Introducing Zoho CRM For Everyone

Introducing Zoho CRM For Everyone

Hello Everyone,

Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by increasing resource allocation to break silos, hiring additional personnel to address gaps, and purchasing more tools to enhance team coordination, it isn't feasible to provide a superior customer experience if these elements aren't holistic and user-friendly. In the last 20 years, our mission at Zoho CRM has been to enhance the effectiveness of our product to maximize user productivity and aid organizations in serving their customers. We're committed to addressing these challenges by relentlessly reimagining our product and staying at the forefront of technological evolution. Today, we're excited to announce the next evolution of Zoho CRM, which tackles these business challenges head-on—and with a shiny new UI!

What’s New in Zoho CRM 

We're introducing several new features that transform our CRM from a SFA-specific solution into a unified platform for all customer-facing teams:
  1. Zoho CRM for Everyone
  2. Next Generation Ask Zia
  3. Reimagined User Interface
  4. Additional Module Views
  5. Interactions Tab
  6. Dark Mode

1. Zoho CRM For Everyone  (#CRM4E)

Zoho CRM for Everyone was first made available to a select group of customers and partners through our early access program in July 2024. During this phase, our early users explored its new UI and powerful features. Their feedback has played a crucial role in shaping and refining the experience. We're truly grateful for their participation, insights, and trust. With their support and input, we've strengthened the product and are now excited to make it available to all of our users.

With #CRM4E, we aim to bring every customer-facing team—including sales, marketing, onboarding, legal, support, and more—onto a shared CRM platform where your entire organization can collaborate seamlessly. It empowers organizations to break down silos with dedicated team workspaces, eliminate redundant efforts through customizable team modules, and bridge communication gaps using built-in collaboration tools, all within a single, unified system. Teams get the tools they need without compromising on clarity, data security, or administrative control.

#CRM4E is built based on three core principles:
  1. Democratize the CRM software to allow multiple teams to work on the same platform.
  2. Empower teams to automate processes easily and be productive.
  3. Provide better coordination between teams to bridge communication gaps.

Teamspaces

Teamspaces are dedicated workspaces in Zoho CRM that enable each team to operate independently while staying connected to the broader customer journey. Teams only see what's relevant to them, which makes work more focused and efficient. Learn more about teamspaces.

Team Modules 

Teams can create and configure their own modules to carry out their day-to-day tasks and responsibilities. Learn more about team modules.


Watch this video to learn more about Team Modules.

                 

Requesters 

There's a new way to coordinate between multiple teams in the CRM system. Sales can send onboarding requests, marketing can collaborate with legal, or support can put advanced tickets in front of developers. The right team member can provide support at the right time in Zoho CRM. Learn more about Requesters.

Every team works differently, and Requester settings give teams the flexibility to define how they want to handle incoming requests. Learn more.

Connected Records 

With Connected records, we enable teams to share contextual information and stay aligned through record connections across modules. Learn more about connected records.

Connected Workflows 

We've taken it one step further by enabling teams to automate cross-team processes, which brings efficiency to every stage of your business process. Currently, this feature is in testing mode, but we'll release it to the public soon.

Team Users 

We've been emphasizing the importance of bringing every customer-facing team onto a single, unified platform while allowing them to work within their own dedicated workspaces. Naturally, you might wonder: If I'm onboarding multiple teams to use only their specific Teamspaces and access modules relevant to their tasks and not the entire CRM why should I pay the full price of a regular CRM license for them?

Well, great news! You don't have to pay full price to users who only use a small portion of the CRM system. We're introducing team user licenses, which provide limited access to Zoho CRM, in order to encourage more and more users to get onboard and leverage this powerful system for their specific processes at a nominal rate.

Pricing  
  1. USD 9 / team license / month (paid yearly)
  2. USD 11 / team license/ month (paid monthly)

#CRM4E on Mobile Apps    

Once you've configured your Teamspaces and team modules in Zoho CRM's web version, users can also access them in our mobile apps for iOS and Android. In the mobile app, users can:
  1. View and switch between Teamspaces directly in the mobile app.
  2. Access and manage records in your team module based on your team module profile permissions.
  3. Quickly add and track requests using the My Requests tab.

 2. Next generation Ask Zia 

This year, we released several Zia features for Zoho CRM. Now, with its redesigned interface and expanded capabilities, Ask Zia is evolving into a smarter assistant that helps you get things done faster, without switching screens or writing reports manually. You'll now find the Ask Zia icon on the next-gen vertical settings bar, right below the search icon.

