Release Notes
FEB/2023
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2024
Nov
Create category columns in reports
Drawing context from reports with large data sets can be challenging and time-consuming. By creating category columns, you can easily organize report data into groups or categories for quick inference and analysis.
Read moreOct
Gain full visibility with the new CRM activities homepage component
The activities homepage component offers a consolidated view of all your activities in the CRM system. This boosts visibility, ensures smoother task management, and drives more effective use of the CRM system.
Read moreConduct root-cause analysis using negative triggers from customer responses in VoC
By correlating negative triggers with lost deals and churned customers, VoC can retroactively identify triggers that caused loss. Furthermore, users can subject findings to a thorough analysis of this loss via custom charts.
Read moreEmpower portal users with access to specific records in the database
In addition to exposing portal users to personal and related records, administrators can expose records with desired attributes in related modules by defining criteria. This targeted record sharing along with clients' direct information elevates portal users' self-service experience.
Read moreMore flexible validation in CRM
New configuration options have been added to validation rules for increased flexibility. With these options, you can quickly validate individual fields, allow the record to be saved with an alert, and decide where the error messages will be displayed.
Read moreDynamic Display support for Zoho CRM for iOS
You can now customize the fields that appear in your list view for each module. Choose up to nine fields for each module and organize them into headings, subheadings, and items. You can also adjust display options like adding images or actions. This makes it easy to quickly access the key details you need, right from your list view.
Read moreAppend or replace tags while importing records
CRM users can append or replace tags in the system by adding them to a spreadsheet and importing the spreadsheet to overwrite existing tags.
Read moreAdd multiple records to a subform via lookup
Users can now add multiple entries to subforms at once using the 'Add multiple rows' option via lookup, simplifying data entry. A pop-up allows selection of multiple records and editing of column values before adding them to the form. This feature speeds up processes like quote creation by enabling efficient association of multiple products.
Read moreSep
Saved filters in Zoho CRM iOS app
Users can now access saved advanced filters in the Zoho CRM iOS app to make finding specific records easier. These advanced filters, created and saved in the Zoho CRM web version, allow users to filter records based on criteria such as record actions, notes, email status, fields, and more. For example, a sales rep can instantly filter leads with recent notes and high deal values to ensure efficient follow-ups while on the go using saved filters.
Read moreCustomizable Kanban Views for Activities modules
Kanban views in the Activities modules (Meetings, Calls, Tasks, and Appointments) are now customizable. Users can select a picklist field to organize their boards based on their business needs, providing greater flexibility. The new Kanban view replaces the system-defined version, ensuring a more user-defined experience across all Activities modules.
Read moreUpgraded Java SDK supporting V7 APIs to version 4.0.0
Updated the data type of threadId from Long to String in the Email class of Email Related Records.
Read moreUpgraded Java SDK supporting V7 APIs to version 3.1.0
Added a new delete field in the PickListValue class of the Fields API.
Read moreUpgraded Java SDK supporting V7 APIs to version 3.0.0
Updated the data type of IDS from Long to String in the RemoveTagsFromMultipleRecordsParam class.
Read moreAggregate and analyze customer feedback in German, Spanish, and French
In addition to processing customer feedback in the English language, VoC is equipped to process emails, survey responses, desk tickets, record notes, and social media mentions in German, Spanish, and French.
Read moreFile storage for new CRM signups is now powered by WorkDrive
The Documents tab is the central repository where all business-related documents are stored, organized, and shared across your organization. Previously, it was powered by Zoho Docs. It is now powered by Zoho WorkDrive. Apart from a more modern UI, users can now connect their CRM org with a current or new WorkDrive account, access this connected WorkDrive account seamlessly through the Documents tab, and view attachments in pre-defined folders in the record owner's My Folders section.
Read moreAug
Configure Zia to compute and compile personalized performance decks for CRM users
To measure the productivity and performance of their whole organization, a specific team, or individual users, sales managers instruct Zia to generate personalized insights. They can let Zia select the data itself or indicate which module Zia should assess.
Read moreAccess fine-grained reports using the new quick-view filter
The quick-view filter allows CRM users to filter the processed report using fields from the participating records. With this ability, they can derive granular and contextual results, on-demand.
Read moreZoho CRM SDKs upgraded with v7 API support for Java, PHP, Node.js, Python, TypeScript, Ruby, Scala, and C#
Upgraded our SDKs to support the v7 APIs and added support for the following new APIs: Export Audit Log, Cadence, Record Clone, Duplicate Record Check, Data People Enrichment, Data Org Enrichment, Mass Delete Tags, Picklist Option, and API Fetcher.
Read moreUpgraded Python SDK supporting v7 APIs to version 3.0.0
Updated the Fields meta error response handling in Utility class.
Read moreUpgraded Python SDK supporting v6 APIs to version 8.0.0
- Updated the Fields meta error response handling in Utility class. - Added support for multiple field update operations in the FieldsOperations class.
Read moreUpdated pricing for portal user licenses
The new slab-based pricing model reduces your per-user costs as you add more users, offering you a more affordable way to expand your portal and support your business growth.
