Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM


Update :  Zoho CRM For Everyone's Nextgen Interface gets an upgrade!

Hello everyone,

We’ve updated the Zoho CRM for Everyone Nextgen interface based on your feedback. The UI is now simpler with a unified sidebar, a more visible global search and features that are easier to find. Everything you need is now just one click away.

You can check the full announcement for more details.

Info
Zoho CRM For Everyone is now officially available to all customers, and the Early Access Program has come to a close.

We want to extend our sincere thanks to everyone who participated in the program. Your valuable feedback played a key role in shaping the product into a CRM solution that teams across all functions and industries can rely on.


We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other towards a singular objective —to delight their customers everyday.

Quote
Summary of this post: Zoho CRM for Everyone is a progressive and fundamental shift towards making the CRM a truly democratic system for every stakeholder that needs it in an organization. Zoho CRM for Everyone is not a new product, rather it is a new and visionary approach that tackles the challenge of disconnected processes by imbibing the philosophies of CRM democratization, team empowerment and coordination right into the DNA of a CRM. This is very much an updated version of the existing version of Zoho CRM. The key features in this release include Teamspaces, Team Module and Requests, all of which are presented in a reimagined user interface.

Why do you need Zoho CRM for Everyone?

Challenges of any current-day CRM

While CRM is indeed a powerful system that houses every piece of customer data, in most cases, it continues to be a system that is largely accessible by ONE primary section of an organization — Sales. While sales teams are indeed the champions that lead customer conversations and make the tough negotiations with prospects, the ultimate clinching of a business deal is the result of cumulative efforts of multiple minds.

Consider a deal convergence process. You are likely to have various stakeholders responsible for different parts of the process, where they come in, play their part, and pass the baton to the next team. For example, in a typical SaaS company, once the sales team starts pursuing a prospect, they may need the help of the marketing team to provide them with sales collateral to pique the prospect's initial interest. Then, they may need to work with the Presales team to showcase a well-tailored demo of the application to convey the value of the software. After negotiation, the salesperson will need the help of the legal team to draw up a deal contract and process it further.

So, as you can see, various stakeholders have an important role to play in the convergence of a single deal. However, when the CRM as a system is made accessible ONLY to the larger majority, that is the sales teams, there are quite a few undeniable challenges. Sales often has to spend time translating context and coordinating with these multiple teams offline— simply because these various customer operations teams do not have a place in the CRM system.

Think of the time and efforts that the sales teams have to put into:
  • Establishing customer context (which is already present in the CRM) to the other teams.
  • Coordinating and following up with each stakeholder for the convergence of a single deal.
In the following screenshots, the sales agent coordinates with marketing and pre-sales teams via communication platforms including say, email and chat.

Now at the receiving end of these emails and chat conversations, each of those customer ops teams may have their own separate gamut of apps and systems to process these deliverables. Once they understand the requirement from the sales teams, they swing into action using their own separate system or application, such as spreadsheets or project boards.


So in the end, the same customer context originally available in the CRM is now translated across different applications, in different ways by multiple stakeholders — in other words, this is a very disconnected process.
This way of working presents the following key challenges
  • All stakeholders work in silos. Different communication tools are used to achieve coordination, which could ultimately lead to a disconnected process.
  • The processes of stakeholders and related follow-ups are extremely fragmented.
  • There is a potential lack of customer context and communication gaps when teams have to coordinate with each other, but they are doing so across different apps and platforms.
These challenges lead to internal delays and poor coordination, which could ultimately impact the customer experience that the organization provides.

Here is where Zoho CRM for Everyone presents an all-new refreshing direction and exciting possibilities.

Zoho CRM for Everyone is a progressive and fundamental shift towards making the CRM a truly democratic system for every stakeholder that needs it in an organization. This new and visionary approach tackles the challenges of current-day CRM by imbibing the following philosophies right into the DNA of a CRM.
  • Democratization of CRM
  • Empowerment of teams
  • Achieving coordination as part of the CRM's process flows.

1. Democratization of CRM powered by Teamspaces

The ultimate goal of every business is to achieve customer delight—and as we noted above, achieving customer delight cannot happen with the effort of a single person or function. In such a case, why not empower all of these customer operations teams and processes with rich CRM capabilities?