Ask Zia can interpret your natural language input and convert it into a structured module layout. Whether you're managing client onboarding, handling service requests, or setting up an internal project tracker, you can simply describe what you need, and Zia will take care of the initial configuration. This makes it easier to build modules aligned with your business processes, especially for users who prefer describing their requirements over configuring them field-by-field.


3. Reimagined User Interface 

We've reimagined Zoho CRM's existing user interface to accommodate the needs of the modern workforce and make it easier to configure key settings like modules, reports, and dashboards, as well as several other intuitive functionalities, like new module views, the Interactions tab, dark mode, and more.

We've moved the menu options from the top band menu bar to the left-hand side vertical sidebar, which is now a highly functional piece of UI with contextual shortcuts for quick settings, folders for better module organization, and more.


Watch this video to get an idea of how your CRM could look!
                        

You can use contextual shortcuts to Zoho CRM's Setup options on the sidebar. For example, you can create modules or folders directly from this sidebar without having to navigate to the backend Setup page.



Create Folders


You can organize your modules into Folders for easy access. Folders, as you may know, are a great way to consolidate and group different modules of a broader function for easy access. For example, you can group Leads, Contacts, Accounts, and Deals into a folder called "Sales Modules". Or modules such as Quotes, Purchase Orders, Sales Orders, and Invoice could be grouped into a folder called "Inventory Modules". This allows you to clear clutter and bring a sense of order into your CRM. Check out the gif below to learn how to create folders. Learn more.



You can also directly create layouts, webforms, wizards, Canvas pages, and more from the sidebar.


4. More Module Views 

So far we offered List View, Kanban View, Canvas, and Sheet views. In this update, we provided Chart View, Grid View, Timeline View, and Split View to improve the navigation and make users more productive.

Chart View 

The chart view makes it easier to gain quick insights from your CRM data. By converting raw information into easy-to-read charts, it helps you spot trends, recognize patterns, and make smarter, data-driven decisions to enhance your sales strategies. Learn more.


Grid View 

In the grid view, module data appears in a spreadsheet-like interface where users can manage multiple records in tabular format—which is ideal for teams who need a fast, flexible way to manage records without switching between multiple screens. We'll release this feature to all customers soon.

Timeline View 

Use this view to get a visual representation of all records in your module plotted over a specific period of time. View records by day, week, month, or quarter to derive important time-centric inferences. Learn More.

               

Split View 

Segment records in your module by splitting them into multiple tables based on key characteristics like picklist fields, users, or other criteria. Users can simultaneously view and manage data from different categories (arranged in tables) side by side. Learn more.

               

 5. Interactions tab 

The Interactions tab offers a chronological view of each customer's journey and interactions across various channels in your CRM. Learn more.

                 

 6. Dark Mode 

Switch your user interface between night, day, or auto modes to adapt to your working hours, visual preferences, or system settings. Learn more  


   Watch the video below to learn how to switch between night, day, or auto modes.
              

How to access New UI and features?  

Existing Zoho CRM  Customers?

Over the past year, we offered early access to the #CRM4E, new UI, and other features to a select group of customers and partners as part of our Early Access Program. Take a look at some of our customer testimonials for the new UI and #CRM4E. The results have been promising, with strong conversion rates and significant improvements to user productivity. After careful evaluation of feedback, we're excited to make this enhanced version publicly available.

As an existing Zoho CRM user, you now have access to a more inclusive, collaborative, and scalable system. Whether you're part of a small team or a large enterprise, #CRM4E makes it easy to onboard other departments without complicating your CRM experience. 
Please note that you won't be forced to switch to the new UI immediately; you can explore the new interface and features through a guided switchover process.

Switching to the Next UI

Step 1: A banner will be displayed at the top of the screen for all Org Admins. You can simply click Access Now to switch to the new UI.


Step 2: Go through the onboarding tour to learn what you can do in this new version.


Step 3:  You can extend this access to other users in your organization immediately or later. Once extended, all users in the organization will see the same banner at the top of their screens to access the new UI.

We've observed early adopters experience faster deal closures, higher productivity, and better cross-team coordination, and we're excited for you to experience the same!

New to Zoho CRM?

We opened up the new UI and #CRM4E features to a small percentage of new signups for more than six months. Starting today, new Zoho CRM users will only be able to access the new UI to ensure they'll have access to all of our latest updates.

What Next? 

