Introducing Zoho CRM For Everyone

Introducing Zoho CRM For Everyone

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

    • Zoho CRM: how can I control which contacts to sync with Outlook?

      I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.

    • ZohoSign and ZohoBooks Integration/Workflow

      Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one

    • Manage monthly tasks with projectsf

      Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will

    • Zoho Suite is very slow

      Since today Zoho is incredibly slow over all applications! What's going on?

    • How can I track which zoho users are actively using Zoho CRM

      I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity

    • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

      When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working

    • Combine and hide invoice lines

      In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design         $1000 (total of lines below, the client can see this line) Graphic Design           $600 (hidden but entered to reporting and

    • Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

      Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,

    • The Social Wall: August 2025

      Hello everyone, As summer ends, Zoho Social is gearing up for some exciting, bigger updates lined up for the months ahead. While those are in the works, we rolled out a few handy feature updates in August to keep your social media management running smoothly.

    • Change scheduling emails time

      When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, Glenn

    • Transaction Locking with the dynamic date

      Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today

    • Zoho Devops

      We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing

    • Fuel up your sales with the Zoho SalesIQ + Bigin integration

      Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's

    • Add a 'Log a Call' link to three dot icon in Canvas

      Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and

    • Introducing AI-powered Assessments & Zoho's native LLM, Zia

      We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring

    • Ability to Reset Visitor Fields During an Active Chat Flow

      Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd person

    • External ID in Zoho CRM

      Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need

    • Some emails are not being delivered

      I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and

    • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

      With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find

    • Template modifiactions

      Hello, I am struggling with the templates in ZOHO Books. Especially with the placement of some items, like company address, ship to, bill to etc.  For example: One item I like from template X (placement of ship to and bill to next to each other in the

    • Aggregating the First Value in the Group By of a dataset

      Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.

    • Admin Control Over Profile Picture Visibility in Zoho One

      Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture

    • Track Zoho Campaign and Workflow sales impact

      I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchase

    • Tables for Europe Datacenter customers?

      It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

    • What is a line break code for zoho?

      Hi, I am archiving data by adding values from a single line field from one form to a multi-line field in another form. So I need a code/function that starts a new line on that multi-line field so it does not just keep adding it on the same line. Example, doing something like this means that it will be on a same line. archive.field1 = archive.field1 + input.Field1 I need a code so the input.Field1 can just start on the next line. Instead of "value 1, 2,3,4,5" It will be: "1 2 3 4 etc.".  something

    • Automatic Project Owner change

      Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from team

    • Button to add product to cart

      Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?

    • Problem with Submit Button Design

      I have made a template to apply to my forms and under the button controls, I have it set to "standard" and yet it's still filling the container. This is super frustrating and looks weird. Why do we not have full control over button size? How can I fix

    • Zoho CRM- Authorize your Microsoft Teams account issue

      Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message each

    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

    • Is there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM

      My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has some

    • Bank charges are applied. Please select a bank account.

      Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdown

    • Kaizen #207 - Answering your Questions | Advanced Queries using COQL API

      Hi everyone, and welcome to another Kaizen week! As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requests

    • Présentation de SecureForms dans Zoho Vault

      Soyons francs : demander à quelqu’un de transmettre un mot de passe ou des informations sensibles n’est jamais une tâche facile. On attend, on relance, parfois de nombreuses fois. Et quand l’information arrive, elle se retrouve souvent dispersée dans

    • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

      Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

    • Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)

      Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,

    • Sales order & purchase order item links for item details

      This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,

    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

    • Zoho Workdrive - Communication / Chat Bar

      Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague

    • Introducing Profile Summary: Faster Candidate Insights with Zia

      We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

    • Next Page