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

    • How to map fields from Zoho Recruit to Zoho People

      I've got these fields from my job offer that I'm trying to map to the Work information fields in Zoho People. For example, how do I get the department name field (in the job post) to map to the work information field in Zoho People?

    • UTM in zoho campaigns

      Helloo everybody!!! Someone know how IF ZOHO CAMPAIGNS has UTM for tracking the url of any campaigns. thank u

    • Full Context of Zoho CRM Records for Zia in Zoho Desk for efficient AI Usage

      Hello everyone, I have a question regarding the use of Zia in Zoho Desk in combination with CRM data. Is it possible to automatically feed the complete context of a CRM record into Zia, so that it can generate automated and highly accurate responses for

    • Knowledge base printing

      I saw a posting about printing the knowledge base as I was looking for the answer, but we would like the ability to print out the entire knowledge base with a click, keeping the same organization format.   Bonus would include an index of keywords and

    • Search not working!

      I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

    • Zoho Books | Product updates | January 2026

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the

    • Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

      Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.

    • File Upload field not showing in workflow

      Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?

    • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

      Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to

    • How do i integrate google analytics to Zoho Campaigns?

      Looking to track Zoho Traffic from email Current topic is outdated

    • How do teams manage meeting follow-ups across Zoho tools?

      We’re using Zoho tools for collaboration and tracking, but managing meeting notes, action items, and follow-ups across teams is still challenging. Curious how others are handling this within Zoho workflows. Are there best practices or integrations that

    • Adding a Deal to and Existing Contact

      I want to easily add a Deal to an existing Contact. If I click on New Deal on the Contact page this currently this is what happens: All of the mandatory field (and other field) information exists within the Contact. Is there a simple way for it to automatically

    • Zoho Sprint Backlog View, filter by item status

      Hello, In Zoho Sprints, it would be great to be able filter out specific items in the Backlog based on their status. We would like to track items that were Removed from our backlog without seeing them constantly in the Backlog view, as this view should

    • Customize Colors used on graphs and charts according to users desire.

      It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!

    • Let us view and export the full price books data from CRM

      I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

    • Mejoras urgentes para ZOHO MEETING

      Tengo unos meses usando Zoho Meeting. En general, es buena, pero hay cosas vitales que no logra cumplir con mínima calidad. 1) Calidad de audio y video: urge mejoras. Audio con retraso, imagen borrosa, mal recorte de silueta con fondos virtuales. Además,

    • Multiple header in the quote table???

      Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appear

    • Saving sent email campaign as PDF

      I'm looking to add all campaigns sent to an archive folder in sharepoint. Is there anyway to accomplish this in Zoho Flow ? I'm falling at the first hurdle ... can I automatically save a sent campaign as a PDF to a folder location ?

    • Exporting All Custom Functions in ZohoCRM

      Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any way

    • How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?

      Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems like

    • Conditional Layouts On Multi Select Field

      How we can use Conditional Layouts On Multi Select Field field? Please help.

    • Make CAMPAIGNS email look as simple as possible

      Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)

    • Appreciation to Qntrl Support Team

      We are writing this topic to appreciate the outstanding level of support from Qntrl Team. We have been using Qntrl since 2022 after shifting from another similar platform. Since we joined Qntrl, the team has shown a high level of professionalism, support,

    • How can I hide "My Requests" and "Marketplace" icon from the side menu

      Hello everybody, We recently started using the new Zoho CRM for Everyone. How can I hide "My Requests" and "Marketplace" from the side menu? We don't use these features at the moment, and I couldn't find a way to disable or remove them. Best regards,

    • Whatsapp Integration on Zoho Campaign

      Team: Can the messages from Zoho Campaign delivered through Whatsapp... now customers no longer are active on email, but the entire campaign module is email based.... when will it be available on whatsapp.... are there any thirdparty providers who can

    • Quotes Approval

      Hey all, Could you please help in the following: When creating quotes, how to configure it in a way, that its approval would work according to the quoted items description, not according to quote information. In my case, the quote should be sent to approval

    • Mandatory Field - but only at conversion

      Hello! We use Zoho CRM and there are times where the "Lead Created Date & Time" field isn't populated into a "Contractor" (Account is the default phrase i believe). Most of my lead tracking is based on reading the Lead Created field above, so it's important

    • Different Task Layouts for Subtasks

      I was wondering how it would be possible for a subtask to have a different task layout to the parent task.

    • Enable Free External Collaboration on Notecards in Zoho Notebook

      Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these external

    • Using data fields in Zoho Show presentations to extract key numbers from Zia insights based on a report created

      Is it possible to use data fields in Zoho Show presentations along with Zoho Analytics to extract key numbers from Zia insights based on a report created? For example, using this text below: (note that the numbers in bold would be from Zia Insights) Revenue

    • Free webinar: AI-powered agreement management with Zoho Sign

      Hi there! Does preparing an agreement feel like more work than actually signing it? You're definitely not alone. Between drafting the document, managing revisions, securing internal approvals, and rereading clauses to make sure everything still reflects

    • WhatsApp Channels in Zoho Campaigns

      Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

    • CRM For Everyone - Bring Back Settings Tile View

      I've been using CRM for Everyone since it was in early access and I just can't stand the single list settings menu down the left-hand side. It takes so much longer to find the setting I need. Please give users the option to make the old sytle tile view

    • Lets have Dynamics 365 integration with Zohobooks

      Lets have Dynamics 365 integration with Zohobooks

    • Add notes in spreadsheet view

      It would be great if we could Add/edit notes in the spreadsheet view of contacts/leads. This would enable my sales teams to greatly increase their number of calls. Also viewing the most recent note in the Contact module would also be helpful.

    • Boost your Zoho Desk's performance by archiving tickets!

      The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually lead

    • Opening balances - Accounts Receivable and Payable

      Our accounting year starts on 1st August 2013 and I have a Trial Balance as at that date, including Accounts Receivableand Accounts Payable balances, broken down by each customer and supplier. Q1 - do I show my opening balance date as 31st July 2013 or

    • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

      Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,

    • Limited System because of Limited Number of Fields for Car Dealership

      Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical data

    • Cancel Subscription

      Hi , Im want to cancel my account but without success please help me to do it

    • Next Page