Profile permissions for Image Validation (Zia Vision)

Admins with manage configuration permission in their profile can create and view a rule. While users with manage action permission will be able to review and approve the images and records.Read More

Manually sync tasks with projects and view project completion status

Use sync with projects option to associate tasks with respective projects. Also, view project status by clicking on the project completion status in the record's related list.Read More

Feature limit update: Calls module

Limits have been updated to:
Decimal and Percent Custom field: 15
Total number of allowed custom fields: 85

New logo for Zoho CRM and Menu Bar Enhancements

Zoho CRM gets a new logo. An 9-dot icon is added to the top Menu bar to provide users easy access to other Zoho services.Read More

Send workflow notifications via Cliq to other users aside from Cliq users and channels

Send workflow notifications to record owners, record creators, custom user fields and users from related modules.Read More

"All Tabs" displyed in the Menu bar

The 'All tabs' option is displayed in the top menu bar for users who have more than one tab groups.Read More

Introducing Workflow for Facebook and Twitter

Automate actions for leads, accounts or contacts based on their interactions on social platforms: Facebook and Twitter.Read More

Introducing grouping parameters for Chart, KPI, and Comparator

Records in Chart, KPI, and Comparator can be grouped by fiscal week, calendar week, and fiscal quarter.

Disable Business Card view

Turn off the Business card view to prevent display in the records details page. This will also restrict users from customizing the business card.Read More

Feature limit update: CommandCenter

Limits have been updated to:
Ultimate edition: 10/org
Enterprise edition: 5/orgRead More

View current record name in CommandCenter module

A record moves from one module to another to complete its journey, you can now see the record's current name based on its position in a particular module. The field "current record name" is non-editable and will change according to the record's position.Read More

Introducing grouping parameters for Chart, KPI, and Comparator

Records in Chart, KPI, and Comparator can be grouped by fiscal week, calendar week, and fiscal quarter.

Introducing Remote Sales office, a team collaboration add-on

Remote sales office is a toolkit that offers Zoho Cliq, Zoho Meeting, and Zoho ShowTime integrations with CRM in a single package. Read More

New look of record details page

The UI of the record details page is revamped to give a clearer and comprehensive view of the data.Read More

Attach files to a record from Zoho WorkDrive

Files or folders from Zoho WorkDrive can be attached to a record using the file upload field or in attachments related list and in emails.Read More

New location for placing custom buttons

Custom buttons can be placed in the utility menu. The button will be easily accessible from the module's list view and can be used to perform actions that are related to the module.Read More

Introducing migration from Maximizer CRM

Migrate data from Maximizer CRM to Zoho CRM. Read More

Approval criteria check upon resubmission

Upon resubmission of a record, the approval criteria will be validated across all the configured approval processes. If the record doesn't match any of the approval processes, it will be added to the appropriate module.Read More

Convert records on create, create/edit triggers

Records can be converted on Create, Create/Edit rule triggers apart from Edit and Field Update using Workflow Rules. Read More

Introducing RingCentral Video, WhatsApp Web, and 10 other Zoho CRM extensions

Zoho Marketplace has introduced WhatsApp Web, RingCentral Video, Google Sheets to Zoho CRM sync, Payway, Intermedia Unite, Verified WhatsApp Businessb by Woztell, CloudCTI, CallConnect, Plivo SMS, Twilio SMS, PostgreSQL Easy Sync, Kendo extensions for Zoho CRM.  Read More

Introducing edition based Data Storage limits and UI changes in Storage Space

The storage space is categorized into Data Storage and File Storage and each has its limits. Data Storage includes the records across all the modules and notes that are added to them. It also includes the data in the recycle bin. File storage includes all the images, attachments, and the documents that are associated with a record. Read More

Delete users and transfer the records owned by them

While deleting a user you can transfer all their open records, assignment configurations, and the rule-based criteria to another user.Read More

Modified sign-in process of the Zoho CRM Outlook plug-in 

The method to sign-in to Zoho CRM Outlook plug-in will use OAuth instead of Authtokens. Read More

Create validation rules using custom functions

Validate the data that is entered in CRM with another database using functions.Read More

Modify and auto populate tax rates

You can specify whether the tax rates of a product can be modified by the users and if they should be auto populated while adding it in the invoice. The option to modify tax rate is available for a period of 6 months.Read More

Synchronize event invitation from customers in Office 365

The events to which you are invited by your customers (Leads/Contacts) in Office 365 can be synced with Zoho CRM.Read More

Send emails from Zoho CRM using your company's server

Emails sent from Zoho CRM can be routed through your company's server (relay servers) to ensure successful deliverability. Using Email Relay, you can prevent email spoofing and save a copy of the sent emails directly in the relay server for future reference. Read More

