Unveiling Zoho CRM's New User Interface - The NextGen UI

Unveiling Zoho CRM's New User Interface - The NextGen UI


Hello Everyone,

Last Wednesday, May 14th,2025, we announced the public release of Zoho CRM For Everyone, our most significant update yet. This release brings a modernized CRM experience with a redesigned user interface, new capabilities for cross-functional collaboration, and greater flexibility for users across your organization.
Read our PR announcement, our forum announcement, and the blog post to know more about this release. 

To help you get the most out of these updates, we’ll be publishing a series of announcements that walk you through the major enhancements now available to all Zoho CRM users.

We’re kicking off this series by spotlighting one of the most noticeable changes — the new and improved user interface, Zoho CRM's Nextgen UI.

What’s New in the NextGen UI? 

  1. A reorganized menu option
  2. The sidebar
  3. Teamspaces
  4. Additional Module Views
  5. Interactions Tab
  6. Enhanced Themes and
  7. Night Mode
Watch this video to get an idea of how your CRM could look!



Let's dive into each of these features in detail : 

Reorganization of menu options from the top band to the left-hand side vertical sidebar. 

Previously, Zoho CRM housed the menu bar on the top where most of the navigation took place, as shown below.


Now, We moved the top bar to the left with a vertical sidebar that is expandable as shown below. This not only declutters the top space but also makes it easier to access your modules and features with minimal clicks.

The Sidebar  

The new sidebar is now an extremely functional piece of the UI with contextual shortcuts for quick settings, neat folders for better organization of modules, and more. Learn more.

The top portion of the Sidebar houses icons to view and work with Modules, Reports, Dashboards, Requests, Marketplace, and Global Search.


The bottom portion of the sidebar now contains intuitive utility icons such as Quick create record, Mail magnet, Calendar, and more. (originally located on the top right corner of the UI).


Expanding the sidebar opens up quick-controls contextual to what you've chosen to work on. This is collapsible in order to allow you to maximize your right-hand side work area.


Contextual Shortcuts through the sidebar 

You have contextual shortcuts to Setup options from here, like creating new modules or folders. While the backend Setup is still intact, these options from the sidebar options offer a quick shortcut.

Create Modules 

You can create either org modules or team modules from the sidebar. This option makes it easy for users to quickly create their own modules and
configure processes instead of navigating to the setup menu every time.

Create folders 

You can create modules or folders right from this location without having to navigate to the backend Setup.  Folders are a great way to organize or group modules in different categories. Say you are part of the Sales teamspace and you have certain sales activities  that you need to perform to touch base with customers like creating tasks, scheduling calls or meetings. So you can group Tasks, Meetings, Calls into a "Sales Activities" folder for easy access and a clutter free side bar. Learn more.

You can also directly create layouts, webforms, wizards, canvas pages, etc from the sidebar.

Organized Teamspaces for Focused Work 

Tab Groups have been transformed into what we now call Teamspaces. If your CRM is used by multiple teams, organizing and managing their work and data can quickly become complex.

We offer a solution by giving each team a dedicated, folder-like space where all their related modules are grouped together. This setup ensures clear separation between teams, making collaboration more focused, and preventing the risk of teams crossing over or accessing modules that are not meant for them.

Hence, Teamspaces are dedicated workspaces for each department or function to organize their work. Whether you're in sales, support, or marketing, Teamspaces help reduce noise and keep your workspace relevant to your role. Learn more.

You have the option to create teamspaces from the bottom of the sidebar or from the Setup menu. The org admin would generally be the one who creates teamspaces, assigns users as teamspace admins and adds users to a teamspace.
Note : Users with the Manage teamspace permission enabled will be able to create and manage teamspaces in an org.
Teamspace Admin
​A teamspace admin is generally the head of a department or a team. For example, a Sales Director could be assigned as the Sales Teamspace's Admin. Once a user becomes a teamspace admin, they can add or remove users, allow reports and dashboards to be created for modules within a teamspace.

Note :  If a user is a Teamspace admin but does not have the "Manage Teamspace" permission enabled, they can only manage the specific Teamspace they’ve been assigned to as an admin. They won't be able to create new Teamspaces or manage any others.
Notes

Features offered as part of this enhanced UI 

  • Additional Module Views have been added to provide you with more flexibility, better insights, and improve productivity when working with module data. Thee view added are :
     --> Chart View : Get a visual representation of your module data with this View
     --> Grid View : Convert your module data into a spreadsheet-like interface where you can edit and manage records directly without having to open each record individually.
    --> Timeline View : Look at how your module is created by viewing data plotted over a specific period of time.
    --> Split View : Split your module data based on picklist fields /users or criteria to segment them for further inferences.
  • Interaction tab : This feature displays a timeline of a customer's journey and their engagements across different channels within your CRM.
NotesWe will post individual announcements for each of the above features in the upcoming days.

Themes

The new UI introduces a refreshed theming experience with 13 vibrant colour options to personalize your workspace. These themes go beyond just cosmetic changes: the selected theme isn't limited to the sidebar; it flows throughout the product interface.

