Zoho CRM 2016 is ready. Are you?

Zoho CRM 2016 is ready. Are you?

We are pleased to announce the launch of Zoho CRM 2016! This new version of our popular business software offers a range of enhancements and improvements, such as multichannel communication, productivity, customization and automation, as well as a new, clutter-free interface. 


We've reimagined the CRM you've always loved. Here's a list of top new features to help you stay productive and close more deals.

Simplified user interface.
Zoho CRM 2016 comes with a streamlined user interface that allows you to spend less time entering customer data into CRM and more time engaging with prospects. Listed below are some of the UI based improvements you can expect: 
  • Simplified Setup page with search capabilities
  • Visual workflows
  • Enhanced reports and dashboards
  • Better organized record's details pages, including a "quick-stage update section" for deals (potentials).
SalesInbox
SalesInbox is a one-of-a-kind email client made exclusively for your sales force. By adding deep CRM context to your emails, SalesInbox helps you prioritize your email stream, making it easy to keep on top of the most important communication. The email client also lets you organize your inbox with email filters based on CRM data, and also measure the effectiveness of your emails with email stats. 

SalesInbox is only available upon request for users of the Enterprise Edition of Zoho CRM. To request access, please fill out this form>> https://www.zoho.com/salesinbox/

SalesSignals
SalesSignals notify you whenever your customers interact with your organization across a range of communication channels. Whether it's a missed call, a missed chat, an email click or an overdue support ticket, you'll receive real time alerts in CRM. Use SalesSignals to stay current on your customers' activities across multiple communication channels. 
 
Email insights
Email insights deliver the data you need to refine your business correspondence. Measure the effectiveness of emails sent from Zoho CRM with accurate email analytics (opens, clicks, replies, bounces), email template performance stats and version history.

Advanced filters
Filter your records based on intelligent search criteria to extract valuable information from your CRM. Suppose you want to pull up any leads that haven't been followed up with yet or deals closing this month that still have overdue tasks. With advanced filters, just input your criteria and apply filter. Once you've isolated the records you're looking for, you can then perform the necessary followup actions, all from within the same screen.

Gamescope
Make sales more fun with peer-to-peer contests for your sales team. Reward high-performers with trophies and badges. Display the names of your team superstars on leaderboards, and liven up your sales game.

Apple Calendar Sync (via CalDAV)
Enable calendar synchronization with your iOS devices—iPhone, iPad, MacBook, Apple Watch and iPod Touch—via CalDAV to maintain a single calendar for both personal appointments and official CRM events.

True Mobility
With the new Zoho CRM mobile app, seamlessly connect with contacts, access customer information, and find everything you need to close a deal from anywhere, anytime. Keep a record of your office visits by checking in to a client's location and associating that visit with an event on the mobile app.

Marketplace
Choose from over 50 handpicked extensions for Zoho CRM to extend the power of CRM. Improve connectivity with external applications, ranging from customer support software to online marketing tools.

Sandbox
Sandbox is a virtual testing environment that lets companies deploy the code/designs they've developed. Test your settings—automations, customizations—in the Sandbox, and then deploy those configuration to your Zoho CRM account when you are confident they're functioning how they ought to.

Page Layouts
Set up custom page layouts within the same module to target different products/services with specific business processes. Once you have created the layouts, you will be able to choose the layout on record creation - be it via web forms, import, or third party applications (APIs). You will also be able to configure layout-specific workflows, reports and custom views. 

