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
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Serena Woolridge
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Andrew
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