Release Notes - Zoho CRM
In the Leads module, whenever a duplicate record is entered the user will be alerted about an existing record. The record's and the record owner's name will be displayed upon hovering the 'view lead' button. If multiple duplicates are present they can be merged. Read More
Explore the path Zia took to answer your questions. You can view the module and the criteria that it applied to get you the answer. Read More
The dashboards in your CRM account can be categorized as favourites, created by me, shared with me, public, and other user's dashboards. Read More
Allow your customers to book meetings with your teams or particular users by selecting available date and time slots. Read More
Create relationships between records by associating a record with multiple records from the related list. These records can be dissociated individually or in bulk. Read More
Create events in Zoho Backstage from Zoho CRM's campaigns module and invite leads and contacts as participants. Also, monitor the performance of the event from the record's detail page. Read More
Edit the repeat configuration and reminders of a task and set custom repeat types by defining particular day, date or month of repeat. Also, send notifications while creating a task for another user or when a task is completed. Read More
Create surveys from Zoho CRM's Campaigns module and send invitation to your leads or contacts. Read More
Integrate with Zoho Webinar to create webinars from Zoho CRM's Campaigns module. You can also create polls in the webinar and view your interaction with the participants. Read More
Custom list views can be categorized as Public Views and Other Users' Views in addition to Favourites, Created by Me and Shared with Me. Read More
The line style UI is replaced with box style UI and you can type the functions directly into the currency fields. Also, while adding line items you can use inline option to add or remove items. Read More
In every shift hour you can mention the break timings that will ensure user's availability during a particular shift Read More
Using Layout Rules, you can choose to display Subforms, when the appropriate conditions are satisfied. Read More
Integrate Zoho Forms with Zoho CRM to facilitate pre-population of CRM data in your forms and adding form submissions in CRM. You can even embed the form URL in your email or email templates. Read More
You can add the data subject request link in your email or email template and send it to your customers. Your customers can raise a request using the link, which will be automatically captured in Zoho CRM. Read More
View the details of the Data Processing Basis chosen for a particular data subject. Any changes that take place in this section will be captured under Histroy, chronologically. Read More
Subforms that you have created for a module can be added in your mail merge template and sent to your customers. Read More
The activities module has been split into Events, Tasks and Calls for defining profile permission. Say when users in a particular profile work only with events, you can choose to grant access for view, edit and delete permission for Events alone and restrict Tasks and Calls. Read More
Choose to enable or disable Lead and Deal prediction from Zia's Setup page. Read More
In Contacts module use the "reporting to" field to assign a reporting manager to contact. This will ensure an alternate point of contact in case the contact is unavailable. Read More
Now you can make a call or chat with Zia, to get answers for your questions in Zoho CRM from your iPhone. Read More
While creating assignment rules, an existing rule entry can be cloned and modified to suit your needs. Read More
Now you need to have Manage Compliance Settings permission to move a record to block-list and when a record is block-listed, all the records bearing the same email address will be deleted across all the GDPR enabled modules. Read More
The user interface of the data back-up feature is revamped and you can even choose when to take backup of your CRM data. The all new Logs section will display the sequence of events in the backup files in a chronological order. Read More
You can now choose to alert users when the conditions of a validation rule are met or even when the conditions are not met. Read More
Introducing field mapping and client account mapping while setting up the Zoho Projects integration in Zoho CRM. Read More
Introducing Portals in Zoho CRM that enables you to give your clients or customers access to a part of your CRM module. Read More
Like any other custom field, you can add a file upload field to a module and start uploading documents to the records. Read More
You can now integrate your CRM account with Zoho Meeting, a web conferencing solution that will allow you to conduct events or meetings right from your CRM account. Read More
You can now add and track data subject rights inside Zoho CRM in a section called Data Subject Requests under the Data Privacy tab of your records. Based on the request type, appropriate actions can be initiated to address these requests. Read More
Introducing double opt-in in webforms, one of the best ways to get quality leads into your CRM. Once you enable double opt-in, a confirmation email will be sent to customers for additional verification. Read More
You can mark certain fields containing personal information in your modules as Personal fields for additional security. You can even set a sensitivity level for these fields as normal or sensitive. Read More
Information about your records come into your CRM from multiple sources like forms, third-party integration, import, etc. Zoho CRM will now fetch and display these sources in Data Source section under the Data Privacy tab of your records. Read More
When you choose Consent as the lawful basis for your data subjects, the consent management in Zoho CRM brings to you a readily available consent form. You can customize this form and send it via email to obtain consent from your subjects. You can also track the consent status under the Data Privacy Tab of your records. Read More
You can enable GDPR for specific modules in your CRM account like Leads, Contacts, Vendors and custom modules. You can update and track the lawful bases for records through a field called Data Processing Basis under the Data Privacy tab of your records. Read More
As a Data Processor, Zoho CRM is now GDPR compliant. There are several enhancements that will provide a streamlined mechanism for users to collect, process and store data in Zoho CRM in conformation with the GDPR. Read More
It is not mandatory anymore to have an Account in Zoho CRM to create projects. Projects can be created for Contacts that are not associated to Accounts and the email address of the contact will be used as the client in Zoho Projects. Read More