CRM Variables 
CRM Variables are pseudo-module fields that are used for storing static and reusable information in your Zoho CRM account. These CRM variables have unique set of values that can be widely used as merge fields in email templates, mail merge, and inventory templates. It can also be used as reusable authentication parameters in custom functions, Webhooks, links and buttons, Related Lists, and APIs.
Learn more>> CRM Variables

Schedules
Schedules are automated user-defined actions that are performed through custom functions either at a particular time or on a recurring basis. Integrate your CRM data with your company’s website/intranet, any third-party applications or other Zoho Apps using Schedules. You can periodically sync up your contacts with other applications, push your CRM data to your legacy systems and also alert users about any idle leads or deals with Schedules.
Learn more>> Custom Schedules

Zoho Finance Suite integration
Zoho Finance Suite integration allows you to link your Zoho Books, Zoho Invoice, Zoho Expense and Zoho Subscription accounts with Zoho CRM. View and monitor invoices, estimates, purchase orders, sales orders, expenses, expenses reports, and subscription details within your Zoho CRM account.

Record-level sharing
Pick and choose the individual records to share and get your team working on deals that require attention from multiple departments.

To request access to Zoho CRM 2016 and to learn more about what's new, visit>> https://www.zoho.com/crm/whats-new/

Like the improvements? Spread the word about the all new Zoho CRM by using #ReadyToSell on all major social media platforms. Also, please share your thoughts by commenting below.

Watch this space for further updates on Zoho CRM 2016. 

Regards,
Vaagdevi Ravishankar


    Access your files securely from anywhere







                          Zoho Developer Community






                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                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

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ





                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Accounts module not displaying in Campaigns sync

                                                                                                            When syncing CRM to Campaigns, I can only sync Leads and Contacts. Accounts module is setup and not sure why I can't select it. I won't be able to make segments for all our email campaigns. What is the resolution?
                                                                                                          • Missing Date Field Type Blocking VAT Calculations in Custom Zoho CRM Module

                                                                                                            I'm working on a custom VAT calculator within Zoho CRM where I need to store the purchase date of a product and calculate VAT based on that date, since VAT rates can vary over time. However, while creating custom fields, the only available data type is
                                                                                                          • Auto End Chats After Customer Inactivity

                                                                                                            Hello Everyone, I may be missing something, but is there a way to auto-end chats when a customer has been inactive for an amount of time? I have several operators (we use a shared set of account with schedules for people... that's another story) but at
                                                                                                          • Real-Time Screen Annotation During Zoho Cliq Screen Sharing

                                                                                                            Hi Zoho Support Team, Hope you're doing well. We’d like to request the addition of real-time screen annotation tools during screen sharing sessions in Zoho Cliq video calls. 🔍 What We're Looking For: The ability for the presenter—and optionally, other
                                                                                                          • Simplify ticket replies with intelligent writing and content analysis tools

                                                                                                            Introducing a smarter, faster way to handle ticket responses with generative AI-powered capabilities, now available in the ticket detail view. These enhancements are designed to reduce agent effort, improve clarity, and elevate the overall support experience.
                                                                                                          • Zoho Books - Feature Request - Show Custom Template Preview

                                                                                                            When using a custom template is would be a great user experience if the custom template could be previewed when viewing the record. I have found that it's very confusing for users, when they see an invoice preview but the out put file is different. Additional
                                                                                                          • run a macro on a contact that bounced from crm email merge

                                                                                                            how would one run a macro on a contact that bounced from crm email merge? how would i tell zoho to run a macro that SIGNALS said bounced?
                                                                                                          • Search handwriting using sketch card and OCR

                                                                                                            Hi It's possible using Sketch Card for handwriting and search them using AI and OCR in Pro edition? Thanks
                                                                                                          • Autoresponders in Zoho CRM will be discontinued—transition to Cadences for enhanced engagement

                                                                                                            Update (June 30, 2025): As of June 30, 2025, users will no longer be able to create or edit Autoresponders in Zoho CRM. This restriction has been put in place to ensure a smooth and guided transition to Zoho Cadences—a more powerful and flexible tool
                                                                                                          • Recovering a note

                                                                                                            Hi, I accidentally deleted an important academic not from my notebook. Can I recover it? Thanks
                                                                                                          • Unable to schedule posts!

