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- Web
- Customization
- All DCs
- Feb,2025
Create formula-based criteria to stop time-based formulas from executing.
To determine how long a record has stayed in a particular stage, admins can stop a formula by setting criteria. This is applicable for formulas that are constructed using the "Now" function in their syntax.
Read more - Web
- Customization
- All DCs
- Feb,2025
Automatically refresh formula fields with the "Now" function to view real-time values
Formula fields that include the "Now" function in their syntax run computations based on the present time. However, due to technical constraints, these fields previously rendered real-time results only when the record was manually edited or updated via automated actions made to the record. The good news is that for scenarios that require constant processing of the formula, admins can now easily enable automatic refreshing for fields whenever the record is viewed.
Read more - Web
- Zia
- All DCs
- Feb,2025
Drill down into your customers' voice and derive practical insights
Obtain a list of records that contribute to a plotted value on VoC charts, look at the cohort of customers that share the same opinion, sentiment, or behavior, and devise measures to optimize their experiences right from the drilldown page.
Read more - Web
- Customization
- All DCs
- Feb,2025
Custom modules are now available in all editions
- Custom modules are now available for the Standard and Professional editions, in addition to Enterprise and Ultimate editions.
- The custom module limits for Standard and Professional edition are 10 and 25 respectively.
- The base limits for Enterprise and Ultimate editions have been increased to 200 and 500 respectively.
- User-based restrictions have been removed for Enterprise and Ultimate editions, enabling users to create more custom modules.
- The custom module count includes both organization modules and team modules.
- Web
- SFA
- All DCs
- Feb,2025
CPQ rules for custom subforms and custom modules in Zoho CRM
CPQ's capabilities have been extended beyond the default Quotes module to all inventory modules across CRM, as well as custom modules. Additionally, CPQ rules can now be run on custom subforms in a record. [Public early access]
Read more - Android Mobile App
- Customization
- All DCs
- Jan,2025
Multi-select lookup fields in the Android app
Manage many-to-many relationships on the go with multi-select lookup fields. Easily link multiple records, like events to services or products to orders, and access detailed records for each association using linking modules.
Read more - Web
- Zia
- All DCs
- Jan,2025
Catch anomalies in your sales process without configuring causative factors
If your lead is inactive, a step in your process gets skipped, or you detect anomalies in your sales cycle, you can be notified via email, Zoho Cliq, or Zia notifications.
Read more - All Ecosystems
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- All Editions
- All DCs
- Jan,2025
What's New in Zoho CRM? 2024 wrapped
Reviewing all major updates we've had in Zoho CRM in 2024, we've witnessed Copy Customization, with which you can copy CRM setups across DCs, Kiosk, where you can create and share bite-sized content directly on your CRM pages, Cadences Studio, with better follow-up process that automatically sets tasks for your agents, Canvas - giving your team the freedom to create, and finally, Client Script - for all those custom functions you want to implement.
For 2025, we’re refining workflows and scoring capabilities, streamlining the CommandCenter's usability, enhancing Kiosks and a lot more!
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- Web
- Channels
- Standard onwards
- All DCs
- Jan,2025
Business messaging using WhatsApp integration just got more contextual
In addition to associating approved message templates as automation actions, sales reps can send Meta-approved templates manually to their leads and customers as B2C chats. Also, new features like threaded replies and previewing audio messages have been added to Zoho CRM's WhatsApp for Business integration. These enhancements add clarity, convenience, and context to your outreach programs.
Read more - Web
- Customization
- All Editions
- All DCs
- Jan,2025
Accessibility controls have been added to enable users of all abilities
Individual users can leverage 18 accessibility controls to accommodate their unique needs. These new controls are designed to support users with vision impairments, motor disabilities, and those who could benefit from enhanced interaction options. Users no longer have to deal with a "standard" CRM that only works for users without disabilities. Instead, they can perform all their tasks with ease in a CRM that can be configured to match their unique needs.
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