Track every small update in a picklist field with the help of picklist tracking and keep track of the traversal of the picklist value. Read More
Enhance the versatility of your CRM usage. Zoho provides the tools for a developer to create web applications, which are dynamic extensions of an application in the internet, and integrate it with the CRM. Read More
Zia helps you in keeping your CRM data complete and updated by enriching your record information with useful details such as company size, phone number or address. Read More
Customize the business hour of your organization such that it can vary on each day, create shifts to accomodate different timezones, add holiday list for each timezones and mark yourself unavailable in the CRM calendar. Read More
Avoid confusion and locate your emails easily with email to deal association. Zoho CRM's predefined prediction mechanism automatically links the emails to individual deals. Read More
While sharing individual records with other users in your organization, you can share them with or without their related lists. Additionally, records can now be shared from any module. Read More
You can now add a subform to include multiple line items into the primary form(layout) of a module.Read More
You don’t have to set up reminders manually for each activity anymore. Simply select a bunch of records and set Zia reminder. Zia will promptly send you reminders based on their respective Best time to Contact suggestions.Read More
Introducing cool new features like SalesSignal notifications, customer service statistics and a lot more for your Desk integration with Zoho CRM.Read More
You can add up to 3 users in a record with ownership privileges. The co-owners will be able to view/edit the related list of the records based on their roles in the organization. Read More
A poorly maintained set of data can cost a company in more ways than one and it's plain annoying to have to manually verify details of each record when you have more important activities to deal with. Validation rules help you overcome this problem by arresting the wrong kind of data even before it can enter CRM. Read More
Check out our brand-new edition of Zoho CRM for Developers to test robust CRM implementations, Zoho CRM-centric mobile and web apps, white labelled Vertical CRMs and CRM extensions. Read More
Add new records to Zoho CRM from incoming emails automatically by extracting information from the email content. Read More
You can now filter records in your Zoho CRM account that have been worked on or not worked on in a specified time period.Read More
Widgets in Zoho CRM are embeddable UI components that can be used to perform certain functions that utilizes data from third-party applications seamlessly. Read More
Connections is a simple authentication mechanism to connect your Zoho CRM account with any third-party application. Connections can be used to invoke any third party applications’ REST APIs and get access to your authenticated data from your functions or widgets. Read More
Functions (previously Custom Functions) can now be easily accessed from your Zoho CRM Setup under Developer Space. You can also trigger functions through REST APIs which gives the flexibility to trigger it from anywhere inside Zoho CRM or from any third party application. Read More
With the new and improved Sandbox, you can select specific changes to deploy to the production, see whether a change is qualified or conflicted before deploying, deactivate sandbox at your convenience and view a log of all the deployed changes at a glance. Read More
Module builder in Zoho CRM now has a new and improved look. It is even more easier for you to drag and drop fields and reorder sections. Read More
Module builder in Zoho CRM now has a new and improved look. It is even more easier for you to drag and drop fields and reorder sections. Read More
Zia will predict your customer's right time of contact and let you know, so that you an schedule your emails for the specified time. Read More
If you choose to send an email at the best time of the recipient, the email will be saved in the Outbox/Scheduled folder, where you can edit the email if need be. Read More
Set a default time after which you would like to send all your emails in Zoho CRM. Read More
While transferring the records to another owner, you can select from the list of open activities that you would want to transfer to the new owner. Read More
While creating workflow rules choose the record score as one of the criteria. An increase, decrease or update in the record's score will be taken in to account. Read More
When you edit a primary field used in a layout rule, if there are mandatory fields associated to the rule, these mandatory fields will be captured via a popup prompt. Layout rules will also be verified upon changing Deal Stage, closing a task and on approval of records. Read More
Admin can assign reporting managers to the subordinates, which will ensure an individual's data has restricted view within the organization.Read More
You can now save your Blueprint’s process flow as a draft. Once you are satisfied with the final process flow, you can PUBLISH your draft. Secondly, Blueprints will now have a unified version, that is, records in Zoho CRM will now follow a uniform version of a Blueprint, at a given point in time. Read More
You can customize the details filled in when you add a new user in Zoho CRM. You can add custom fields and sections specific to your organization such as ID card number, Joining Date, Qualification details and so on.Read More
Advanced filters in Zoho CRM now let you see the total number of records against each saved filter, which are updated real time. A quick snapshot of the total records in each filter will help you easily gauge the status of sales activities in your organization and also enable you to plan your ensuing actions better. Read More
The Zoho Projects integration with Zoho CRM now lets you view the custom fields you may have added in Zoho Projects right inside Zoho CRM. You can capture additional information from within Zoho CRM with these custom fields. Read More
You can now execute a Blueprint from the Zoho CRM App for iOS and Android. Simply go to the Detail View of a record within a process, tap on the Transition buttons and fill in the required information contextually to complete a process on the go.Read More
While sorting records in a list view based on names, if you prefer to have a sort pattern that is independent of the display name format, you can now set this preference under Sort Order Preferences. Besides this, you will now find a new field called Full Name under Available Columns. This is a combination of the First Name and Last Name. Read More
