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

                                                                                                            • Add Desk Account comments using Flow

                                                                                                              The triggers and actions for Zoho Desk available in Flow are quite extensive, but I don't see anything related to Account-level Comments. There are actions to add comments to Tickets, Contacts, Tasks, and Topics, but nothing for Accounts. Am I missing
                                                                                                            • workflow field update will Not triggering another workflow rule

                                                                                                              I have a Workflow rule that is supposed to get triggered when a field is modified to certain value. This field is actually the lead status and when the lead status changes to "Client Not Responding" . I have a series of emails that go out to re-engage
                                                                                                            • Critical Feature Gaps Between Zoho Books and Zoho Finance Module in CRM

                                                                                                              We are extensively using Zoho Finance Module in our organization because of The Record Sharing feature provided by CRM something thats not possible in Books, we are able to limit what Sales Orders, Purchase Orders, Estimates an employee can see based
                                                                                                            • Disable Refresh, or hold info after refresh.

                                                                                                              Is there a way to hold the info entered in a form if the page refreshes, or to disable refresh of the form.
                                                                                                            • changing the Delivery Challan Heading

                                                                                                              Hi We want to change the Delivery Challan Heading as per our requirement. Like Returnable/Non Returnable/Delivery challan. But it is not happening here. is it possible to change advise. Thanks Radha
                                                                                                            • ZohoCRM上での接触回数の集計や評価について

                                                                                                              当方toB営業を行う会社なのですが、 顧客ごとの接触手段と接触回数を蓄積してKPIや評価指標としてレポーティングしたいのですが、どのタブでどのような運用をするのが適切でしょうか。 商談タブ、取引先タブ、連絡先タブそれぞれにおいて運用方法を考えましたがイメージが湧かず、ご教授いただければ幸いです。
                                                                                                            • 【Zoho Backstage】2025年4月のアップデート紹介

                                                                                                              本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳し、一部抜粋したものです。 What's New - April 2025 | Zoho Backstage ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 本投稿では、Zoho Backstage の直近のアップデートを4点抜粋して、ご紹介します。 目次 1.参加者リストのエクスポート 2.予約メールに添付ファイルを追加 3.セッションの詳細を登壇者のメールに追加 4.登録フォームへの日時(Time)項目追加
                                                                                                            • Record template - How to format a table

                                                                                                              HI, I have a table in my form. I want to extract that in to my record template as a comma separated list - anyone else tried this? e.g. My Form... row1 value1 row 2 value2 " " My Template: my rows contain: val ue1, value2
                                                                                                            • Allow reconciliation for bank acct with no transactions for month

                                                                                                              Is there a way to allow a bank reconciliation to take place when there are no transactions for the month? I am unable to create a reconciliation for the month because there are no transactions to select. I want to be able to attach the bank statement
                                                                                                            • Direct Integration Between Zoho Cliq Meetings and Google Calendar

                                                                                                              Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just
                                                                                                            • error while adding a domain

                                                                                                              I am adding a domain to admin console but they're showing this kind of error! pls help me with this.
                                                                                                            • Multiple barcodes and sku aliases

                                                                                                              Hi, It would be great if you could add the following features: Allocating multiple barcodes to a product as sometimes different barcodes are in circulation in a particular market. As well as different barcodes, sometimes, different SKUs are used by different
                                                                                                            • Video Interview features

                                                                                                              I tested the video interview feature. It's supported only on desktop version of chrome/firefox. Most of the times, the candidates are available on their cellphone. Need to have this for mobile devices too.
                                                                                                            • Different Domain Name Sync AD Password to Zoho Mail

                                                                                                              Hello, may I ask if how to configure or is possible to sync AD password to Zoho mail? Example AD domain name is xaxis.net and zoho mail domain name is yaxis.net.
                                                                                                            • Announcing New Features in Trident for macOS (v.1.19.0)

                                                                                                              Hello everyone! Trident for macOS is here with interesting features and enhancements to elevate your workplace communication. Let's take a quick look at them. View and manage .pst files. A .pst (Personal Storage Table) file is an Outlook Data Storage
                                                                                                            • Creating Email template that attaches file uploaded in specific field.

                                                                                                              If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates
                                                                                                            • User manual as PDF

                                                                                                              Hi, on the User Manual pages (for CRM, Support and other Zoho Apps) is a print button, but mostly the pages contain only links to other pages. So, printing the manual is of no use. Is there any PDF version of the FULL manual? Or any other source where
                                                                                                            • Custom Field for Subscription

                                                                                                              Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription via the customer portal, there appears no way to display a license key for them? The invoice is not the natural place to store a license key for a particular subscription, so where else can this be stored and displayed?
                                                                                                            • Disable fields in multiple subform rows

                                                                                                              Hello everybody! I have an odd one here. I have a subform that collects hours of operation. It contains these fields: Days, Type, Open, and Closed. On load of the form I add 7 rows with Mon - Sun in the Days field. I then disable that field and the add/delete
                                                                                                            • Deal Product reference

                                                                                                              Hello All, I'm trying to use Zoho Writer to dynamically create a statement of work document. Our statement of work is heavily dependent on what products are included in the deal. As such, I need to be able to add or remove sections of text depending on
                                                                                                            • How to record the Customer Payment received against previous year invoice

                                                                                                              Hi . How to adjust the receipt of this payment in customer account statement received for previous year invoices, which are not there in the statement with us. Because it is showing as prepaid expenses or unearned revenue Advise Thanks radha
                                                                                                            • Discripency in inventory adjustment value and FIFO cost lot tracking report report

                                                                                                              In zohobooks, I have added 200 bag of itemA with unit rate is Rs.1408 as opening stock on Apr01/2025, after that i make a inventory adjustment for 100 bag that I transfer to stock in process account, after that I make a purchase bill for the same item
                                                                                                            • How do I add todays date to merge field

                                                                                                              I don't see any selection of todays date when creating a letter.  Surely the date option of printing is standard? John
                                                                                                            • Zoho FSM API to search Zoho FSM Assets by Asset_Number?

