Announcement! Early 2023 Release | Zoho CRM & You–Go Further Together

Announcement! Early 2023 Release | Zoho CRM & You–Go Further Together

Greetings from the Zoho CRM team!
 
Zoho CRM is evolving at an unprecedented rate– new features and enhancements are constantly being added that elevate its capabilities and help businesses make the most of the tool as well as the information they have, to build meaningful customer relationships and drive revenue.
 
We realize that these are some unprecedented times, and that businesses need to be efficient with the resources they have and come up with strategies that help them stay resilient in the long run. As such, many of the features we've added are designed to expand on the capabilities of various existing features, improve upon their current functionality and even add new layers of capabilities to Zoho CRM that lets customers make their sales processes more connected, get better insights that impact their decisions and build strategies that drive sustained growth.
 
You can read more about these features in the following two places:
 
 


The features are classified broadly into a few categories:
  1. Sales Enablement
  2. Analytics and Performance Management
  3. Predictive Intelligence
  4. Sales Operations

1. Sales Enablement 

These features are designed to fit seamlessly into the daily processes of the end-user and improve their overall experience by bringing in a high level of effectiveness, better quality of life and personalization in their day-to-day activities. Some key updates are:
  • Threaded views in Emails - Gone are the days when you viewed your email communications in an individual and disjointed manner. Threaded views connect the entire email conversation in a single window, giving you the complete picture of your exchange with the customer.
  • New fields in Zoho CRM - Custom fields can help businesses accomplish a lot, but nothing beats a natively supported field. We've now added deal lookup fields for Invoices, user lookup fields in subforms and rollup summary fields for CRM records.
  • Native SMS functionality - Zoho CRM now supports sending transactional SMS from right inside the product. From managing templates, getting them approved and automating the sending of messages, everything can be managed right inside the product.
 
Note - The SMS functionality is currently supported in India only and will be opened in phases. We're working hard to ensure support for other countries and updates will be shared in the future.
 

2. Analytics and Performance management 

To help businesses understand the state of the sales operations and pull meaningful insights from the data generated by their business, we have a few exciting additions.
  • Forecast Archiving - Access to historical performance data can give you insights into the good and bad side of your sales process. You can now archive up to 5 years of forecasting data, readily accessible for whenever you need to analyze them.
  • URL bases analytics for Webforms - How do you analyze the performance of  a CRM webform hosted across different pages of your site? With the new URL based analytics, of course, which segregates all the performance data of your webforms across the different URLs they are hosted on.

3. Predictive Intelligence 

The great thing about technology is that it can be used to make sense and even pull actionable insights out of the immense amounts of data that businesses generate on a day-to-day basis. Let's see how all the new tools that Zia has at hand to make magic with your data.
  • Zia Presentation - Get consolidated reports on your business' most relevant metrics every month. Once configured, Zia will analyze and compose key metrics in a ready to digest presentation.
  • Analytics for Zia - Understand how certain Zia functionalities are being used across your organization and their impact on your sales process. You can now get detailed analytics for Recommendations, Data Enrichment and Best time to contact.
  • Call Transcription and Intelligence - For every call you make, Zia will now automatically transcribe the call if a recording is available. You get additional information like the intent, sentiment, emotion, and summary of the call as well.

4. Sales operations 

We wanted to make the lives of CRM administrators a little easy when it comes to customizing and maintaining an organization's Zoho CRM account. We've introduced a massive quality of life feature and expanded on the capabilities of our existing Sandbox feature.
  • An expanding Sandbox - The Zoho CRM sandbox is growing at a rapid pace with the introduction of the multiple sandbox functionality from last year. Now we're expanding what you can test in the sandbox environment by supporting Client Scripts, Static Resources, Trusted Domains and Map dependency.
  • Admin Tools - CRM administrators now have a central location to manage and delete templates, workflows, views, and reports in bulk, that are no longer used or bloating up the system.
  • Record Locking - If you wish to preserve the state of a record once it reaches a specific point in your sales process, you can now automatically or manually lock the record, preventing any changes from being made by any user in your org barring a few exceptions.
 
We hope you find these features useful and are excited to implement them into your daily processes. We have a lot more amazing updates coming this year–stay tuned!

For any queries, please write to support@zohocrm.com and we'll be happy to help you out.

But for now, happy selling from the entire Zoho CRM team.

      • Recent Topics

      • PDF Attachment Option for Service Reports

        Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments

      • ZOHO Work Drive Back Up

        I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?

      • Zoho Browser??

        hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  

      • Task/Activity indicator in SalesPipeline overview has disappeared

        I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).

      • SMS to customers from within Bigin

        Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive

      • No OR Filter for Views with a Related Modules Criteria

        We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between

      • Admins cannot see each others' Scheduled Reports?!

        Very frustrating that as an admin I cannot see what my reports my fellow admins have created and scheduled.  After asking about this on the help chat, I was told the issue is trust and security.  By giving someone Admin status, it means we trust them with those responsibilities. Please change this, it is not a good process to have to bother other users to change a report or change users within a report.

      • Automatically CC an address using Zoho CRM Email Templates

        Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our

      • Writer update results in BitDefender blocking it as malware

        After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.

      • Is there a way to invoke deluge function from within a widget?

        Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?

      • Missing Import Options

        Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize

      • Zoho CRM Portal Field Level Permission Issue

        Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for

      • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

        I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks

      • Zoho Tables is now live in Australia & New Zealand!

        Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

      • Custom Fonts in Zoho CRM Template Builder

        Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

      • Introducing the Zoho Projects Learning Space

        Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

        The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

      • Create PO from an invoice

        We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be great

      • Import Function: ONLY update empty fields

        When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update empty

      • Collaboration with customers made easy with Zoom Meeting and Zoho Desk integration

        Hello everyone! We are happy to announce that you can now integrate your Zoho Desk account with Zoom Meeting. The integration bridges the gap between digital communication and human connection, empowering teams to deliver timely support when it matters

      • CRM Canvas - Upload Attachments

        I am in the process of changing my screens to Canvas.  On one screen, I have tabs with related lists, one of which is attachments.  There doesn't appear to be a way to upload documents though.  Am I missing something really obvious?  Does anyone have

      • TrueSync regularly filling up my local disk

        Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real

      • Kaizen #194 : Trigger Client Script via Custom buttons

        Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a

      • [Webinar] A recap of Zoho Writer in 2025

        Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for January 2026: A recap of Zoho Writer in 2025. This webinar will provide a recap of the features and enhancements we added in 2025 to enhance your productivity. Choose your preferred

      • Picklist field shows "none" as default

        Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I wa

      • Stage-probability mapping feature in custom module

        Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?

      • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

        Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

      • Field Description is very small

        Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:

      • StatusIQ

        Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten

      • In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.

        In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.

      • Marketing Tip #14: Increase cart value with product bundles

        Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win for

      • Problem with Workdrive folders

        I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in

      • Sortie de Zoho TABLE ??

        Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??

      • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

        Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site

      • Auto tracking URL generation based on Carrier

        Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,

      • Zoho Bookings form pre-filled with Zoho Forms in

        Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanks

      • Pre-orders at Zoho Commerce

        We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will

      • Customer ticket creation via Microsoft Teams

        Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

      • Zoho Books' 2025 Wrapped

        Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear

      • Can multiple agents be assigned to one ticket on purpose?

        Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

      • Next Page