Read moreFacilitate business processes by mandating Kiosks in your Blueprint's transition settings
Multiple enhancements to Kiosk. 1) Add Kiosks as a mandatory action in your Blueprint's transition settings to create a more streamlined approach to process execution. 2) Publish Kiosks directly from your Kiosk studio, Add Kiosks to a record's detail view and Create more Kiosks depending on your CRM edition
Read moreZoho CRM V7 API Release
Zoho CRM version 7 APIs are now available, featuring a range of new APIs and updates to the existing ones. New additions include the Records Clone API, Export Audit Log API, API to list available APIs, Picklist Values API, and more.
Read moreZia field predictions now include clear labels and a list of critical fields to improve prediction quality
Users will now see predicted value and probability score as separate entities with clear labels. They will also see critical fields that can be filled to improve prediction quality. This helps users understand and improve field predictions before using them to inform their decisions.
Read moreRecycle Bin APIs in Zoho CRM
Users can now retrieve and delete records from the Recycle Bin using our newly introduced Recycle Bin APIs. These are available starting from V6.
Read moreThe character limit on display for multi-line fields in reports is being constricted
The content length in multi-line fields participating in a report is being constricted to 255 characters to avoid disproportionate UI and to mitigate technical processing issues.
Read moreJul
Assign records based on users' role in an organization
Administrators can create assignment rules based on the role of users in the CRM organization using the qualifiers: ""belongs to role"" and ""does not belong to role."" This addition will increase the flexibility in queue management.
Read moreOptional Field Support for Blueprints on iOS
With this update, users can now use optional fields in blueprint transitions on iOS. Users only need to fill out mandatory fields right away, while optional fields can be completed later or left blank. Use the "Save as Draft" option to save your progress even if not all fields are filled. An alert will notify you if any mandatory fields or checklist items are missing.
Read moreManage Workloads with Assignment Threshold Alerts on iOS
Zoho CRM iOS app has introduced support for Assignment Threshold alerts. When users exceed their record limit, they will receive an alert on their iOS device notifying them that they have reached their threshold. This helps ensure tasks are evenly distributed and prevents overload.
Read moreIdentifying and merging duplicate records during lead conversion on iOS
Now, when converting a lead into a contact, account, or deal, the system will automatically check for existing records using unique fields and system-defined fields like email address, company name, and lead name. If a match is found, you’ll be prompted to merge the lead with the existing record, preventing duplicate entries.
Read moreVoice-to-text feature for notes in the Zoho CRM Android app
Users can now dictate notes directly into the Zoho CRM Android app, making it easier to capture and manage information on the go. This feature streamlines note-taking and enhances efficiency by enabling you to add details hands-free.
Read moreMark actions as optional in blueprint transitions
CRM blueprints can now include optional fields in stage transitions, allowing for more flexibility in meeting various process needs. This enables users to proceed to the next stage even if the optional fields aren't filled.
Read moreSetup multiple auto-response rules to customize webform responses in an enhanced UI
1) Create and activate multiple auto-response rules per module to send customized responses to various webforms. 2) The enhanced Auto-response UI now allows you to create and reorder rules in a more straightforward and efficient manner.
Read moreDiscover and manage duplicate images with Zia Vision
The Duplicate Image Detection feature in Zia Vision helps you identify duplicate facial images within your CRM records. After identification, you can upload a new image or mark the detection as incorrect.
Read moreUpgraded Java SDK supporting v6 APIs to version 6.0.0
The rollup_summary datatype is now supported in the Records module.
Read moreUpgraded Java SDK supporting v6 APIs to version 5.0.0
You can now perform multiple field update operations simultaneously in the FieldsOperations class to enable users to update more than one field in a single request.
Read moreUpgraded PHP SDK supporting v6 APIs to version 4.0.0
You can now perform multiple field update operations simultaneously in the FieldsOperations class to enable users to update more than one field in a single request.
Read moreAssign records based on users' roles in an organization
Administrators can automate record assignments based on which role each user in their organization belongs to. This user-based assignment expands the scope of record assignment and adds efficiency in queue management.
Read moreUpgraded Python SDK supporting v6 APIs to version 7.0.1
The rollup_summary datatype is now supported in the Records module.
Read moreUpgraded Python SDK supporting v6 APIs to version 6.0.1
Addressed and fixed an issue affecting FileStore functionality in Windows OS.
Read moreUpgraded PHP SDK supporting v6 APIs to version 5.0.0
The rollup_summary datatype is now supported in the Records module.
Read moreIntegrate MS Teams with Zoho CRM for faster collaboration
Organizations that rely on MS Teams can benefit from Zoho CRM's integration with it. Once enabled, users can share CRM records and dashboard components with users or channels, get automatic notifications for CRM events, and access CRM data (Leads, Contacts, Accounts, and Deals modules)—all in MS Teams.
Read moreCPQ now supported in Zoho CRM's sandbox
CPQ functionalities, including Product Configurator, Price Rules, and Guided Selling, are now available in Zoho CRM’s sandbox environments. This enhancement enables you to create, test, and validate CPQ settings in a controlled sandbox before making them live.
