Zoho CRM Mobile Apps – 2025 Year-End Recap

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.

Notes
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:

  
 
Notes
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.

Notes
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.
Notes
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.

Notes
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.

Notes
 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


    Nederlandse Hulpbronnen


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