there a way for the zoho sheet to automatically update as the Report / Data in analytics updates?
Update Zoho Flow on Sprint Work Item Status Change
Hello, I've contacted Zoho One support but have been unable to help in a timely manner, so I'm asking the community. I want to start using sprints, but I'm having an issue. I need to post updates to Slack when a Work Item has a status change. My understanding
Fixed Assets Register
Thank you Zoho Books for adding fixed assets register. BUT there are certian tweeks that needs to be implemented. I found the following issues and seek improvements. 1) Fixed Asset Register Report in the Report Section has columns which are so much confusing.
Why can't I sync my Zoho Mail tasks and notes with my mobile device, and is there a way to fix this issue?
I'm having trouble syncing my Zoho Mail tasks and notes with my mobile device. Despite following the usual steps, the tasks and notes don't appear on my phone. Is there a way to fix this issue? Regards, Adamjes, Tekskills India Pvt Limited, India.
Link to Desk tickets
Hello, We are using Analytics to analyze data in Desk. Is there a way to embed a link to a ticket in reports? We'd love to be able to see the drill down data, and click a value in a result row that would launch the Desk Ticket in another window/tab. Thanks
Announcing new features in Trident for macOS (v.1.11.0)
Hello everyone! Trident for macOS (v.1.11.0) is here with interesting features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them. Export emails. You can now export emails in the .eml file format
Zoho Sign Product updates - H2 2024
Hello! We have almost come to the end of 2024! Here's a list of features and enhancements that went live in the later half of the year. NOM 151 certification Witness signing Formula, conditional, and custom fields Zoho Sign's extension for Bigin by Zoho
Build custom AI solutions with Catalyst’s QuickML capabilities in CRM
Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers
【Zoho CRM】Webフォームに関するアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 「Zoho CRM アップデート情報」の中からWebフォームに関するアップデートについて紹介します。 今回、以下2点のアップデートがありました。 ダブルオプトイン(2段階の同意確認)後の確認メッセージのカスタマイズ 登録から確認まで一貫したユーザーエクスペリエンスを顧客に提供するために、カスタマイズされた確認メッセージを作成できるようになりました。 ダブルオプトイン認証メールのカスタマイズ 顧客に最初から興味を持ってもらえるよう、パーソナライズされたメールを作成できるようになりました。ユーザーのブランドに合った本文を作成し、パーソナライズすることで、様々な顧客に対応することができます。
Next Page