Read moreEnhanced wizard creation and summaries in Zoho CRM
To ensure the accuracy and consistency of data entry, you can now effortlessly generate wizards (by selecting sections and fields from a layout) and view a comprehensive summary of all entered data before finalizing it.
Read moreJun
Distribute VoC charts and collaborate with peers at ease
In addition to editing and deleting, users with access to VoC charts can perform a range of actions using the following new controls: cloning, sharing, printing, embedding, and downloading.
Read moreCRM sandboxes now support Services and Appointments modules
You can now enable the Services and Appointments modules in your CRM's sandbox, test them, and then deploy them to the production environment.
Read moreSubform permission sync for Android
Permissions set for subforms in the Zoho CRM web version are now reflected in the Android app. Users will only see and interact with subform sections according to their assigned permissions (i.e., view, edit, create, delete).
Read moreAnalytics support in Zia for Android
Zia now supports detailed analytics on Android devices, enabling users to request and receive instant insights into any analytics component directly from their mobile devices. This enhancement provides access to crucial data and helps users make informed decisions on the go.
Read moreAnalytics support in Zia for iOS
Zia now supports detailed analytics on iOS devices, enabling users to request and receive instant insights into any analytics component directly from their mobile devices. This enhancement provides access to crucial data and helps users make informed decisions on the go.
Read moreUnified date format sync for iOS
Changes made to the date format (dd-mm-yyyy) on the Zoho CRM web version will sync automatically with your iOS app.
Read moreDynamic value selection in assignment rule criteira
As part of defining assignment rule criteria, and in addition to filtering records using static values, admins can now also instruct CRM to fetch dynamic values for filtering from specific fields in a given record.
Read moreEnhanced duplicate check for leads in CRM
Users can now check for duplicate leads directly within the Contacts module. Previously, only converted leads could be checked for duplicates, so if a pre-existing lead was added directly to the Contacts module, it could slip through as a duplicate entry. With the enhanced duplicate check, you can now ensure accurate data management and eliminate duplicate leads in the Contacts module.
Read moreNew extensions for Zoho CRM
ABR Merge Duplicates for Zoho CRM, Google Address AutoComplete for Zoho CRM, WebAmigo - Lead Enrichment for Zoho CRM, and more.
Read moreUpgraded Java SDK supporting v6 APIs to version 4.0.0
- Updated field datatypes: "percentPartialSave" in Blueprint Transition, "convertMapping" in Blueprint Field, "id" in Record FileDetails and Record ImageUpload, and multi_user_lookup type fields in Record. - Added support for Record Field API Name and datatype. - Introduced new fields (createdTimeS, modifiedTimeS, createdByS, ownerS, and modifiedByS) in the Record FileDetails class. - Added new "type" and "ownerId" parameters in the EmailRelatedRecordsOperations class constructor.
Read moreUpgraded PHP SDK supporting v6 APIs to version 3.0.0
- Updated datatypes for "percentPartialSave" in Blueprint Transition, "convertMapping" in Blueprint Field, and multi_user_lookup type fields in Record, - Added support for Record Field API Name and datatype. - Introduced new fields (createdTimeS, modifiedTimeS, createdByS, ownerS, and modifiedByS) in the Record FileDetails class. - Added new "type" and "ownerId" parameters in the EmailRelatedRecordsOperations class constructor. - Introduced new "id" and "name" parameters in the GetDownloadAttachmentsDetailsParam class.
Read moreUpgraded CSharp SDK supporting v6 APIs to version 7.0.0
- Updated datatypes for "percentPartialSave" in Blueprint Transition, "convertMapping" in Blueprint Field, and multi_user_lookup type fields in Record, - Added support for Record Field API Name and datatype. - Introduced new fields (createdTimeS, modifiedTimeS, createdByS, ownerS, and modifiedByS) in the Record FileDetails class. - Introduced new "type" and "ownerId" parameters in EmailRelatedRecordsOperations class constructor.
Read moreEnhanced email deliverability in Zoho CRM
We've unified email domain authentication across Zoho services and simplified the email verification process. DMARC setup suggestions ensure compliance, and a one-click unsubscribe option in all mass emails reduces spam complaints and improves the user experience.
Read moreUTM tracking and multilingual support for Zoho Forms's integration with Zoho CRM
Administrators can now track campaign effectiveness with UTM parameters and engage with a global audience via multilingual forms. Configure these settings directly from Zoho CRM when linking forms in email templates.
Read moreUpgraded Python SDK supporting v6 APIs to version 6.0.0
- Changed the datatype of "percentPartialSave" in BluePrint Transition, "convertMapping" in BluePrint Field, "id" in Record FileDetails and Record ImageUpload, and Record multi_user_lookup type fields. - Added support for Record Field API Name and datatype. - Added new fields in Record FileDetails: created_time__s, modified_time__s, created_by__s, owner__s, and modified_by__s. - Added new parameters: "type" and "owner_id" in EmailRelatedRecordsOperations class constructor, "id" and "name" in GetDownloadAttachmentsDetailsParam class, and "ids" in GetAppointmentsRescheduledHistoryParam class.
