Zoho CRM for Everyone is available on the Early Access mode for customers upon request. Request access here.

Are Zoho CRM and CRM for Everyone the same CRM or is it a new CRM from Zoho? 

 What's New?   

1. Interactive User Interface: Experience a smoother, more engaging way to navigate your CRM.
   Learn more about the Next Gen UI here.
2. Team Modules: Team Modules in Zoho CRM are designed to streamline collaboration within your team by creating team specific modules separate from the Organization modules. Learn more about team modules here.
   
3. Chart Views: This view transforms your raw data into intuitive charts, enhancing decision-making by identifying patterns and trends, and helping to optimize sales strategies within your CRM modules. Learn more about chart view here.
   
4. Teamspaces: A new addition that provides customized spaces for different team needs.
   Learn more about teamspaces here.
5. Interactions Tab: This centralizes all customer interactions in one chronological view, enabling personalized service by providing a comprehensive history for each contact or lead. Learn more about the Interactions tab here.
   

What can I compare CRM for Everyone to? 

What can I do with CRM for Everyone that I could not do with CRM?

1. Inclusion of Diverse Teams: Unlike traditional CRM systems that focus mainly on sales, CRM for Everyone allows integration of various customer-centric teams within the same CRM environment. Teams such as marketing, product development, pre-sales, legal, and others can now be part of the CRM ecosystem, each with their own dedicated spaces.
   
2. Custom Team Modules: You can create specific modules for different teams within your organization. These modules are accessible only to members of that team unless access is explicitly granted to others. This feature enhances security and relevance by ensuring that team members see only the data and tools pertinent to their roles.
   
3. Enhanced Collaboration: CRM for Everyone facilitates improved collaboration by enabling team members from different departments to request access to or input from other teams directly within the CRM. For example, a marketing team member can send a request to the product team right through the CRM.
   
4. Organized Teamspaces: You can organize your team-specific modules into folders within your teamspace, making it easier to navigate and manage different projects and tasks. This structured approach helps keep related information and tools neatly organized and readily accessible.
   
5. Next Generation User Interface: We have now a next-generation user interface designed for ease of navigation. This makes it more intuitive for users to find what they need quickly, enhancing productivity and user experience.
   

How does CRM for Everyone work with my existing tech stack?

You provide CRM for Everyone, CRM Plus, and Zoho One. Which one do I pick for my organization?

1. A startup tech company: This company might have a small but agile sales team that needs to track leads, manage customer interactions, and close deals efficiently. CRM4E provides the necessary tools for these tasks without the complexity of additional features that the team might not use.
   
2. A real estate agency: Agents need to maintain strong relationships with potential and current clients. CRM4E allows them to manage their interactions, schedule viewings, and follow up on leads and opportunities, all within a focused environment. 

CRM Plus:

1. A mid-sized e-commerce company: This business requires integration of customer service (to handle inquiries and issues), sales (to manage leads and track conversions), and marketing (to drive campaigns and analyze customer data). CRM Plus bundles tools like Zoho Desk for customer service, Zoho CRM for sales management, and Zoho Campaigns for email marketing, offering a comprehensive solution.
   
2. A consulting firm: Such a firm might manage numerous projects at different stages and need to maintain excellent client relationships. CRM Plus integrates Zoho Projects for project management and Zoho CRM for client relationship management, ensuring seamless transitions between different stages of client engagement.

Zoho One:

1. A multinational corporation: With operations in different countries, departments, and industries, such a corporation needs everything from sales CRM, HR management, financial tools, to email marketing under one roof. Zoho One provides an all-encompassing suite that includes all of these functionalities, which can be customized and scaled according to specific regional and departmental needs.
   
2. A healthcare network: This network might include multiple clinics and specialized services requiring patient management, appointment scheduling, billing, and internal communications. Zoho One integrates all these needs into a single system, facilitating better coordination and data sharing across the network. 

Is there an additional cost if I decide to upgrade to CRM for Everyone?  

How can I upgrade to CRM for Everyone? 

What will happen to my current CRM data once I upgrade to CRM for Everyone? 

Can I revert to my old CRM from CRM for Everyone? 

What is the price for the CRM license and subscription for the CRM for Everyone and how does it work?

If I move back to the current CRM from CRM4E, what will happen to the data related to team modules, team module administrators, requesters, team members, teamspaces, and other related data?

1. The Next Gen UI will revert to the old CRM UI.
   
2. Teamspaces created in the New UI will not be visible in the old UI; instead, the existing tab groups will be displayed.
   
3. Team modules created in the Next Gen UI will also be shown in the old UI.
   
4. Chart Views created in the Next Gen UI will be available in the old UI as well.
   

What If I don't want team modules in my CRM as I am running a small business with less users? 

Is it compulsory to upgrade to CRM For Everyone? 

Is the CRM for Everyone the same for CRM standalone and bundled CRMPlus, and Zoho One?  

How AI plays a role in CRM for Everyone? 