                                                                                                            Hi everyone, I'm on the free account. I just realised it doesn't give me the options to schedule posts anymore, I can only 'post now'. I don't understand why I can't even see what I scheduled before. Can anyone help? Thanks, Benedetta
                                                                                                          • SPF, Zoho Books, Send from my domain

                                                                                                            I am unable to verify my domain through Zoho Books: this is the text record: v=spf1 include:spf.protection.outlook.com include:zohomail.com -all I waited 24 hours already with error: SPF record not found. Contact your domain provider.
                                                                                                          • How do I record timesheet invoices generated in Zoho Workerly against a Sales Order?

                                                                                                            We have customers who issue us a Purchase Order for an aggregate amount of hourly services, which we invoice against on a weekly, bi-weekly, or monthly basis (contract dependent). For simplicity, let's say the customer PO is for $50,000 (1,000 hours at
                                                                                                          • One Place for All Your Automation Needs

                                                                                                            All automation settings are grouped under Settings ()> Automation. This helps you find everything related to automation from one place. Under Workflow Rules, Email Alerts, Email Templates, and Webhooks: Use the Projects tab for project-specific settings.
                                                                                                          • header and footer for templates

                                                                                                            Hi,   I created many templates for my activity. Nevertheless I have a big problem, the HTML is varies from a quote to another, there is sometime less or more text. In order to have a nice layout I require Header and Footer. I looked for into the CRM tool, couldn't find it. Can someone explain to me if it's possible ??   It's very urgent, thanks very much,   Eric Marois
                                                                                                          • Onboarding Zoho sign documents?

                                                                                                            I was wondering something about using the Zoho sign integration with the candidate onboarding process. We set up the entire onboarding process and we have added documents that the candidate needs to review and sign digitally using Zoho Sign. This part
                                                                                                          • Automate Pricebook per Customer

                                                                                                            Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an
                                                                                                          • Automate pricebook per customer

                                                                                                            Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an
                                                                                                          • Automate pricebook per customer

                                                                                                            Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an
                                                                                                          • Document Tracking

                                                                                                            Hi all Zoho crmplus user here. I am migrating from hubspot and in Hubspot when my sales team email a document they can see when the client has opened the document and how many minutes they sepend on it. This persists for additional openings and readings
                                                                                                          • Apply partial payments to invoices from the Banking Module

                                                                                                            We need this! Why is this not possible?
                                                                                                          • Forecast UI improvements

                                                                                                            Hi I have two improvement requests for the UI in the Forecast function. Can you add the ability to reorganise the Pipeline, Committed and Best Case columns on the Forecast? I thought they were in alphabetical order, so we renamed them so that we could
                                                                                                          • Missing services/ features / buttons

                                                                                                            Hello, 1. I can't locate the DKIM information in ZoHo CRM that I need to add as txt strings to our DNS in GoDaddy. 2. In other activities I cannot locate the 'Help' button for context senstivie help 3. I wish to merge two records into a single record
                                                                                                          • [Free Webinar] Building Data Relationships Using Lookup Fields - Creator Tech Connect

                                                                                                            Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
                                                                                                          • Episode I : Exploring the World of Custom Functions in Zoho Desk

                                                                                                            Hello Again! Welcome to an Automation Adventure in the World of Zoho Desk Join us on a journey to explore how custom functions can enhance and extend the capabilities of Zoho Desk. Automation is everywhere. From robotic arms assembling products on factory
                                                                                                          • Free Webinar - Overview of Zoho Sign and latest updates- May 2025

                                                                                                            Hello there! What's the digital alternative to endless paperwork? Zoho Sign. Designed for digital-first businesses, Zoho Sign is a complete digital signature solution with powerful features and seamless integrations that streamline your entire workflow.
                                                                                                          • Multiple Forecast configurations