Read moreUpgraded NodeJS SDK supporting v6 APIs to version 3.0.0
- Changed the datatype of "percentPartialSave" in BluePrint Transition, "convertMapping" in BluePrint Field, and "id" in Record FileDetails and Record ImageUpload. - Added support for Record Field API name and datatype. - Added new fields in Record FileDetails: createdTimeS, modifiedTimeS, createdByS, ownerS, and modifiedByS. - Added new parameters: "type" and "ownerId" in EmailRelatedRecordsOperations class constructor.
Read moreUpgraded TypeScript SDK supporting v6 APIs to version 3.0.0
- Updated data types: "phone" and "mobile" fields in Users, "percentPartialSave" in Blueprint Transition, "convertMapping" in Blueprint Field, and "id" in Record FileDetails and Record ImageUpload. - Added support for Record Field API Name and datatype. - Introduced new fields (createdTimeS, modifiedTimeS, createdByS, ownerS, and modifiedByS) in the Record FileDetails class. - Added new parameters: "moveAttachmentsTo" in LeadConverter class, "type" and "ownerId" in EmailRelatedRecordsOperations class constructor, "IDS" in GetAppointmentsRescheduledHistoryParam class, and "ID" and "NAME" in GetDownloadAttachmentsDetailsParam class.
Read moreIntroducing Canvas record forms in Zoho CRM
Canvas functionality now extends to record forms to enable you to customize and personalize record entries. Tailor layouts, incorporate your branding, and enhance your user experience with intuitive designs. Streamline data entry and boost productivity with flexible, customized forms across all Zoho CRM modules.
Read moreUpgraded CSharp SDK supporting v6 APIs to version 5.0.0
- Updated the datatypes of "phone" and "mobile" in Users. - Introduced "moveAttachmentsTo" field in LeadConverter class. - Added new parameters: "id" and "name" in GetDownloadAttachmentsDetailsParam class, and "ids" in GetAppointmentsRescheduledHistoryParam class.
Read moreYou can now import data into the Calls module in CRM
You can now import data into the Calls module. This helps you create and update multiple call records simultaneously instead of having to create or update them individually.
Read moreFilter your records using multi-select picklist values from a dropdown with additional operators
You can now filter your records using multi-select picklist fields from a dropdown menu. You can also choose from a new set of options: "Includes All," "Includes Any," "Excludes All," and "Excludes Any."
Read moreMay
Upgraded CSharp SDK supporting v6 APIs to version 6.0.0
- Changed the datatype of "percentPartialSave" in BluePrint Transition and "convertMapping" in Blueprint Field.
Read moreNew extensions for Zoho CRM
Bulk Delete Attachments for Zoho CRM, Consulta CNPJ for Zoho CRM, Plata for Zoho CRM, Reward Rally For Zoho CRM, and more.
Read moreAchieve smoother and more intuitive project management with the latest enhancements to the Zoho Projects integration
Administrators can now link projects to additional CRM modules such as Products, Cases, and Quotes, and map fields easily. Users can create projects from modules, which admins can configure using simplified permission management features that enable admins to change access levels for different profiles with just a toggle. Additionally, client configuration information is now readily available, improving visibility.
Read moreQuickly send emails and sync conversations with custom email addresses in CRM
You can gain a comprehensive view of your email communications by setting up custom email addresses in Zoho CRM to send emails and sync conversations.
Read moreAccess lead history post-conversion for improved follow-ups in CRM
Upon lead conversion, view a lead's history in contacts, accounts, and deals for a better follow-up process in Zoho CRM.
Read moreUpgraded Java SDK supporting v4 APIs to version 8.0.0
Introduced new parameters (type, index, and ownerId) in the EmailRelatedRecordsOperations class constructor.
Read moreUpgraded Java SDK supporting v4 APIs to version 7.0.0
- Updated Fields meta in the Utility and ModuleFieldsHandler classes.
- Introduced new parameters ("id" and "name") in the GetDownloadAttachmentsDetailsParam class.
Extending UX capabilities to CX using Buttons
Custom buttons in Zoho CRM now have the following functional enhancements:
- Layout specification: Admins can place buttons in specific layouts to provide more context to the process.
- UI update: To make them easier to manage, the previous "Links and Buttons" tab in each module is now split into two separate tabs: "Links" and "Buttons".
- Portal accessibility: Admins can create new buttons and extend existing buttons for Portal users.
- Kiosk accessibility: Admins can set a Kiosk as a button's action, and likewise extend it for portal users.
Apr
Simplified sandbox conflict resolution
You can now resolve conflicts directly within Zoho CRM's sandbox during deployment. Conflicts now show detailed information on affected items. Cases such as missing items or duplicate names can be resolved on the Check Dependency page, streamlining the deployment process.
Read moreNew extensions for Zoho CRM
SharePoint Sync, Logistics Sync, OneDrive extension, and more.
