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. Configuration 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.Grid View

1. Users can create new records directly in the grid.
   
2. Edit and update records without having to navigate to the detail view page.
   
3. Sort columns or apply filters to find specific records fast.
   
4. Get aggregate values for number-based data for the entire data in the module.
   

6. Timeline View  

Use this view to get a visual representation of all records in your module plotted over a period of time. View the records by days, weeks, months, or quarters to derive important time-centric inferences. 

7. 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.
   
4. 

Connected Records  

With Connected records, users can establish connections instantly between two modules in your CRM system by seamless linking of records within those modules. This feature provides a unified view of interactions and relationships across your CRM records. It helps you gain better insights, streamline processes, and foster collaboration by connecting team and organization modules.

Note : Requesters can now raise requests from any module instead of navigating to the My Requests tab every time.

Learn more about how connected records can help businesses.


Team User License  

A user with the team user license will have :

• Limited capabilities and data access when it comes to the org modules and no org admin/ developer capabilities

• Full capabilities when it comes to Team Modules (based on their Team Module profile)  including being a Team Module admin.
  
  

Read more about adding team usersto learn about what they can and cannot do in team modules.



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


The new UI for Zoho CRM has an exciting roadmap that includes features designed to enhance usability further and deliver greater value to customers. Upcoming features include:

1. Smarter settings with an enhanced setup menu for a faster search and to quickly access your most frequently used features.
   
2. Requester Settings to assign ownership of records created through requests to team module users.
   
3. Split View to obtain a comparison of records in a module.
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  


Our goal with the new UI is to create a CRM experience that works for you—making it easier, faster, and more enjoyable to manage your business relationships. The new UI is about performance, usability, and delivering tools that fit seamlessly into your workday.



With the enhanced features and improved functionality, we hope to boost your CRM productivity and efficiency, enabling you to focus more on growing your business than configuring your business processes. 



Other Resources

What is CRM for Everyone?
CRM for Everyone Availability

Introducing CRM for Everyone— Resource Gallery