The Social Related List has now been extended to the Accounts module. Apart from an enhanced user interface, this update will let you associate a Facebook page or a profile to the Social Related List of a lead, contact or account. What's more you can now see the updates of your leads and contacts right inside the Social Related List by visiting their Streams. You can also see a record of social conversations with them under Social Interactions. Read More
Chrome Extension for Gmail enables you to communicate with your Zoho CRM account right inside your Gmail account. You can add new leads or contacts to your CRM Account and also add notes to your records from within your Gmail.Read More
The drag and drop template editor just got even more fun with a bunch of enhancements. You can now pick background colors using HexCodes. Tables got more flexible with ability to add rows and columns wherever you need them. You can also resize a table's column width by just dragging the border of the column. Lastly, the template content limit has been increased to 200k HTML characters. Read More
While logging a current call manually, you will now see a popup with a call timer to indicate the duration of the call and an option to pause or end the call. You can also enter a description while still on the call. Once you have completed this, the call is logged instantly and can be found in the Activities module. Read More
You can now use Advanced filters to track records based on their Campaign responses. When you filter records based on their response to your recent campaign, you will be able to approach your potential customers in a better way with a refined message based on their response. Read More
You can now establish multiple record association between two modules in Zoho CRM using a multi-select lookup field. Read More
If you think your Feeds section is getting too busy with a zillion updates, you can now modify Feeds Preferences by choosing the specific modules that you wish to receive updates from. Feeds Preferences are set by the administrator and are applicable to all users of the CRM Organization account. Read More
The Zoho Finance Suite integration now includes Zoho Inventory sync with Zoho CRM. You can now see Ordered Items, Shipment Status and the Packages Related List in the Detail page of accounts and contacts in Zoho CRM. Read More
Multiple conditions in a workflow rule help you address cases where you have clearly defined action items for the records that met the specified criteria and the ones that do not. For each rule, you can add a maximum of 10 conditions in the Enterprise Edition and 5 conditions each in the Standard and Professional Editions.Read More
Zoho CRM now presents a refreshing UI and a more seamless functionality with regards to importing/migrating sales data.Read More
When you mark a field as unique in the Leads module, you will now see an option to enable duplication check for converted leads as well. This will help you make sure that a lead which has been converted to a contact, is not added as a lead again in CRM. Read More
Zoho CRM now facilitates auto-merge of duplicate records - that is, when you run the de-duplication check for a module, CRM will now automatically merge records that are exact copies of each other. Read More
With the Zoho Cliq integration for Zoho CRM, share sales information with your peers over chat instantly, without leaving the CRM window. Automate chat notifications via workflows and get activity reminders on chat so you never miss any important sales details. Read More
Install the LinkedIn Sales Navigator extension to find your prospects on LinkedIn and connect with them right from Zoho CRM. Push CRM leads, contacts and accounts to Sales Navigator in order to follow up with them on LinkedIn. Read More
- Call queue: You can now queue up to 25 incoming calls while receiving calls via Twilio. Maximum waiting time for the calls in the queue is 25 minutes.
- Call hold, resume, and mute: Put your call on hold by clicking the Hold icon on the call pop-up. Click it again to resume your call and also mute your call, if needed.
- Call preferences: Save your preferences to easily identify your callers to your Twilio numbers while making outbound calls.
Introducing a new view for the Home page called the Customized Home page. Apart from the Classic view and User’s Home, you can now create and share a common view across roles based on what you wish your sales teams to view. Using the Customized Home Page, you can add components you wish them to look at when they log into Zoho CRM. Read More
Automate the addition of leads and contacts in CRM via Facebook, Twitter and Google+ using social automation rules. For example, set up rules so that whenever someone mentions your brand on Twitter, they get added as a lead in CRM, automatically. Read More
Sticky notes in Zoho CRM are a great way to quickly jot down details about a call, a task or any other information that needs to be easily accessible. These are personal notes and not visible to other users in your CRM account. Sticky notes are available in all Editions of Zoho CRM. Read More
Usage graphs have been added for Workflow Alerts, Webhooks and Custom Functions that display the daily or weekly usage statistics for the past 7 days. The data is displayed based on modules, workflow rules and is categorized by date. You can also filter the statistics based on its usage in Workflow, Approval Process, Blueprint, Modules and Templates. Read More
The customized view in the Home tab has been renamed as “User’s Home” and you can still add and organize components that you want to see in this view. Also, the different views in the Home tab can now be accessed from a drop-down on the top right corner of the home page. You can switch between views that you want to see from this drop-down. Read More
Automate the addition of your social media followers as leads and contacts in CRM using social workflow rules. For example, you can instruct CRM to automatically add whoever "mentions" your brand on Twitter as a lead and automatically assign the lead to your sales rep for regular follow-up. Read More
Set up your Gmail account in Zoho CRM via Gmail API, which is the best choice for authorized access to a user's Gmail data. This does not store any of the emails in third-party database providing more security and privacy to your emails. Read More
A Zoho CRM user's emails can be shared with other users in the organization's CRM account. You can choose to share all the emails, share only the emails from selected customers or keep your emails private. Read More
Zoho CRM now allows you to set reminders for every event you create. You can now set up to 20 reminders for one event. Read More
Previously, you could sync a task one way from CRM. Now tasks added in Projects will also be synced with your CRM account. Read More
Configure social media accounts from Personal Settings
You can now add, delete or re-authenticate your personal social media accounts from the Personal Settings page in Zoho CRM.