Read moreAdd and manage tags in the mobile app
With the latest enhancement to the Zoho CRM mobile app, users can now add new tags or associate existing tags to records. Users with module customization permissions can also manage tags directly within the mobile app.
Read moreAutomate and personalize your CRM follow-ups using Cadences
Cadences in Zoho CRM enable administrators to automate personalized communication sequences tailored to individual customer interactions and behaviors. Ideal for sales and marketing teams, Cadences help streamline complex workflows and ensure consistent, personalized follow-ups, enhancing efficiency and effectiveness in customer relationship management.
Read moreAchieve multi-level record prioritization with multiple Kanban views per module
Previously, CRM only supported a single Kanban view per module. This update enables you to create multiple Kanban views and aims to streamline the user experience by making it more convenient and less laborious for users.
Read moreUpgraded Python SDK supporting v6 APIs to version 4.0.0
- Changed the datatype for the "phone" and "mobile" fields in the Users class.
- Added a new "moveAttachmentsTo" field to the LeadConverter class.
Upgraded Java SDK supporting v6 APIs to version 2.0.0
- The datatypes of the "favorite" field in CustomViews, the "tabTraversal" field in Layouts Sections, and the "phone" and "mobile" fields in Users have been updated. - Added support for the following APIs: Change Sort order of Custom views, Users Count, and Features API.
Read moreUpgraded Java SDK supporting v4 APIs to version 6.1.0
- Introduced "move_attachments_to" field in the LeadConverter class.
Read moreUpgraded JavaScript SDK supporting v6 APIs to version 2.0.0
- Changed the datatype of "favorite" in CustomView, tabTraversal in Layouts Sections, "phone" and "mobile" in Users.
- Added a new "move_attachments_to" field in the LeadConverter class.
- Added support for the following new APIs: Custom Views, Users Count, and Features.
Upgraded Python SDK supporting v2.1 APIs to version 3.0.0
- Introduced "ignore_empty" field in BulkWrite RequestWrapper class.
- Resolved dependency package concern.
Upgraded Python SDK supporting v2 APIs to version 6.0.0
- Introduced "ignore_empty" field in BulkWrite RequestWrapper class.
- Resolved dependency package concern.
Upgraded Python SDK supporting v6 APIs to version 5.0.0
The datatype of the "timezone" field in the Email Drafts ScheduleDetails and ShiftHours classes, as well as the "time_zone" field in the Users class, have been updated from TimeZone to string.
Read MoreKiosk Studio now supports easy retrieval of child module records, support in Canvas record detail pages, and the addition of Zia components
It's now simpler to retrieve child module records in a GetRecords component. Choose "Child module" from the "GetRecords from" dropdown, select the parent record, and get all the records you need. In addition, Kiosks can now be added directly to Canvas record detail pages, and screens in Kiosk Studio can now include Zia insights.
Read moreUpgraded Python SDK supporting v5 APIs to version 2.0.0
- New fields have been added to the BulkWrite FieldMapping, BulkWrite Resource, and LeadConverter classes.
- The datatype for the following fields has been updated to string for improved data handling: "namespace", "timezone", "time_zone", "seModule", and "id".
- The "If-Modified-Since" and "IDS" parameters in various methods have been updated to the string datatype.
- Added support for the Mail Merge API.
- Updated constructor and methods in the RecordLockingOperations class.
- The update_variable_by_apiname method in VariablesOperations now includes a new "ParameterMap" parameter.
Upgraded Ruby SDK supporting v6 APIs to version 3.0.0
- Changed the datatype for the "phone" and "mobile" fields in the Users class.
- Added a new "moveAttachmentsTo" field to the LeadConverter class.
Upgraded PHP SDK supporting v6 APIs to version 2.0.0
- Introduced new fields: "moveAttachmentsTo" in the LeadConverter class, "subCategory" in the EmailRelatedRecords Status class, and "availableCount" in the Features Detail class.
- Changed the datatype of the "tabTraversal" field in Layouts Sections and the "favorite" field in CustomViews.
- Added support for the following new APIs: Custom Views, Users Count, and Features.
Upgraded Ruby SDK supporting v5 APIs to version 2.0.0
- Updated the RecordLockingOperations class constructor and methods.
- The BulkWrite FieldMapping class now includes a new "parentColumnIndex" field, and the BulkWrite Resource class includes a new "fileNames" field.
- Added support for Mail Merge API.
Upgraded NodeJS SDK supporting v6 APIs to version 2.0.0
- The datatype of fields has been modified across various classes: the "favorite" field in CustomViews, "tabTraversal" field in Layouts Sections, and "phone" and "mobile" fields in Users.
- Introduced new fields in the following classes: "moveAttachmentsTo" in LeadConverter, "subCategory" in EmailRelatedRecords Status, and "availableCount" in Features Detail.
- Added support for the following new APIs: Change Sort order of Custom views, Users Count, and Features API.
Upgraded Java SDK supporting v6 APIs to version 3.0.0
- The LeadConverter class now includes a new field named moveAttachmentsTo.
- The GetDownloadAttachmentsDetailsParam class has been updated with new parameters: id and name.
