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
Introducing 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 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 delivers
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
Canva Integration
Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,Prepopulating Fields
Hello, I have a form (Assets) with 2 lookup fields: Client (from Clients) Site (from Client Sites) I modified the code (highlighted in red below), so the Site dropdown shows the list of sites related to the Client. must have Client_Site ( type = picklistREPORT THAT SHOWS SOH FOR ITEMS THAT HAVE ZERO SALES
When we started Zoho we imported a lot of inventory lines directly off our suppliers price list and have never ordered / sold. I want to clean up our data base and remove all these lines. What reeport will show me what lines have zero sales as well asAutomation series : Close all tasks once the project is completed
When a project is marked as Completed, it might still have open tasks such as recurring tasks that were not marked as complete, tasks that are no longer relevant, or tasks that no longer need attention after closure. To ensure the project reflects itsConverting Sales Order to Purchase Order
Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones inHorrible Connectivity!
I have used Meetings several times, but most of the time the connection is horrible. The video freezes, the audio freezes, and we end up cancelling the meeting. I am on a high speed internet connection, and Zoom works fine, so I know it's not a problemIs it really true that I can't set the default 'deposit to' account in 2025?
I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4Zoho DataPrep switching Date Format
When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"Using Another Field Value for Workflow Field Update
I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply useTax information
Hello, I need help/guidance on how to add my organization's Tax/VAT information. Thank you PavlyBuild smarter Guided Conversations with Fork Blocks
When your customers arrive on your support channel, they're not there to explore. They are usually confused and stuck while trying to fix something important. We understand how stressful that moment can feel and we want your bot to make things easier,Custom item field won't allow decimal.
Hello, I have a custom item field that needs to be able to have a value with a decimal place such as 6.7 or 6.18. I have tried custom formatting the input format but can not get the correct syntax to allow this. Is this possible in Zoho?Free webinar: Zoho Sign unwrapped – 2025 in review
Hey there! 2025 is coming to an end, and this year has been all about AI. Join our exclusive year-end webinar, where we'll walk you through the features that went live in 2025, provide answers to your questions, and give you a sneak peek on what to expectHubSpot CRM to Zoho Creator Integration
I'm trying to create an integration between HubSpot CRM and Zoho Creator with HubSpot being the push source (if a contact is created or updated in HubSpot, it pushes the information to Zoho Creator). I have two questions: 1- Is it best to use Zoho FlowGain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparencyBest-practice setup in Zoho One for managing combined candidate pools and exporting anonymised CVs
We are new users of the Zoho One bundle and operate a consulting and engineering company. Our workforce model includes a mix of permanent employees, active job applicants, and freelance/independent consultants. All three groups need to be searchable,Meet Canvas' Grid component: Your easiest way to build responsive record templates
Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.hard-bounced email list
Hi, Below pops up when I try to send an Email to some of my customer. Please guide me how to take it out from hard-bounced list? I am not sure how they were marked in hard-bounced listRegister the 'Contact Role' addition and change as a Potential edition so it can trigger Workflows
We are trying to use "Contact Roles" in Potentials. Contact Roles are special and different than the other Related lists, so, it may have a special behavior. Something to keep in mind is that you will never have 100 Contact Roles as you can have 100 Tasks, Calls, or any other Related list. In our case we will have 2 in average and up to 4 or 5 maximum. The problem is that we need to bring information from 3 key Contact Roles to the Potential and adding a Contact to the Contacts Roles area never triggerCan I change the format of the buttons in the email templates?
Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doingBest practice to structure reporting to include events covering multiple months / quarters.