                                                                                                              How can I search or otherwise retrieve an Asset from the Assets module in Zoho FSM using the Asset_Number? The API docs seem to say that the only field that can be searched is the Asset Name. Is this true? https://www.zoho.com/fsm/developer/help/api/search-records.html
                                                                                                            • Sync Creator form submissions to WorkDrive folder

                                                                                                              I've made 10 Creator applications, and need to sync my each application's submissions into a WorkDrive folder. I need the form submissions to be PDF file type and sync to a specific folder for documentation purposes. I have tried to use a workflow, but
                                                                                                            • Add Voting Polls Feature Similar to WhatsApp to Zoho Cliq

                                                                                                              Hi Zoho Cliq Team, Hope you're doing well. We are using the Voting Polls feature in WhatsApp (see: WhatsApp Voting Polls FAQ), and we believe a similar functionality would be extremely valuable in Zoho Cliq. Currently, when our teams want to quickly gather
                                                                                                            • ZML Snippet: Auto Refresh Section

                                                                                                              Is there a way that I can set an auto refresh on each of the ZML snippet only and not the entire page? Just wondering..
                                                                                                            • Availability of the Custom Sort Order feature for Windows and Mac platforms??

                                                                                                              Notebook Team, I hope this message finds you well. I am reaching out to inquire about the current status and planned updates for the Custom sort order feature within your application. A year ago, it was mentioned that this feature is supported on iOS,
                                                                                                            • Have you checked your Email headers for DKIM Failure?

                                                                                                              Have you taken a look at your email headers for DKIM failures even with DKIM set up properly? I've had DKIM successfully set up for many months. My account currently shows Email Verified and Authenticated. Big green check marks. Email Relay is also showing
                                                                                                            • Wizard Form

                                                                                                              I would like the option to create a wizard that works when you create a record and contacts that are already in the CRM captured with a web 2 lead form (field data inserted in to the wizard).  Having the option to create up to 3/4 segments per screen
                                                                                                            • Pivot Table - Zoho Analytics

                                                                                                              I'm creating a Profit and Loss chart in Zoho Analytics using the Pivot Chart feature. While Net Profit can be calculated using the total value, I also need to calculate and display the Gross Profit/Loss directly within the chart. To do this, I need to
                                                                                                            • Fetch function not working for CRM Contacts

                                                                                                              I've created a flow that checks if a contact exists in CRM (based on form input), and if it does, then it updates one of the fields for the contact. In my test, the fetch function correctly identifies that a contact exists (based on email address), but
                                                                                                            • Clone a project

                                                                                                              To whom it may concern, I did a quick search of the forum and found nothing relating to this idea, so am posting fresh. The service that our company provides means that we follow an essentially identical process for each new job, and this includes the time frames for each stage. Ideally we would have a complete "template" project, with all the task lists and tasks in place with associated start dates, due dates (and by extension, duration) and - most importantly - the dependencies between tasks so
                                                                                                            • Add Sequential Processing Option in Zoho Flow

                                                                                                              Hi Zoho Team, I hope you're doing well. We would like to request a new feature for Zoho Flow: the ability to configure a flow to run in Sequential Processing mode — meaning, each instance of the flow waits until the previous execution is fully completed
                                                                                                            • Zoho Sign URL cannot be embedded in an iframe on the React side.

                                                                                                              The Zoho Sign URL cannot be embedded inside an iframe within a React application (or any web application) because Zoho enforces a Content Security Policy (CSP) that explicitly prevents iframe embedding from external origins. When attempting to load the
                                                                                                            • Zoho CRM Developer Series - Queries

                                                                                                              Hey everyone! We’re excited to invite you to our next Zoho CRM Developer Series focused on Zoho CRM Queries, happening on June 5, 2025 and June 26, 2025. Whether you're working on CRM customizations, integrating with third-party services, or just curious
                                                                                                            • Can Clients have Access to their record Attachments in Client Portal

                                                                                                              Is there a way to have allow clients access to attachments in their client portal? Attachments is currently hidden in the client portal and I cannot find a way to allow client access. Thank you!
                                                                                                            • Canvas: how can I edit theme?

                                                                                                              This says "Theme Colours", and I would like to edit theme colors (and styles ala CSS). How can I edit these "Theme Colours"? I'm a software developer, so just point me in a direction where I can alter code if needed.
                                                                                                            • CRM For Everyone - Bring Back Settings Tile View

                                                                                                              I've been using CRM for Everyone since it was in early access and I just can't stand the single list settings menu down the left-hand side. It takes so much longer to find the setting I need. Please give users the option to make the old sytle tile view
                                                                                                            • Mass Update of Lookup Fields not possible

                                                                                                              Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
                                                                                                            • Next Page