Mar
New extensions for Zoho CRM
OneDrive for Zoho CRM, Payment Terms for Zoho CRM, Shopify to Zoho CRM Extension, Twilio SMS for Zoho CRM, and more.
Read moreBlank field preference is available in formula fields
An attribute called "blank value preference" has been added to formula fields. This enables users to determine how blank values in certain fields need to be interpreted.
Read moreExport limit increase, email templates in reports, extended grouping options, and more enhancements to Zoho CRM reports
Some major and minor enhancements in the Reports module include the following:
- Export limit increase
- Export permission for users
- Email templates for scheduled reports
- More options for grouping
The following updates empower users to delve deeper into their data, extract more meaningful insights, and optimize decision-making processes:
- Month granularity
- Day granularity
- Column grouping supports 1x3 and 3x1 matrices
- Text wrap support
- Dynamic column width
- Role support in criteria
- Select all options in fields
Users who only have module editing permissions can now edit modules using the Sheet View
Users with editing permission for a module can now access them via the Sheet View, but they can't create new records through that view.
Read moreZia Presentations is now available for the EU DC
With Zia's analytical and generative intelligence, you can receive turnkey presentations as notifications for your CRM organization each month. Zia will generate useful insights on your leads, deals, accounts, and activities based on transactional patterns. Furthermore, behavioral analyses of your monthly CRM performance, like cohort and quadrant analyses, are also displayed. With this auto-generated deck, you can present the findings directly from CRM without any hassle. This feature is now available for users registered with the EU DC in addition to the US DC.
Read moreUpgraded Python SDK supporting v6 APIs to version 2.0.0
- The datatype of favorite field in CustomViews has been updated from Boolean to Integer.
- The datatype of tabTraversal field in Layouts Sections has been updated from Integer to String.
- Added support for the following new APIs: CustomViews, Users, Features
Enhancements to Zoho CRM's finance suite integrations
1. Zoho Subscriptions integration updates:
- Zoho Subscriptions is now seamlessly integrated as a dedicated module within CRM, offering direct access and management capabilities.
- Reporting functionalities for Zoho Subscriptions data have been enhanced to provide deeper insights.
- We've introduced new report presets alongside two innovative analytics dashboards.
2. Zoho Books integration improvements:
- We've enhanced user visibility; CRM now fully recognizes and applies all user-level permissions from Zoho Books, except admin-specific permissions.
- The new "Integration Users" role Enables CRM users to manage the Estimates module in Zoho Books—including create, edit, and view functionalities—and grants view access to other modules without the need for additional licenses.
Integrate Google Chat with Zoho CRM for seamless collaboration
Zoho CRM's integration with Google Chat makes it the best companion for salespeople and customer-facing teams that rely heavily on Google Chat for collaboration. From sharing records to getting real-time notifications on customer responses or deviations in your sales trends, Zoho CRM's integration with Google Chat helps you close deals where you collaborate.
Read moreUpgraded TypeScript SDK supporting v6 APIs to version 2.0.0
- The datatype of the favorite field in CustomViews has been updated from Boolean to Integer.
- The datatype of tabTraversal field in Layouts Sections has been updated from Integer to String.
- Added support for the following new APIs: CustomViews, Users, Features
Upgraded Ruby SDK supporting v6 APIs to version 2.0.0
- The datatype of favorite field in CustomViews has been updated from Boolean to Integer.
- The datatype of tabTraversal field in Layouts Sections has been updated from Integer to String.
- Added support for the following new APIs: CustomViews, Users, Features
ServiceNow for Zoho CRM
With the ServiceNow extension for Zoho CRM, you can sync contacts, vendors, purchase orders, products, and cases with Zoho CRM and map them within the Contacts or Leads modules. The extension supports bidirectional synchronization, which occurs in real time.
Read moreUpgraded C# SDK supporting v6 APIs to version 4.0.0
The datatype of tabTraversal field in Layouts Sections has been updated from Integer to String.
Read moreIntroduced "delete configuration" option in Zoho Mail add-on settings
Previously, Zoho CRM didn't offer any specific configuration options related to deleting users, which made certain email addresses unavailable for reuse within the organization. With the recent update, however, administrators now have a "delete configuration" option specifically designed to enable them to delete users. Before this improvement, closing the authentication pop-up while configuring an account caused the email integration for the specified email address to be stored in the CRM, resulting in an "account already added" error. This issue has been resolved, and now CRM users can retry using the same email address without encountering any error messages.
Read moreKiosk Studio, our latest no-code tool for custom capabilities across CRM
Zoho CRM's no-code customization tool, Kiosk Studio, enables admins to simplify work for their users, customers, and vendors by creating and embedding custom functionalities across the CRM.
Read moreFeb
Easily trigger Client Scripts on iOS
With the addition of essential variables and methods like $Page.navigation_data, ZDK.Client.showLoader, ZDK.Client.hideLoader, ZDK.Client.navigateTo, and ZDK.Client.getInput, you can now trigger Client Scripts on the mobile iOS app.
Upgraded CSharp SDK supporting v6 APIs to version 3.0.0
- Changed the data type of favorite field in CustomViews from boolean to int.
