Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more

Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more

Hello Everyone,

Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by increasing resource allocation to break silos, hiring additional personnel to address gaps, and purchasing more tools to enhance team coordination, it isn't feasible to provide a superior customer experience if these elements aren't holistic and user-friendly. In the last 20 years, our mission at Zoho CRM has been to enhance the effectiveness of our product to maximize user productivity and aid organizations in serving their customers. We're committed to addressing these challenges by relentlessly reimagining our product and staying at the forefront of technological evolution. Today, we're excited to announce the next evolution of Zoho CRM, which tackles these business challenges head-on—and with a shiny new UI!

What’s New in Zoho CRM 

We're introducing several new features that transform our CRM from a SFA-specific solution into a unified platform for all customer-facing teams:
  1. Zoho CRM for Everyone
  2. Next Generation Ask Zia
  3. Reimagined User Interface
  4. Additional Module Views
  5. Interactions Tab
  6. Dark Mode

1. Zoho CRM For Everyone  (#CRM4E)

Zoho CRM for Everyone was first made available to a select group of customers and partners through our early access program in July 2024. During this phase, our early users explored its new UI and powerful features. Their feedback has played a crucial role in shaping and refining the experience. We're truly grateful for their participation, insights, and trust. With their support and input, we've strengthened the product and are now excited to make it available to all of our users.

With #CRM4E, we aim to bring every customer-facing team—including sales, marketing, onboarding, legal, support, and more—onto a shared CRM platform where your entire organization can collaborate seamlessly. It empowers organizations to break down silos with dedicated team workspaces, eliminate redundant efforts through customizable team modules, and bridge communication gaps using built-in collaboration tools, all within a single, unified system. Teams get the tools they need without compromising on clarity, data security, or administrative control.

#CRM4E is built based on three core principles:
  1. Democratize the CRM software to allow multiple teams to work on the same platform.
  2. Empower teams to automate processes easily and be productive.
  3. Provide better coordination between teams to bridge communication gaps.

Teamspaces

Teamspaces are dedicated workspaces in Zoho CRM that enable each team to operate independently while staying connected to the broader customer journey. Teams only see what's relevant to them, which makes work more focused and efficient. Learn more about teamspaces.

Team Modules 

Teams can create and configure their own modules to carry out their day-to-day tasks and responsibilities. Learn more about team modules.


Watch this video to learn more about Team Modules.

                 

Requesters 

There's a new way to coordinate between multiple teams in the CRM system. Sales can send onboarding requests, marketing can collaborate with legal, or support can put advanced tickets in front of developers. The right team member can provide support at the right time in Zoho CRM. Learn more about Requesters.

Every team works differently, and Requester settings give teams the flexibility to define how they want to handle incoming requests. Learn more.

Connected Records 

With Connected records, we enable teams to share contextual information and stay aligned through record connections across modules. Learn more about connected records.

Connected Workflows 

We've taken it one step further by enabling teams to automate cross-team processes, which brings efficiency to every stage of your business process. Currently, this feature is in testing mode, but we'll release it to the public soon.

Team Users 

We've been emphasizing the importance of bringing every customer-facing team onto a single, unified platform while allowing them to work within their own dedicated workspaces. Naturally, you might wonder: If I'm onboarding multiple teams to use only their specific Teamspaces and access modules relevant to their tasks and not the entire CRM why should I pay the full price of a regular CRM license for them?

Well, great news! You don't have to pay full price to users who only use a small portion of the CRM system. We're introducing team user licenses, which provide limited access to Zoho CRM, in order to encourage more and more users to get onboard and leverage this powerful system for their specific processes at a nominal rate.

Pricing  
  1. USD 9 / team license / month (paid yearly)
  2. USD 11 / team license/ month (paid monthly)

#CRM4E on Mobile Apps    

Once you've configured your Teamspaces and team modules in Zoho CRM's web version, users can also access them in our mobile apps for iOS and Android. In the mobile app, users can:
  1. View and switch between Teamspaces directly in the mobile app.
  2. Access and manage records in your team module based on your team module profile permissions.
  3. Quickly add and track requests using the My Requests tab.

