Incentives for Zoho CRM is a new app in the CRM App Space that uses your existing sales data to calculate, automate, and track commissions without duplicate effort. Design plans for different sales roles and structures, whether flat, tiered, quota-based, or line item-based, trigger computation from leads, deals, invoices, or custom modules, automate approvals, and build dashboards to track commission spend and top contributors. It's included at no extra charge for now on Enterprise, Ultimate, CRM Plus, and Zoho One, though your org needs to be on the new CRM UI and there's no mobile support yet. Rolling out to Ultimate first, with other editions following.

Until now, review process actions were limited to notification toggles. You can now attach a function to any review action, giving you full control over what happens when a record is submitted, reviewed, rejected, or resubmitted. Send custom emails, update fields, call external services, or trigger whatever else your workflow needs.

As CRM environments grow, the default 10 GB limit for a Full Data sandbox was stopping larger organizations from creating or rebuilding one at all. You can now buy an additional 30 GB from the Storage page, or straight from the alert that appears during sandbox creation when your production data exceeds the limit. The extra storage applies only to the Full Data sandbox, not other sandbox types. You'll need the Admin profile or the View Storage permission to buy it.

Sequences let you build and automate a series of follow-up actions for your records, so nothing depends on someone remembering. Send an introductory email, and depending on whether the customer opens it, replies, or goes quiet, the next action triggers automatically. Enroll records manually, in bulk, or automatically through custom views, and track how each sequence performs through built-in reports. Available on the Premier edition and Bigin 360, rolling out to the US, CA, and SA data centres first.

Until now, every business using Bigin Booking Pages sent the same fixed email when customers booked, rescheduled, or cancelled an appointment. You can now edit or replace the message content in the confirmation, reschedule, cancellation, and reminder templates so they carry your own voice.

Offer negotiations often happen outside the hiring system, across emails and multiple document versions, with no clear trail. Pre-Offer brings that process into Zoho Recruit. Share proposed terms with a candidate, let them accept or request revisions, capture feedback directly on the Offer record, and run as many rounds as needed before converting to a Final Offer. Note that a candidate accepting a Pre-Offer confirms agreement on the negotiated terms but does not constitute acceptance of employment.

Zoho Sign now has a Signature Panel that validates digital signatures inside the viewer, so there's no downloading the document or opening a separate PDF reader. Click the Signature Panel button on any signed document and Zoho Sign runs a full validation, with colour-coded results for every signature. Expand one to see its details, properties, and certificate chain.

If you've been generating documents from Zoho Writer templates and then exporting and re-uploading them to DocuSign, that step is gone. Configure signer fields, roles, and signing order once in your template, send to DocuSign in a click, and track signing status from Writer's Submission Log. Sign text tags convert automatically, so nothing needs reconfiguring on the DocuSign side.

Export a presentation as an MP4 directly from the Zoho Show Android app, with no screen recording or third-party tools needed. Animations, transitions, GIFs, and background audio all carry over. Choose a resolution from 720p up to 4K, pick 30 or 60 FPS, and select H.264 for wider compatibility or HEVC for a smaller file.

When a customer emails several addresses in the same department, Zoho Desk used to create a separate ticket for each. That inflates ticket volume, splits the conversation, and throws off SLAs. Email Deduplication detects when the same email reaches multiple addresses in one department and creates a single ticket instead. It's being enabled for all customers across all data centres and editions by the first week of September 2026.

Getting a new team up to speed on Zoho Sprints takes time, especially when your workflows and modules are customized for your organization. Sprints now integrates with Zoho DAP, a digital adoption platform for building in-product guidance directly inside your workspace. Create walkthroughs, interactive video guides, banners, and step-by-step documentation, all surfaced to users without them leaving Sprints, with everything living in a unified Help Hub tailored to your setup.

Deployment Management lets you build, validate, and promote analytics content across workspaces in stages, without touching live data. Multivariate Forecasting now factors in external drivers like marketing spend, making forecast models more accurate. Data Cache for Live Connect caches summary values from your live sources and refreshes them on a schedule you set, so dashboards load faster. New connectors for Chargebee, Help Scout, and Supabase bring in more of your business data, and KPI Widgets can now show two metrics side by side. Check the announcement for the full list.

Zoho Tables now supports MCP (Model Context Protocol), so you can query, create, and update records in natural language through compatible AI assistants. Zia Agents let you build custom agents on top of your Tables data and connect them across apps to automate workflows end to end. Group By clusters records into collapsible groups by any field, with multiple levels for drilling from a broad view down to the detail. And a new Gantt view puts work on a visual timeline, so you can see dependencies, track progress, and catch bottlenecks early.

Vertical Studio is getting a full UI redesign, with cleaner sidebar-based navigation, flexible module views including Split, Grid, Chart, and Timeline, Dark Mode, configuration shortcuts in the sidebar, and Global Search. New apps launch on the Next Gen UI from 25 October 2026, and the transition becomes mandatory for all apps from 25 December. Tab Groups will be deprecated as part of the change, so it's worth reviewing any apps that rely on them. Grace periods can be requested if you need more time, and will be evaluated case by case.

If you're on the IN data centre and use Zoho Analytics with cloud databases, or Zoho DataPrep with IP allowlisting, six new IP addresses need adding, on your database side for Analytics and in your firewall or network allowlist for DataPrep. Add them alongside your existing entries rather than replacing anything, and do it soon: without them, connectivity breaks and scheduled imports, exports, and jobs fail.

Also worth a look: Zoho Sign has launched a Learning Hub, a free self-paced platform with courses, integration guides, and the option to book a one-to-one session.

That's a wrap on August! Four weeks, four parts, and a lot shipped across the Zoho ecosystem. Drop a comment on what stood out for you this month, and we'll see you in September!

Missed an edition? Catch up on Part 1 (August 1–7), Part 2 (August 8–15), and Part 3 (August 16–23).