Zoho CRM for Everyone effectively democratizes the CRM system by allowing a platform for all key stakeholders involved in an organization's customer-facing processes to get onboard the CRM system and have their dedicated, clutter-free space to organize their data and orchestrate their work.

This democratization of CRM is powered by what we call Teamspaces— which is quite simply a dedicated work area for every team that gets onboard the CRM system. Every team could have their own set of modules that are relevant to them. Teamspaces effectively offer this unique setup in which the teams are very much now part of the same CRM system where sales operates and which is rich with customer context—and at the same time, they are not overwhelmed with a hundred modules irrelevant to them. They are connected to CRM — at the same time, have their own private, clutter-free work area.

For example here are two Teamspaces — one for the Marketing team and one for Legal. Each team member will log into CRM and find that they are part of THEIR OWN Teamspace, with modules and data only relevant to them.



2. Empowerment of teams powered by Team Module.

Once you bring multiple teams onboard the CRM system, what next? Well, they need to set up and manage their own processes. Each team comes with accurate knowledge of their day-to-day activities and processes, and so they could be the best people to set up their workflows. So, in Zoho CRM for Everyone, teams are empowered to capture every unique process via what we call Team Modules.

Team Module is a bespoke module that, by design, is accessible only to a specific team and not across the organization.

Examples of Team Modules in the Marketing Teamspace for instance, could be "Sales Documents", "Win-loss analysis", "Beta-launch program" and more. Essentially every process of a team in question that needs to be systematically managed, can be set up using Team Modules.
Sales Documents Team Module (From Marketing Team)
Legal Reviews Team Module (Legal Team)
The unique attribute of Team Module is that it could have its own Team Module Admin. One of the main challenges of current-day CRM could be attributed to the fact that there is a huge dependency on central admins (with good reason). You don't want a chaotic setup, and you want the right people in control of the system's security and data.


However, consider this new proposition where an additional 50 teams will get on board the CRM system. If the central admins have to configure each and every aspect of each of those 50 teams, there is going to be a significant setback — an overall dependency on central admins not just by Sales but by a few other hundred members.

Therefore Zoho CRM for Everyone includes a possibility where the administrative activities of a Team Module, that is a module specific to a team's process, could be taken care by the senior leaders of that team themselves.



This is akin to delegating routine administrative tasks and entrusting responsibility to those teams. Not to forget that the central org admins continue to retain the highest authority across CRM— they can revoke a Team Module admin's access at any time. In fact this Team Module admin will be supervised and work with the central admins — it is just that the team need not wait on central admins now for minor admin tasks such as adding a new picklist field or a quick workflow. They are empowered in the system to organize their process flows the way they feel is needed, under the close supervision and guidance of the central admins.

Say hello to Team Modules, where every team's process can be captured via bespoke modules, complete with automation, process management and customization capabilities.



3. Achieving coordination among teams via Requests

Now that multiple teams are on board the CRM and able to setup and manage their own processes— the next thing to do is ensure a seamless coordination between them which is rich with context, and easy to execute without relying on third party platforms. "Requests" in Zoho CRM achieve exactly that.

A request is simply a record added by Team A directly in Team B's module so that their requirement is recorded in their module and ready to be processed. Instead of conveying a message to a colleague via phone, chat or email which could be fragmented, you now coordinate with them by directly leaving a record in their Team Module. This saves time in translating context and the fellow team in processing your requirement.

For example, Heather Woods, a salesperson can create a "Request" in the Marketing team's Team Module called "Sales Collateral". She can directly add a record which captures details of the particulars such as what she needs, the customer or deal that the document is for, by when it is needed and other important details. Then the marketing agent, say Tai Chang, can process the request directly from this Team Module and need not spend time in again organizing the requirement in a separate system. 

Sales team adding a request to the marketing team



Marketing team processing the request and handing the deliverable back to Sales



As you can see, the placing of a Request and the processing of the same are done in CRM. What's more, the "Requesters", that is the members who have placed the request can track them all in a consolidated manner via their My Requests tab.
My Requests
This way, follow-ups are far from fragmented, they are neatly consolidated and you can track various key aspects of your Requests such as the status, the stakeholders, the deal associated and so on.