The Zoho Survey section in a record's details page was available only for the Leads and Contacts modules. Now it is available for all the modules that support an email address, including custom modules. Read More
In addition to the regular visitor tracking notification popups, you can now also watch out for green dots besides your customers' names to know if they are online on your website. This green dot is designed to appear in the List View and the Details pages of Leads and Contacts. It also appears in the Contacts section of Accounts, Activities and Deals Details pages. Read More
Blueprint is an online replica of your actual business process. With Blueprint, you can standardize your sales processes; build and execute them from within your CRM and let your team follow the same without constant monitoring. This ensures compliance from the entire team, making the process systematic and repeatable.Read More
Zia is an AI-driven sales assistant for Zoho CRM. She optimizes the CRM data through data mining and machine learning to deliver key business information such as sales predictions, suggestions and alerts. Zia helps with understanding business patterns and customer behavior proactively to deliver personalized marketing campaigns and services and thereby improve sales. Zia powered features in Zoho CRM include Best time to Contact, Trend Analysis, Macros suggestions and Workflow related notifications.Read More
You might use different apps to run your business, but now get updates from them all in one place. With SalesSignals, you can pull information from any third-party app and have it displayed inside Zoho CRM. Increase your productivity by staying updated with notifications, no matter which app they're from.Read More
Zoho CRM has now fully integrated with 14 cloud PBX and call management solutions that you can choose from, including Jive, AT&T Office@Hand, Aircall, Duocom, Vonage, and more In addition, we’re making it easier for other telephony vendors to integrate with Zoho CRM. We’ve turned PhoneBridge, previously a closed feature of Zoho CRM, into an open platform that helps telephony vendors to integrate with our apps.Read More
Conditional layouts in Zoho CRM offer an interface for you to seamlessly manage dependency between fields in a layout. With conditional layouts, you can make your layouts dynamic - that is, you can establish an interface in which, the particulars in a layout change based on a value entered previously. This helps you reduce clutter.Read More
Scoring rules help you automatically assign scores to records based on a specific set of criteria. Based on the record properties like certain fields, calls, emails, social signals, etc., both positive and negative scores points can be attributed to records which makes up to a total score. The scores help you prioritize records and focus more on the important ones. These are applicable for the Leads, Accounts, Contacts and Deals modules.Read More
We're happy to inform you that Zoho CRM now integrates seamlessly with Office 365. By installing the Zoho CRM app for Office 365, you can sync data between the two applications and have all your users, contacts, and calendars in one place.Read More
Share records or dashboard charts from your CRM to users and Channels in Slack. Notify everyone in the team instantly on sales updates like deal wins and more. Get reminders in Slack for all the activities in your CRM Calendar.Read More
As part of your sales follow-up activities, you may have to often apply certain bulk actions to all records in a custom list view. Zoho CRM allows you to select all records in a custom view at one go. And you will be able to perform the following bulk actions on the records thus selected. Forum Post - https://forums.zoho.com/topic/select-all-records-in-a-custom-view-at-one-goRead More
The mail merge templates in Zoho CRM as well as the Zoho CRM Plugin for MS Word have been improved for better user experience. You can now create mail merge templates for custom modules and also insert merge fields in the subject line of your template. Read More
The Profile Permissions page in Zoho CRM has been redesigned to give you a hassle free experience in managing user profiles. A major improvement is that the page is organized better by grouping permissions according to the order of modules and Setup categories in CRM. This enables you to find that specific permission you require easily. Read More
We have enhanced templates in Zoho CRM for better user experience and flexibility, with a few additional new features thrown in. Zoho CRM now offers you the facility to configuring your Organization Email addresses separately. This lets you send emails using email addresses representing your organization. You can also measure the performance of email templates with stats such as clicks, opens, user details and so on. Templates in Zoho CRM now have a better looking and well-organized list page. In addition to that, template management has been made easier. Read more from the forum post - Read More
SalesInbox is a one-of-a-kind email client made exclusively for your sales force. By adding deep CRM context to your emails, SalesInbox helps you prioritize your email stream, making it easy to keep on top of the most important communication. The email client also lets you organize your inbox with email filters based on CRM data, and also measure the effectiveness of your emails with email stats.Read More
SalesSignals notify you whenever your customers interact with your organization across a range of communication channels. Whether it's a missed call, a missed chat, an email click or an overdue support ticket, you'll receive real time alerts in CRM. Use SalesSignals to stay current on your customers' activities across multiple communication channels. Read More
Email insights deliver the data you need to refine your business correspondence. Measure the effectiveness of emails sent from Zoho CRM with accurate email analytics (opens, clicks, replies, bounces), email template performance stats and version history.Read More
Filter your records based on intelligent search criteria to extract valuable information from your CRM. Suppose you want to pull up any leads that haven't been followed up with yet or deals closing this month that still have overdue tasks. With advanced filters, just input your criteria and apply filter. Once you've isolated the records you're looking for, you can then perform the necessary followup actions, all from within the same screen. Read More
Make sales more fun with peer-to-peer contests for your sales team. Reward high-performers with trophies and badges. Display the names of your team superstars on leaderboards, and liven up your sales game. Read More
Enable calendar synchronization with your iOS devices—iPhone, iPad, MacBook, Apple Watch and iPod Touch—via CalDAV to maintain a single calendar for both personal appointments and official CRM events. Read More
