Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25

Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25

Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone.


Here's a look at the standout updates we think you'll absolutely love.

Start the Conversation First with Proactive WhatsApp Messaging

Stop waiting for leads to reach out, you can now start the chat using pre-approved WhatsApp templates. Whether it's a pricing page visitor who hasn't converted or someone who's abandoned their cart, you can trigger timely proactive messages and get the conversation going.
Idea
Why it matters:
Reach out before a lead slips away. Great for re-engaging high-intent users and reducing drop-offs.

Reach your Target Audience in One Go with Broadcast Messaging

With the all-new Broadcast Messaging, you can create targeted messages (with your pre-approved WhatsApp Templates) and schedule these to be sent at the right time to the right set of audience over WhatsApp. This lets you engage your target audience at scale. 
Idea
Why it matters:
Forget one-by-one follow-ups. This is perfect for flash sales, event reminders, or product launches, especially when timing is key.

Build Smarter Bots with Ready-made Templates

Easily one of the most awaited and sought-after features, you can now use ready-made bot templates tailored to your industry to build your bot, no more building your bot from scratch.
Bonus: You can also plug in your ChatGPT Assistant trained on your business data, and fine-tune your bot's flow using card-level stats to see what works (and what doesn't).
Idea
Why it matters:
You get smarter conversations without the usual set up time, everything's readymade for you. Just fine-tune it for your business, and you're good to go! Perfect for teams that want fast, scalable automation with full control and visibility.

Automate Everything that Slows You Down with Workflows

The new Workflows feature lets you automate critical actions based on real-time events, like sending alerts when a customer leaves a bad review or notifying admins when an operator is deleted or added to you portal. Set conditions, define outcomes, and let SalesIQ take care of the rest.
Idea
Why it matters:
Automate your manual work and focus more on strategy. Your team can stay responsive while SalesIQ handles the background hustle.

Give Your Teams the Access They Actually Need with Profiles

Introducing Profiles: A new way to control who can do what. Assign feature level permissions based on what your operators need. For instance, give support agents chat access only, and if an operator is responsible only for building chatbots, you can grant them bot-related permissions while restricting access to chat handling. Now, it's custom access, the way it should be.
IdeaWhy it matters:
No more "too many cooks" in the system. This means cleaner workflows, safer data, and less confusion among teams.

AI-Powered Chat Just Got a Whole Lot Smarter

From AI-written responses to real-time suggestions and instant conversation summaries, this update brings Zia and ChatGPT deeper into your chat experience. Whether you're replying to a text or reviewing a chat thread, AI now helps you do it better and faster.
Idea
Why it matters:
It reduces response time, enhances clarity, and keeps every interaction on-point. Less typing for your operators, more satisfaction for your customers. And not to mention, Zia (Zoho's in-house AI) is absolutely free of cost, helping you make your conversations smarter at no charge!

Seamless In-app Audio Calls In your Business' Mobile App with SDK

Bring real-time direct calls to your business' mobile app (iOS & Android) with native in-app voice calling, powered by our lightweight SDK. Fast, personal, and mobile-first, this feature lets users call your team instantly, no app switching, no delays, and no loss of context. 
Idea
Why it matters:
It makes support more immediate and human. By allowing users to call your team right from your app, you cut out friction, boost trust, and deliver answers faster without jumping between platforms or losing context.

More Enhancements You Shouldn’t Miss!

Here are more thoughtful upgrades designed to improve your everyday operations, support quality, and customer engagement.

🔹 Reuse prebuilt bot flows with bot import and export: 

Build your bot once, reuse anywhere as you need. Export your code-less bot and import it into another SalesIQ portal, enabling effortless replication across multiple environments. This will be perfect for agencies or teams managing multiple portals.

🔹 Do more within chats from instant messaging channels:

  • Keep instant messaging channel chats clean and spam-free: Automatically detect and mask offensive language on your chats from IM Channels with profanity control support. Also, you can now block spammers across all your connected channels, keeping your operators focused on real customers.
  • Instagram Story Replies Support: Capture and respond to Instagram story replies directly inside SalesIQ. No more missed messages and definitely no more lost leads.
  • Appointment Bookings now supported for IM Channels: Let prospects and customers from Instant messaging channel chats book appointments with you, whether demos, consultations, or support sessions, right from the chat window.