We hope you enjoy using our all-new Zoho CRM platform to elevate your experience. Feel free to reach out to us if you have any questions or need help. In the coming days, we'll also post a series of articles and host webinars on each of these features to help you implement them faster. Stay tuned!

Log into Zoho CRM now to start experiencing the future!


Thank you,
Serena Woolridge,
The Zoho CRM Marketing Team

    • Recent Topics

    • Missing Payload Details

      Hi All, Does anyone know how to fix missing webhook payload data in the next step of the flow? Payload comes into the webhook -- All details here When i go to use the webhook data in the next step -- the majority of the payload data is missing

    • Zoho Projects API 100 requests/2 min. Limit

      Hi Requesting clarification on the API documentation. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes. " Does this limit apply

    • Customer address in Zoho Bookings

      Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking

    • AutoScan Not Working Since April -Support says it with engineering

      Hi there, Autoscan has not been working on my account since April. Without this feature, completing expenses reports is laborious and error-prone. I keep asking for updates seeing as this is a critical feature, but told that it's being looked into and

    • Calendar Connection Enhancement

      Hello everyone, Greetings from the Bookings team. We're here to announce an important Calendar enhancement that will roll out soon. Let's take a look at what's being changed. Improved and more straightforward UI The Calendars UI is undergoing a complete

    • Bookings to CRM - New Events and Contacts

      Hello, I have an issue with appointments taken by clients from a Zoho Bookings page. Previously when an appointment was reserved, if there were no client created in Zoho CRM, it would create it in the CRM through the integration between both platform.

    • Generating Discount Coupons for Zoho Bookings

      Hi, Is there provision to generate Discount Coupons for appointment bookings? I could not see that in the settings and this is very much needed. Please suggest us. Thanks

    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

    • When will Sales Order and Invoice Synchronisation with Zoho CRM be Available?

      When will Sales Orders and Invoices, created in Zoho Books or Inventory be made available in Zoho CRM? John Legg Owner: The Debug Store

    • In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote

      In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote Pls help how i fix this

    • Multiple Products on Ticket

      Good morning. We will classify all tickets based on the product. Users sometimes send different requests on the same ticket, so we are facing some challenges. Is there a way to add more than one product to the ticket, or is there a way to tie the product

    • Desk - CRM Integration: SPAM Contacts (Auto Delete)

      SPAM contacts is a useful feature, but when the CRM sync is used, it is very frustrating. When a contact is marked as SPAM on Desk, I wish to do the same on CRM. When a SPAM contact is deleted, I would like it deleted from CRM. The feature looks half-baked.

    • Date Import Problems

      I'm trying to import products from csv/xls files, but I can't get the Sales Start Date field to import. I know the import is working because all the other information is imported, but the Sales Start Date field is left empty. I think it must be a format problem. The date format I am trying to import is DD/MM/YYYY. This is also how my date preferences are set up in Zoho CRM. Do I need to use a different format to import the date field?

    • Surely it's time Inline editing from views

      I think the first request I found for in-line editing from grids was approximately 12 years ago - that post was locked because it was suggested Zoho sheetview solved the problem. However, it's now 2024, and in-line editing from grids is just a basic expectation.

    • How to work with getFieldNames formdata functions ,Any Examples

      I don't find any example showing usage of getFieldNames. Where do i find .is there any Help documents available

    • Allowing subqueries in FROM clause

      When building a Query table in Zoho Reports, I encountered an error when attempting to put a subquery in the "FROM" clause of my statement.  Why isn't this currently supported?  Is there a plan to implement this functionality in the future?

    • New features and improvements in Desk's integration with Zia powered by GPT 

      Hi everyone, We’re pleased to announce several new enhancements in Zia Powered by GPT integration. These updates bring more customization options, improved response generation, and additional language support. Below is an overview of the enhancements

    • Is Zoho Shifts included in the Zoho One plan?

