Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM


Update :  Zoho CRM For Everyone's Nextgen Interface gets an upgrade!

Hello everyone,

We’ve updated the Zoho CRM for Everyone Nextgen interface based on your feedback. The UI is now simpler with a unified sidebar, a more visible global search and features that are easier to find. Everything you need is now just one click away.

You can check the full announcement for more details.

Info
Zoho CRM For Everyone is now officially available to all customers, and the Early Access Program has come to a close.

We want to extend our sincere thanks to everyone who participated in the program. Your valuable feedback played a key role in shaping the product into a CRM solution that teams across all functions and industries can rely on.


We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other towards a singular objective —to delight their customers everyday.

Quote
Summary of this post: Zoho CRM for Everyone is a progressive and fundamental shift towards making the CRM a truly democratic system for every stakeholder that needs it in an organization. Zoho CRM for Everyone is not a new product, rather it is a new and visionary approach that tackles the challenge of disconnected processes by imbibing the philosophies of CRM democratization, team empowerment and coordination right into the DNA of a CRM. This is very much an updated version of the existing version of Zoho CRM. The key features in this release include Teamspaces, Team Module and Requests, all of which are presented in a reimagined user interface.

Why do you need Zoho CRM for Everyone?

Challenges of any current-day CRM

While CRM is indeed a powerful system that houses every piece of customer data, in most cases, it continues to be a system that is largely accessible by ONE primary section of an organization — Sales. While sales teams are indeed the champions that lead customer conversations and make the tough negotiations with prospects, the ultimate clinching of a business deal is the result of cumulative efforts of multiple minds.

Consider a deal convergence process. You are likely to have various stakeholders responsible for different parts of the process, where they come in, play their part, and pass the baton to the next team. For example, in a typical SaaS company, once the sales team starts pursuing a prospect, they may need the help of the marketing team to provide them with sales collateral to pique the prospect's initial interest. Then, they may need to work with the Presales team to showcase a well-tailored demo of the application to convey the value of the software. After negotiation, the salesperson will need the help of the legal team to draw up a deal contract and process it further.

So, as you can see, various stakeholders have an important role to play in the convergence of a single deal. However, when the CRM as a system is made accessible ONLY to the larger majority, that is the sales teams, there are quite a few undeniable challenges. Sales often has to spend time translating context and coordinating with these multiple teams offline— simply because these various customer operations teams do not have a place in the CRM system.

Think of the time and efforts that the sales teams have to put into:
  • Establishing customer context (which is already present in the CRM) to the other teams.
  • Coordinating and following up with each stakeholder for the convergence of a single deal.
In the following screenshots, the sales agent coordinates with marketing and pre-sales teams via communication platforms including say, email and chat.

Now at the receiving end of these emails and chat conversations, each of those customer ops teams may have their own separate gamut of apps and systems to process these deliverables. Once they understand the requirement from the sales teams, they swing into action using their own separate system or application, such as spreadsheets or project boards.


So in the end, the same customer context originally available in the CRM is now translated across different applications, in different ways by multiple stakeholders — in other words, this is a very disconnected process.
This way of working presents the following key challenges
  • All stakeholders work in silos. Different communication tools are used to achieve coordination, which could ultimately lead to a disconnected process.
  • The processes of stakeholders and related follow-ups are extremely fragmented.
  • There is a potential lack of customer context and communication gaps when teams have to coordinate with each other, but they are doing so across different apps and platforms.
These challenges lead to internal delays and poor coordination, which could ultimately impact the customer experience that the organization provides.

Here is where Zoho CRM for Everyone presents an all-new refreshing direction and exciting possibilities.

Zoho CRM for Everyone is a progressive and fundamental shift towards making the CRM a truly democratic system for every stakeholder that needs it in an organization. This new and visionary approach tackles the challenges of current-day CRM by imbibing the following philosophies right into the DNA of a CRM.
  • Democratization of CRM
  • Empowerment of teams
  • Achieving coordination as part of the CRM's process flows.

1. Democratization of CRM powered by Teamspaces

The ultimate goal of every business is to achieve customer delight—and as we noted above, achieving customer delight cannot happen with the effort of a single person or function. In such a case, why not empower all of these customer operations teams and processes with rich CRM capabilities?

Zoho CRM for Everyone effectively democratizes the CRM system by allowing a platform for all key stakeholders involved in an organization's customer-facing processes to get onboard the CRM system and have their dedicated, clutter-free space to organize their data and orchestrate their work.

