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





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner






                                                            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

                                                                                                            • Zoho People > Access of Left Menu

                                                                                                              Hello All May I check how do i activate or de-activate of the left menu for users do i control via role or specific role? I have assign a user to Team member
                                                                                                            • Custom Button - Location Choice is not changeable in creation

                                                                                                              I created a custom button for the Tasks module that calls a function to streamline mass updates of closing tasks as "complete". I want to place it in either the utility menu or the mass action menu, but when I create the button the "select page" field
                                                                                                            • Workflow on Clone

                                                                                                              Hello. I'm interested on creating a workflow on a clone of a record in the Price_Books module that will clone also all the related Products and associate the new ones with the new Price_Book. My problem starts with that there's no On Clone event, only
                                                                                                            • How can I create a button in a widget that pops up a form created in ZOHO Creator when clicked?

                                                                                                              I know that using HTML snippets, clicking the button can pop up the form. However, the same code does not work in the widget. <button><a href="#Form:form2?zc_LoadIn=dialog">Add</a></button>
                                                                                                            • Introduce an option to hide the form title

                                                                                                              My feature request is to include an option to hide the form title. At the moment it is possible to hide the header. In some cases I do want to show a logo image in the header but not the form title. As a workaround I have tried disabling the header and
                                                                                                            • Answer Bot and Personalized Questions

                                                                                                              Hi there, I have the same problem using the SalesIQ Answer Bot and the Zoho Desk Answer Bot (which really need different names, to be honest, in order to avoid confusion...) Customers that visit our website ask questions in the form of "What do you do?"
                                                                                                            • 関連トピックから配信リストをつくる

                                                                                                              ZOHOキャンペーンの既存の連絡先リストを関連トピックで絞り込んで、配信リストを作成する方法があれば、教えてください。
                                                                                                            • Zoho Mail not working

                                                                                                              Anyone else had the issue where emails wont send from either the desktop CRM or the mail app? It just says "syncing" then "failed". I deleted it and tried to access emails through the CRM on my phone (fold) but they dont show. It seems it is impossible
                                                                                                            • Shorten one URL but not all

                                                                                                              I have read that I should be able to click on the shorten link button at the bottom of the post window and shorten just one URL. But it does all of the URLs in my post. I want only one shortened. Not sure what I'm missing. Any help appreciated.
                                                                                                            • Generate leads from instagram

                                                                                                              hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead
                                                                                                            • What is Zoho Marketing Plus?

                                                                                                              As if there wasn't enough confusion with SalesIQ, CRM, Campaigns and Marketing Automation, now we have Marketing Plus too. Can somebody from Zoho please give us a comparative list of features that are in Marketing Plus compared to what's in Marketing
                                                                                                            • I didn't receive my domain verification mail

                                                                                                              I didn't receive my domain verification mail 
                                                                                                            • Creating a new deal with specific layout and pipeline

                                                                                                              I am trying to create a button which creates a new deal for a particular account. It needs to be assigned a specific layout and pipeline. It seems like it should be really simple but I've been struggling to get this to work all day, can anyone help?!
                                                                                                            • Announcing New Features in Trident for macOS (v.1.21.0)

                                                                                                              Hello everyone! Trident for macOS is here with interesting features to elevate your workplace communication and productivity. Let's take a quick look at them. Get better visibility for concurrent events. Quickly compare and manage simultaneous events
                                                                                                            • Modifying Product Details

                                                                                                              I am in the process of setting up new products in Zoho Commerce and have encountered a few problems: 1) Tabs It seems that Product Details pages do not have the ability to create Tabs. eg:  https://www.thedebugstore.com/tp240141-aardvark-usb-i2c-spi-host-adapter-total-phase.html
                                                                                                            • Zoho Commerce B2B

                                                                                                              Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/show
                                                                                                            • Creating a custom CSV file using deluge script/

                                                                                                              I have an application I have developed and the client wants us to place an export file in csv onto an ftp server daily. Now I don't see au options in creator to change the separator to anything else. The client wants the separator to be the pipe symbol "|"  I think i would be able to create schedule with some code to create the appropriate data in a string using deluge script but I haven't seen any functionality that would allow me to deposit that data as a file anywhere or attach it to an email
                                                                                                            • How can I get a nested value attributes inside a key par?

                                                                                                              Hello! Im getting the following output when reviewing a record I am after. I am trying to put some conditions based on a data value that is inside another data. For example, lets grab the below output. Info {"Account_Name":{"name":"Liberty Construction
                                                                                                            • Invoices not arriving and mail server settings

                                                                                                              I am having an issue where some clients are not receiving invoices. I have configured Zoho Books to send on my behalf and configured the appropriate SPF, DKIM and DMARC settings on my mail server and tested these as working. I get the CC'd copies so I
                                                                                                            • Multi Line Text Character Limit

                                                                                                              I want to export my Help Center articles but I realized that the text in the Answer column is being cut off. I'm guessing there is a character limit for multi line text fields. How can I get around this?
                                                                                                            • Emails bouncing to Hotmail / Outlook.com

                                                                                                              Today I have seen multiple emails bouncing all to Hotmail and outlook.com mailboxes, all other emails are being delivered. Is it just me or is this a widespread issue with Zoho Books ? Bounce Reason : uncategorized-bounce
                                                                                                            • Be careful if you want to purchase zoho one

                                                                                                              Hi, just to add one more complain to the other similar complains. When I purchased zoho one, Divith, my account manager told me (by email) that I would be able to keep different emails that I have inside the company (contact, privacy, etc.). During the
                                                                                                            • Schedule Timeout 5 minutes vs. stated 15 minutes

                                                                                                              I am running into a function run timeout error after 5 minutes for my schedules. The Functions - Limits documents states it should be 15 minutes: Functions - Limits | Online Help - Zoho CRM. What should it actually be? Due to the 5 minute timeout, I'm
                                                                                                            • Importing invoices in bulk using the xls file template - still posting as draft - Is there a way to skip "mark as sent" and post it directly?