Enhancements in Assignment Rules

In assignment rules, conditions can be specified for users based on which the records will be assigned. You can also specify the default user to whom the records which do not satisfy those conditions will be assigned. The availability of the user can also be checked based on the online status and shift timing before assigning the records. Read More

Identifying duplicate records during record creation

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

Find out how Zia got the answer for your question

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

View categories in Dashboards

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

Customize the CRM setup page

The existing menus and the sub-menus in the setup page can be renamed as per your preference. You can also add other applications as widgets and access them from CRM.Read More

Zoho Survey Integration

Create surveys from Zoho CRM's Campaigns module and send invitation to your leads or contacts. Read More

Zoho Webinar Integration

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

Create Parent-Child Relationship

Create a parent-child relationship between different campaigns when they take place in an order and monitor their performance more accurately. Read More

List view categories

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

UI Enhancement

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

Break Hours in Shift Hours

In every shift hour you can mention the break timings that will ensure user's availability during a particular shift Read More

Mandatory fields in Workflow Tasks

All the mandatory fields marked by the user will be displayed in workflow tasks. Also, merge field values can be entered using the # symbol. Read More

Zoho Forms integration

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

Add Data Subject Request link in your emails

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

History and more details for Data Processing Bases

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 in Mail Merge templates

Subforms that you have created for a module can be added in your mail merge template and sent to your customers. Read More

Deeper access control for Activities module

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

Enable Lead and Deal Prediction by Zia

Choose to enable or disable Lead and Deal prediction from Zia's Setup page. Read More

Assign reporting manager to contacts

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

Email authentication

Use the email authentication standards and validate your email source when sending emails from Zoho CRM via other domain. Read More

Share your CRM modules with customers

Introducing Portals in Zoho CRM that enables you to give your clients or customers access to a part of your CRM module. Read More

Enhancements in Zia Voice

While configuring Zia Voice for your Zoho CRM account, you can now simply add actions or skills from the set of six pre-defined options or pre-configure more from the scratch using the Zia Voice developer platform. Read More

Integrating CRM Events with Zoho Meeting

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

Handling data subject requests in Zoho CRM

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

GDPR compliance preferences

We have now added more settings for consent and personal data handling under the preferences tab of your GDPR compliance settings. Read More

Business Hour Revamp

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

Link Emails to Deal

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

Share Records from any module along with their related lists

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

Introducing Widgets

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

Introducing Connections

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

Enhanced Functions with easy access

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

Enhanced Sandbox with more flexible options

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

Checklists, SLAs for States and more enhancements in Blueprint!

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

A Whole New Look for Module builder

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

Introducing 'Schedule Mail at Best Time' in SalesInbox

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

Introducing Outbox Folder in SalesInbox

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

Schedule Your Emails in Zoho CRM

Set a default time after which you would like to send all your emails in Zoho CRM. Read More

Changing Record Ownership

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

Create Workflow Rules based on Record Scores

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

Updating Layout Rules

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

Assign Reporting Managers to Users for a well-defined Record Accessibility

Admin can assign reporting managers to the subordinates, which will ensure an individual's data has restricted view within the organization.Read More

Save a Draft Version of your Blueprint’s Process Flow!

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

Customize Users Layout in Zoho CRM

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

Filters for Trend Dashboards

Three new filters for Users, Time period and Frequency now replace the Trend Slider for all your Trend Dashboards. You can also select and drag a specific portion of your trend graph to zoom in and view the trend for the respective time period.Read More

Blueprint now available on the Zoho CRM Mobile app

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

Sort records in a list view based on a desired name format

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

Now associate a Social Related List to the Accounts Module

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

Use the Chrome Extension for ZOHO CRM in Gmail

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

Build templates easily with these new enhancements in the template editor

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

Log a manual call using the new Call Popup

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

Filter records based on your customers' Campaigns responses

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

Search for duplicate records within Converted Leads

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

Merge duplicate records in Zoho CRM automatically

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

Integrating Zoho CRM with Zoho Cliq

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

Introducing LinkedIn Sales Navigator Extension for Zoho CRM

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

Enhancements in Twilio integration with Zoho CRM

• 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.

Set up email sharing

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

Multiple reminder support for events.

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

Two-way task sync in Zoho Projects integration with Zoho CRM

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.

