Unveiling Zoho CRM's New User Interface - The NextGen UI
Hello Everyone,
Last Wednesday, May 14th,2025, we announced the public release of Zoho CRM For Everyone, our most significant update yet. This release brings a modernized CRM experience with a redesigned user interface, new capabilities for cross-functional collaboration, and greater flexibility for users across your organization.
Read our PR announcement, our forum announcement, and the blog post to know more about this release.
To help you get the most out of these updates, we’ll be publishing a series of announcements that walk you through the major enhancements now available to all Zoho CRM users.
We’re kicking off this series by spotlighting one of the most noticeable changes — the new and improved user interface, Zoho CRM's Nextgen UI.
What’s New in the NextGen UI?
- A reorganized menu option
- The sidebar
- Teamspaces
- Additional Module Views
- Interactions Tab
- Enhanced Themes and
- Night Mode
Watch this video to get an idea of how your CRM could look!
Let's dive into each of these features in detail :
Reorganization of menu options from the top band to the left-hand side vertical sidebar.
Previously, Zoho CRM housed the menu bar on the top where most of the navigation took place, as shown below.
Now, We moved the top bar to the left with a vertical sidebar that is expandable as shown below. This not only declutters the top space but also makes it easier to access your modules and features with minimal clicks.
The Sidebar
The new sidebar is now an extremely functional piece of the UI with contextual shortcuts for quick settings, neat folders for better organization of modules, and more. Learn more.
The top portion of the Sidebar houses icons to view and work with Modules, Reports, Dashboards, Requests, Marketplace, and Global Search.
The bottom portion of the sidebar now contains intuitive utility icons such as Quick create record, Mail magnet, Calendar, and more. (originally located on the top right corner of the UI).
Expanding the sidebar opens up quick-controls contextual to what you've chosen to work on. This is collapsible in order to allow you to maximize your right-hand side work area.
Contextual Shortcuts through the sidebar
You have contextual shortcuts to Setup options from here, like creating new modules or folders. While the backend Setup is still intact, these options from the sidebar options offer a quick shortcut.
Create Modules
You can create either org modules or team modules from the sidebar. This option makes it easy for users to quickly create their own modules and
configure processes instead of navigating to the setup menu every time.
Create folders
You can create modules or folders right from this location without having to navigate to the backend Setup. Folders are a great way to organize or group modules in different categories. Say you are part of the Sales teamspace and you have certain sales activities that you need to perform to touch base with customers like creating tasks, scheduling calls or meetings. So you can group Tasks, Meetings, Calls into a "Sales Activities" folder for easy access and a clutter free side bar. Learn more.
You can also directly create layouts, webforms, wizards, canvas pages, etc from the sidebar.
Organized Teamspaces for Focused Work
Tab Groups have been transformed into what we now call Teamspaces. If your CRM is used by multiple teams, organizing and managing their work and data can quickly become complex.
We offer a solution by giving each team a dedicated, folder-like space where all their related modules are grouped together. This setup ensures clear separation between teams, making collaboration more focused, and preventing the risk of teams crossing over or accessing modules that are not meant for them.
Hence, Teamspaces are dedicated workspaces for each department or function to organize their work. Whether you're in sales, support, or marketing, Teamspaces help reduce noise and keep your workspace relevant to your role. Learn more.
You have the option to create teamspaces from the bottom of the sidebar or from the Setup menu. The org admin would generally be the one who creates teamspaces, assigns users as teamspace admins and adds users to a teamspace.
Note : Users with the Manage teamspace permission enabled will be able to create and manage teamspaces in an org.
Teamspace Admin
A teamspace admin is generally the head of a department or a team. For example, a Sales Director could be assigned as the Sales Teamspace's Admin. Once a user becomes a teamspace admin, they can add or remove users, allow reports and dashboards to be created for modules within a teamspace.
Note : If a user is a Teamspace admin but does not have the "Manage Teamspace" permission enabled, they can only manage the specific Teamspace they’ve been assigned to as an admin. They won't be able to create new Teamspaces or manage any others.