                                                                                                              Hello everyone, as the title say, is there a way that when I upload from the template file, it will post automatically? I tried changing the "Invoice Status" from draft to approved but it is still appearing as draft and is making me go to invoices so
                                                                                                            • How to set Sales Order Payment Terms when creating a Sales Order via the Zoho Books API

                                                                                                              I am creating Sales Orders via the Zoho Books API. I would like to set the Payment Terms to a particular value from the list of allowed values. Is that possible? I was able to get the list of payment terms via this API call: https://books.zoho.com/api/v3/settings/paymentterms?organization_id=XXXX"
                                                                                                            • Function and workflow to create customer payment and send receipt

                                                                                                               I am attempting to set up a workflow/custom function for the automatic creation of a customer payment and sending the email receipt, but am receiving the error "Improper Statement Error might be due to missing ';' at end of the line or incomplete expression" I've been over everything several times and cannot see where the error is (code is copied into the attached document).  I haven't used custom functions before with Deluge, so it's very likely something very simple, or I've completely mucked
                                                                                                            • How to rename the Submit Button by using deluge script

                                                                                                              Hi everyone, As we know, the Submit button can be renamed in the form builder setting. But I have scenario where I need the Submit Button to be renamed differently according to condition. Anyone knows how to do it? Thank You
                                                                                                            • Banking: Transfer from another account without base currency

                                                                                                              Scenario: A banking line item shall be categorised as an "internal transfer" from another bank account. This is a USD to EUR transfer. Our base currency is CHF. What we tried: Category: "Transfer from another account" From: Our USD account To: Our EUR
                                                                                                            • Item cost price - How to accomodate changing cost prices

                                                                                                              I am in urgent need of assistance with how to accommodate changing cost prices for items, not manually. We import items so their landed cost is always changing. This cost is NOT reflected however in the item cost price. This is going to cause us some
                                                                                                            • Marketer's Space: Targeted messaging : Leveraging Zoho Campaigns for Effective Communication

                                                                                                              Hello Marketers, Welcome back to Marketers’ Space! Targeted messaging ensures your communication reaches the right audience - boosting engagement, conversions, and overall campaign success. In this post, we’ll be looking at targeted messaging to create
                                                                                                            • :between: conditions in search?criteria

                                                                                                              Hello, please help solve problem I try to select deals by Creater_Time between dates i send this GET request /crm/v4/deals/search?criteria=(Created_Time:between:(2024-02-01T18:52:56,24-02-17T18:52:56)) encoded to /crm/v4/deals/search?criteria=%28Created_Time%3Abetween%3A%282024-02-01T18%3A52%3A56%2C24-02-17T18%3A52%3A56%29%29
                                                                                                            • Zoho Creator : Updating Records via Import. Can't use Autonumber or ZohoRecordID ?

                                                                                                              Hi, I am trying to use the function to update a report with an import. I'm running in to the error : "unable to update because the form has no column with unique values" In the release notes it says Only field with unique values can be used to compare
                                                                                                            • 💡 Feature Request: Custom App Bundle Plan (Pick Only the Apps You Need)

                                                                                                              Request: Allow Users to Build a Custom App Bundle (Choose Only the Apps They Need) Hi Zoho Team, I appreciate the value that Zoho One and the Plus Bundles (CRM Plus, Finance Plus, etc.) offer. However, I’m finding it difficult to get the best fit for
                                                                                                            • Search Feature Now Broken

                                                                                                              I have many hundreds of notes on Zoho Notebook but now when I search for a keyword, I only get 30 results maximum. This is unacceptable and yet another feature that has become broken on this quickly deteriorating software. Please fix immediately.
                                                                                                            • Restrict Zoho One Account Notifications to Admins

                                                                                                              Hi Zoho One Team, I hope you're doing well. We recently noticed that end users are receiving administrative pop-ups in Zoho One, such as the DKIM configuration notice (screenshot attached). This type of notification is only relevant to administrators
                                                                                                            • Experience effortless record management in CRM For Everyone with the all-new Grid View!

                                                                                                              Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
                                                                                                            • Automated Checkout

                                                                                                              Hi Team, I’m trying to create an automated checkout function in Zoho People. My requirement is that if an employee forgets to check out, the system should automatically check them out after 10 hours. However, I'm encountering an error while updating the
                                                                                                            • Zoho CRM Community Digest - June 2025 | Part 1

                                                                                                              **We offer both video and written formats, take your pick and jump in.** CRM FOMO is real. You could be doing everything right and still miss the beat. That’s where we come in. Zoho CRM Community Digest! Every two weeks, we bring you the insider scoop
                                                                                                            • Introducing Video Tutorials for the Zoho FSM Mobile App

                                                                                                              We’re excited to announce the launch of our brand-new video tutorials for the Zoho FSM Mobile App—designed painstakingly to help your field agents get up to speed in no time! Whether you're brand new to the Zoho FSM mobile app or just need a quick refresher,
                                                                                                            • Zoho People > Managed People > User Access Control

                                                                                                              Hello All I need your recommendation on how should i go about setting the User Access Control in my Zoho People
                                                                                                            • Next Page