Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more
Hello Everyone,
Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by increasing resource allocation to break silos, hiring additional personnel to address gaps, and purchasing more tools to enhance team coordination, it isn't feasible to provide a superior customer experience if these elements aren't holistic and user-friendly. In the last 20 years, our mission at Zoho CRM has been to enhance the effectiveness of our product to maximize user productivity and aid organizations in serving their customers. We're committed to addressing these challenges by relentlessly reimagining our product and staying at the forefront of technological evolution. Today, we're excited to announce the next evolution of Zoho CRM, which tackles these business challenges head-on—and with a shiny new UI!
What’s New in Zoho CRM
We're introducing several new features that transform our CRM from a SFA-specific solution into a unified platform for all customer-facing teams:
- Zoho CRM for Everyone
- Next Generation Ask Zia
- Reimagined User Interface
- Additional Module Views
- Interactions Tab
- Dark Mode
1. Zoho CRM For Everyone (#CRM4E)
Zoho CRM for Everyone was first made available to a select group of customers and partners through our early access program in July 2024. During this phase, our early users explored its new UI and powerful features. Their feedback has played a crucial role in shaping and refining the experience. We're truly grateful for their participation, insights, and trust. With their support and input, we've strengthened the product and are now excited to make it available to all of our users.
With #CRM4E, we aim to bring every customer-facing team—including sales, marketing, onboarding, legal, support, and more—onto a shared CRM platform where your entire organization can collaborate seamlessly. It empowers organizations to break down silos with dedicated team workspaces, eliminate redundant efforts through customizable team modules, and bridge communication gaps using built-in collaboration tools, all within a single, unified system. Teams get the tools they need without compromising on clarity, data security, or administrative control.
#CRM4E is built based on three core principles:
- Democratize the CRM software to allow multiple teams to work on the same platform.
- Empower teams to automate processes easily and be productive.
- Provide better coordination between teams to bridge communication gaps.
Teamspaces
Teamspaces are dedicated workspaces in Zoho CRM that enable each team to operate independently while staying connected to the broader customer journey. Teams only see what's relevant to them, which makes work more focused and efficient. Learn more about teamspaces.
Team Modules
Teams can create and configure their own modules to carry out their day-to-day tasks and responsibilities. Learn more about team modules.
Watch this video to learn more about Team Modules.
Requesters
There's a new way to coordinate between multiple teams in the CRM system. Sales can send onboarding requests, marketing can collaborate with legal, or support can put advanced tickets in front of developers. The right team member can provide support at the right time in Zoho CRM. Learn more about Requesters.
Every team works differently, and Requester settings give teams the flexibility to define how they want to handle incoming requests. Learn more.
Connected Records
With Connected records, we enable teams to share contextual information and stay aligned through record connections across modules. Learn more about connected records.
Connected Workflows
We've taken it one step further by enabling teams to automate cross-team processes, which brings efficiency to every stage of your business process. Currently, this feature is in testing mode, but we'll release it to the public soon.
Team Users
We've been emphasizing the importance of bringing every customer-facing team onto a single, unified platform while allowing them to work within their own dedicated workspaces. Naturally, you might wonder: If I'm onboarding multiple teams to use only their specific Teamspaces and access modules relevant to their tasks and not the entire CRM why should I pay the full price of a regular CRM license for them?
Well, great news! You don't have to pay full price to users who only use a small portion of the CRM system. We're introducing team user licenses, which provide limited access to Zoho CRM, in order to encourage more and more users to get onboard and leverage this powerful system for their specific processes at a nominal rate.
Pricing
- USD 9 / team license / month (paid yearly)
- USD 11 / team license/ month (paid monthly)
#CRM4E on Mobile Apps
Once you've configured your Teamspaces and team modules in Zoho CRM's web version, users can also access them in our mobile apps for iOS and Android. In the mobile app, users can:
- View and switch between Teamspaces directly in the mobile app.
- Access and manage records in your team module based on your team module profile permissions.
- Quickly add and track requests using the My Requests tab.
2. Next generation Ask Zia
This year, we released several Zia features for Zoho CRM. Now, with its redesigned interface and expanded capabilities, Ask Zia is evolving into a smarter assistant that helps you get things done faster, without switching screens or writing reports manually. You'll now find the Ask Zia icon on the next-gen vertical settings bar, right below the search icon.
Ask Zia can interpret your natural language input and convert it into a structured module layout. Whether you're managing client onboarding, handling service requests, or setting up an internal project tracker, you can simply describe what you need, and Zia will take care of the initial configuration. This makes it easier to build modules aligned with your business processes, especially for users who prefer describing their requirements over configuring them field-by-field.
3. Reimagined User Interface
We've reimagined Zoho CRM's existing user interface to accommodate the needs of the modern workforce and make it easier to configure key settings like modules, reports, and dashboards, as well as several other intuitive functionalities, like new module views, the Interactions tab, dark mode, and more.
