Zoho CRM 5 GA Released

Zoho CRM 5 GA Released

Dear Team,

We are happy to announce the Zoho CRM 5 GA release (the first Web Service + Software from Zoho brand) for the general public.

We would like to dedicate this release to our beloved friend and great leader "Govind" who is no more with us mortally.

Zoho CRM release is a collective/collaborative effort involving many external Beta testers. Thank you for actively participating in our Beta service.

Salient Features:

1. Marketing Automation: Campaigns, Email Marketing, and Lead Generation for Marketing folks

2. Sales Force Automation: Leads, Assignment Rules, Capture Leads from Website, Accounts & Contacts, Business opportunities, Sales Stage History, Big deal Alerts, Sales Pipeline Analysis, Competitor analysis, Win-Loss Analysis, Sales Quotas, Sales Forecasts, and so on for Sales Force.

3. Customer Support & Service: Cases (Trouble Tickets), Solutions (Knowledge base), Capture Cases from Website as well as from Microsoft Outlook Email client, etc for Support persons.

4. Order Management: Integrated Procurement and Customer fulfillment process that includes Products, Price Books, Sales Quotes, Sales Orders, Invoices, Purchase Orders, and Vendor Management.

5. Reports & Dashboard: Fully customizable Reports & Dashboards with more than 25 reports and intuitive Flash-based Bar, Stack, Pie and Funnel charts.

6. Customize CRM solution as per vertical industry (including rename tabs, add custom fields, modify module page layouts, and modify related list views (360 degree view)

7. Outlook Edition: Add-on to synchronize contacts and emails in between MS Outlook and Zoho CRM.

8. Workflow Management: Trigger workflow rules based on predefined workflow criteria and send alert messages through email/ create tasks to the intended users. Default workflow rules includes, Lead Assignment and Big Deal Alert.

9. Activities & Calendar integrated with all relevant modules for a better 360 degrees view.

More ..

Important URLs


Please give a try and let us know your suggestions and comments.

Best Regards,

Zoho CRM Team