This democratization of CRM is powered by what we call Teamspaces— which is quite simply a dedicated work area for every team that gets onboard the CRM system. Every team could have their own set of modules that are relevant to them. Teamspaces effectively offer this unique setup in which the teams are very much now part of the same CRM system where sales operates and which is rich with customer context—and at the same time, they are not overwhelmed with a hundred modules irrelevant to them. They are connected to CRM — at the same time, have their own private, clutter-free work area.

For example here are two Teamspaces — one for the Marketing team and one for Legal. Each team member will log into CRM and find that they are part of THEIR OWN Teamspace, with modules and data only relevant to them.



2. Empowerment of teams powered by Team Module.

Once you bring multiple teams onboard the CRM system, what next? Well, they need to set up and manage their own processes. Each team comes with accurate knowledge of their day-to-day activities and processes, and so they could be the best people to set up their workflows. So, in Zoho CRM for Everyone, teams are empowered to capture every unique process via what we call Team Modules.

Team Module is a bespoke module that, by design, is accessible only to a specific team and not across the organization.

Examples of Team Modules in the Marketing Teamspace for instance, could be "Sales Documents", "Win-loss analysis", "Beta-launch program" and more. Essentially every process of a team in question that needs to be systematically managed, can be set up using Team Modules.
Sales Documents Team Module (From Marketing Team)
Legal Reviews Team Module (Legal Team)
The unique attribute of Team Module is that it could have its own Team Module Admin. One of the main challenges of current-day CRM could be attributed to the fact that there is a huge dependency on central admins (with good reason). You don't want a chaotic setup, and you want the right people in control of the system's security and data.


However, consider this new proposition where an additional 50 teams will get on board the CRM system. If the central admins have to configure each and every aspect of each of those 50 teams, there is going to be a significant setback — an overall dependency on central admins not just by Sales but by a few other hundred members.

Therefore Zoho CRM for Everyone includes a possibility where the administrative activities of a Team Module, that is a module specific to a team's process, could be taken care by the senior leaders of that team themselves.



This is akin to delegating routine administrative tasks and entrusting responsibility to those teams. Not to forget that the central org admins continue to retain the highest authority across CRM— they can revoke a Team Module admin's access at any time. In fact this Team Module admin will be supervised and work with the central admins — it is just that the team need not wait on central admins now for minor admin tasks such as adding a new picklist field or a quick workflow. They are empowered in the system to organize their process flows the way they feel is needed, under the close supervision and guidance of the central admins.

Say hello to Team Modules, where every team's process can be captured via bespoke modules, complete with automation, process management and customization capabilities.



3. Achieving coordination among teams via Requests

Now that multiple teams are on board the CRM and able to setup and manage their own processes— the next thing to do is ensure a seamless coordination between them which is rich with context, and easy to execute without relying on third party platforms. "Requests" in Zoho CRM achieve exactly that.

A request is simply a record added by Team A directly in Team B's module so that their requirement is recorded in their module and ready to be processed. Instead of conveying a message to a colleague via phone, chat or email which could be fragmented, you now coordinate with them by directly leaving a record in their Team Module. This saves time in translating context and the fellow team in processing your requirement.

For example, Heather Woods, a salesperson can create a "Request" in the Marketing team's Team Module called "Sales Collateral". She can directly add a record which captures details of the particulars such as what she needs, the customer or deal that the document is for, by when it is needed and other important details. Then the marketing agent, say Tai Chang, can process the request directly from this Team Module and need not spend time in again organizing the requirement in a separate system. 

Sales team adding a request to the marketing team



Marketing team processing the request and handing the deliverable back to Sales



As you can see, the placing of a Request and the processing of the same are done in CRM. What's more, the "Requesters", that is the members who have placed the request can track them all in a consolidated manner via their My Requests tab.
My Requests
This way, follow-ups are far from fragmented, they are neatly consolidated and you can track various key aspects of your Requests such as the status, the stakeholders, the deal associated and so on.

So with these three pillars— that is democratization of CRM with Teamspaces, empowerment of teams via Team Modules and achieving coordination between teams via Requests, you essentially ensure a seamless experience AKA a CRM for Everyone!

Team Module — Quick information on Availability and Limits

Team Modules are available from the Standard Edition onwards, including all Free Trial editions.