Once you choose a theme, the colour is consistently applied across key areas of the CRM, including buttons, tabs, menus, and other interactive elements. This cohesive design enhances visual clarity and gives your team a more engaging, unified experience tailored to their preferences.

If you want to match your brand colours or give your CRM tool a refreshed appearance, the new themes bring both customization and character to your work environment.

Dark-Mode 

With the new UI, we’re excited to bring Dark Mode to your CRM experience. This feature was designed with both comfort and usability in mind.
Dark Mode offers a visually soothing alternative to the standard light interface, reducing eye strain during long hours of work, especially in low-light environments. It's not just a cosmetic change; it’s about enhancing usability and making your workspace more comfortable.

Once enabled, Dark Mode is applied consistently across the entire product, including the new UI elements like the left sidebar, buttons, forms, and interaction panels. Whether you're viewing records, managing tasks, or collaborating within Teamspaces, the darker interface ensures clarity without compromising on aesthetics or function.

This addition is part of our effort to make Zoho CRM more adaptable to user preferences and modern work styles. You can switch to Dark Mode at any time from your profile settings and choose what works best for you. Learn more.

What can you choose in this implementation?

Day : Prefer a brighter interface? Day Mode offers a clean, crisp, and classic appearance of your CRM, making it not just functional but also visually pleasing. 

Night : Enjoy a sleek, modern look with reduced eye strain, especially in low-light environments. Darker UI minimizes glare and helps reduce fatigue, making it easier to work for longer periods.

Auto : Let the system decide! Auto Mode automatically switches between dark and light themes based on your device settings.


We invite you to explore these exciting updates and see how productivity increases in your CRM journey. Stay tuned for our upcoming announcements where we’ll dive deeper into each feature, helping you make the most of everything the NextGen UI has to offer. 

Regards,
Serena Woolridge




    • Recent Topics

    • Suggestions for Improved Table Management and Dashboard Filter Controls in Zoho Analytics

      Dear Zoho Analytics Community, I hope you are doing well. I would like to share a few suggestions based on issues I am currently experiencing while working with visualizations and dashboards. Firstly, when I create a new visualization using the Sales-Order

    • Introducing Rollup summary in Zoho CRM

      ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that

    • Zoho Projects and CRM Integration in Analytics

      Hi Team, In Zoho CRM, I’ve integrated CRM with Zoho Projects and associated a project within the CRM. The integration is visible under the Deals module. However, I’m unable to find this data in Zoho Analytics. Does anyone know where this information is

    • Cursor lands on disabled fields when tabbing through forms

      As of yesterday, form behavior has changed w/ regard to disabled fields. Previously when tabbing through a form the cursor would skip over disable fields (as would typically be desired). But now the cursor is landing on all disabled fields, in all of

    • Permission query

      we have two permission settings i.e 'user permission ' & 'portal user permission' and both have the same setting that we enable for our users, Now those who have access to user permission can see a button on the pivot table, "regenerate" but those who

    • Zoho Forms sheet prefil

      I've been using zoho sheet prefill for a week and it was working perfectly, as soon as i deleted the particular sheet and replaced it with another one no matter what I do it cant find the record and i get this message. Could you please assist me to resolve

    • "Create Deal" button should default to the currently selected layout/pipeline

      When viewing Deals in Kanban or List view with a specific layout and pipeline selected, clicking "Create Deal" should default to that same layout — not the profile's default layout. Currently it always opens the default layout regardless of context, requiring

    • Zoho mail admin panel not opening

    • Dynamic Questions in Zoho Forms

      Is it possible to add dynamic questions (like displaying a user’s name) in Zoho Forms? I know this is possible in surveys, but can we implement similar functionality in Zoho Forms?

    • How to add "All Open AND Overdue" back to the Home Page Task Component?

      Hi everyone, I’m looking for a way to restore the Tasks component dropdown list on the Zoho CRM Home Page. Since the recent update to the Task area in my Home Page Classic View, the dropdown options (e.g., My Next 7 Days + Overdue) are too restrictive

    • Canvas: is it possible to have a fixed header?

      Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!

    • Removing Related Modules Lookup Fields Assignment / Relationship

      Issue: When creating a related list, I accidently selected module itself creating a circle reference. See attached. Situation: I wish to relating a custom module called "Phone Calls" to Leads and Contacts. Outcome: 1) I either want to remove the this

    • Zoho LandingPage pricing update: Essentials plan is now fully free!

      Hello Everyone, We have updated the Zoho LandingPage pricing structure. The Essentials plan, previously priced at $9 per month for 1,000 visitors, is now fully free, and the visitor limit has been increased to 5,000. With this change, users can start

    • ZOHO.CRM.UI.Record.open not working properly

      I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",

    • Zoho Survey – Page Skip Logic Not Working

      Hi everyone, I'm experiencing an issue with the page skip logic in Zoho Survey. Last week, it was working fine, and I haven’t changed anything in the settings. However, today the skip logic is not working at all. I also tried testing it with different

    • Introducing a smarter, faster, and more flexible charting experience

      Hello Zoho Sheet users, We're delighted to share the latest news about a major update to charts in Zoho Sheet! The new version supports dynamic data ranges, granular styling options, faster loading, and other interesting enhancements that allow you to

    • Built-in Date Functions in Zoho Analytics Query Tables

      I have a doubt about whether Zoho Analytics Query Tables provide built-in functions for start date, end date, and the current month

    • Zoho Form URL displays incorrect name

      Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any

    • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

      Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—

    • Is there a way to update all the start and end dates of tasks of a project after a calendar change?

      Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have

    • Finding rhythm through poetry

      Poetry has long been a powerful form of expression, discovery, and reflection. For many, it is a way to pen down their thoughts and experiences. The "poetic license" allows writers to shape their words with rhythm and flow. This year, on World Poetry

    • Zoho Desk Ticket SLA Level

      Hello, we have 2 levels of SLA escalation for our Tickets. Is there a way to display on the ticket information the level of SLA escalation the ticket currently on? I am aware that we can see in the ticket history the level of escalation that has been

    • Allow Font Size 11 in Editors...

      That is basic functionality...

    • 【まだ間に合う！】Zoho ユーザー交流会 | AI活用・CRM・Analytics の事例を聞いて、ユーザー同士で交流しよう！

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 3月27日(金)に東京、新橋で開催する「東京 Zoho ユーザー交流会 NEXUS」へのお申し込みがまだの方は、この機会にぜひお申し込みください！（参加無料） ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー イベントの詳細はこちらから▷▷ https://www.zohomeetups.com/tokyo2026vol1#/?affl=communityforumpost3 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー

    • Where is the scheduled report in New UI?

      Hi Team, Seems there is not such a field in New UI, hence I have to switch to old UI to handle request..

    • Building a Simple Raspberry Pi + Keypad IoT PoC with Zoho Flow

      I want to share a simple IoT PoC I recently built that connects a Raspberry Pi to Zoho Flow and Zoho Creator. The goal was to send PIN input data from a hardware keypad to Zoho and trigger a servo and buzzer for visual/audible feedback. This can serve

    • Enable integration of CRM CPQ functionality for ZohoOne customers using Zoho Finance application

      Hi there. I can't believe I'm needing to launch this idea as I would have thought this was a little obvious. Following a number of conversations with the technical team it's become evident that the CPQ functionality within CRM cannot integrate with Zoho

    • What's New in Zoho Billing | January 2026

      Excited about the latest enhancements in Zoho Billing? Our January updates bring an intelligent AI assistant, smarter subscription management, and improved tax compliance, saving you time and reducing manual work. Dive into the details below to see how

    • Is there a way to sell in a practical method multiple subscriptions of the same product? i.e. domain names

      In evaluating Zoho Billing, a hurdle to adopting it is that Zoho Billing does not seem designed to support businesses that sell multiple subscriptions of the same product. In our case, we need to sell and manage several domain names per client. Am I right

    • Update P_Leave: code: 7052 "Employee_ID": "Enter Employee ID"

      Hi, Zoho People - Update Leaves Can someone assist? ------------------------------------------------------------------------------------------ col = Collection(); col.insert("recordid":id); col.insert("Date_Check_Approval":zoho.currentdate); info zoho.people.update("P_Leave",col.toMap());

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • Can't rename groups on Mac desktop app

      I'm working on an up-to-date Mac with a freshly downloaded Notebook app. I'm trying to rename a group within a notebook. Here I have, left to right, a note, a group, and a note. I select the group. On the top left, I select Action. On the dropdown, "Rename"

    • Custom CSS for Zoho CRM Team Bookings embeded widget

      Hello, we are adding Zoho CRM Team Bookings (crm.zoho.com) in our public website. We know that we can change Theme Color, Font Color and Background Color: Zoho CRM Booking Styling But is it possible to change other CSS attributes e.g. Font Family, like

    • SAP Business One(B1) integration is now live in Zoho Flow

      We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integration

    • Strange behavior in CRM Number Field – Characters allowed but not "e"?

      Hi everyone, Has anyone faced this strange issue in Zoho CRM? In a Number field, it is possible to type some characters, but the character "e" cannot be entered. This was really surprising to me. Normally, a number field should restrict all characters

    • Best Way to Manage Approvals Within Blueprint Stages?

      Hi, I am working on a requirement involving Blueprint and approval logic in Zoho CRM and would appreciate some guidance. I understand that approval processes do not trigger when a record is currently within a blueprint, which makes it challenging to implement

    • Marketing Tip #25: Grow your social presence with a simple posting routine

      Consistency is one of the biggest growth drivers on social media. Regular content keeps your store visible and helps customers remember you. Even 3–4 posts a week can build momentum over time. The easiest way to stay consistent is to stop trying to create

    • Dashboard target enhancements

      Often individuals in IT are creating dashboards for their sales team. The ability to create a single dashboard that can be used by multiple people is key. A components for a dashboard have the ability to filter by logged in user which is great. However

    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

    • Bring your own credentials (BYOC) for connections in Zoho Creator

      Hello everyone, We're excited to announce an important step forward in how integrations and authentications work in Zoho Creator. Zoho Creator is a versatile platform for integrations, enabling you to connect with thousands of third-party services using

    • Next Page