Features offered as part of this enhanced UI
- Additional Module Views have been added to provide you with more flexibility, better insights, and improve productivity when working with module data. Thee view added are :
--> Chart View : Get a visual representation of your module data with this View
--> Grid View : Convert your module data into a spreadsheet-like interface where you can edit and manage records directly without having to open each record individually.
--> Timeline View : Look at how your module is created by viewing data plotted over a specific period of time.
--> Split View : Split your module data based on picklist fields /users or criteria to segment them for further inferences. - Interaction tab : This feature displays a timeline of a customer's journey and their engagements across different channels within your CRM.
We will post individual announcements for each of the above features in the upcoming days.Themes
The new UI introduces a refreshed theming experience with 13 vibrant colour options to personalize your workspace. These themes go beyond just cosmetic changes: the selected theme isn't limited to the sidebar; it flows throughout the product interface.
Once you choose a theme, the colour is consistently applied across key areas of the CRM, including buttons, tabs, menus, and other interactive elements. This cohesive design enhances visual clarity and gives your team a more engaging, unified experience tailored to their preferences.
If you want to match your brand colours or give your CRM tool a refreshed appearance, the new themes bring both customization and character to your work environment.
Dark-Mode
With the new UI, we’re excited to bring Dark Mode to your CRM experience. This feature was designed with both comfort and usability in mind.
Dark Mode offers a visually soothing alternative to the standard light interface, reducing eye strain during long hours of work, especially in low-light environments. It's not just a cosmetic change; it’s about enhancing usability and making your workspace more comfortable.
Once enabled, Dark Mode is applied consistently across the entire product, including the new UI elements like the left sidebar, buttons, forms, and interaction panels. Whether you're viewing records, managing tasks, or collaborating within Teamspaces, the darker interface ensures clarity without compromising on aesthetics or function.
This addition is part of our effort to make Zoho CRM more adaptable to user preferences and modern work styles. You can switch to Dark Mode at any time from your profile settings and choose what works best for you. Learn more.
What can you choose in this implementation?
Day : Prefer a brighter interface? Day Mode offers a clean, crisp, and classic appearance of your CRM, making it not just functional but also visually pleasing.
Night : Enjoy a sleek, modern look with reduced eye strain, especially in low-light environments. Darker UI minimizes glare and helps reduce fatigue, making it easier to work for longer periods.
Auto : Let the system decide! Auto Mode automatically switches between dark and light themes based on your device settings.
Resources
We invite you to explore these exciting updates and see how productivity increases in your CRM journey. Stay tuned for our upcoming announcements where we’ll dive deeper into each feature, helping you make the most of everything the NextGen UI has to offer.
Regards,
Serena Woolridge
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
Andréa Kérébel
Andrew
Ishwarya SG
K'an Thomas
Sticky Posts
Consolidate your workflows and be more productive - Introducing Multiple Conditions in Workflow Rules
Workflow rules in Zoho CRM helps you automate your routine tasks and save time. Usually, while creating a workflow rule, you'd provide the basic details of the rule, specify when the rule should be triggered and associate set of actions to be executed whenever the rule criteria is met. And you’d create a new workflow rule for every new automation that you required. Not anymore! You can now combine multiple conditions and the corresponding actions to follow in a single workflow rule. Let’s look atStop by and explore our six updates in ABM for Zoho CRM
Dear Customers, We hope you're well! ABM for Zoho CRM is built to sharpen your database so that you engage with the right set of customer accounts. To fine-tune it further, we have six new updates: New access location for ABM Refined account entry criteriaEnhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length
Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replaceEnhancement to ICR’s field prompting: Preferred data extraction using advanced field prompting
Dear Customers, We hope you’re well A quick background Intelligent Character Recognition (ICR) comes as part of Zia’s optical recognition capability called Zia Vision. When we introduced it last April, the data extraction was training-based and was applicableGood 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 activities
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
Map Dependency Upgrades in Zoho CRM
Map Dependency Fields enhancements are available in CA, SA, JP, CN, UAE, AU and EU DCs. Latest update: Also available in IN and US DCs. Hello everyone, We’ve introduced a set of enhancements to Map Dependency Fields to make setup simpler, faster, andCRM to FSM Setup
Good Afternoon, I am trying to connect CMS to FSM. My current field mapping is: Companies ↔ Accounts Contacts ↔ Contacts Service And Parts ↔ Products I'm setting this up for an elevator service company. The idea is that: Accounts represent Companies.All new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24Collapsible Sections & Section Navigation Needed
The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions wereHow do I edit the Calendar Invite notifications for Interviews in Recruit?
