• Kiosk, a no-code customization tool that allows you to build custom self-service UI interface for data retrieval and update on-demand. Here's a series of use cases and scenario-based learning material on how to use Kiosks effectively.
  
• Cadences, a powerful automation tool that allows you to build seamless sequential and personalized customer follow-up processes.
  
• Accessibility controls, which promote inclusivity and empower people with disabilities to take charge of their CRM and leverage up to 18 controls in order to achieve their unique needs.
  

Sales force automation

• Forecasting: You can set your organization's fiscal year to follow the 4-5-4 calendar and other widely used 52-week fiscal year formats. You can also choose a top-down or bottom-up model based on whether organizations want to make more optimistic or realistic projections.
  
• Granular and contextual record management: Cross-module filtering and dynamic criteria in lookup filters facilitate granular record management. The system also provides better lead management by letting you view a lead's history in contacts, accounts, and deals for a more contextual follow-up process and also allowing you to check for duplicate leads directly within the Contacts module. Besides, our revamped record timeline extends to three years and supports notes, filters, and email statuses.
  
• Workflows: Workflow rules can be triggered in response to actions associated with mentions of competitors within your email communications. Additional enhancements to workflows include the ability to reschedule existing scheduled actions, using the date formula field in workflow execution, and more.
  
• Activities: You can import data into the Calls module. You can also email associated contacts right from related modules such as Vendors, Cases, Accounts, and Deals.
  

Product Customization

• Besides creating a blank Wizard from scratch, you can Generate Wizards quickly, in which the system helps you create and connect screens out of selected fields and sections from a layout. Additionally, Summaries in Wizards are handy in getting users to review all the data they've entered into a wizard before finalizing it.
  
• Validation rules help you quickly validate individual fields, allow the record to be saved upon reviewing an alert, and decide where the error messages will be displayed.
  
• Subforms: We offer better sub-form operations whereby you can directly Add, Edit, Remove, Filter, Sort, and Clone rows on the subform's detail page. You can also add multiple records to a sub-form via lookup and set permissions (view, create, edit, and delete) for an entire sub-form.
  
• Webforms can be accessed as links or QR codes and be seamlessly integrated into blogs, emails, and social handles.
  
• Translation engine supports various regional languages.
  
• Kanban views are extended for Meetings, Calls, Tasks, and Appointments. You can also achieve multiple perspectives to record prioritization with multiple Kanban views per module.
  
• Copy Customization works across DCs and for previously customized accounts.
  
• Canvas is extended to Create Record forms, so that your record UI is consistent across record creation and retrieval.
  

Leveraging AI in Zoho CRM

• Better data management with enhancements such as duplicate image detection.
  
• Increased productivity by creating instant summaries of Notes and Activity extraction (in which Zia suggests the creation of suitable meetings, calls, and tasks based on detecting commitments in sent emails).
  
• Enhanced customer experience by suggesting the best mode to contact a customer along with the best-time, and also the next best experience for leads.
  
• Better decision-making through thoughtful insights and alerts. This includes various charts and graphs in dedicated voice of the customer dashboards and anomaly detection inside custom views.
  
• More refined customer engagement and retention via capabilities such as improved accuracy for Zia Churn Prediction with the help of Google Analytics integrations, as well as email and call intelligence. 
  

Other Features

• Dedicated mobile UI based updates: Users now have a Dynamic Display in Zoho CRM for iOS where mobile users can decide how they want to display fields in the mobile list view. With Zoho CRM iOS app's record sharing feature, users can easily share important records with the entire organization or specific users, roles, or groups.
  
• Top improvements that complement the web app: Mobile users can now access advanced filters that they saved on the web application, optional fields in Blueprint are extended to the mobile apps and users can manage workloads with Assignment Threshold Alerts on iOS.