Key Reasons to Switch to the New UI     

 1. Improved navigation with the top bar switched to the left     

1. The left-hand menu organizes all key modules vertically, making it easier to navigate through your CRM without excessive scrolling or clicks.
   
2. By moving the top menu to the left, we’ve freed up valuable vertical space, allowing you to view more data at once, whether you’re managing records or analyzing reports.
   
3. Left-side menu bar aligns with most web app standards, creating a more consistent approach to  a user's experience.
   
   

 2. Custom shortcuts

1. Create team modules or organization modules from the Modules tab on the left. You can also create folders and associate modules from here. No more navigating to the Setup menu for this action.
   
2. Click the more option to configure different automation processes, edit field and button layouts for your modules right from the sidebar.
   
   

3. Module permissions & settings

1. Click the more option next to a module to manage your module - its permissions and sharing rules from within the sidebar.
   
   
2. For Team Modules, which typically require broader data access for collaboration, this feature provides flexibility to data access while restricting access to others.
   
   

4. Data visualization made easy with chart view in lists      

1. Create a visual representation of your record data directly from your lists. Simplify data interpretation and visualize key metrics without switching to the Reports module.
   
2. This feature allows you to take actions based on the insights generated, allowing you to make the right decisions for your business.
   
   

5. Interactions tab  

The Interactions tab offers a comprehensive, chronological view of a customer's journey and interactions across various channels within your CRM. Learn more.

6. Improved focus and comfort with dark mode implementation     

1. Night Mode: Work longer hours with reduced eye strain in Night mode. The dark mode minimizes glare and makes it easier to focus.
   
2. Day Mode: Working in a well-lit or sunny environment, choose the Day mode. The light mode creates a visually appealing and clean work environment.
   
3. Auto Mode: Let your system decide between Night or Day mode based on device settings.
   
   

New Functionalities in the New UI

Teamspaces 

1. With CRM being used mostly by the Sales team of an organization, we aim to extend the CRM to all non-sales members like the Marketing team, Legal team, Operations team and others to define their processes and manage data within their own dedicated space.
   
2. Create folders within your teamspace to organize the numerous modules making it easier for to find and access desired modules without scrolling through an extensive setup menu.  
   
   

Team Modules 

1. Tailor modules to capture the different processes within a team and configure automations to ensure smooth business operations.
   
2. Define users and their access to ensures users see only what’s relevant to them, creating a more personalized experience for everyone.
   
   

Requesters 

1. A requester's deliverable depends on data created in other team modules, and they need to be assigned to a team module to raise their requests for this data.
   
2. With collaboration happening through requests, you can keep everyone in the loop about progress, fostering accountability and teamwork.
   
3. Requesters can raise these requests from the My Request tab.
   
   

What's in store for Zoho CRM's New UI

1. Timeline View to get a visual representation of record data for specific time periods.
   
2. Smarter settings with an enhanced setup menu for a faster search and to quickly access your most frequently used features.
   
3. Connected Records to help users link records between two modules in their CRM system to get customer context while executing processes.
   
4. Connected workflows to create automatic creation of records with customer context for various business scenarios. 

We are actively working on these updates and will roll them out to users as soon as they are finalized and ready for release.

Why Now is the Time to Switch  

Other Resources

What is CRM for Everyone?

CRM for Everyone Availability

Introducing CRM for Everyone— Resource Gallery