New Features for a Better Customer-Focused Company
The relationship between a customer and a business is an important one. Customer satisfaction is the key to the selling process. Being a customer-focused company, one definitely needs the right tools that aid in gaining customer intelligence, giving topmost priority to customers and in achieving great collaboration within the organization. With the aim to move forward in this direction, we have introduced quite a few exciting new features in Zoho CRM that will definitely help you be a better customer-focused organization.
Let's start with customer intelligent. Insight into customers' experiences give a better understanding of the customer's interests and in turn helps you focus on the their expectations.
Social CRM
If you are not aware of what your prospect is interested in, their expectations and who their major influencers are, you may not know your negotiation strategy and the possible best options to pitch. The more you know about your customers and prospects, the better are the chances of winning a deal.
For the same reason, we provide a better organized and the all-new Social Tab within Zoho CRM. You can see a change in the look and feel of the Social tab. The highlight in all of this is, if a person mentions your brand in a tweet, the CRM View that is introduced, tells you exactly who the person is - a customer, potential in pipeline, a lead or a contact. Take a look at the transition from the old Social Tab to the new one!
Visitor Tracking
Having an excellent website and great traffic to your website is not all. What adds value is:
Zoho CRM for Google Adwords
The power of online search is huge. Google AdWords, a powerful online advertising program, is designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. When you use AdWords to drive potential customers to your website and a CRM to track offline sales made through phone calls, emails, or direct sales, it can be difficult for your business to determine how your online campaign investments lead to offline conversion data stored in Zoho CRM.
The solution to that is Zoho CRM for Google Adwords . With this feature enabled in your Zoho CRM account, you can import your AdWords marketing investments to see which keywords and campaigns are responsible for each offline sale. Plus, you can also export Zoho CRM sales data into AdWords so you can better optimize your bids and budgets to yield maximum revenue and profits.
Twilio and Ringio Integration
Along with the on-premise PBX systems, we now have hosted PXB systems, Twilio and Ringio , integrated with Zoho CRM. If you are using Twilio or Ringio, you can easily set up the configurations within Zoho CRM and start calling customers in just a click.
So the next time you get a call from a customer, you know exactly who is calling by taking a quick glance at the essentials in the business card view, before you attend the call. Also, jotting down notes is made easy during the call, which saves you the effort of remembering the details after the call.
Zoho Survey Integration
Customer feedback is paramount. In business, your priority is to know what the customers need and what they think about your product. It helps you determine the kind of products or services you want to deliver. What is important is contextually viewing the feedback responses along with the customer details for a better insight into customer's interests.
For this purpose, we have the Zoho Survey Integration with Zoho CRM that helps you collect feedback responses as well as contextually link them to the contacts in your CRM database.
Introducing CRM View for Activities
Prioritizing the activities is one of the toughest activities in itself for a sale rep. With various tasks, events and calls listed in your Activities tab in Zoho CRM, it is certainly not very simple to know each one's priority.
The CRM View for Activities is a new view that groups the tasks, events and calls in four categories that would give you a helping hand in prioritizing your work and managing time to concentrate on what is most important. As mentioned above, CRM View is also available in the Social tab and the Visits tab when you enable Visitor Tracking.
Feeds
Finally, you can be a customer-focused company only if there is great collaboration within the team. To ease that, we have a great new feature.
A collaboration tool is required when you have to:
We hope these features help you gain more customer intelligence, make collaboration easier and help you prioritize your activities. Do try them and let us know your feedback.
Get Started. Write Away!
Let's start with customer intelligent. Insight into customers' experiences give a better understanding of the customer's interests and in turn helps you focus on the their expectations.
Social CRM
If you are not aware of what your prospect is interested in, their expectations and who their major influencers are, you may not know your negotiation strategy and the possible best options to pitch. The more you know about your customers and prospects, the better are the chances of winning a deal.
For the same reason, we provide a better organized and the all-new Social Tab within Zoho CRM. You can see a change in the look and feel of the Social tab. The highlight in all of this is, if a person mentions your brand in a tweet, the CRM View that is introduced, tells you exactly who the person is - a customer, potential in pipeline, a lead or a contact. Take a look at the transition from the old Social Tab to the new one!
Visitor Tracking
Having an excellent website and great traffic to your website is not all. What adds value is:
- Knowing the actions performed by the visitors in the website.
- Identifying the web pages they are spending more time in
- Analyzing their navigation style and the time spent in your website
- Chatting with visitors when they need to clarify doubts
Zoho CRM for Google Adwords
The power of online search is huge. Google AdWords, a powerful online advertising program, is designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. When you use AdWords to drive potential customers to your website and a CRM to track offline sales made through phone calls, emails, or direct sales, it can be difficult for your business to determine how your online campaign investments lead to offline conversion data stored in Zoho CRM.
The solution to that is Zoho CRM for Google Adwords . With this feature enabled in your Zoho CRM account, you can import your AdWords marketing investments to see which keywords and campaigns are responsible for each offline sale. Plus, you can also export Zoho CRM sales data into AdWords so you can better optimize your bids and budgets to yield maximum revenue and profits.