 2. Next generation Ask Zia 

This year, we released several Zia features for Zoho CRM. Now, with its redesigned interface and expanded capabilities, Ask Zia is evolving into a smarter assistant that helps you get things done faster, without switching screens or writing reports manually. You'll now find the Ask Zia icon on the next-gen vertical settings bar, right below the search icon.

Ask Zia can interpret your natural language input and convert it into a structured module layout. Whether you're managing client onboarding, handling service requests, or setting up an internal project tracker, you can simply describe what you need, and Zia will take care of the initial configuration. This makes it easier to build modules aligned with your business processes, especially for users who prefer describing their requirements over configuring them field-by-field.


3. Reimagined User Interface 

We've reimagined Zoho CRM's existing user interface to accommodate the needs of the modern workforce and make it easier to configure key settings like modules, reports, and dashboards, as well as several other intuitive functionalities, like new module views, the Interactions tab, dark mode, and more.

We've moved the menu options from the top band menu bar to the left-hand side vertical sidebar, which is now a highly functional piece of UI with contextual shortcuts for quick settings, folders for better module organization, and more.


Watch this video to get an idea of how your CRM could look!
                        

You can use contextual shortcuts to Zoho CRM's Setup options on the sidebar. For example, you can create modules or folders directly from this sidebar without having to navigate to the backend Setup page.



Create Folders


You can organize your modules into Folders for easy access. Folders, as you may know, are a great way to consolidate and group different modules of a broader function for easy access. For example, you can group Leads, Contacts, Accounts, and Deals into a folder called "Sales Modules". Or modules such as Quotes, Purchase Orders, Sales Orders, and Invoice could be grouped into a folder called "Inventory Modules". This allows you to clear clutter and bring a sense of order into your CRM. Check out the gif below to learn how to create folders. Learn more.



You can also directly create layouts, webforms, wizards, Canvas pages, and more from the sidebar.


4. More Module Views 

So far we offered List View, Kanban View, Canvas, and Sheet views. In this update, we provided Chart View, Grid View, Timeline View, and Split View to improve the navigation and make users more productive.

Chart View 

The chart view makes it easier to gain quick insights from your CRM data. By converting raw information into easy-to-read charts, it helps you spot trends, recognize patterns, and make smarter, data-driven decisions to enhance your sales strategies. Learn more.


Grid View 

In the grid view, module data appears in a spreadsheet-like interface where users can manage multiple records in tabular format—which is ideal for teams who need a fast, flexible way to manage records without switching between multiple screens. We'll release this feature to all customers soon.

Timeline View 

Use this view to get a visual representation of all records in your module plotted over a specific period of time. View records by day, week, month, or quarter to derive important time-centric inferences. Learn More.

               

Split View 

Segment records in your module by splitting them into multiple tables based on key characteristics like picklist fields, users, or other criteria. Users can simultaneously view and manage data from different categories (arranged in tables) side by side. Learn more.

               

 5. Interactions tab 

The Interactions tab offers a chronological view of each customer's journey and interactions across various channels in your CRM. Learn more.

                 

 6. Dark Mode 

Switch your user interface between night, day, or auto modes to adapt to your working hours, visual preferences, or system settings. Learn more  


   Watch the video below to learn how to switch between night, day, or auto modes.
              

How to access New UI and features?  

Existing Zoho CRM  Customers?

Over the past year, we offered early access to the #CRM4E, new UI, and other features to a select group of customers and partners as part of our Early Access Program. Take a look at some of our customer testimonials for the new UI and #CRM4E. The results have been promising, with strong conversion rates and significant improvements to user productivity. After careful evaluation of feedback, we're excited to make this enhanced version publicly available.

As an existing Zoho CRM user, you now have access to a more inclusive, collaborative, and scalable system. Whether you're part of a small team or a large enterprise, #CRM4E makes it easy to onboard other departments without complicating your CRM experience. 
Please note that you won't be forced to switch to the new UI immediately; you can explore the new interface and features through a guided switchover process.