      In case the answer is no: there's any plan to make it available via One? Thank you

    • Feature Request: API Access for Managing Deluge Functions (with OAuth & Change Tracking)

      Hi everyone, I wanted to share a thoughtful request that came in from one of our Zoho clients this week. I believe many of us as partners and developers might relate to it. “One quick item to flag: we’d love an official way to manage Deluge functions

    • No more IMAP/POP/SMTP on free plans even on referrals with NO NOTICE

      Outraged. Just referred a colleague to use her domain (not posting it publicly here) to Zoho, just as I have other colleagues, clients, friends. Expected the exact same free plan features as I have and as everyone else I ever referred got. I was helping

    • Mac Thunderbird zoho e mail account issues

      I have issues with a user account on thunderbird e mail client who suddenly does not receive emails, when you click get messages we get an error "sending of password for user ......did not succeed, mail poppro.zoho.com responded service unavailable" after

    • PASSWORD

      Hello, I'm Joyce, my client used zoho for password sharing, he did share the canva but once I clicked on it it will not automatically log-in, instead I need to log-in again. My question is my boss log-in first to his gmail and use his gmail to log-in

    • Products in time entry

      Morning, Is there a way to add the product field to the time entry layout? Giving us the ability to identify a product per time entry. Thanks Rudy

    • Kaizen #195: Frequently Asked Questions on Bulk Read API and Bulk Write API

      Hello all!! Welcome back to another post in the Kaizen series! In this post, we will address some of the most frequently asked questions about Zoho CRM's Bulk Read API and Bulk Write API from the Zoho CRM Developer Community Forum. Frequently Asked Questions

    • admin problem

      i can't to reach for the panel that i will create another mail to our company account i have admin access but i can't reach the panel our Company name Scale point my mail asmaa@dcalepointhub.com please can you help me Thanks

    • 554 5.7.1 : Recipient address rejected: user [username] does not exist

      Hi, I mistakenly altered my shopify email settings (where my domain is managed), but immediately reverted them, however now I have a strange email issue. I can send emails just fine, but cannot receive them. I have tried all troubleshooting steps but

    • Problema para enviar y recibir correos

      Buenos días, mi cuenta de correo secretaria@construccmauro.com presenta problemas y no me permite ni me envía ni recibe correos, me sale este error.No fue posible enviar el mensaje; Motivo: 554 5.1.8 Correo electrónico bloqueado saliente.  Aprende más., Agradezco

    • Agent working hours

      Hi, I know it is possible to set company business hours but is it possible so that agents can have different ones? I.e. some agents cover later hours on specific weeks - can these be set so those agents that are "working" get notified about tickets etc. 

    • Legit email address?

      Hello, I received emails from zohoadmin@biznetvigator.com with a password expiry notice. is that a legitimate email?

    • SMTP Authentication Fails with App Password – “535 Authentication Failed” Error

      Hello, I'm trying to send transactional emails from my WordPress website using the WP Mail SMTP plugin with Zoho Mail (smtp.zoho.com on port 465 with SSL). I've created and used a Zoho Mail app-specific password for SMTP, and verified that: The email

    • Deluge script issue : Mismatch of data type expression. Expected BIGINT but found STRING

      I'm building a Zoho Creator form to take inputs for Email, Bootcamp Name, and Tag. If a record with the same Email + Bootcamp exists in a custom module (bootcampattendence), I want to update it by adding a new tag. If it doesn’t exist, I want to create

    • how to integrate zoho bigin to wordpress website ?

      hello , i want to integrate zoho bigin to wordpress webiste , can anyone help me with the tutorial ?

    • Survey end date extension

      Hi, Is there any way to extend the end date of my survey? I needed more time in finding respondents that is why I need to extend the end date of my survey. Help. Thanks

    • Problem with signature in a forwarded mail

      Dear All, In my email account I created a signature and I unchecked the 'Place signature above the quoted text for relies and forwards' My question is, when I am trying to forward an email, sometimes I need to insert my signature so I select it from the

    • Out of Office not working

      I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this is

    • Error message that says only images and no text

      I filled out a template for a weekly newsletter with text and images throughout but when I click save and next an error message comes up that says "Campaign content has only images and no text" which is not true at all. I have no idea how to fix this issue and don't know where the problem is. 

    • Link project invoices to sales orders

      As a business owner and project manager I create estimates with my clients which then become sales orders. When billing for project work I want to invoice against the agreed sales order. I see that I can create invoices and link them to sales orders in

    • Contacts Don't Always Populate

      I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones

    • Cannot add zoho email to gmail acc

      I'm trying to set up my zoho mail to connect to my gmail acc but no matter what I try I always get this problem. What should I do now? Password is up-to-date. Authentication failed. Please check your username/password. [Server response: 535 Authentication

    • 553 Relaying disallowed - Invalid Domain

      I have this error "553 Relaying disallowed. Invalid Domain" when sending an email to any email address. But I still receiving email from other emails. I checked MX, DKIM, SPF and it's ok. Could you check and help? Thanks

    • Next Page