🔹 Added integrations to make your SalesIQ even more powerful:

  • Unify your Bigin data with SalesIQ for faster deal wins: Target hot leads and close deals faster by displaying information from Bigin about your website visitors on the SalesIQ dashboard. Also, automatically convert visitors into contacts, add deals, and even follow-up tasks in Bigin directly from SalesIQ. 
  • Augmented reality-based remote assistance with the Zoho Lens integration: Provide real-time visual support using live video streams from your customer’s phone camera or AR glasses. Let your operators troubleshoot issues as if they're right there with the customer.

🔹 SalesIQ mobile app power tools and capabilities:

Manage and organize chats better by adding conversation tags, enhance and edit images/videos before sending, construct your responses faster with the AI powered writing assistant, get an instant gist of the chat with conversation summary, and take support beyond chat with built-in call support, all from the SalesIQ mobile app for operators.

🔹 TV app enhancements:

Get real-time KPI dashboards on Android TV (in addition to Apple TV), ideal for sales floors, support teams, or leadership war rooms. Also, bring data to the frontline with Reports on the TV App to help your team analyze trends and performance patterns, to understand what’s working, what’s changing, and what needs attention.

Whew.. That's quite a bunch!

But this release isn't just about features, it's about helping you work smarter. Whether you're improving how you reach out to prospects, enabling remote support, automating more of your workflow, or scaling conversations with AI, these updates makes SalesIQ sharper, faster, and more flexible.

Log in to your SalesIQ portal today and give these updates a spin. We can’t wait to hear what you think!

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.







                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts





                                                              Manage your brands on social media



                                                                    Zoho TeamInbox Resources



                                                                        Zoho CRM Plus Resources

                                                                          Zoho Books Resources


                                                                            Zoho Subscriptions Resources

                                                                              Zoho Projects Resources


                                                                                Zoho Sprints Resources


                                                                                  Qntrl Resources


                                                                                    Zoho Creator Resources



                                                                                        Zoho CRM Resources

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner









                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • Recurring Automated Reminders

                                                                                                                  Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder feature
                                                                                                                • Fail to send Email by deluge

                                                                                                                  Hi, today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update
                                                                                                                • Transitions do not update fields until the record moves to next stage

                                                                                                                  We have a blueprint where a couple of stages have multiple transitions. If only some of the transitions are completed, but not all, Zoho does not update any of the fields impacted by the completed transitions. Is there any way Zoho can udate the fields
                                                                                                                • Zoho CRM - Kiosk Studio : Use action responses across your kiosks with sequential actions

                                                                                                                  Hello Everyone, Imagine building a kiosk that gives you full control over how actions are executed in later screens in that same kiosk. What if you could use data from a previous action later in that kiosk—with no interruptions or data gaps? This is exactly
                                                                                                                • Ability to CC on a mass email

                                                                                                                  Ability to CC someone on a mass email.
                                                                                                                • Get Cliq Meetings in my O365 calendar

                                                                                                                  Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365
                                                                                                                • Custom Button to convert a Deal to a Custom Module?

                                                                                                                  Hello Community I am in process of building out a custom CRM for my team and part of this is looking at building out a Custom Button or function of some sort where when a Deal is marked Closed Won the system will allow for a "Convert to Job" option to
                                                                                                                • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

                                                                                                                  Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
                                                                                                                • Change eMail Template for Event-Invitations

                                                                                                                  Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you
                                                                                                                • Workdrive Oauth2 Token Isn't Refreshing

                                                                                                                  I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so
                                                                                                                • Migrate Your Notes from OneNote to Zoho Notebook Today

                                                                                                                  Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import
                                                                                                                • How can I import OLM to Yandex Mail easily?

                                                                                                                  For migrating Mac Outlook OLM data to Yandex Mail efficiently, the Aryson OLM Converter is a reliable professional tool that ensures complete data integrity throughout the process. Unlike manual methods, which can risk inconsistent formatting or missing
                                                                                                                • 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 it possible to setup bin locations WITHOUT mandating batch tracking?

                                                                                                                  Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.
                                                                                                                • Implementing Inventory Process

                                                                                                                  I am just starting to create an inventory system through Zoho for a nonprofit. We receive in-kind donations of items for kids, and utilize them in 2 or 3 different programs. Then families come in and take the items. I'm thinking of this structure: Our
                                                                                                                • Best way to start zoho inventory with bulk openning stock

                                                                                                                  We are already using zoho book since long time for cars trading company. Now to streamline more, would like to import the excel data of closing stock of inventory to zoho inventory and to start on. Since we need to track each VIN (unique vehicle id number)
                                                                                                                • Service Reports.