View Forecasts

You can now view the forecast details based on the target achieved count and the pipeline count in your Zoho CRM. This is applicable for forecasts based on role hierarchy and territory hierarchy. Read More

Blueprint

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

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

SalesSignals Platform

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

PhoneBridge Marketplace

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

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

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

Zoho CRM for Office 365

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

Slack Integration with Zoho CRM

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

Select all records in a custom view

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

Enhancements in the CRM Profile Permissions page

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

SalesInbox

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

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

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

Advanced filters

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

Gamescope

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

Apple Calendar Sync (via CalDAV)

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

True Mobility

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

Marketplace

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

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

Page Layouts

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

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

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

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

Record-level sharing

Pick and choose the individual records to share and get your team working on deals that require attention from multiple departments.Read More

Custom module enhancements

Custom module information will now be listed in the following places:

• Workflow alert recipients
• Webhooks
• Custom functions
• As a related module while associating field update in workflow rule configuration
• Subject merge fields (workflow tasks)
• Template merge fields (Activity modules)

Unsupported merge fields in templates

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

Configure workflow alert on event cancellation.

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

Zoho CRM for Google AdWords now available in the Professional Edition.

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 custom view introduced in the Activities module.

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

Zoho CRM Enterprise Edition now supports a maximum of 30 custom modules.

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

Pin the My Posts & Tweets section in the Social tab

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

Now upload multiple files in your web-form.

You can now upload up to 3 files in your web-form. Make sure that the file size of all three files put together does not exceed 20 MB.Read More

More Options for Scheduled Calls

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

Enhancements in Approval Process

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

More Custom Modules in the Enterprise Edition

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!

Set your own Date/Date Time format via Webhooks

Zoho CRM now offers users the option to select their desired Date/Date Time format and Time Zone during Webhook param configuration.

Zoho PhoneBridge now available in the Zoho CRM Standard Edition

Zoho PhoneBridge which was previously available only for Enterprise and Professional Editions is now available in the Standard Edition of Zoho CRM as well.

Specify Application Name for an Auth Token

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

Filters in Audit Log and Approval History

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

Mass convert Leads, Quotes, Sales Orders

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

Introducing Allowed IPs

You can now limit the access to Zoho CRM from specific IP addresses and keep your data in CRM secure. Read More

Enhancements in Plug-in for Microsoft Outlook for Windows OS

Zoho CRM Plug-in for MS Outlook (Windows) just got better with enhancements in record synchronization, editing and duplicate checks. Read More

Administrator can approve/reject records waiting for others' approval

The administrator of a Zoho CRM account can now directly approve or reject other users' records that are waiting for approval.

Phone number validation across Zoho CRM

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

Google AdWords info displayed for Visits

The marketing information section of the Visits will now capture Google AdWords information as well.Read More

Additional print options for records

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

Notes section revamp

The Notes feature across all modules in Zoho CRM has been enhanced to be made more user-friendly. Read More

Pulse functionality in Feeds tab

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

Auto-Follow Rules can now be set by Administrator

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 enhancements

Zoho Projects integration just got better with a handful of enhancements!Read More

Deleting a user from your Zoho CRM Account

The Super Admin (Primary Contact) can permanently delete a user from the Zoho CRM account. Read More

Contacts look-up is enhanced to handle multiple related accounts

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.

The User-based look-up in criteria editor has been changed to drop-down

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.

Increased rate limit for searchRecords API method

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

Zoho Survey Integration updates

Zoho Survey integration just got better with a handful of enhancements that includes automatic appending of record id in the survey url, encryption of survey urls for additional security and more! Read More

Zoho CRM for Google Ads

Zoho CRM for Google Ads 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

CRM View - A New Design Approach

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

Social Selling

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

Turn Website Visitors into Customers

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

Collaborative CRM

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

Send Surveys. Analyze Results. Increase Customer Retention.

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

Integration with Hosted PBX

Zoho PhoneBridge is now integrated with Twilio and Ringio. So you can make and receive calls from CRM, set up IVR menu configuration depending on your organization’s needs, associate activities after a call, add notes and do lots more! Read More

Create and Map Fields Easily During Data Migration

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

Significant Enhancements in Zoho Projects Integration with Zoho CRM

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

Real-time editor in Document Library

Make document revisions fun and instant with the new real-time editor in Document Library. View the changes made by your team mates and collaborate in chat with them, then and there!... Read More

Keep Track of Time with Sales Metric Reports

Timing is everything in sales! Use the Sales Metric Reports in Zoho CRM to calculate the valuable time spent on converting leads to closing deals...Read More

Introducing Business Card Scanner App

Entering business card details manually into your CRM system is not fun. Any solution that helps automate data entry is a win for CRM users. That's the idea behind the new Card Scanner app...Read More

Document Library

One of the most common requests I get from the Zoho sales team goes like this: ”I am working with a hot prospect who is evaluating our product and X & Y competitors – can you email me all the UPDATED documents asap?”...Read More