We've moved the menu options from the top band menu bar to the left-hand side vertical sidebar, which is now a highly functional piece of UI with contextual shortcuts for quick settings, folders for better module organization, and more.
Watch this video to get an idea of how your CRM could look!
You can use contextual shortcuts to Zoho CRM's Setup options on the sidebar. For example, you can create modules or folders directly from this sidebar without having to navigate to the backend Setup page.
Create Folders
You can organize your modules into Folders for easy access. Folders, as you may know, are a great way to consolidate and group different modules of a broader function for easy access. For example, you can group Leads, Contacts, Accounts, and Deals into a folder called "Sales Modules". Or modules such as Quotes, Purchase Orders, Sales Orders, and Invoice could be grouped into a folder called "Inventory Modules". This allows you to clear clutter and bring a sense of order into your CRM. Check out the gif below to learn how to create folders. Learn more.
You can also directly create layouts, webforms, wizards, Canvas pages, and more from the sidebar.
4. More Module Views
So far we offered List View, Kanban View, Canvas, and Sheet views. In this update, we provided Chart View, Grid View, Timeline View, and Split View to improve the navigation and make users more productive.
Chart View
The chart view makes it easier to gain quick insights from your CRM data. By converting raw information into easy-to-read charts, it helps you spot trends, recognize patterns, and make smarter, data-driven decisions to enhance your sales strategies. Learn more.
Grid View
In the grid view, module data appears in a spreadsheet-like interface where users can manage multiple records in tabular format—which is ideal for teams who need a fast, flexible way to manage records without switching between multiple screens. We'll release this feature to all customers soon.
Timeline View
Use this view to get a visual representation of all records in your module plotted over a specific period of time. View records by day, week, month, or quarter to derive important time-centric inferences. Learn More.
Split View
Segment records in your module by splitting them into multiple tables based on key characteristics like picklist fields, users, or other criteria. Users can simultaneously view and manage data from different categories (arranged in tables) side by side. Learn more.
5. Interactions tab
The Interactions tab offers a chronological view of each customer's journey and interactions across various channels in your CRM. Learn more.
6. Dark Mode
Switch your user interface between night, day, or auto modes to adapt to your working hours, visual preferences, or system settings. Learn more.
How to access New UI and features?
Existing Zoho CRM Customers?
Over the past year, we offered early access to the #CRM4E, new UI, and other features to a select group of customers and partners as part of our Early Access Program. Take a look at some of our customer testimonials for the new UI and #CRM4E. The results have been promising, with strong conversion rates and significant improvements to user productivity. After careful evaluation of feedback, we're excited to make this enhanced version publicly available.
As an existing Zoho CRM user, you now have access to a more inclusive, collaborative, and scalable system. Whether you're part of a small team or a large enterprise, #CRM4E makes it easy to onboard other departments without complicating your CRM experience.
Please note that you won't be forced to switch to the new UI immediately; you can explore the new interface and features through a guided switchover process.
Switching to the Next UI
Step 1: A banner will be displayed at the top of the screen for all Org Admins. You can simply click Access Now to switch to the new UI.
Step 2: Go through the onboarding tour to learn what you can do in this new version.
Step 3: You can extend this access to other users in your organization immediately or later. Once extended, all users in the organization will see the same banner at the top of their screens to access the new UI.
We've observed early adopters experience faster deal closures, higher productivity, and better cross-team coordination, and we're excited for you to experience the same!
New to Zoho CRM?
We opened up the new UI and #CRM4E features to a small percentage of new signups for more than six months. Starting today, new Zoho CRM users will only be able to access the new UI to ensure they'll have access to all of our latest updates.
What Next?
We hope you enjoy using our all-new Zoho CRM platform to elevate your experience. Feel free to reach out to us if you have any questions or need help. In the coming days, we'll also post a series of articles and host webinars on each of these features to help you implement them faster. Stay tuned!
Log into Zoho CRM now to start experiencing the future!