1. Data Enrichment:
   
1. Automatic Completion: Fills in missing customer data, providing a complete and accurate dataset.
   
2. Enhanced Segmentation: Uses enriched data for better customer segmentation and personalized experiences.
2. Productivity Boost:
   
1. Workflow and Macro Suggestions: Identifies repetitive tasks and suggests automation to streamline workflows.
   
2. Similarity Recommender: Provides personalized product recommendations based on customer preferences.
   
3. Improved Data Quality:
   
1. Image Validation: Ensures the authenticity and quality of uploaded images using AI.
   
4. Enhanced Customer Engagement:
   
1. Best Time to Contact: Analyzes communication patterns to recommend the optimal times to engage with customers.
   
2. Email and Call Intelligence: Analyzes sentiments and intents in communications for better customer interaction strategies.
   

Zia's intelligent features help users manage their CRM more effectively, automate tasks, and provide deeper insights for improved decision-making and customer interactions. For more information, you can refer to the Zia Overview in Zoho CRM.

What is the license model for CRM for Everyone if I am bringing the legal team for customer operations inside CRM.  

 Set Up Team Modules: 

1. Assign Profile Permissions: Ensure users have the Create Team Module permission to allow them to create team modules within their teamspaces.
   
2. Choose the Right Edition: Determine the edition that fits your needs based on module and field limits:
   
1. Standard: 10 team modules, 25 custom fields each.
   
2. Professional: 20 team modules, 50 custom fields each.
   
3. Enterprise/Zoho One: Custom modules based on user licenses, up to 200 modules.
   
4. Ultimate/CRM Plus: More extensive customization, up to 500 modules.
   
3. Create Team Modules: Within a teamspace, users can create team modules and add custom fields as per their edition limits.
   
4. Manage Team Module Admins: You can assign up to 5 admins per team module to manage and organize the module efficiently.
   
5. Add Users: You can add up to 2000 users to a team module, ensuring widespread collaboration within the CRM.
   

Configure Teamspaces:  

1.  Assign Permissions: Grant the Manage Teamspace permission to users who need to create, edit, and delete teamspaces.
   
2. Determine Edition Limits: Ensure you understand the limits based on your edition:
   
1. Standard: 5 teamspaces can be created
   
2. Professional: 10 teamspaces can be created
   
3. Enterprise: 25 teamspaces can be created
   
4. Ultimate: 25 teamspaces can be created
   

Whether the central Admin again has to create all these teamspace and teammodules?

Users with the Manage Teamspace permission can create, edit, and delete all teamspaces. Similarly, users with the Create Team Module permission can create and manage team modules in any teamspace they are part of, with their actions dependent on their team module profile.

Note: The Central Administrator retains all organization-wide administrative rights and can appoint or remove any Team Module Administrators, ensuring they are not the sole authorities and cannot bypass the Central Administrator's decisions.

Why does the requester automatically become the record owner upon adding requests, and is there a way to assign a different owner automatically?

Due to technical factors, the requester requesting a record automatically becomes the record owner by default. Until now in the old CRM UI there wasn't a scenario where the creator should not be the owner. However, with the new team module, the requirements have changed—the requester should not necessarily be the owner. We are planning to adjust this behavior so that manually created records can be assigned to other users.

For example, if Peter Parker is a requester for the Documentation team module and adds a request, he would by default become the owner of the documentation. Ideally, this should not happen since Peter Parker cannot access the Documentation module, nor can he edit, delete, or view any records there except for the one he has requested.

Therefore to tackle this problem, here is a workaround:

A user who can add a workflow for the team module can add one to automatically change the record owner from the requester to a user of the module in cases where this change is required. Learn more about Who can automate and streamline processes in team modules

To change the record owner from the requester to the module users:

1. On the CRM homepage, select the team module for which you wish to create the workflow rule.
   
2. Click on the ellipsis icon (...) next to the Team module for which you want to create a workflow rule.
   
3. On the Workflow Rules page, Click on + Create Rule.
   
4. On the Create New Rule page, select the module (for example, Documentation if it is a team module). Enter a Rule Name and a Description, then click Next.
5. Under WHEN, set up the conditions for executing this rule. Choose Record Action > Create, then click Next.
   
6. Add the CONDITION 1 under which you want the rule to execute. In this instance, the rule should not apply to all records, but only to those that meet specific criteria. Therefore, select the Documentation (record) matching certain conditions. For the conditions, choose Created By > is > User Name (for example, assume the user name is Peter Parker, who is the requester for this module and becomes the owner of the record, which we need to change). Then click Next.
   
7. Choose Assign Owner under Instant Actions.
   
8. On the Assign Owner page, select Team Module Users as the category, ensuring that the record is assigned to a user of that specific team module. From the dropdown, manually select users who are either online or all users added to that team module. The system will assign users in a round-robin fashion. Additionally, you have the option to send notifications to users when they become the owner and to transfer related records from Open Tasks, Open Meetings, and Open Calls. Click Save and Associate to finalize.
   
9. Click Save to save and execute the workflow rule.
   

Now, when a user, say Peter Parker, adds a new request, the owner will automatically be selected from among the users of that specific team module.

Whether CRM for everyone can be extended to real estate usage? How can buyers/sellers (portal users) be part of it?  

How is record security managed when sharing data in CRM for Everyone? In product or service life cycle management, it's crucial to gather data from a 360-degree perspective while ensuring that the right information is accessible to the right people at the right time. Can you explain how CRM for Everyone addresses this?