With the new Zoho CRM mobile app, seamlessly connect with contacts, access customer information, and find everything you need to close a deal from anywhere, anytime. Keep a record of your office visits by checking in to a client's location and associating that visit with an event on the mobile app. Read More
Choose from over 50 handpicked extensions for Zoho CRM to extend the power of CRM. Improve connectivity with external applications, ranging from customer support software to online marketing tools. Read More
Sandbox is a virtual testing environment that lets companies deploy the code/designs they've developed. Test your settings—automations, customizations—in the Sandbox, and then deploy those configuration to your Zoho CRM account when you are confident they're functioning how they ought to. Read More
Set up custom page layouts within the same module to target different products/services with specific business processes. Once you have created the layouts, you will be able to choose the layout on record creation - be it via web forms, import, or third party applications (APIs). You will also be able to configure layout-specific workflows, reports and custom views. Read More
CRM Variables are pseudo-module fields that are used for storing static and reusable information in your Zoho CRM account. These CRM variables have unique set of values that can be widely used as merge fields in email templates, mail merge, and inventory templates. It can also be used as reusable authentication parameters in custom functions, Webhooks, links and buttons, Related Lists, and APIs.Read More
Schedules are automated user-defined actions that are performed through custom functions either at a particular time or on a recurring basis. Integrate your CRM data with your company’s website/intranet, any third-party applications or other Zoho Apps using Schedules. You can periodically sync up your contacts with other applications, push your CRM data to your legacy systems and also alert users about any idle leads or deals with Schedules.Read More
Zoho Finance Suite integration allows you to link your Zoho Books, Zoho Invoice, Zoho Expense and Zoho Subscription accounts with Zoho CRM. View and monitor invoices, estimates, purchase orders, sales orders, expenses, expenses reports, and subscription details within your Zoho CRM account.Read More
Integrate Zoho CRM with Zoho Finance Suite to get the sales context to your finances. On the integration of Zoho Finance Suite, you will be able to work with Zoho Books, Zoho Subscriptions and Zoho Expenses from Zoho CRM. Read More
Custom module enhancements
Custom module information will now be listed in the following places:
- Workflow alert recipients
- Custom functions
- As a related module while associating field update in workflow rule configuration
- Subject merge fields (workflow tasks)
- Template merge fields (Activity modules)
Enhancement in copy customization
Copy customization now supports the option of workflow conversion.
Now receive notifications for new mentions, posts and comments by customers via Facebook, Twitter or Google Plus.
Email integration via IMAP, which was available only for the Enterprise Edition, has now been enabled for the Professional Edition as well.Read More
Unsupported fields are those fields that no longer exist in Zoho CRM for various reasons. If you try to create an email template with the merge field values of such unsupported fields, a popup prompts you to Remove Unsupported Merge Fields before you can save the template. This is applicable for email templates, inventory templates, webhooks and workflow tasks. Read More
The BCC Dropbox feature has been extended to potentials. Now emails sent with the BCC address will also be associated to potentials related to the contact. Read More
“Social Admin” is a new permission, which when enabled, will allow a user to set up social media accounts and manage other user profiles that have access to them. In other words, a Social Admin will have access to the Social Settings.Read More
The number of custom fields available for the Enterprise Edition has been increased from 300 to 500. The individual limits for each field type has also been increased accordingly. Read More
You can now configure workflow alerts on the cancellation of an event. In the Events module, you now have an additional rule trigger called "Cancel", which can be chosen to configure a workflow alert on the cancellation of an event.Read More
Google AdWords integration with Zoho CRM, which was available only in the Enterprise Edition of Zoho CRM, is now opened for users of the Professional Edition as well. Read More
My Open Activities, a new default list view in the Activities module, displays the open tasks, calls and events of the Zoho CRM user in question. Read More
In the Enterprise Edition of Zoho CRM, each organization account will now get one additional module for every 10 additional user licenses over and above the minimum default of 10 modules. Read More
You can now pin the My Posts & Tweets section along with the other default streams in the CRM view of the Social tab. Read More
You can now categorize projects in Zoho CRM. While creating a project you can select a group that the project belongs to. Read More
You can now share a macro that you have created, with other users. Besides this new feature, managing macros gets a new and improved UI. Read More
So far the name field of a custom module could only be a Text field. Now it can be an Auto Number field as well.Read More
Zoho Motivator, a gamification solution aimed at maximizing revenue and driving team engagement can now be integrated with Zoho CRM. Sales reps can participate in sales contests, meet sales targets and showcase their performance to managers and peers. Read More
Scheduled calls can now be rescheduled, marked as completed or cancelled. These options are available in the call’s details page, list views, related lists, reminders, calendar as well as the Home page’s Activity component. Read More
You can now act on the records submitted for approval from the respective record’s details page itself rather than from the Approvals tab. An option to Respond (Approve, Delegate or Reject) is now available in the details page of a locked record.Read More
The number of custom modules in the Enterprise Edition has been increased from 5 modules to 10 modules. Start creating your custom modules right away!
Zoho CRM now offers users the option to select their desired Date/Date Time format and Time Zone during Webhook param configuration.
Zoho PhoneBridge which was previously available only for Enterprise and Professional Editions is now available in the Standard Edition of Zoho CRM as well.
Zoho CRM now allows users to enter an Application Name for generating an Auth Token. The Application Name is useful in easily understanding the purpose of generating the Auth Token and differentiating Auth Token generation across different applications. Read More
If you find that the Custom Functions Gallery does not have a pre-defined custom function to suit your requirements, you can post your specific needs to us. This can now be done from your Zoho CRM account itself while you configure custom functions.
