New features include a Document Library module that allows salespeople to centrally store, manage and collaborate on all sales-related collateral. The new Documents module creates a secure, central repository within Zoho CRM that lets all users have access to the latest versions of sales-related collateral.
Users can create folders and share them with select individuals and groups according to role-based security. The Documents module allows users to upload and create files in multiple formats, and email documents such as proposals and collateral to customers directly from the document library.
Another new feature, MailMagnet, reduces clutter by filtering emails based on active deals in Zoho CRM. MailMagnet intelligently scans users’ mailboxes and displays only correspondence from prospects and customers that are relevant inside the CRM. Users can reply to emails, add follow-up tasks and write notes from the MailMagnet panel. A notification is displayed on-screen when a new email arrives from someone listed in the user’s Zoho CRM Contacts or Leads module.
A third new feature, Location Awareness in Mobile, lets field salespeople instantly view customers and prospects near their current location and display them on a map. Users can access this feature in the Leads and Contacts modules in Zoho CRM mobile apps.
“Document Library, MailMagnet and Location Awareness in Mobile allow sales people to focus on customers and closing deals instead of keeping track of emails and documents,” Raju Vegesna, Zoho evangelist, said in a statement.