Twilio and Ringio Integration
Along with the on-premise PBX systems, we now have hosted PXB systems, Twilio and Ringio , integrated with Zoho CRM. If you are using Twilio or Ringio, you can easily set up the configurations within Zoho CRM and start calling customers in just a click.
So the next time you get a call from a customer, you know exactly who is calling by taking a quick glance at the essentials in the business card view, before you attend the call. Also, jotting down notes is made easy during the call, which saves you the effort of remembering the details after the call.
Zoho Survey Integration
Customer feedback is paramount. In business, your priority is to know what the customers need and what they think about your product. It helps you determine the kind of products or services you want to deliver. What is important is contextually viewing the feedback responses along with the customer details for a better insight into customer's interests.
For this purpose, we have the Zoho Survey Integration with Zoho CRM that helps you collect feedback responses as well as contextually link them to the contacts in your CRM database.
Introducing CRM View for Activities
Prioritizing the activities is one of the toughest activities in itself for a sale rep. With various tasks, events and calls listed in your Activities tab in Zoho CRM, it is certainly not very simple to know each one's priority.
The CRM View for Activities is a new view that groups the tasks, events and calls in four categories that would give you a helping hand in prioritizing your work and managing time to concentrate on what is most important. As mentioned above, CRM View is also available in the Social tab and the Visits tab when you enable Visitor Tracking.
Feeds
Finally, you can be a customer-focused company only if there is great collaboration within the team. To ease that, we have a great new feature.
A collaboration tool is required when you have to:
- finalize a deal or negotiate on the discount price
- share documents with a team for quick approval or organize an event
- share ideas with a closed group or on a platform where many can easily contribute,
We hope these features help you gain more customer intelligence, make collaboration easier and help you prioritize your activities. Do try them and let us know your feedback.
Access your files securely from anywhere
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
Pavitra Jothi
Brad Evans
Mark
Gopal
Mani Vembu
Sticky Posts
Good 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 activitiesWrapping 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 youPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversCreate and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standardIn-person ZUG Meetups for Real Estate Professionals - US Q1 2026
The Real Estate Zoho User Group is going on a multi-city, in-person meetup tour across the US, and we’d love to see you there! These meetups are a great opportunity to: Connect with fellow real estate professionals using Zoho Share challenges and discover
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
Enable History Tracking for Picklist Values Not Available
When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?The reason I switched away from Zoho Notebook
My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digitalAdd RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career SiteAbility to Edit YouTube Video Title, Description & Thumbnail After Publishing
Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing theSend Supervisor Rule Emails Within Ticket Context in Zoho Desk
Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appendingFree Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics
Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. LearnCritical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed
Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was postedHide/Show Subform Fields On User Input
Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?Cloning Item With Images Or The Option With Images
Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images asArchiving Contacts
How do I archive a list of contacts, or individual contacts?WorkDrive and CRM not in sync
1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (hereCustom validation in CRM schema
Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'Adding Default Module Image into mail merge field
As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevantSync Data from MA to CRM
Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of aIs it possible to roll up all Contact emails to the Account view?
Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficialUpdate CRM record action
Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM moduleNotes badge as a quick action in the list view
Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedWhat's new in Zoho One 2025
Greetings! We hope you have all had a chance by now to get hands-on with the new features and updates released as part of ZO25. Yes, we understand that you may have questions and feedback. To ensure you gain a comprehensive understanding of these updates,Good 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 activitiesAdd deluge function to shorten URLs
Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalisedEdit default "We are here to help you" text in chat SalesIQ widget
Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!Quick way to add a field in Chat Window
I want to add Company Field in chat window to lessen the irrelevant users in sending chat and set them in mind that we are dealing with companies. I request that it will be as easy as possible like just ticking it then typing the label then connectingHow to create a two way Sync with CRM Contacts Module?
Newbie creator here (but not to Zoho CRM). I want to create an app that operates on a sub-set of CRM Contacts - only those with a specific tag. I want the app records to mirror the tagged contacts in CRM. I would like it to update when the Creator appZoho Sheet for Desktop
Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?Allow Manual Popup Canvas Size Control
Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selectedWhere is the settings option in zoho writer?
hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regardsHow to set page defaults in zoho writer?
hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the documentDevelop and publish a Zoho Recruit extension on the marketplace
Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.How to import data from PDF into Zoho Sheet
I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is passwordZoho Projects Android app: Integration with Microsoft Intune
Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies throughCant't update custom field when custom field is external lookup in Zoho Books
Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMapWrapping 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 youAbout Zoneminder (CCTV) and Zoho People
Hi team I would like to implement a CCTV service for our branches, with the aim of passively detecting both the entry and exit of personnel enrolled in Zoho Peeple, but my question is: It is possible to integrate Zoho People with Zoneminder, I understandIntroducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Create CRM Deal from Books Quote and Auto Update Deal Stage
I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is convertedHow to show branch instead of org name on invoice template?
Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account
Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?Unable to remove the “Automatically Assigned” territory from existing records
Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the AutomaticallyKaizen #223 - File Manager in CRM Widget Using ZRC Methods
Hello, CRM Wizards! Here is what we are improving this week with Kaizen. we will explore the new ZRC (Zoho Request Client) introduced in Widget SDK v1.5, and learn how to use it to build a Related List Widget that integrates with Zoho WorkDrive. It helpsSet connection link name from variable in invokeurl
Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()Next Page