Read our PR announcement : Zoho Deepens Customer Experience Platform, Adding Generative AI and Workflow Orchestration Capabilities Powered by Zia
Read our blog about this release : Zoho CRM for Everyone - No More Missed Customers
Thank you,
Serena Woolridge,
The Zoho CRM Marketing Team
The Zoho CRM Marketing Team
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Serena Woolridge
Ram Freedman
TT
Zohoboy
Andres
Sticky Posts
Zoho CRM's sales trend and sales follow-up trend dashboards are now customizable
Dear Customers, We're here with good news! Sales trend and sales follow-up trend are two system-defined dashboards that help you understand trends and anomalies in your sales outreach and conversion efforts. They use Zia's intelligence to identify patternsIntroducing Multiple Sandbox Types and Support for Module's Data Population
Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone, Sandbox in CRM is a testing environment for users to create and test new configurations like workflowGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesVoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria
VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute ExpandedWrapping up 2025 on a high note: CRM Release Highlights of the year
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Is it possible to restrict ZCRM user to see only custom views created by administrator
I have segmented data in my CRM and I want to allow different users to be able to see only parts of it based on some criteria. I've tried to create and share a custom view, but then there is always an option for user to see all open lead for example.Issues Logging into ZOHO
Hello, one of my coworkers is having issues logging into ZOHO, she has requested a code when entering and the email is correct but she has not received the code. can you help us with this?Google Fonts Integration in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google FontsAdd Popup Rejection Metrics to Reports
Hello Zoho PageSense Team, We would like to request improved reporting for popup interactions. Current Limitation: PageSense currently provides conversion data, but there is no clear visibility into: Popup rejections Popup closes (✕ button clicks) DismissalsAbility to Reset / Reinitialize Popup Cookies
Hello Zoho PageSense Team, We would like to request the ability to manually reset popup cookies. Current Limitation: At the moment, it is not possible to initiate a new popup cookie from the our side. Visitors who rejected or closed a popup will not seeControl Popup Cookie Expiration Duration
Hello Zoho PageSense Team, We would like to request an enhancement related to popup cookie management. Current Limitation: Currently, PageSense popup cookies remain active for 365 days, and this duration cannot be modified by us. If a visitor closes orClone / Export Popup Design Across PageSense Projects
Hello Zoho PageSense Team, We hope you’re doing well. We would like to request an enhancement that allows popup designs to be reused across different PageSense projects. Problem Statement: Currently, Zoho PageSense allows popups to be duplicated onlyAre there settings for hyperlinks?
Clicking a hyperlinked cell in Sheet creates this little pop-up with the actual hyperlink inside. Is it possible to have a 1-click link where if you click the cell it opens the link directly with no pop-up?Automatically include all ticket attachments in the ticket resolution email
Hello Zoho Community, We are implementing Zoho Desk in a real customer-facing production environment and have run into a limitation that is becoming a blocking requirement for our clients. The problem When a ticket is closed or resolved, Zoho Desk sendsKeep Zoho People Feature Requests in the Zoho People Forum
Hello Zoho People Product Team, Greetings. We would like to submit a feature request regarding the handling of feature requests themselves, specifically for Zoho People. Issue: Feature Requests Being Moved to Zoho One Zoho People feature requests areCan I write a check in Zoho Books with no associated bill?
This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply.Finding text within a ticket: Expand All or Search this Ticket
The auto-collapse feature within a ticket is nice for screen scrolling, however it makes it difficult to find text within the ticket if the email is collapsed. In fact you cannot find text if it is collapsed. I would like to propose a feature that allowsBooks & Desk. Client mapping
Hi, I’ve been using Zoho Books for several years and am now looking to improve my customer service. I'm experimenting with Zoho Desk and want to sync and map my client data from Zoho Books. However, it seems that mapping requires both contacts to haveString handling
If I cut a currency string from a quote and try and paste it into the Deal "Amount", it will fail unless I manually delete any commas. Dollar signs are no problem, but comma's seem to fail. Please correct this Input Validation error.Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.
I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some largerSKUs for Invoices, POs, etc.
It doesn't appear that one can enable SKU display on invoices, POs, etc. This is problematic, and I don't see a good reason why this shouldn't be an option. Some of our vendors and customers use this in their system. Every other identifier code is availableFeature Request - Allow Customers To Pick Meeting Duration
Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customersYouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.
YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.Feature Request - A Way To Search Item Groups
Hi Inventory Team, I can't find any way to filter or search by fields of Item Groups. It would be great to see that functionality added. I have a use case where a single product might come from 5 or more suppliers and each supplier's item is an Item inFeature Reqeust - Include MPN In Selectable FIelds
I have noticed that the MPN is not available to show in the list view of Items. Please consider adding it as EAN, UPC and ISBN are all available, so it doesn't make much sense to exclude this similar option. Thanks for considering my feedback.Feature Request - Option To Hide Default System Fields on Items
Hi Zoho Inventory Team, As far as I know it is not possible to hid some of the defult system fields on Items, such as UPC, MPN, EAN, ISBN. A good use case is that in many cases ISBN is not relevant and it would be an improved user experience if we couldCampaigns does not work!
I am running into so many problems trying to use Zoho Campaigns, that I am seriously considering dropping the app from my (shrinking) list of Zoho applications I actually use. Apart from having to fight the software trying to create a design and email,Feature Request - Make Available "Alias Name" Field In Item List View
Hi Zoho Inventory Team, I have noticed that the "Alias Name" field does not appear on the list of selectable columns in the Customise Columns feature in the Items module. This would be very useful to see for businesses who are using the Alias Name fieldproduct name field issue-n8n
Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrapeHow to filter Packages in zoho inventory api
Hi Team, I want to perform some tasks in a schedular on the packages which are in "Shipped" state. I tried to use filter_by in my api call but in return I get response as {"code":-1,"message":"Given filter is not configured"} My Api request is as followsCRM
Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some seriousSyncing 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 planningHow 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 otherAdd 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 fonctionnalitésRich 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 usingImplement 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 availabilityService 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 callsPlease 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 featureHow 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 numberAdd 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 sameNext Page