Switching to the Next UI

Step 1: A banner will be displayed at the top of the screen for all Org Admins. You can simply click Access Now to switch to the new UI.


Step 2: Go through the onboarding tour to learn what you can do in this new version.


Step 3:  You can extend this access to other users in your organization immediately or later. Once extended, all users in the organization will see the same banner at the top of their screens to access the new UI.

We've observed early adopters experience faster deal closures, higher productivity, and better cross-team coordination, and we're excited for you to experience the same!

New to Zoho CRM?

We opened up the new UI and #CRM4E features to a small percentage of new signups for more than six months. Starting today, new Zoho CRM users will only be able to access the new UI to ensure they'll have access to all of our latest updates.

What Next? 

We hope you enjoy using our all-new Zoho CRM platform to elevate your experience. Feel free to reach out to us if you have any questions or need help. In the coming days, we'll also post a series of articles and host webinars on each of these features to help you implement them faster. Stay tuned!

Log into Zoho CRM now to start experiencing the future!


Thank you,
Serena Woolridge,
The Zoho CRM Marketing Team

    • Recent Topics

    • Amazon invoice in Zoho Books

      I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now

    • Zoho ShowTime: Certificates of Completion - Award your learners with a sense of achievement

      In our increasingly competitive market, professional trainers need to differentiate themselves if they are to survive. One way to do this is to focus on innovation and deliver an ideal learning experience. By developing a renowned certificate program that provides learners with a specialized skill set for a particular industry, both trainees and future prospects will recognize the trainer's leadership in that field. This can help with long-term growth, revenue generation, and even marketing and branding.

    • IMAP Migration from Gmail

      I have been trying to import my email from a Gmail server and keep receiving the following error. I have reduced the security, activated imap and no improvement. The link to the Google support item has not helped. Unable to connect to your account. Please

    • Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts Click here to get unblocked.

      When entering my account, this error is thrown at me, and I deleted a good part of my deleted messages, but I still can not unblock it, I would appreciate your help. reservas@lineasperutravel.com

    • Request for Creating Multiple Email Accounts on One Mobile Number

      Dear Zoho Team, I am planning to shift all my work-related communication to Zoho Mail because of its reliability and features. For my work, I need to create 3–4 separate email accounts for different purposes. Could you please confirm if it is possible

    • Signature issue

      Problem: The signature does not appear when replying or forwarding an email. solve issue: settintgs/Signature Check option place a signature above the content with quotation marks

    • mail admin not loading

      i am trying to login to mailadmin ... gears keeps rotating forever... its not a password issue whats so ever ... not cookies issues whatsoever from android app i can login but there so few things to do from there .. i changed ip address the same... i

    • Unify All Zoho Video Meeting Experiences into One Standardized Platform

      Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho

    • Changing Account in Quote form does not update address information.

      I am trying to update the address information in a quote I've created. I corrected the address in the "Account" but that did not change in the quote. If I re-enter the Account Name in the Quote form, nothing updates. How do I fix this?

    • Zoho One Backup of entire account

      Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,

    • Issue with “CC” and “Subject Details” of the initial mail when reply / replied all / forward using Zoho Mail Client (Desktop / Web Mail / Mobile App)

      It is observed that when I reply / reply all / forward a mail using Zoho Mail Client (Desktop / Web Mail / Mobile App), the “CC” and “Subject Details” are omitted from the mail which was replied/forwarded. However this is not the case with outlook mail

    • Unable to send Emails - 452 4.3.1 Temporary System Error

      Whene ever i request smtp server to send the email (without attachment). i recieve error "452 4.3.1 Temporary System Error"

    • I can't receive email

      I cannot receive any email sent to my Zoho email after the free upgrade plan trial is finished.

    • Help for the alisa adding

      Sorry, I would like to add a paypal alias on my domain email address. However, the system blocked it. How can I do it?

    • Lite plan attachment said 250mb but actually 25mb ?