So with these three pillars— that is democratization of CRM with Teamspaces, empowerment of teams via Team Modules and achieving coordination between teams via Requests, you essentially ensure a seamless experience AKA a CRM for Everyone!

Team Module — Quick information on Availability and Limits

Team Modules are available from the Standard Edition onwards, including all Free Trial editions.

For detailed Availability and Limits: Learn more

Now what's the incentive to bringing all of your team members on board the CRM?

Well, great news! You do not have to pay full price for using only a small portion of the CRM system. Introducing Team User Licenses, which acts a limited access to CRM at a subsidized rate. This is introduced in order to encourage more and more users to get onboard CRM, and leverage this powerful system for their specific processes at a nominal rate.

The fundamental difference between a Team User and an Org User is that a Team User by default will have access to only the Team Modules they are added into. They will not own any organization modules, nor be able to share them. They can view certain org modules as that may be needed as a reference point for their work, but they will not be able to modify org module data.

For example, while the sales team members in an organizaiton will use the full CRM license, the Presales team or the Legal team members could be added under the "Team User License". Here, they will have access only to their respective Team Modules. They could view Leads, Contacts and Accounts if their tasks call for it— however they won't be able to own or modify any of these org module data.


Here is the price breakdown for Team User licenses.
— $9 / user / month if billed annually.
— $11 / user /month if billed monthly.

As part of this announcement, we are thrilled to offer 100 free team user licenses for 100 days as a trial for all early access customers of Zoho CRM for Everyone. Post this 100 day period, the above prices will apply.

Public Fields:

In a different scenario, you may want to further restrict a Team User's access to the org modules. You don't want them to view the entire record but only a handful of fields. For example, you don't want to expose the contact details of a customer or their deal amounts, but you only want a legal executive or presales engineer to view the customer's industry and employee size to further understand how to tailor their work. In such a case you can mark these specific fields — such as Account Name, Industry, Employee Size etc as Public Fields. Public fields are those specific fields which you can make visibile to anyone across an organization on a read-only mode, while the rest of the fields in the record except for those public fields, remain hidden.

Introducing the Next Gen UI of Zoho CRM

The CRM user interface has been re-designed to accommodate the needs of multiple teams in an organization and support easier configuration of key settings such as modules, reports, and dashboards, apart from several other visually pleasing surprises!



Primary and Secondary sidebar:

The menu options from the top band menu bar have been moved to the left-hand side vertical sidebar. The sidebar is now an extremely functional piece of the UI with contextual shortcuts for quick settings, neat folders for better organization of modules and more. The sidebar now has two divisions— Primary Sidebar and the Secondary Sidebar.


  • The Primary Sidebar is for first-level navigation of the product. The top portion of the Primary Sidebar houses icons to view and work with Modules, Reports, Dashboards, Requests, Marketplace, and Global Search. The bottom portion of the Primary sidebar now contains intuitive utility icons such as Quick create record, Mail magnet, Calendar and more. (originally located on the top right corner of the UI).

  • The Secondary sidebar opens up quick-controls contextual to what you choose in the Primary sidebar. This is collapsible in order to allow you to maximize your right-hand side work area. 

    You have contextual shortcuts to Setup options on the Secondary sidebar. Ex: You can create a module, a report or a dashboard right from this location without having to navigate to the backend Setup. (While the backend Setup is still intact, the Secondary sidebar options offer a quick shortcut).

    You can also directly create layouts, webforms, wizards, canvas pages, etc from the Secondary sidebar.


    Besides, the Secondary sidebar houses folders for better sorting modules, reports, etc.Folders

Chart view alongside list views — where the records in a module can be organized in the list view space as a chart component. Learn more. 

Chart View
An omni-channel Interactions tab — where you will be able to see the complete timeline of communication via multiple channels with a customer. Learn more

Interactions Tab

Well, what are you waiting for? We hope that this detailed elaboration gives you a fair idea of our directional progressive improvements with Zoho CRM for Everyone.