For detailed Availability and Limits: Learn more

Now what's the incentive to bringing all of your team members on board the CRM?

Well, great news! You do not have to pay full price for using only a small portion of the CRM system. Introducing Team User Licenses, which acts a limited access to CRM at a subsidized rate. This is introduced in order to encourage more and more users to get onboard CRM, and leverage this powerful system for their specific processes at a nominal rate.

The fundamental difference between a Team User and an Org User is that a Team User by default will have access to only the Team Modules they are added into. They will not own any organization modules, nor be able to share them. They can view certain org modules as that may be needed as a reference point for their work, but they will not be able to modify org module data.

For example, while the sales team members in an organizaiton will use the full CRM license, the Presales team or the Legal team members could be added under the "Team User License". Here, they will have access only to their respective Team Modules. They could view Leads, Contacts and Accounts if their tasks call for it— however they won't be able to own or modify any of these org module data.


Here is the price breakdown for Team User licenses.
— $9 / user / month if billed annually.
— $11 / user /month if billed monthly.

As part of this announcement, we are thrilled to offer 100 free team user licenses for 100 days as a trial for all early access customers of Zoho CRM for Everyone. Post this 100 day period, the above prices will apply.

Public Fields:

In a different scenario, you may want to further restrict a Team User's access to the org modules. You don't want them to view the entire record but only a handful of fields. For example, you don't want to expose the contact details of a customer or their deal amounts, but you only want a legal executive or presales engineer to view the customer's industry and employee size to further understand how to tailor their work. In such a case you can mark these specific fields — such as Account Name, Industry, Employee Size etc as Public Fields. Public fields are those specific fields which you can make visibile to anyone across an organization on a read-only mode, while the rest of the fields in the record except for those public fields, remain hidden.

Introducing the Next Gen UI of Zoho CRM

The CRM user interface has been re-designed to accommodate the needs of multiple teams in an organization and support easier configuration of key settings such as modules, reports, and dashboards, apart from several other visually pleasing surprises!



Primary and Secondary sidebar:

The menu options from the top band menu bar have been moved to the left-hand side vertical sidebar. The 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. The sidebar now has two divisions— Primary Sidebar and the Secondary Sidebar.


  • The Primary Sidebar is for first-level navigation of the product. The top portion of the Primary Sidebar houses icons to view and work with Modules, Reports, Dashboards, Requests, Marketplace, and Global Search. The bottom portion of the Primary 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).

  • The Secondary sidebar opens up quick-controls contextual to what you choose in the Primary sidebar. This is collapsible in order to allow you to maximize your right-hand side work area. 

    You have contextual shortcuts to Setup options on the Secondary sidebar. Ex: You can create a module, a report or a dashboard right from this location without having to navigate to the backend Setup. (While the backend Setup is still intact, the Secondary sidebar options offer a quick shortcut).

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


    Besides, the Secondary sidebar houses folders for better sorting modules, reports, etc.Folders

Chart view alongside list views — where the records in a module can be organized in the list view space as a chart component. Learn more. 

Chart View
An omni-channel Interactions tab — where you will be able to see the complete timeline of communication via multiple channels with a customer. Learn more

Interactions Tab

Well, what are you waiting for? We hope that this detailed elaboration gives you a fair idea of our directional progressive improvements with Zoho CRM for Everyone.

Notes
NOTE:
  • "Zoho CRM for Everyone" is NOT a new product from Zoho. This is the name of this latest release, which promises a host of features and possibilities that makes Zoho CRM a system that is easily accessible for "everyone" in an organization. Hence the name. Rest assured, these releases are part of the Zoho CRM product.
  • Early Access to Zoho CRM for Everyone including Team Module and Next Gen UI has been closed as the product is now open to all.

We are continuously innovating and adding feature sets to substantiate our claims as part of this release. We appreciate any suggestions, criticism and feedback on this direction.

Useful Links

Start your journey with Zoho CRM for Everyone by bookmarking the following useful links. 

    • Recent Topics

    • Syncing with Google calendar, Tasks and Events

      Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning

    • How can i view "Child" Accounts?

      It can be very useful in our field of business to know the parent-child account relationship. However, there seems to be a shortcoming in the parent account view: no child account list. How can we view the child accounts per each account?