- This version of CSharp SDK supports the following new APIs: Custom Views, Users Count, and Features.
Users Count API
Fetch the total number of users in your organization with the Users Count API, now available for versions 3 and above.
Read moreUser Licenses Count API
You can now retrieve the count of purchased, active, and available user licenses in your organization using our User Licenses Count API, now available for v6.
Read moreReleased JavaScript SDK supporting v6 APIs, with support for new APIs
Upgraded JavaScript SDK to support v6 APIs and introduced support for the following new APIs: Unsubscribe Links, Find and Merge API, Get Related, Records of Deleted Record API, Features API, Global Picklist API, and Unblock Email API.
Read moreNew extensions for Zoho CRM
Easy SharePoint for Zoho CRM, Conversion Lead by SignalSight for Zoho CRM, Ringotel Integration for Zoho CRM, and more.
Read moreView email conversations from other Zoho CRM users' inboxes in the same organization without configuring your own inbox.
Users are not required to configure their own inbox in order to view email conversations from the configured inboxes of other Zoho CRM users in their organization. This is especially useful in scenarios where users with sensitive information in their inboxes who don't wish to connect their inboxes with Zoho CRM nevertheless need email viewing access.
Read morePublic launch of Voice of the Customer (VoC)
Voice of the Customer (VoC) in Zoho CRM provides you actionable insights derived from customer feedback and interactions across multiple channels. VoC was previously available in early access and it is now available publicly to all users.
Read moreUse workflow rules to leverage competitor mentions in emails
Workflow rules can be triggered in response to actions associated with mentions of competitors within your email communications. With competitors as criteria, users can track competitor mentions, analyze customer sentiments (negative, positive, neutral), and integrate with email channels. Users can customize workflows to target specific competitors and stay ahead in their industry.
Read moreRich text support for multi-line fields
Rich text support is now available for multi-line fields in Zoho CRM, bringing enhanced formatting capabilities like font styles, colors, and highlighting. This feature boosts readability and visual appeal with expanded character options, a comprehensive text editor, and an enlarged text box. Tailored for Enterprise and Ultimate edition users, it enriches multi-line fields in various modules, with some limitations in views, subforms, and the mobile app.
Read moreDetect anomalies in your list views
Zia's new anomaly detection feature in list views notifies CRM users of unusual activities related to prospects or deals, including. This tool identifies deviations from normal trends and alerts users through the Zia Notification panel and a highlight beside the custom view.
Read moreZia suggests the best mode of communication
Zia now suggests the most effective communication method for a given contact, along with the best time to contact them. Found in the "best time to contact" widget, this feature labels each contact's preferred method of communication, thereby optimizing engagement and improving the chances of successful interactions.
Read moreNew functions in Zoho CRM's formula builder
Formula functions in Zoho CRM can boost your application and bring a new level of functionality. Whether you're working with strings, dates, times, or numbers, these formula functions are designed to make your life easier. The new functions added to the formula builder in Zoho CRM are as follows: IsEmpty, Dayofweek, Dayofyear, CaseInsenitiveEquals, IsPositive, IsNegative, DateBetween, Timestamp, FromTimestamp, Test, Ceil (modified), Floor (modified), Round
Read morePublic launch of CPQ for Zoho CRM
CPQ is Zoho CRM's built-in solution for custom quote management. It has been in public early access, but is now available to all users.
Read moreInvolve your sales reps and set bottom-up sales targets in Zoho CRM forecasts
You can choose whether forecasts in Zoho CRM should follow a top-down or bottom-up model. In bottom-up forecasts, users submit targets based on specific information available to them. These projections are approved, rejected, or revised by managers or the forecasting team. The approved targets are aggregated into targets for different roles, territories, managers, and the organization as a whole.
Read moreBeyond months: Zoho CRM now supports custom fiscal year formats
You can now set your CRM's fiscal year to follow the 4-5-4 calendar and other widely used 52-week fiscal year formats.
Read moreMigrating from Bitrix to Zoho CRM
Improve the customer management systems by migrating from Bitrix to Zoho CRM. Transferring data is easy and ensures minimal disruption. Additionally, the option to undo or redo the migration adds a layer of flexibility and security.
Read moreExtract multiple activities and capture commitments from sent emails
We've extended Zia's activity extraction feature to recognize multiple activities that are mentioned in an email and recommend capturing them. Zia will also detect commitments made in sent emails, like meetings, calls, and tasks, and suggest that users create the activities within Zoho CRM.
Read moreQuery suggestions in Ask Zia
Ask Zia is now supercharged with advanced query suggestion capabilities, making your interactions with Zoho CRM faster and more intuitive. Simply type front slash "/" in the Ask Zia chat window to get quick and relevant questions based on your CRM usage pattern. Suggestions change dynamically as you provide more input.
Read moreStory mode and advanced analytics in Zia Presentation
Zia will now intelligently sequence slides and charts in Zia Presentation into a meaningful narrative, making the presentation more engaging and easier to understand. Additionally, to offer deeper insights into customer interactions and future trends, we've added advanced best time analytics and VoC forecast charts.
