Zoho on Thursday rolled out an upgrade of its CRM module including features that track leads, integrate with LinkedIn as well as its presentation app.
The company, a SaaS provider that caters to small businesses, has been introducing a new interface throughout its services. Zoho CRM will now get the new interface as a default. Zoho evangelist Raju Vegesna said there are 40 new features in Zoho CRM.
Among the key features:
- A pulse module that allows users to track a deal, contact or account within Zoho CRM. Users define rules based on how often they want to be notified. These Twitter-like notifications are becoming the price of admission in multiple SaaS applications.
- Zoho is integrating with LinkedIn to build out contacts and leads. For instance, emails and names can be linked to current employers and other details surfaced on LinkedIn.
- Creator integration. Zoho’s Creator is an online presentation tool and via CRM integration users can pull in modules—custom travel apps for instance—without programming.
- WebHooks, which integrates with other systems. If you wanted an accounting system update every time a deal closes Webhooks would be the way. Users can create a rule that whenever data changes there can be a call on a URL or third party application, said Vegesna.
