Rollout Plan for CRM For Everyone UI to All Users

Rollout Plan for CRM For Everyone UI to All Users



We have started rolling out the new Zoho CRM For Everyone UI as the default experience for all users. This update is being released in three phases based on organization size and account type. We want to keep you informed of the rollout progress so you can plan ahead and support your clients during the transition.

During the rollout, users may see options to try the new UI before it becomes their default interface. If required, they can switch back to the Old UI from the user profile panel.

Phase 1: Completed – For Standalone Organizations and Bundle Accounts fewer than 50 users

This phase focused on smaller standalone organizations and bundle accounts with fewer than 50 users. This was applied for users across all editions [ Free, Standard, Professional, Enterprise, Ultimate, CRM Plus, and Zoho One ].

We displayed a banner with a Access New UI option in their accounts for all data centers and for both new signups and existing users.


Phase 2 : Completed— Organizations with fewer than 50 users

All organizations with fewer than 50 users have moved to the new UI by default on the dates mentioned below.

Eligible users first saw a banner announcing when the New UI will become their default experience and then on the mentioned dates below, users automatically moved to the new UI.

This applies for users across all editions [ Free, Standard, Professional, Enterprise, Ultimate, CRM Plus, and Zoho One ].
Default switch dates [Edition-wise ]
  1. Standard and Professional : March 12, 2026
  2. Enterprise and Ultimate : March 17, 2026
  3. CRMPlus and Zoho One : March 25, 2026

PHASE 3: In Progress – Organizations with more than 50 users

For all larger organizations, we will first show a Try New UI banner for the admins so they can choose to enable Zoho CRM For Everyone for all users in their org immediately or later. If an admin chooses to :
  1. Enable Access Now : All users in their organization will immediately see a banner with an Access Now option to switch to the new UI.
  2. Enable Later : If access is postponed now, the option to switch to the New UI will be displayed to all users in an org on April 23rd, 2026.
This banner will be displayed to users regardless of whether they are currently using the old or new interface.




Rollout Summary



* Mentioned dates are tentative subject to engineering capabilities and other technical factors. If there is a major change in the dates mentioned, we will keep you informed in the comments below.



      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              TypeformWCAG

                                All-in-one knowledge management and training platform for your employees and customers.

                                            Create. Review. Publish.

                                            Write, edit, collaborate on, and publish documents to different content management platforms.

                                            Get Started Now




                                                              You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                  Manage your brands on social media


                                                                    • Desk Community Learning Series


                                                                    • Digest


                                                                    • Functions


                                                                    • Meetups


                                                                    • Kbase


                                                                    • Resources


                                                                    • Glossary


                                                                    • Desk Marketplace


                                                                    • MVP Corner


                                                                    • Word of the Day


                                                                    • Ask the Experts


                                                                      Zoho Sheet Resources

                                                                       

                                                                          Zoho Forms Resources


                                                                            Secure your business
                                                                            communication with Zoho Mail


                                                                            Mail on the move with
                                                                            Zoho Mail mobile application

                                                                              Stay on top of your schedule
                                                                              at all times


                                                                              Carry your calendar with you
                                                                              Anytime, anywhere




                                                                                    Zoho Sign Resources

                                                                                      Sign, Paperless!

                                                                                      Sign and send business documents on the go!

                                                                                      Get Started Now




                                                                                              Zoho TeamInbox Resources





                                                                                                        Zoho DataPrep Demo

                                                                                                        Get a personalized demo or POC

                                                                                                        REGISTER NOW


                                                                                                          Design. Discuss. Deliver.

                                                                                                          Create visually engaging stories with Zoho Show.

                                                                                                          Get Started Now








                                                                                                                              • Related Articles

                                                                                                                              • FAQ: Transition to the NextGen UI

                                                                                                                                Switching from old UI to the NextGen UI 1. Are Zoho CRM and CRM for Everyone the same? We are introducing an upgrade to your existing Zoho CRM, which we've titled CRM for Everyone. This isn't a new CRM, but a significant enhancement to the user ...
                                                                                                                              • Transitioning to the Improved Zoho CRM for Everyone Interface

                                                                                                                                This improved version of Zoho CRM for Everyone is designed to give users a cleaner layout, better navigation, and quicker access to everyday actions. This upgrade focuses on creating more space on your screen, reducing clicks, and placing the most ...
                                                                                                                              • CRM for Everyone — Availability Information

                                                                                                                                CRM offers varied licenses and editions, necessitating the need to educate users about the availability of its wide range of features. In this article we will explain the edition-specific availability of features in CRM for Everyone for users to ...
                                                                                                                              • Frequently Asked Questions on CRM for Everyone

                                                                                                                                Are Zoho CRM and CRM for Everyone the same CRM or is it a new CRM from Zoho? We are introducing an upcoming upgrade to your existing Zoho CRM, which we've titled "CRM for Everyone." This isn't a new CRM, but a significant enhancement to the user ...
                                                                                                                              • FAQs: Next Gen UI

                                                                                                                                What is the purpose of the sidebar in the Next Gen UI? The primary sidebar is used for navigating into your Zoho CRM new UI and accessing configurations quickly. It contains various options for easy access, such as: Navigate to different modules in ...
                                                                                                                                Wherever you are is as good as
                                                                                                                                your workplace

                                                                                                                                  Resources

                                                                                                                                  Videos

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



                                                                                                                                  eBooks

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



                                                                                                                                  Webinars

                                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                  CRM Tips

                                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                                    Zoho Show Resources