You can now automatically push CRM users to your Survey account easily during configuration. Even if you have not prepared a survey email template, you can directly select and send a survey to a customer from the Compose Email popup. In addition to this, you can create, send and attend a survey from the Zoho Survey related list. Read More
The user interface for web form embedding options has been improved for ease of use. You can simply select from Source Code, Embed or iFrame format and paste the code on your website. If required you can also choose to track Google Adwords information of the incoming lead/contact via web form.Read More
Records that were not added in a previous synchronization will now be marked as 'Ignored' during previous sync and will automatically be unchecked. This way you easily know which records were not synchronized previously and you don’t have to uncheck them manually every time you sync records. Also, Contacts/Tasks/Calendar Synchronization details are now presented to you in three categories – To Add, To Update and To Delete for better clarity.
From the exhaustive list of entries in the Audit Log, you can find out the required information using filters. Filter data based on entities, users, actions and time. The same set of filters is also available to filter entries in the Approval History. Read More
There is a limit to the number of recurring tasks that you can create in bulk for records from the list view. The limits are specific to Daily, Weekly, Monthly, and Yearly repeat options. Read More
Workflow Tasks are triggered when the associated Workflow Rule is executed. These tasks have the option to set reminders which is now available for users in the Standard Edition of Zoho CRM.
While specifying Age in Days it lets you filter records based on a past date in terms of the number of days. Due in Days will let you do so based on a future date. Be it a potential that is going to close in the next 8 days or a task that is to be completed in the next 6 days, you can view them using the Due in Days option. Read More
You can now convert multiple leads into potentials at the same time. Not just leads, but you can also mass convert quotes and sales orders in a single shot. Besides mass conversion, you can also automate conversion of records by using workflow rules. Read More
Zoho CRM Plug-in for Microsoft Outlook (Windows) automatically synchronizes Event attendees from Microsoft Outlook to Zoho CRM. Similarly, when an event created in Zoho CRM is synchronized with Microsoft Outlook, the participants are added in Microsoft Outlook as attendees.Read More
The Report Scheduler limitation has been increased from 40/organization to 20/user for all paid editions. Organizations can have a maximum of 100 schedulers per day. Also, only the Report Scheduler Owner can edit/delete/view report schedulers.
You can now limit the access to Zoho CRM from specific IP addresses and keep your data in CRM secure. Read More
Zoho CRM Plug-in for MS Outlook (Windows) just got better with enhancements in record synchronization, editing and duplicate checks. Read More
True to their name, custom modules can now be customized even further with respect to their emailing options. You can now send/schedule mass emails, use email opt out option and set auto-responders! Read More
Customization of some special fields has gotten easier with a set of new enhancements in the user interface. Link customization has also become easier with an new modification in setting permissionsRead More.
The administrator of a Zoho CRM account can now directly approve or reject other users' records that are waiting for approval.
Phone number validation has been introduced across all modules in Zoho CRM. Any phone number entered will be validated and accepted only in the correct formats to ensures that your database does not accumulate junk.Read More
The marketing information section of the Visits will now capture Google AdWords information as well.Read More
Additional options aside from the default print option have been introduced for all records across modules. These are Mail Merge, Email Templates and Inventory Templates.Read More
The field labels of default fields in custom modules are not usually editable. But the Module Name field label can now be renamed. Read More
We have added more options in the list of date and datetime criteria for your easier selection. Read More
Zoho is reaching it’s 10th year in the market and to celebrate this occasion, we are offering 10 users free forever in our Free edition. Read More
Remember the cool functionality to keep track of Inactive records and Records followed by You that you had in the Pulse tab? They are back in the Feeds module now as 'Untouched Records' and 'Followed by me' options.Read More
As part of retaining the best features of Pulse, we have brought back the administrator's ability to set auto-follow rules for other users in the Feeds module.Read More
Zoho Projects integration just got better with a handful of enhancements!Read More
The Super Admin (Primary Contact) can permanently delete a user from the Zoho CRM account. Read More
While creating/editing record in any module, the contact look-up popup now displays "contacts related to the Account1", "contacts related to the Account2" and "All contacts" to choose from. Also, its just enough if you hit the 'Enter Key' to get search results instead of GO.
While editing/specifying a criteria, Account Owner/Created by/Modified by selection used to happen from a look-up popup. Now this has been changed to a drop-down. Also users are listed in the drop-down along with their photo and a check-box so you can now select multiple users at the same time.