      Lite plan attachment said 250mb but actually 25mb ? I can't attach over 25mb files, and can't receive mails has attached files over 25mb too

    • Can no longer export as pdf

      In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.

    • Option to Customize Career Site URL Without “/jobs/Careers”

      Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to

    • Old vs New Value for Deleted Lookup Values

      Suppose the following scenario, where a value in a lookup is deleted: 1. User has countries form 2. Form A has a lookup to countries form 3. User selects Italy in Form A and saves it with the Italy ID 4. Form A report shows Italy 5. Italy is inadvertently

    • Desktop app doesn't support notecards created on Android

      Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

    • customize payment page

      Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at

    • Are Environments Worth It?

      In concept, Environments in ZC is a great idea. I think the flow is pretty smart when you compare it to GitHub, especially for a low code audience. However, in practice, I've found it to be unpredictable, and I've only used it a few times. Aside from

    • Enhanced duplicate check for Leads in CRM

      Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This

    • Pause(1);

      I'm using scheduler to invoke an interaction via http post with an external service. The schedule code uses a for-each loop that runs so fast my external application's log files get messed-up (they are named by date-time stamp). What I'm suggesting is

    • Integration Request: Elementor

      Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run into

    • Vertical images displayed as horizontal

      Some pictures that originally are in vertical position are displayed in horizontal after the upload. It seems that system rotates them by 90 degrees. How can I fix this issue?

    • Ability to Change Visibility of Published YouTube Videos

      Hi Zoho Social Team, How are you? We would like to request an enhancement in Zoho Social regarding the management of already published youtube videos. Currently, after publishing a youtube video through Zoho Social, there is no option to change its visibility

    • Adding anchor links in Zoho CRM email templates

      I know you can add anchor link in Campaigns, but I dont see the option to that in the CRM email template. Am I missing something?

    • openUrl in blueprints

      My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically

    • Is it possible to pull the Zoho desk data into Zoho analytics in real time

      Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Introducing the revamped What's New page

      Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

    • Ability to Add YouTube Video to Playlist During Publishing

      Hi Zoho Social Team, How are you? While publishing YouTube videos through Zoho Social, we noticed that the platform currently does not allow selecting a playlist at the time of publishing. Instead, we can only add the video to a playlist after it has

    • Introducing Zoho Creator's 2025 Release Projection 2

      Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilities

    • Sharing Form Ownership Among Multiple Users

      I would really like the ability to share form ownership among multiple users. It's frustrating to me that if a co-worker wants to make an edit to a form, I have to transfer ownership to them. It would be great if forms could act like google forms, where multiple people can edit a form and view responses. 

    • Marketer’s Space - Ace Your Spooky-Season Marketing with Pre-designed Templates in Zoho Campaigns

      Hello marketers, Welcome back to another post in Marketer’s Space! We’re in Q4, which means that you have endless opportunities to connect with your audience, starting with Halloween campaigns! In this post, we’ll show you how to design the perfect Halloween

    • Zia expands to China with native features and DeepSeek-powered generative AI features

      Hello everyone, We are glad to support Zia native features and Zia generative AI features for our customers in China. From hereon, all AI-features in Desk will be accessible in China data center with the integration of DeepSeek generative AI model. DeepSeek

    • Email in each module

      We have a contact ,module which then has a link to customer assets which in turn the asset has a multiple link to service visits. When we link assets to customers we choose by name and it brings over the associate email via the lookup. Great feature.

    • Global Search placement in the new UI

      Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has

    • Introducing Skill-Based Ticket Assignment

      The goal of every support team is to provide great support, and to do so as fast as they can. To make this possible, it is important that agents spend their time judiciously, especially when they're dealing with a large number of tickets of varying urgency

    • Kaizen #213 - Workflow APIs - Part 1

      Welcome to another week of Kaizen! If you have ever managed complex business processes, you know that Workflows are the quiet backbone of any well-run business process. They keep things moving; assigning owners, sending alerts, keeping deals on track,

    • Next Page