Hi, I'm new to Zoho, have some experience of more "enterprise" tools, looking for some input from the community. I'm looking to create a report that includes events that cover a long period, each event has a start / end date and I'm struggling undertandingMarketing Tip #11: Turn features into benefits that sell
We all love talking about our products, but here’s a secret: customers don’t just buy features, they buy benefits. Instead of just saying "Made from 100% organic cotton," try "Soft, breathable comfort that lasts all day." Benefits tell shoppers how yourSynchronise item image between Zoho Commerce and Zoho Books/Inventory/CRM
Here is a blindingly simple idea to tie several Zoho products together. Zoho - please include a method to synchronise the item image (or images) from one Zoho application to another. For example, if you upload an item image in Zoho Inventory, a user shouldHow do I migrate from zoho mail to Office 365?
The manual migration of Zoho Mail to Microsoft 365 typically requires using IMAP to move emails and configuring Microsoft Outlook to sync Zoho Mail. This approach can be error-prone, especially if there are multiple accounts or large email archives. Moreover,New Update: Convert External Users in Bulk in Zoho Directory
Greetings to all Zoho Directory users out there! We’re excited to introduce a new update that makes user management in Zoho Directory even more efficient; you can now convert external users in bulk! Earlier, admins could convert only one external userNew Update: Convert External Users in Bulk in Zoho One
Greetings to all Zoho One users out there! We’re excited to introduce a new update that makes user management in Zoho One even more efficient; you can now convert external users in bulk! Earlier, admins could convert only one external user at a time.How to edit form layout for extension
I am working on extension development. I have created all the fields. I want to rearrange the layout in Sigma platform. But there is no layout module in Sigma. How can I achieve this for extensions other than Zet CLI and putting the fields into widgetWebsite not properly connecting with Zoho Creator app portal (embed & data sync issue)
Hello Zoho Community, I’m currently facing an issue while trying to connect my external website with a Zoho Creator app portal. I have a tool-based website ( https://mygardencalculator.com/ ) where users interact with calculators and dynamic content.日本語フォントの選択肢拡充についての要望
日本語フォントの選択肢がとても少ないと感じたことはありませんか？ 多くのアプリ（たとえば Invoice）ではフォントが1種類しかなく、正直あまり使いやすい・見た目が良いとも言えません。 そろそろ、もっと多くの日本語フォントを追加してほしい、そしてすべてのアプリで同じフォント選択肢を使えるようにしてほしいと、私たちユーザーが声を上げる時期だと思います。 ご存じのとおり、現状ではアプリごとにフォント周りの仕様にほとんど一貫性がありません。 みなさん、一緒に要望を出していきましょう！Does anyone know how to setup Zoho Desk or Zoho CRM as a custom outgoing/incoming Call Centre?
I need to setup a call center so I can setup agents to make phone calls across Canada to market our services. I am trying to figure out the most reliable and cost efficient way to do this? I am currently paying for two phone services and neither seemDisplay actual mileage on an invoice
My users are creating expenses in Zoho expense. For example, they expense 10 miles and get paid 7 dollars (10 miles * IRS rate of .70). If I look at the expenses in Zoho Books, it does show them at 10 miles at .70 cent When I add these expense to an invoicePrevent Unapproved Quotes from Exporting to Zoho CRM Finance Module
Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?Default font size for printing is too big
A recent issue in printing e mails is that the default font size is huge. This happens in both Edge and Firefox. In order to get what I would call a "normal" printout of an e mail it is necessary to go into the printer preferences / options and set the scale to 75%, otherwise a short e mail with signature and logos etc printed at 100% can take 3 or 4 pages. The annoying thing is that it is necessary to do this each time a printout is to be made as a change in scale only applies to that particularRequest for Auto PO - Min–Max based Automated Purchase Feature
Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:Export Invoices to XML file
Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunitiesissue with deluge script
i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";Introducing LinkedIn Apply Connect for Zoho Recruit
Attract up to 3x more qualified candidates and hire more efficiently with LinkedIn Apply Connect. Let candidates fill-in job applications without any redirections, gain deeper insights with applicant highlights within Zoho Recruit, and keep candidatesRecruit paid support?
Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting toTicket Status email
Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for theFuture Orders - Due Date
Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoningNext Page