The rate limit for searchRecords API method has now been increased. Previously, the limit was 20 calls per minute and this has been now increased to 60 calls per minute.Read More
Custom Functions in Workflow Automation now supports free-flow scripting as well. Also, while configuring a workflow rule trigger based on a date-field value, the limit for rule execution has been extended from 20 days to 90 days.Read More
Update the list prices of products under one price book in one shot using the Import List Price option.Read More
Earlier you could assign records to territories only based on an account rule. Now, you can assign records to territories based on a potential rule as well. Read More
Earlier you could assign records to territories only based on an account rule. Now, you can assign records to territories based on a potential rule as well. Read More
You now have an option to lock a workflow rule that you have configured. This way, you can ensure that a rule cannot be changed even by mistake. Read More
We've introduced searchRecords, getModules and getDeletedRecordIds Methods in Zoho CRM API. Read More
Now you can configure a set of criteria so that the records that meet these criteria are automatically submitted for the approval of users selected. Read More
Easily find the best hotels and the best offers while arranging accommodation for your teams directly from Zoho CRM. The feature is powered by TravelNow, the Expedia Affiliate. Read More
Inventory modules in Zoho CRM have been improved to be more user-friendly. The Product Details section has been revised. Read More
Zoho CRM Plug-in for Microsoft Outlook has now been extended to Mac users as well. You can now synchronize contacts, calendar events and tasks from Microsoft Outlook to Zoho CRM, associate Microsoft Outlook inbound and outbound emails with Potentials in Zoho CRM. Read More
When you create a Text Area field for a module, you can now choose between two options with respect to the character limit – ‘Small’ Text Area and ‘Large’ Text Area. Read More
The minimum limit for API calls has been altered. Now you can enjoy more API calls without having to upgrade. Read More
Zoho CRM for Google AdWords allows you to measure a customer's journey from the click to the conversions. It pulls the AdWords campaigns data into CRM, and exports the offline conversion data from CRM to AdWords. This integration also provides you with the ROI of each ad campaign, giving you a clear picture of the campaigns to invest and the ones to discard. Read More
The CRM View intelligently scans your customers according to their stages in the sales cycle. It’s categorized based on the leads, customers and potential customers, which gives you a fair idea of the activities that demand your attention. The CRM View is going to be available across all the modules, starting off with Activities, Social and Visits. Read More
With the new Social tab, you can listen to customer conversations over social media and engage with them right from your CRM account. The CRM View for Social helps you identify which tweets and Facebook posts are coming from existing customers, from prospects and from unknown contacts. So now you can easily connect with prospects and build better customer relationships without leaving your CRM account.Read More
Website visitors are the hottest prospects for any business. And with Visitor Tracking, you can turn more website visitors into qualified leads. Visitor Tracking gives you complete visibility into the online activities of your customers and prospects such as the pages navigated, the duration of each website visit and the actions performed on each page. With CRM View for Visitor Tracking, you can prioritize your prospects list and plan your conversations before contacting them. Read More
Feeds give you instant insights into what’s happening in your sales pipeline. It takes Sales Tracking to the next level by allowing you to follow prospects that matter the most to your business. A centralized location for communication, Feeds give you the flexibility to work as groups, share attachments, send direct messages and to post statuses.Read More
You can now regularly schedule surveys, automate and distribute them right from Zoho CRM. The survey results are shown contextually within CRM, giving you better insights on the customers’ needs and to chart out an effective strategy for customer retention. Read More
Zoho Support Integration is now extended to all paid editions of Zoho CRM. Read More
Enjoy 2 free data backups per month in paid editions. Want more? You can always get more data backups by paying $10 per request. Read More
Zoho CRM mobile app is now free for all customers on any edition. Enjoy complete functionality (read and write access) to the mobile apps, irrespective of the edition.Read More
Choosing a dynamic value for task's Subject field in your Workflow Tasks and Macros just got easier with Merge Fields support.Read More
We have now upgraded the file storage plan for all organizations irrespective of the edition.Read More
Migrating data from other CRM systems into Zoho CRM got even more easier! Zoho CRM automatically identifies f ields that are not mapped but available in your import file and you can create them easily during the migration. Read More
Create your Zoho Projects Portal, set permission for profiles, enable client account mapping, track and manage your project details - all from within Zoho CRM. Read More
Get the detailed list of records that were added, updated, and skipped, along with the records' row numbers. Rollback button is now renamed as 'Undo the Import' and you have a lock icon instead of the confirm option.Read More
You can now trigger workflow rules based on the 'Date Field Value'.Read More
It's now easy to access the most used list view with the new categorization. The list views are classified as 'Created by Me', 'Shared with Me' and 'Favorites'. Read More
While specifying a criteria for a pick-list field, you don't have to enter the value manually. The values are auto-populated so you just need to select a value from the list. Read More
With the new UI and navigation, you can now get a clear view of the daily, weekly, and monthly events. You can view events for individual users, groups, and territories. That's not all, you can create events, send out invitations, track RSVPs and much more!Read More
Large organizations with complex sales structure usually organize their sales team across product lines, geography, customer size, etc. If your organization follows any of these sales structures then Territory Management helps you manage sales across your organization effortlessly... Read More
Every business has a set of requirements that may not fit into the standard modules, such as leads, accounts, contacts, potentials etc. Custom Modules allows you to develop new modules without programming skills and seamlessly integrate with core CRM modules... Read More
Automatically push the CRM data to external Apps through a custom function from Deluge Script builder, so that you can retrieve useful information instantly and make the customer record better... Read More
Listen to and engage conversation with customers from your company's Facebook and Twitter accounts within Social tab. Every time a customer writes on your company’s Facebook page or mentions your @handle in Twitter, those interactions will be captured for your sales team just like emails... Read More
Web form for Leads, Contacts and Cases just got better with WYSIWYG editor, Captcha, file upload and much more. Create professional-looking web forms, publish them in Zoho Sites, WordPress, Googe Sites, Joomla based sites... Read More
