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What is New

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We, at Zoho CRM are more than happy to present you the first CRM with email -- the result of your sincere request and our incessant hardwork. Our latest release on Zoho Mail Add-on for Zoho CRM, Zoho CRM Plug-in for Microsoft Office and Custom Formula Fields are just a few more muscle work from our end to tell you that we work hard so that you get the maximum benefit and take the credits.

Zoho Mail Add-on for Zoho CRM

Email communication has changed the way we do business today. And having the Zoho Mail Add-on within your Zoho CRM system empowers you to have this important communication channel level the playing field between you and the big businesses. With the Zoho Mail add-on you can now manage all your customer correspondence within the Zoho CRM screen.

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Zoho CRM Plug-in for Microsoft Office
The Zoho CRM Plug-in for Microsoft Office is an easy-to-use productivity tool to create mail merge documents from Zoho CRM on-the-fly. The mail merge documents include Form Letters, Address Labels, Envelopes and other documents, created based on the CRM customer related data.

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Formula Fields

Zoho-CRM-webformsThe Zoho CRM formula fields enable you to define fields that can populate dynamically calculated data based on the values returned from other standard or custom fields. It gives the ability to calculate the underlying data source. For instance, an insurance company may need to find from the records, if the provided date of birth (by policy holders), confirms their eligibility to own a policy based on their present age.

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Notes on Previous Releases




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