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Zoho Updates Small Biz CRM

CRMZoho has enhanced Bigin, its CRM application for small businesses.

Introduced in the new release is Team Pipelines, which the company says enables customer-facing teams to manage operations via distinct set of pipelines and sub-pipelines within a single Bigin account. 

Another new feature is Connected Pipelines, aimed at connecting customer records across different processes. Businesses can automate movement of customer data across various pipelines, Zoho’s prepared statement notes, “once a deal is won, sales teams can automate the creation of a connected record in the customer onboarding pipeline.”

Also with Toppings, additional functionalities and third-party integrations can be added on-demand to address business needs that go beyond the standard offering. Zoho’s examples note that the 'Email-In' topping ensures emails sent to different email aliases in an organization are automatically mapped to the relevant customer records in each pipeline. 

Finally Zoho said it is insuring all new mobile features are available on iOS, iPadOS, Android, and macOS

Bob Scott
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
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