Zoho CRM Mobile Apps – 2025 Year-End Recap

2025 marked a year of steady progress for Zoho CRM's mobile apps. We rolled out several updates and features to improve usability and make everyday CRM work a lot easier to manage.

Here’s a look back at some of the key releases from 2025.

Android releases

Previously, the search function required users to define criteria for up to four fields using custom search. While effective for criteria-based searches, it was not ideal for broader search.

Global Search removes this limitation by allowing searches across multiple fields without the need to set up specific criteria.

 

Previously, record images were supported only in the Leads and Contacts modules. Now, this support has been extended to the following modules:

1. Accounts
   
2. Deals
   
3. Cases
   
4. Solutions
   
5. Products
   
6. Vendors
   
7. Custom modules
   

 

You can use predefined texts while messaging customers, saving time and ensuring consistency. These ready-made templates help businesses send structured messages quickly for common questions or standard responses.

Predefined messages must be created in Zoho CRM's web version to be used in the mobile app.  

 

  

Any widgets you create for your user home page in your CRM web app can be accessed on your Android app.

Created widgets must be built with mobile compatibility. Once that's handled, you can toggle the mobile compatibility option ON in the widget setup screen to display the widget on the mobile home module.

  

Blueprint transitions now support optional fields. Users can proceed by completing only mandatory fields and checklist items, while leaving optional fields empty if the information is not immediately available.

A Save as Draft option enables users to save progress until all required details are ready.

 

 

The Meetings module now enables users to select their preferred venues when creating or editing meetings. You can choose from these three options:

1. Online
   
2. In-office
   
3. Client location
   

For client location meetings, the check-in option is available. For online meetings, you can select your preferred provider, such as Zoho Meeting or Zoom, if you've already set it up in Zoho CRM web app.

 

Apart from sharing URLs, you can now share records directly from the app with your entire organization or with specific users, roles, or groups.

Imagine you're meeting a client and need to share their record with your support team for a follow-up. You can share it privately with the relevant team members to ensure they have all the necessary information to proceed.

 Types of record sharing  with org users

1. Public sharing: Share a record with the entire organization.
   
2. Private sharing: Share a record with specific members only.
   

 

 

You can now swipe left or right on records in list views to quickly perform common actions without opening the record.

Swipe actions are also module-specific.

For example:

1. The Meetings module includes a Cancel Meeting option.
   
2. The Calls module includes Reschedule, Cancel, and Complete Call actions.
   

 

Here's a quick look at how it works:

  

 

Swipe actions are currently supported for the list view in all modules and the calendar view in the Meetings and Calendar modules.

 

  

You can access the Reports module from the mobile app and view reports created in the CRM web app. Once you open the report, you can tap on any record to view its details.

Reports can be exported in PDF, Excel, and CSV formats directly to your device. You can also share these reports via email with both organization users and external recipients.

  

 

 

 

Your list view display fields can be customized by adding up to 9 fields to show the most important details right away without having to open each record.

 

iOS releases

The Home gives you a quick view of how your business is progressing by showing key information such as untouched deals, open leads, upcoming meetings, and more.

You can switch between different Home pages and view components added to each one to get a clearer picture of your ongoing activities.

Changes to the Home page layout must be made in the CRM web app and will automatically be reflected in the mobile app.

The Home module that previously displayed activities has now been renamed to the Calendar.

In addition to built-in calling options, the iOS app now supports Zoho Voice and RingCentral as external telephony providers. Once you've set up your preferred provider in the Zoho CRM web app, you can use them from the mobile app as well.

When placing a call from a record, you'll be able to choose from the telephony providers you've selected.

Users can be part of only one telephony account at a time.

 

You can add notes using voice input either as voice notes or by converting them to text in your app. Previously, the time limit for adding voice-based notes was two minutes. The time limit is now extended to five minutes.

Users can open WhatsApp chats directly from CRM records by tapping the phone numbers deep-linked in any of the following places:

 

1. Business card

 

1. Details pages
   

1. More options > Send text message > WhatsApp
   

Android and iOS releases

 

Previously, only plain text was usable in these fields. With this update, you can now format your text using the following options:

1. Text styles: Bold, italics, underline, and strikethrough
   
2. Colors: Text color and background color
   
3. Lists: Bulleted and numbered lists
   
4. Others: Add links, indent options, font size, subscript, superscript, emojis, and clear formatting 

When you tap on a rich text-supported multi-line field, a formatting toolbar will appear, allowing you to apply these options.   

Teamspaces help organize work by giving each team its own dedicated workspace in Zoho CRM. Each teamspace contains only the modules and data relevant to that team, which helps keep work focused and separated from other teams.

In the mobile app, you can:

1. Access your teamspaces.
   
2. View the modules and records assigned to your team.
   
3. Switch between multiple teamspaces if you're part of more than one.
   

1. Teamspaces must be set up in the Zoho CRM web app to be available in the mobile apps.
   
2. "CRM Teamspace" is the default teamspace, and shows all modules to which you have access 
   

Team modules are user-managed modules that are accessible only to selected users. Unlike standard CRM modules, team modules are managed by a team module admin rather than a CRM admin.