Notes
NOTE:
  • "Zoho CRM for Everyone" is NOT a new product from Zoho. This is the name of this latest release, which promises a host of features and possibilities that makes Zoho CRM a system that is easily accessible for "everyone" in an organization. Hence the name. Rest assured, these releases are part of the Zoho CRM product.
  • Early Access to Zoho CRM for Everyone including Team Module and Next Gen UI has been closed as the product is now open to all.

We are continuously innovating and adding feature sets to substantiate our claims as part of this release. We appreciate any suggestions, criticism and feedback on this direction.

Useful Links

Start your journey with Zoho CRM for Everyone by bookmarking the following useful links. 

    • Recent Topics

    • Candidate Assessments, no workflows.

      I have an issue where I would like to trigger a workflow based on a candidate assessment being completed. Sometimes a returning candidate will complete a second assessment, on completion the status of the candidate will be updated to "Unqualified" if

    • Mail Merge in Zoho Desk

      Hello Team, Do we have an option of mail merge within Zoho Desk like we have in Zoho CRM? We have a requirement to generate some pdf file in the form of mail merge doc from the ticket.

    • Workdrive backup and default storage selection

      Hi community, I have been informed by Zoho that workdrive will be the default storage mechanism for crm and projects. These 2 Apps seem to have different design on how they interact with workdrive for storage. 1. Crm: seems to have files saves at the

    • Zoho vault filling in a form it's not supposed to fill in

      Hey there, I have a problem with ZOHO Vault autofill. In a software package, we have these options: For some reason zoho vault always replaces what's in the top option and fills a 2fa password in there, and then saves that value.. Meaning whatever was

    • Zoho Booking Integration with Desk

      Just wanting to share something in case it helps someone else who may run into a similar use case as we did. Issue: Currently, the Zoho Booking integration with desk will drop a comment into the ticket when a customer books a time, however it won't change

    • Let us view and export the full price books data from CRM

      I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

    • Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat

      Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.

    • Organization wide Account and Contacts Visibility/Sharing Capabilities?

      Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to

    • Notification of Interaction Assignment

      If a user is assigned an interaction, they should be notified via email. These are almost useless because if I assign an interaction for someone to respond to, they dont know that I assigned it to them without me telling them or them logging in and discovering

    • Countries List Global Set- Complete with Phone Country Code and Continent.

      Dear Zoho Team I saw your recent addition to the Global Sets regarding the Countries list and states. While working on it, why didn't you also add things like Continent and Phone Country Code? Also, some ISO codes from some Countries/regions are mis

    • Custom Display Field for Lookup Dropdowns in Zoho CRM

      Could Zoho CRM support changing the display field in lookup dropdowns, like Zoho Creator does? This would make it much easier to select the right record by showing a more useful field instead of only the default one. It would improve speed, clarity, and

    • Message as bot

      I would like to be able to send a Cliq message truly as a bot. the current implementation of this function, while it sends the message as a bot it sends that message inside a chat from the user how authenticated the flow cliq connection instead of directly

    • Books <-> CRM synchronisation with custom Fields

      Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync

    • Trouble with using Apostrophe in Name of Customers and Vendors

      We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering the

    • Recording overpayment?

      So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?

    • Introducing the New Zoho Assist Quick Support Plugin

      We are thrilled to announce the new Zoho Assist Quick Support Plugin, the upgraded and enhanced version of the Zoho Assist Customer Plugin. This new plugin allows organizations and IT administrators to deploy it directly onto their customers’ devices,

    • Automate your signing workflows with Zoho Sign + n8n

      Hello! We're excited to announce that Zoho Sign is now available as a community node on n8n, a popular open-source workflow automation platform used by tens of thousands of teams worldwide. n8n lets you connect apps, APIs, and services through a visual

    • Ask the Experts 27: Onboarding and managing support reps

      Hello everyone, We are back with our Ask the Experts (ATE) series for 2026. This year, we bring experts to help you address customer support challenges using Zoho Desk. For our first ATE, we are getting into the human side of customer support. "Every

    • Retainer invoice in Zoho Finance modlue

      Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.

