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
Wrapping 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 youGood 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 activitiesPresenting 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
how to add email to existing organization i w
I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?add zoho account
How to add a zoho mail to previous zoho account? I have twoName changed in settings for mailbox but still not changed when typed in To field
In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If IPrinting to a brother label maker
I see allot of really old unanswered posts asking how to print to a label maker from a zoho creator app. Has their been any progress on providing the capability to create a customized height & width page or print template or whatever to print labels?Sync desktop folders instantly with WorkDrive TrueSync (Beta)
Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:Track online, in-office, and client location meetings separately with the new meeting venue option
Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at theCalling the new 'Custom API' feature from within a Custom Widget
From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working evenAnnouncing new features in Trident for Mac (1.32.0)
Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to reinforce email security and protect your inbox from evolving threats. Let’s take a quick look at what’s new. Deliver quarantined emails. Organization adminsMarketing Tip #5: Improve store speed with optimized images
Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.PDF Attachment Option for Service Reports
Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachmentsZoho Browser??
hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, SandeepSMS to customers from within Bigin
Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receiveAdmins cannot see each others' Scheduled Reports?!
Very frustrating that as an admin I cannot see what my reports my fellow admins have created and scheduled. After asking about this on the help chat, I was told the issue is trust and security. By giving someone Admin status, it means we trust them with those responsibilities. Please change this, it is not a good process to have to bother other users to change a report or change users within a report.Automatically CC an address using Zoho CRM Email Templates
Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into ourWriter update results in BitDefender blocking it as malware
After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.Is there a way to invoke deluge function from within a widget?
Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?Missing Import Options
Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralizeZoho CRM Portal Field Level Permission Issue
Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access forWhy am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?
I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? ThanksCustom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities ifIntroducing 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,All new Address Field in Zoho CRM: maintain structured and accurate address inputs
The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest updateCollaboration with customers made easy with Zoom Meeting and Zoho Desk integration
Hello everyone! We are happy to announce that you can now integrate your Zoho Desk account with Zoom Meeting. The integration bridges the gap between digital communication and human connection, empowering teams to deliver timely support when it mattersCRM Canvas - Upload Attachments
I am in the process of changing my screens to Canvas. On one screen, I have tabs with related lists, one of which is attachments. There doesn't appear to be a way to upload documents though. Am I missing something really obvious? Does anyone haveTrueSync regularly filling up my local disk
Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no realKaizen #194 : Trigger Client Script via Custom buttons
Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a[Webinar] A recap of Zoho Writer in 2025
Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for January 2026: A recap of Zoho Writer in 2025. This webinar will provide a recap of the features and enhancements we added in 2025 to enhance your productivity. Choose your preferredPicklist field shows "none" as default
Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I waStage-probability mapping feature in custom module
Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?Create static subforms in Zoho CRM: streamline data entry with pre-defined values
Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next coupleField Description is very small
Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:StatusIQ
Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, TorstenIn Zoho People, the Operations buttons are frequently not visible or do not appear consistently.
In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.Marketing Tip #14: Increase cart value with product bundles
Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win forProblem with Workdrive folders
I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder inAdd 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 SiteAuto tracking URL generation based on Carrier
Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,Zoho Bookings form pre-filled with Zoho Forms in
Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanksPre-orders at Zoho Commerce
We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery willCustomer ticket creation via Microsoft Teams
Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app withinNext Page