                                                                                                                  Hello Team, I have a requirement to create multiple service reports for a single AP. That means, in one AP I have 5 service line items, and all line items are linked to assets. Once I complete the AP, I want to generate 5 individual service reports, one
                                                                                                                • Blueprint enhancements - Parallel and multiple transitions, and more

                                                                                                                  Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
                                                                                                                • Item Bulk Edit - Allow for Reorder Level

                                                                                                                  We're implementing a process for using the Reorder Level field for Items, and I have to go through and add this value to a huge chunk of our Items. It's driving me bonkers that I have to do this individually through the UI rather than bulk updating. It
                                                                                                                • Zoho CRM || Unable to Bulk Assignment of Territories for Contacts

                                                                                                                  Dear Zoho CRM Support Team, I hope this email finds you well. We recently performed a bulk upload of Contacts into Zoho CRM using the official sample Excel template downloaded from the CRM. The upload itself was completed successfully; however, we encountered
                                                                                                                • What's New in Zoho Inventory | August – October 2025

                                                                                                                  Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory
                                                                                                                • Disable Zoho Inventory Tracking / Delink Zoho Books & Inventory

                                                                                                                  We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to
                                                                                                                • Tracking Non-Inventory Items

                                                                                                                  We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that we
                                                                                                                • Price Managment

                                                                                                                  I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just
                                                                                                                • Set Warehouse based on Vendor

                                                                                                                  Greetings. I would like to set automaticaly the Warehouse based on the Vendor. Context: I am working on an adaptation of a Purchase Order to be used as a Quotation. I have defined that when a user has to raise a quote the Vendor will be "PROCUREMENT" I would like to set the Warehouse to a predefined value when "PROCUREMENT" is set as Vendor. I have tried to do with the Automation feature using the Field Update option, but Warehouse does not is listed as a field. Can you help? Thanks in advance.
                                                                                                                • Auto tagging

                                                                                                                  Some of the articles I enter into Notebook get there when I enter them in Raindrop.io and IFTTT copies the articles in Notebook. When this happens the notes are tagged but instead of useful one word tags with topic the tag pertains to the specific article
                                                                                                                • How do I save audio files to my PC that I record into Zoho Notebook from my phone?

                                                                                                                  I was thinking of using Zoho Notebook as a way to store composition ideas, as well as for other things if it can handle this. For this to be useful for me though, I need to be able to have an easy way to download those audio files to my PC, either individually
                                                                                                                • Search mails in shared mailbox

                                                                                                                  Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal
                                                                                                                • Kaizen #186 : Client Script Support for Subforms

                                                                                                                  Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"
                                                                                                                • Writing SQL Queries - After Comma Auto Suggesting Column

                                                                                                                  When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone
                                                                                                                • Convert invoice from zoho to xml with all details

                                                                                                                  How to convert an Invoice to XML format with all details
                                                                                                                • Sync your Products Module for better context.

                                                                                                                  In customer support, context is everything. The integration between Zoho Desk and Zoho CRM helps your sales and support teams function as one, delivering better customer experiences. With the latest update to this integration, you can now sync the Product module in your Zoho CRM with your Zoho Desk portal. This feature enables products from Zoho CRM to reflect in the "product" field in Zoho Desk. This can save your support team valuable time and effort.    Some things to note when syncing the two:
                                                                                                                • Where is the desktop app for Zoho Projects???

                                                                                                                  As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where
                                                                                                                • CRM verify details pop-up

                                                                                                                  Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it
                                                                                                                • Does Zoho Writer have Dropdowns

                                                                                                                  I want to add a drop down field in Zoho writer. Is this possible?
                                                                                                                • openUrl in blueprints

                                                                                                                  My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically
                                                                                                                • Dropshipping Address - Does Not Show on Invoice Correctly

                                                                                                                  When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
                                                                                                                • Prepayment of a sales order

                                                                                                                  How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, which
                                                                                                                • Access to Specific Zoho Desk layout for external parties

                                                                                                                  Hi, We have a partner who handles for us sales requests from specific markets. He is not a Zoho Desk user. But we want him to b part of a specific Zoho Desk layout to handle inquiries.  How to achieve it in the easiest way possible?
                                                                                                                • Deposit on a Sales Order

                                                                                                                  Good day, 100% of my business is preorders, no inventory. I am trying to run away from QB for one of my businesses, but I require two options that I don't seem to find with Zoho Books. 1 - If there is a way to apply a deposit on a sales order, as with
                                                                                                                • Next Page