    • Spotlight #27: Embed visual collaboration Spaces in your presentations using the Vani add-on

      Hello everyone! This month’s spotlight feature is the Vani add-on for Zoho Show. Every time you pause your presentation to open another tab or pull up supporting material, you lose a bit of momentum. At Zoho Show, we design features that keep everything

    • CRM

      Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious

    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

    • Global Search / Command Palette in Live App

      Zoho Creator applications can contain many forms, reports, pages, and dashboards. While navigation inside the app is smooth, users still need to move through multiple menus or screens to find specific records or open particular modules. Currently, in

    • New 2026 Application Themes

      Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position

    • Smarter appointment allocation with round-robin distribution

      Greetings from the Zoho Bookings team! We’re excited to introduce the Appointment Distribution feature, a new way to decide how appointments are assigned among users. By default, appointments are distributed evenly across all event types, but this enhancement

    • A2P 10DLC Opt-in Rejection Issue with Zoho Creator Public Form

      Hi everyone, I’m working on an A2P 10DLC SMS campaign and running into repeated rejections due to opt-in issues. I’m using Zoho Creator for the registration flow. The form is public (no login required). Users enter their phone number and there is an unchecked

    • Make Quick Edits to Images Before Attaching

      Hello everyone, We have enhanced how attachments are handled in tickets to help agents preview and share files more efficiently in Zoho Desk. Agents can preview image attachments before adding them to tickets and edit them using attachment annotator.

    • 3/18 オンライン勉強会のお知らせ Zoho ワークアウト （無料）

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 3月開催のZoho ワークアウトの開催が決定しましたのでご案内します。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/BoNTN7zYR8OvOPGShqBY0A ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベントです。

    • Extend color coding to custom picklist fields

      Objectively, Projects has the best UI of any Zoho app — clean, intuitive, and never feels bloated. Big props to whoever owns the design. Feature request: color coding for custom picklist field values in field customization. You've already done it in two

    • New in Office Integrator: In-sheet text translation

      Hi users, We're pleased to introduce translation capability in the spreadsheet editor in Zoho Office Integrator. This allows you to translate the text in your spreadsheet's cells into 70+ languages from within your web app. Office Integrator's spreadsheet

    • Streamline email communication with Out of Office configuration

      Managing user communication effectively is the key to ensuring timely responses and consistent messaging. However, when users are unavailable, the absence of an Out of Office response can lead to delays and missed expectations. Managing these settings

    • Changing settings for auto logoff

      I've noticed that when I haven't used Cliq for a while, I have to re-enter my password. That is really clumsy, especially if you have a complicated password. Because it won't be filled in automatically. Is there a way to change that behaviour? We are

    • A few Issues when using "Pay Bill via Check"

      We have quite a bit of issues with how paying for Bills via Check works. Would love some feedback from the Zoho team in case we are doing something incorrectly. 1. When we go from a vendor and select "Pay Bill via Check" option, we see ALL the outstanding

    • Prevent tracking users from specific countries

      Currently, I’m receiving many bot visits from the United States and Malaysia. I would like these visits not to be recorded in SalesIQ. I already enabled the option to exclude traffic from cloud service providers, but I’m still receiving bot visits. Ideally,

    • My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.

      Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please

    • Edit Project Number?

      Hi all: We just signed up for a trial of zoho one, which includes ZoHo Projects. We've noticed there was a 'dummy project' preloaded in projects to help familiarize yourself with the software. We've created a couple of our own projects now but noticed since the dummy project was preloaded, our projects start with number 2 then 3, sequentially. Since it seems we will be keeping zoho past the trial, If we delete the dummy project, how do we get our own projects renumbered, beginning with 1? We'd like

    • Download pricebook products & details - not just pricebook creation date & name

      We're looking to download a copy of a pricebook and its associated products & book prices (as we have several offices in different countries selling the same products), however, when using the export feature under Data administration it only gives me

    • 554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]

      Here's your corrected text: Hello, I hope you are doing well. I was unable to send a message and received the following error: "554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]" I tried to send and deliver an email but got this error. I

    • Outgoing Mail Blocked – Suspicious Login Activity (Need Clarification and Solution)

      Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity A

    • Assign Meeting in records

      It would be nice to be able to "call and assing" meetings from a record, for example from a Deal. Right now - calendar is synced with CRM - meetings show in calendar - you can go in each meeting and assign it to a record It would be nice to be able to

    • Next Page