From the mobile app, team modules allow you to:

1. Access and manage records based on your team module profile permissions
   

Users added as requesters in team modules can raise and track requests from the My Requests section in the mobile app. Requests are created as records in the assigned team module.

.

 

You can upload images using the image upload field across all modules except Activities, with the option to add a file name and description.

You can upload up to 10 images in JPEG, GIF, BMP, or PNG formats, with a maximum size of 20 MB per field.

You can view field tooltips added in Zoho CRM's web version directly in the Android app. Both static tooltips (text inside the field) and info tooltips (shown as an info icon) are supported.

1. Static tooltip
   

1. Info tooltip
   

 

You can now easily change your user image right from the app by selecting a photo from your gallery, taking a new picture, or uploading from your files.

 

Multi-select lookup fields let you link multiple records from one module to a single record in another.

You can perform the following actions with multi-select lookup on mobile:

1. Assign existing records.
   
2. Create and assign new records.
   
3. Unassign records.
   
4. A linking module can be enabled to track each association as a separate record.
   

Kiosk is a no-code tool in Zoho CRM that helps you create a guided, step-by-step interface so users can easily follow your processes and collect data.

Once you've set up a kiosk flow in the Zoho CRM web app, you can access it in the following areas in the Android app:

1. Blueprint
   

 

 

1. Custom buttons
   

 

 

1.  Home 
   

 

1.  Canvas
   

 

Previously, the file upload field in subforms enabled you to attach only one file. With this update, you can upload up to five files in the same field, with a total size limit of 20 MB.

 Make sure the multiple file upload property is enabled for the field in the CRM web app.

If you've integrated Zoho Survey with Zoho CRM on the web, you can now manage customer surveys on the go from the mobile app.

This means you'll be able to:

1. Create surveys.
   
2. Send surveys via email.
   
3. View responses.
   
4. Take surveys.
   

 

That's a wrap for 2025! Update your app today to explore these features and get ready for even more in 2026.

Thank you for being part of our journey!

 

Regards,

Aakamsha

User Education

• Topic Participants

• Aakamsha Raj

  

• Recent Topics

• Invoice emails not sending but reminders are

  I am a new user. I have been creating some dummy invoices before I go live and have struck a block. Emails for the invoice are not being recieved by the recipient, however, when I send a reminder for the same invoice the email is sent. NOTE: I have checked

• Deleted account recovery

  I ended up accidentally deleting our Zoho invoice account while trying to work something out. Emailed support for recovery and restoration of the deleted account, if possible, but they responded by saying they can't find an account associated with that

• Devis et factures multipage coupées

  Bonjour, je suis sur Zoho invoice et je rencontre un problème sur mes devis et factures lorsqu'ils dépassent 1 page. je me retrouve souvent avec des lignes coupées ou le sous total page 1 et le total page 2. j'aimerai savoir s'il existe une possibilité

• Custom Related List Inside Zoho Books

  Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");

• Zoho Meeting - Feature Request - Introduce an option to use local date and time formating

  Hi Zoho Meeting Team, My feature request is to add an option for dates to be displayed in the users local format. This is common practice across Zoho applications and particularly relevant to an application like Zoho Meeting which revolves around date

• Cannot give public access to Html Snippet in Zoho Creator Page

  Hi, I created a form in Zoho Creator and published it. The permalink works but I want to override the css of the form. (style based URL parameters is not good enough) So I created a page and added an Html snippet. I can now override the css, which is

• How can Outlook 365 link back into Zoho Projects so meetings and events in Outlook calendar show in Zoho?

  We use Outlook 365 for our emails and diaries and have integrated Zoho Projects with Office 365. One challenge we face is getting Zoho Projects to recognise when we have meetings and events in Outlook and not allow project managers to assign tasks over that period. Is there a way to resolve this? Thanks

• On Edit Validation Blueprint

  Hello, I have a notes field and a signature field. When the Approve button is clicked, the Signature field will appear and must be filled in. When the Reject button is clicked, the Notes field will appear and must be filled in. Question: Blueprint will

• Zoho Invoice en Navarra (Spain)

  Hola, ¿Alguien usa Zoho Invoice en la Comunidad Foral de Navarra? En Navarra tenemos un sistema tributario diferente y no aplica Verifactu (la Hacienda Foral de Navarra ha anunciado su alternativa, NaTicket, pero no ha informado cuándo entrará en vigor).

• Emails from Zoho are getting blocked due to Zoho IP address being blacklisted

  This is the info I got from my hosting provider – please address this issue immediately. I don’t expect this from such a big household name. Every single invoice I have sernt it not being received by my clients, all being blocked. All of a sudden. As

• agentid : Where to find?