    • Easily perform calculations using dates with the new DATEDIF function

      Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:

    • Adding Comments Using Workflows - How to Change User Attributed

      We have worklflows in Desk where a comment is added to a ticket based on certain criteria. It seems that the comment added is always attributed to the user who last edited the workflow. This does not make sense for us because: - It's misleading to other

    • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

      Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,

    • Conect chat of salesiq with zoho cliq

      Is there any way to answer from zoho cliq the chat of salesiq initiated by customers?

    • Les dernières avancées en saisie de données et collaboration

      Après une année dédiée à la recherche et au développement, notre équipe est prête à dévoiler des améliorations majeures pour Zoho Sheet. Ces nouveautés seront lancées par étapes afin d’en assurer une prise en main optimale. Nous commençons avec des fonctionnalités

    • Rich Text For Notes in Zoho CRM

      Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

    • Implement Meeting Polls in Zoho Bookings

      Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability

    • Service Account Admin for API Calls and System Actions

      Hello, I would like to request the addition of a Service Account Admin option in Zoho product. This feature would allow API calls and system actions to be performed on behalf of the system, rather than an active user. Current Issue: At present, API calls

    • Please can the open tasks be shown in each customer account at the top.

      Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature

    • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

      Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

    • Send Whatsapp with API including custom placeholders

      Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

    • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

      Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same

    • ZO25: The refreshed, more unified, and intelligent OS for business

      Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve

    • Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

      We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,

    • [Product Update] Locations module migration in Zoho Books integration with Zoho Analytics

      Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books

    • Introducing Schedules for smarter availability management

      Greetings from the Zoho Bookings team! We’re excited to introduce Schedules, a powerful enhancement to manage availability across your workspace. Schedules are reusable working-hour templates that help you define and maintain consistent availability across

    • Why Zoho Contracts Prefers Structured Approvals Over Ad-hoc Approvals

      Approvals are one of the most important stages in a contract’s lifecycle. They determine whether a contract moves forward, gets revised, or needs further discussion. The approval process also defines accountability within the organization. Zoho Contracts

    • Whatsapp Connection Status still "Pending" after migration

      Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

    • How to Filter timewise question to check uploaded one month or two months before in these community question ?

      i want to find the question that is asked some month or before any particular year, so how can i filter it ?

    • Proposal for Creating a Unique "Address" Entity in Zoho FSM

      The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides

    • Workflow Down/Bug

      We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,

    • Service Locations: Designed for Shared Sites and Changing Customers

      Managing service addresses sounds simple—until it isn’t. Large facilities, shared sites, and frequently changing customers can quickly turn address management into an operational bottleneck. This is where Service Locations deliver clarity and control.

    • Can I re-send the Customer Satisfaction Survey after a ticket closure?

      Hello, Some customers does not answer the survey right after closure, is it possible to re-send after a few days or weeks? Best Regards!

    • Filter contacts based on selected category in Zoho Desk ticket

      Hello community, I’m setting up the Tickets module in Zoho Desk and I need help implementing the following: When a category is selected in a ticket, I want the Contact field to be filtered so that it only displays contacts that are related to that category.

    • Profile Page View Customization

      I need to change the fields, sections from the profile view of an emplyoyee.

    • Zoho Desk Android app update: Filter, Sort and Saved filters Enhancements

      Hello everyone! We are excited to introduce the below features on the Android version Zoho Desk mobile app: 1. Filter & Sort support has been introduced for the Contacts and Accounts modules. 2. Sort options is now available in Custom Modules as well.

    • Accessing shared mailboxes through Trident (Windows)

      Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not

    • filtering lookup field options based on information in another module.

      In our CRM system. We have the standard Accounts and Deals modules. We would like to introduce the ability to classify Accounts by Sector. Our desired functionality is to have a global list of all sectors that an Account can select, with the ability to

    • Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?

      Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties

    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

    • Does the ability exist to make tax on the customer profile mandatory?

      I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.

    • email association with CRM

      Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple

    • Credit Note for Shipped and Fatoora pushed invoices

      We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a Sales

    • FSM - Timesheet entires for Internal Work

      Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.

    • Add a way of clearing fields values in Flow actions

      It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would be

    • Role Management

      I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-based

    • Announcing new features in Trident for Windows (v.1.37.5.0)

      Hello Community! Trident for Windows just received a major update, with a range of capabilities that strengthen email security and enhance communication. This update focuses on making your mailbox safer and your overall email experience more reliable.

    • Next Page