Hi,

Does this mean we can combine CRM, invoice and mail to manage our customers now? We'd like to sinc the email and crm mainly.

Any future plans I'd be interested in hearing.

Bob

Bob -

You bring up a good point. That's not something you can do right now, but that's in the plans for the short term. I'm sure you'll like it.

Rodrigo

"this sets the stage for us doing much tighter integration across all of our services"

Does this mean the awesome Zoho Calendar will be integrated with Zoho CRM?  The default CRM calendar is good, but I'd love to see the CRM events and appointments -- which are linked to CRM clients -- show up on the better Zoho Calendar; or bring the Calendar functionality to the default CRM calendar.  I naively thought the SSO project might incorporate this, but it obviously wasn't part of the plan.

And conversely, just to make it interesting, I think the tasks/activities from within CRM is much more user friendly than the stand-alone Zoho Tasks/to-do product.

Might this be part of the "tighter integration"?

Eric -

Thanks for the feedback. Yeah, that's one of the things we're considering. But before that, you'll see some other types of integration scenarios which a lot of users have requested, such as Mail and CRM. Stay tuned!

Rodrigo

What about CRM integration with Projects?  It seems repetitive to have tasks spreadout and not cross link?

CKLuis -

That's a good point. But what we've found is that people treat project tasks and crm tasks differently. That is - a project is an entity with a define start/end timeframe. A CRM task different, it's part of something more fluid. I guess you could consider 'selling' a new customer like a new project, but seems people keep that fairly separate.

But I see your point regarding integrating them. You'll see more integration in the coming weeks/months.

Thanks!

Rodrigo

[..] SSO transition for Zoho CRM [..]

Zoho CRM and Zoho Invoice need to be integrated.  We have very solid footing in a vertical market that needs this integration (and a timesheet function too.)  Any chance of this in the near future?

[..] single sign-on system [..]