You can now send campaigns from Zoho Campaigns using your Zoho CRM's mailing list. Plan, execute and extract specifics on how many emails were delivered, opened, unopened, clicked, etc. from CRM and benefit from the powerful integration. ... Read More
Pull in any customer related information from custom apps and third-party applications and get a holistic view of your customer's information right within Zoho CRM...Read More
Missing out on important customer emails while on the go? MailMagnet users can now receive their customers' emails inside Zoho CRM mobile app without fiddling with their phone's email settings...Read More
Have time to kill after a meeting is cancelled with a customer? Turn a lost opportunity into a winning potential by finding nearby customers on the go. The customer locations are displayed on the map from where you can get the driving directions to the customer's location...Read More
Connect with your customers even better right from within your CRM account. What’s more, you can tweet, reply to tweets, retweet or favorite recent tweets of your prospects. So how does this help you increase sales? Here are a few ways... Read More
Earlier, workflow rules were triggered if records were individually modified. Now, Workflow Rules will also be triggered for records that have been modified using Macros and Mass Update functions... Read More
Zoho Campaigns, the latest addition to the Zoho Suite, is tightly integrated with Zoho CRM. You can execute your email campaigns and also keep track of the responses...Read More
On a plane, at a remote location or travelling by car? You can stay in complete control of your business anywhere, anytime with the Zoho CRM native App for iPad...Read More
The Zoho Reports Integration supplements the established reporting engine in Zoho CRM with BI and advanced reporting capabilities. You can now visually analyze your CRM information, by creating insightful reports and dashboards using a drag and drop interface...Read More
Your CRM and Accounting software must support the sales transactions & receivables/payable in multiple currencies due to Government regulations or business model. Keeping in mind the business needs of companies who deal with global currencies, we at Zoho CRM offer complete support for multiple currencies...Read More
Access customer data from your Android phones with the Zoho CRM native application for Android...Read More
As a Zoho CRM User, you can now create custom links that help you use your customer data in an efficient manner. You might depend on other online Apps for information – like Zoho Support for tracking your Customer Support Requests. By defining custom links, you can navigate to the required service directly from your CRM account...Read More
While you’re looking up this ‘important prospect’, you may want to get a quick view of the deal – like the stage, the probability, the expected revenue and the closing date. Now that the Summary View is a part of the Pulse page, it is easy to see more details about any record that you’re following...Read More
Communicate with third-party applications by sending instant web notifications every time an event occurs... Read More
Associate LinkedIn profiles of your leads and contacts inside Zoho CRM. You can view their profiles and also comment on profile updates... Read More
Introducing Zia Voice
The first conversational AI for sales teams
An interactive CRM is all you need to make your business smarter. The first conversational AI for sales teams, Zia Voice lets you talk to your CRM through voice or chat. Get access to CRM information that's timely, contextual, and available, right when you need it.
The Even Smarter Zia
An assistant you can always count on
An assistant is someone you can always count on. Your CRM assistant should be no different. Zia can now predict your lead or deal closures, read email sentiments, and alert you to use the best time to contact a prospect, which she has suggested. What's smarter? She also intelligently analyzes the performance of your workflow automation, provides a dashboard that has intelligent components, helps you map your current trends as compared to expected results, along with auto-populating lead information in your CRM, so you spend less time on data entry.
- Lead and Deal Prediction
- Email Sentiment
- Workflow Anomalies
- Anomaly Detector
- Data Enrichment
Blueprint: Sell on Time. Every Time
With SLA and Checklist enhancements
Time is money, especially when you're making a sale. Blueprint in Zoho CRM helps you build and automate your sales process just like you designed it. Blueprint's newest functionality? The ability to mark all tasks complete before salespeople move to the next stage along with specifying the time a record should be in a particular state for.
A smarter dashboard for your business
Zoho CRM's user dashboard gets a brand new interface, with the addition of 5 new analytical widgets that will redefine how sales teams draw business insights. Get your own customizable dashboard that will help you track sales metrics and visualize key performance indicators. Stay on top of sales trends by detecting anomalies in your sales cycle, or compare peer-to-peer performance or deal closure cycles with the help of the Spot Comparator.
- Target Meter
A true self-service platform for CRM
Keep your sales team close, and your customers closer. With access to all past purchases, cases, and invoices, Portals allows your customers, vendors, and partners to make more informed buying decisions.
- Customer Portal
- Vendor Portal
A hyper-customization platform for businesses of all types
One of our biggest releases this year for Developers, CRM administrators, and IT implementors. Catalyst, a hyper-customization platform, allows you to build custom applications on your CRM platform and replicate your unique business needs and processes.
Build customized mobile applications based on your specific roles and needs, with CRM data.
Create your own version of web applications that reflect your business requirements.
Distribute mobile apps to your team created through mobile SDKs.
Use Zoho's infrastructure to run any code,
without having to worry about physical hardware or server administration.
Build your own UI components that not only fetch contextual information from external sources, but also work with Zoho CRM's data.
Paint your own CRM view
Your traditional data arrangement with CRM gets a twist. Customize the List View of your Zoho CRM account with the industry's first-of-its-kind view. Add images for easy identification, use custom buttons to create fields of your choice, and get your view completely customized based on your business needs.
View related CRM data from a single place
Simplify the way you view CRM information with Subforms in Zoho CRM. View the entire order history of a single customer, in one single place.
Make CRM speak the language you do
With Translations, your CRM information is available to your team in the language they're most comfortable with, keeping that local flavor of every business intact.
Ensure the right data flows into your CRM
Frame different rules for different modules and fields, along with error messages that should show up when invalid data tries to enter your CRM.
Your data is safe with us
Zoho CRM uses one of the strongest encryption standards, AES-256, to encrypt your data. This means your data is protected from outside access, and can be read only if decrypted. By encrypting your data that's stored in Zoho CRM, we prevent any possible security leaks or breaches to your data.
Zoho Meeting and GoToMeeting
For effective virtual meetings
Set up web conferences to follow up with clients inside CRM. Every new event, or meeting, contains a details page in Zoho CRM, where your team can access the audio-video recording of the conference and relevant documents shared during the meeting.