  I've been looking around for this agenId to check for the total ticket assigned on a specific agent url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=351081000000155331&agentId=35108xxxxxx132009&field=statusType,status" type :GET

• Zoho DataPrep integration with OpenAI (beta)

  We are thrilled to announce Zoho DataPrep's integration with OpenAI. The public beta roll-out opens up three features. Users who configure their OpenAI Organizational ID and ChatGPT API key (Find out how) will be able access the features. The features

• AI Bot and Advanced Automation for WhatsApp

  Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:

• Setting total budget hours for a specific project

  Hi there, I work on a lot of projects that have fixed budget hours. Is there a way to enter the total budgeted hours so i can track progress and identify when hours have been exceeded. I see in the projects dashboard there is a greyed out text saying

• Clone entire dashboards

  If users want to customize a dashboard that is used by other team members, they can't clone it in order to customize the copy. Instead they have to create the same dashboard again manually from scratch. Suggestion: Let users copy the entire dashboard

• Introducing Formula Fields for performing dynamic calculations

  Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

• Getting started with Zoho PDF Editor

  Hello users, If you are new to Zoho PDF Editor or aren't sure of its full potential, then this article is for you. Zoho PDF Editor is a free online PDF editing tool, that allows you to upload and edit PDFs, insert text and images, add fillable and e-signature

• Zoho Projects - Cloning a task does not trigger task workflow when created

  Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the new

• Purchase Orders not in sequence

  I am unable to sort by Purchase Order Numbers. I can only sort by date; however, the PO numbers aren't in the order they were entered. This was not the case prior to today.

• Internal Fillable Contract with Zoho Writer (Before Sending to Client)

  Hi everyone, I’m trying to automate the following process in Zoho CRM and would appreciate some guidance. Process: When a Deal moves to a specific stage, CRM triggers an automation. CRM sends a contract template to an internal team member so they can

• Date/time displayed in ZohoCRM does not match date/time of entries in ZohoForm

  Hello there, we use a ZohoForm as a worksheet, i.e. users use it to track start time, break and stop time for every working day. The ZohoCRM org time zone is set on GM -4, so is the Time Zone in the Date&Time section in ZohoForm (see attachment). Despite

• Update Existing Records greyed out in Free Version

  Trying to update records from an Excel sheet, and not getting the option to update. Only option is to add as new accounts. All documentation I can see says update should be an option! Accounts, Leads, Contacts, all the same.

• Dynamically Populate Picklist Values from Another Module Using Client Script

  I am working in Zoho CRM and trying to dynamically populate a picklist field in the Partners module using values stored in another custom module. I have two modules: 1. Partners Module Field: Partner_Type_Pick Field Type: Picklist 2. Partners_Type Module

• Add zoho calendar to google calendar

  Hi I keep seeing instructions on how to sync Zoho CRM calendar with google calendar but no instructions on how to view Zoho calendar in my google calendar.

• Zoho Community Digest : Jan 2026 | Part 1

  Hello Everyone! Staying in the loop with Zoho's latest product updates and features across the vast Zoho Community Forums can be a real challenge. We get it. With over 50+ applications, each with its dedicated forum, it's easy to miss out on important

• World date & time format

  Hello, Is there a timeline to get the worldwide used date and time format ? I mean not the american one... I mean day month year, and 24 hours clock. Regards

• Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

  Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

• Conditional layouts - support for multi-select picklists

  Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list

• Dont want to list inactive items.

  If an item is made inactive, there is no point in showing it in the item list. Please provide an option to hide all inactive items in 'Preferences'. 

• Actual vs Minimum

  Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the

• Client Script Not Working When Field is Set by Workflow

  Problem Context: I have implemented a client script in the Cases module that automatically assigns commands based on the value of the Priority field. The script functions correctly when the Priority field is manually set by a user through the form. Observed

• Integration of CRM and Recruit

  hi team, Is it possible to sync deals <> job openings from only 1 pipeline? My configuration of CRM has pipeline for each business unit, so I will have all data in the CRM system. body leasing and recruitment is one BU (hence 1 pipeline) - can I sync

• {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

  Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,

• integrating Zoho CRM vendors with Zoho projects

  In most of our projects we collaborate with our Vendors. Being able to integrate only Accounts and not Vendors from CRM, is a huge limitation for our perspective and needs. We would really love to see this feature in the CRM-Projects integration.

• Zoho Creator Workshops 2026—Europe & UK | Coming to a city near you!

  Hello everyone! We're excited to announce the Zoho Creator Workshop Series 2026, coming to cities across Europe and the United Kingdom this year! Whether you're looking to explore the intermediate-to-advanced capabilities of Creator or you're a seasoned

• Validation rule for Date field

  The condition settings for a Date field are are absolutlly usless. Conditions can only be set for a specific date, which is logically ineffective in most cases. When setting a condition for a Date field, users usually need to compare the value relative

• Number 9 envelopes for invoice printing

  I email and print invoices. Being new to Zoho and coming from QB, we did both as we have a more traditional So in Zoho i want to do the same using Number 9 envelopes. These have both a return window and mail to windoow see attached image. Im just looking for best suggestions on how to get a ZOHO invoice to work, so I can mail my invoices...

• Zoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?

  Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locations

• Open Sans Font in Zoho Books is not Open Sans.

  Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

• Super Admin Logging in as another User

  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

• Next Page