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Zoho CRM Integrates with Zoho Email

Posted on 7.20.2009

Zoho's Online CRM and its Mail service are now forever integrated.

Users of the Zoho CRM in the past were not able to email the prospects in their CRM database directly from the platform. Zoho has now brought these two services together, making the platform that much more of a competitor to SugarCRM's Enterprise edition and even SalesForce.

In addition to now being able to manage email (composing and reading too) within the Zoho CRM, another interesting aspect of the integration is that the same permission structure that applies to Accounts/Contacts will apply to e-mails to/from those contacts. The Zoho blog explains it well: "When Steve Salesman, maintains an e-mail communication with Charles Customer, Steve's manager will be able to refer to those e-mail communications." Makes sense, right?

Perhaps the most powerful feature of this integration however is the ability to add a CRM contact directly from the Zoho Mail interface. Users simply select "Add to CRM" from the 'More Options' drop-down in Zoho Mail. After creating the contact, Zoho CRM users can also add a task (send a follow up email for example).

Zoho is definitely ramping up to steal some market share from its competitors. In its open invitation to "Zwitch to Zoho" the company is offering a free, no obligation assessment with a Zoho CRM specialist, free data migration services and free trial periods (free service for up to 6 months depending on the time left on a Salesforce contract).

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