                                                                                                            Hi all Is it possible to have multiple Forecast Configurations? That is, not just multiple forecasts, but rather different forecasts assigned to different configurations? The use case here is that we currently have the Forecast module configured for Revenue
                                                                                                          • Discussions from Ask The Experts 19: Inside Zoho Desk Spring Release 2025 : Zia in Focus

                                                                                                            Hello everyone, We had insightful discussions in both the sessions of Ask the Experts(ATE) 19, diving deep into engaging conversations around Zia and the spring release. Your enthusiastic participation and thought-provoking questions brought the sessions
                                                                                                          • Basic campaign set-up

                                                                                                            I have been trying hard to get Zoho CRM and Zoho Mail connected, but somewhere I seem to have wires loose in my brain. I'm not winning. Could anyone just show me (1) how to set up a scheduled email campaign (test to only six internal staff), (2) how to
                                                                                                          • Add template Categories Qoutes sendmale

                                                                                                            Is there other way to add other template categories in sendmail qoute?
                                                                                                          • Report categories not appearing in pie chart

                                                                                                            I have created a simple report to display all of the accounts in our CRM in a certain region, broken down by their 'account type' field. I have displayed this data as a donut chart Highlighted in red in the top left, you can see there are a total of 968
                                                                                                          • Asking for the implementation roadmap or step-by-step guide

                                                                                                            Hello everyone, I'm a freelancer who's been hired to implement Zoho CRM for a client, and I want to make sure I approach this correctly. Could someone kindly share a comprehensive implementation roadmap or step-by-step guide that covers all the essential
                                                                                                          • Sort By Date - Deluge

                                                                                                            I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +
                                                                                                          • Automatic needs analysis for the Deals module

                                                                                                            Good day, I need to get the following functionality in the Deals module: 1. add a Analysis of Customer Needs (ACN) to each transaction 2. the ACN must have a unique number, preferably automatic 3. the ACN must link to the Deal 4. the ACN is completed
                                                                                                          • Odd differential in Accounting and Physical Stock

                                                                                                            Hi there, Around six months ago we noticed that there was an error in one of our product's stock values. Despite seemingly having no outwards requests unfufilled for this item (I.E, no stock committed any longer at the moment), Accounting Stock is -1
                                                                                                          • 7008 Request rate limit exceeded. Please retry again later.

                                                                                                            Hello, I'm encountering an issue with the request limit for my function calls. The function is triggered whenever a new record is created, and in many cases, we create these records in bulk (around 50 at a time). For each record, a workflow is initiated
                                                                                                          • Tip #34- How to Configure Proxy Settings for Unattended Access in Zoho Assist- 'Insider Insights'

                                                                                                            Hey Zoho Assist Community! For those using Zoho Assist's Unattended Access feature, you may come across a need to configure your device through a proxy server. This setup is particularly useful if your network requires strict proxy configurations for
                                                                                                          • Let's Take Custom Slideshow A Step Further!

                                                                                                            Zoho Show comes with this useful feature called Custom Slideshow. It is, as implied by the name, a feature for slideshowing. I would argue it is a waste to use the feature just for slideshowing. For a custom slideshow, you define a subset of slides. Of
                                                                                                          • Copy Address button customisation

                                                                                                            Hi I'm very new to Zoho CRM and need some help regarding Addresses - specifically in relation to the "Copy Address" buttons available within the Contacts and Potentials edit screens.   The majority of my Leads will have both a Mailing Address and a Physical street Address that I need to capture at Lead creation stage.   On conversion of the Lead (to Contact/Account and Potential) I need the following to occur:   In Potentials I need to display ·         Physical Address only   In Accounts I need
                                                                                                          • Add Ability to Set Full Name When Inviting Users to Private Client Portals

                                                                                                            Hi Zoho Creator Team, We hope you're doing well. We’d like to request a usability improvement for client portal invitations in Zoho Creator. When setting up a client portal with the "Private" Portal Type (where only users invited by the admin can access
                                                                                                          • Next Page