I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sentUnable to send emails from iPhone and iPad
Curious, all of a sudden I'm unable to send emails from iPhone and iPad. I keeps asking for my password again and again. No problems from my MacBook Pro.Journal Entries Do Not Show Multiple Entries to the Same Account
Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especiallyCreate 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 couplePartial customer Refund via customer Credit Card used to pay invoice
How can we process a partial refund through the same credit card that a customer used to pay the initial invoice? - In other words, say a customer was sent an invoice for $1200.00 and they paid it through Zoho with our online credit processor, PayFlowPartial refunds
I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about thisHow in the heck do i record a (partial) refund???
I have a client. wrote an invoice for 3 services totalling $520. He paid it online (we use zoho to authorize.net) We went out and couldn't do one of the services I didn't see a way to initiate a refund through zoho books, so i did a $250 refund through authorize.net. Tried to edit the payment on zoho books, but it won't let me b/c "this payment was made on line" When i try to edit the invoice i get a popup about it no longer matching the payment. What do I do??? And why is it so hard to do somethingAction Required: Update your Zoho Projects – Zoho Analytics integration
Dear Zoho Projects integration users, We would like to inform you about an upcoming update to the Zoho Projects–Zoho Analytics integration. Read the full migration announcement here. As shared in the announcement, we are updating the integration to supportWorkflows fail silently in Zoho CRM and there is no native way to know
Workflow automation is honestly one of the biggest reasons my clients choose Zoho. But there is one problem I keep running into across almost every implementation. When a workflow fails, nobody finds out. Email alerts hit daily limits and just stop. CustomOffice365(outlook emails) Zoho CRM integration
Hi guys We're looking to buy Zoho CRM and are currently trialling. I'm working from a MacBook fyi. I've so spent 3 hours on live chat today with Zoho as we couldn't get the two to integrate properly, even with the plug in installed but finally managedWhen adding subform records, how do I access member fields of a name field
I have the following code (runs when a record is added to a form) if (input.P_liza != null) { input_deal = input.P_liza; rec = form_mapping[deal_name == input_deal]; id = input.N_mero_de_documento_de_Identificaci_n_Alfanum_rico; contact = -----redacted------.get_crm_contact_by_id(id);Making "All Day Events" not default
When I go to schedule an event, the All Day checkbox is ticked by default. Generally, I don't plan all day events, so is there a way to make that not checked by default? I couldn't find a setting for this...Create custom field in multiple modules
I am trying to create some custom fields that will be in both leads and contacts module without having to create them separately and then mapping them. How is that performed? it is too time-consuming to create 20+ fields and then do the same thing in a different module when they carry the same info. The idea is that when we get a lead from web site, there are items that we capture and once that lead is a client and moved to Contacts, that info should come over. So trying to find an easy way to createCompensation | Salary Packages - Hourly Wage Needed
The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.In Desk KB article, how do include an image in a numbered list without using a number or bullet?
We need to include images in our KBA steps as a numbered list. Here I have numbered steps. I want the image no numbering or bullet. Open Purchase Order Entry. Select the mail icon: Select the Save button. I see your own articles have images in numberVideo Interview features
I tested the video interview feature. It's supported only on desktop version of chrome/firefox. Most of the times, the candidates are available on their cellphone. Need to have this for mobile devices too.POS and payments
Have i missed the point can i not use zoho POS as a payment terminal back into stripe like we can in Books?Delugeサーバーページ(HTML)での関数の使用方法
Zoho Creator、Deluge並びに初心者です。 題名の通りDelugeサーバーページ(HTML)で関数が使用する方法を教えて頂きたいです。 ざっくりと説明します。 現在、1週間だけカレンダーを表示するページをelugeサーバーページ(HTML)内で作っております。 カレンダー内のボタンには翌週や先週を表示するボタンを追加しようとしています。 それらのボタンを押下した際、現在の日時に±７日をしてページを表示しなおす処理が走るようにさせたいです。 ボタンが押下されたとき、用意していた関数でその処理を実行する想定です。Automatically remove commas
Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas automWhy does my salesiq dashboard doesn't look like the one on the admin guide?
https://help.zoho.com/portal/en/kb/salesiq-2-0/for-administrators/setup-brand/articles/setting-up-the-website-channel#LauncherENDPOINT ZOHO CREATOR
I created a function to perform the action of POST, GET and PUT in order to use it outside our portal and create more dynamic forms using a cloud server. Params = “qAvhbBBJJsQysd45DdkvTR34A” Curl = “https://www.zohoapis.com/creator/custom/admin2844/vallesalud_julaje_private?publickey=”;MCP > Creator connection failing with Claude
I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receivingGantt Chart - Multiple Projects
Hello, I have about 6 projects set up in Zoho and I am looking to see if it is possible to see all my projects on one gantt chart? Thanks Alexmilestone dependencies
It would be exceptionally useful to be able to assign dependencies on milestone/tasks. For example, if within a project I have three milestones for creating three ads for publication, but each ad also requires the logo to be finished by the graphic designer (a separate milestone), it would be useful to have the start dates of the later items dependent on another prerequisite component. That way, not only would I not have to enter the logo creation as a separate task for each of the three milestones,Need Easy Way to Update Item Prices in Bulk
Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update pricesWhat is a realistic turnaround time for account review for ZeptoMail?
On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It stillNotebook Al
Why was our organisation's Notebook AI disabled, even though our admin said it wasn't done on their side?Dashboard Filtering with 2 query tables using one filter field
Hi There, I have been using user filters on the dashboard and for the most part they are fine. However I have one issue I would like to see if there is a fix for it. I have a main query that most of my widgets use. Then I have a second query for another widget. The dashboard uses the field "brand" in the main query for the filter. The second query uses the main_query.brand field alongside fields from a second table. I have set the widget to use main_query.brand as a filter, but when the dashboardHow to get static reports via Desk API
Hello, we are hoping to use the Desk API to automatically export the default static reports in Zoho Desk, or reconstruct them via other API calls. What's the best way to do this? For example, if I want to recreate the Response Time static report via theIssue with adding “Roblox” as an answer option in Zoho SurveyО
Hello Zoho Support Team, I’m experiencing an issue while editing a survey in Zoho Survey. For some reason, I’m unable to add “Roblox” as an answer option. The same issue occurs with any answer option that contains this exact combination of letters, regardlessHow to import MBOX to Gmail?
In order to import or restore MBOX file backup Gmail account you can go for Advik MBOX to Gmail Import utility. This utility will import MBOX to Gmail or G Suite account without any configuration. This tool is considered as the most easiest and simplest process to perform email migration. Key Feature of this tool Import MBOX to Gmail in Bulk Maintain folder struture Retain Key elements Single Panel Interface 100% accuracy rate Download source : http://www.adviksoft.com/mbox/gmail.htmlFree webinar! Accelerate deals with Zoho Sign for Zoho CRM and Bigin by Zoho CRM
Hello, Paperwork shouldn’t slow you down. Whether you’re growing a small business or running a large enterprise, manual approvals and slow document turnaround can cost you time and revenue. With Zoho Sign for Zoho CRM and Bigin by Zoho CRM, you can takeAutomatically set the default VAT percentage on a quote
Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (withoutDon't understand INVALID_REQUEST_METHOD when I try to post up an attachment
When I make the POST request (using python requests.post() for files): https://www.zohoapis.com/crm/v8/Calls/***************01/Attachments I get this response: r:{ "code": "INVALID_REQUEST_METHOD", "details": {}, "message": "The http request method typeBigin & Booking. Associate the appointment with existing customers in bigin.
I tried to change the stage of the pipeline associated to a existing contact after he book a appointment in Booking. I use flow to create a event in booking when a appointment is done. But.... How can I relate the appointment with the existing contactNext Page