Read morePublish a webform as a link or QR code and customize submit button actions
Versatile publishing:
You can now seamlessly integrate webforms into blogs, emails, and social handles by publishing them as links or QR codes.
Expanded publishing formats:
We've introduced QR codes and links to the existing array of publishing formats for webforms.
Enhanced submit button actions:
Exert greater control with customizable options for the submit button. Whether it's a splash message, a thank-you page, or redirect to a custom URL, make every submission experience uniquely yours.
Jan
Easily share record URLs via share extensions
Users can effortlessly share record URLs using share extensions. This functionality enables users to copy, save, and share record URLs quickly across different apps, promoting simplified collaboration and effective information sharing.
Read moreCPQ 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 moreNew extensions with LocalReviews, Shopify, and more
LocalReviews for Zoho CRM, Shopify Integration for Zoho CRM, Abstract Email and Phone Validation for Zoho CRM, and more.
Read moreSimplify lead management with the Marketo extension
Synchronizing and managing leads is easy with the Marketo extension. Synchronize leads on a daily or weekly basis with a built-in scheduler. Keep all your leads in one place so you can plan various marketing activities, like email campaigns, social media posts, and other forms of digital marketing.
Read moreConvert leads from Facebook Lead Ads with LeadChain for Zoho CRM
Manage your leads and aim your advertising strategy towards potential leads by transferring your lead data from Facebook Lead Ads in real time and instantly converting them into customers in Zoho CRM. You can also optimize your plan by sending data back to Facebook and re-targeting the users who are most likely to convert—saving you time and effort.
Read moreUpgraded CSharp SDK supporting v6 APIs to version 2.0.0
Updated Fields meta handling in Utility class.
Read moreReleased Scala SDK supporting v6 APIs, with support for new APIs
The Scala SDK has been upgraded to support v6 APIs, with support for the following new APIs: Unsubscribe Links, Find and Merge, Get Related Records of Deleted Record, Features, Global Picklist, and Unblock Email.
Read moreUpgraded Scala SDK supporting v6 APIs to version 2.0.0
Updated Fields meta handling in Utility class.
Read moreReleased Ruby SDK supporting v5 APIs
- Ruby SDK now supports Zoho CRM APIs version 5.
- Added new keys in FileStore and DBStore objects.
- Added a new key find_user in OAuthToken.
Multi-currency support in trial editions, profile permissions to manage currencies, action logs, and more!
Explore Zoho CRM's upgraded multi-currency feature for effortless global transaction handling. Businesses operating worldwide can easily manage currencies and maintain accuracy.
Below are the major enhancements to Zoho CRM's currency feature:
- Multi-currency functionality for trial editions
- Profile-based permissions for managing currencies
- Currency details and logs
- Filtering currencies based on currency status
- Deactivated currency restrictions
Migrate dashboard components and reports between modules
Migrate dashboard components and reports linked with the Activities module to the Tasks, Calls, and Meetings modules. Instead of manually rebuilding the criteria for each component or report, the CRM system will now offer the option to migrate the dashboard components and reports to the corresponding Tasks, Calls, and Meetings modules automatically.
Read more2023
Dec
Increased download limit for custom modules
Users can enjoy greater flexibility with Zoho CRM's custom modules, as the download limit has been increased to accommodate up to 200 modules. With this update, Enterprise and Ultimate edition users can create custom modules with more customization and adapt the app to meet their needs.
Read moreColor-coded transitions in Blueprints
Any customization made to transitions, such as color coding or re-ordering, will be visible and effective across both desktop and mobile platforms, ensuring consistent and efficient process flow management. In turn, this will enhance the user experience of the blueprint functionality.
Read moreColor-coded transitions in Blueprints
Any customization made to transitions, such as color coding or re-ordering, will be visible and effective across both desktop and mobile platforms, ensuring consistent and efficient process flow management. In turn, this will enhance the user experience of the blueprint functionality.
Read moreEmail domain authentication
The Zoho CRM mobile app now verifies the senders email domain authentication status before sending emails. By ensuring emails are sent securely, this increases the likelihood that the messages will reach the intended recipients and simplifies communication.
Read moreExclude responses from irrelevant email IDs for VoC analysis
Enhance your Voice of the Customer (VoC) insight generation by excluding responses from email IDs that are irrelevant or spam. Responses include emails, surveys, support tickets, and other VoC integrations associated with that email address.
Read moreData Model for Zoho CRM
We've released the Data Model feature, which helps you understand and visualize the overall structure of your CRM data and identify relationships between different entities.
Read moreNew extensions for Zoho CRM
Google Contacts AppiWorks for Zoho CRM, Helpwise for Zoho CRM, C3 - Weather for Zoho CRM, and more.
Read moreReleased Ruby SDK supporting v6 APIs, with support for new APIs
Ruby SDK upgraded to support v6 APIs, with support for the following new APIs: Unsubscribe Links, Merge Records, Get Related Records of Deleted Record, Features, Global Picklist, and Unblock Email.
Read moreReleased Python SDK supporting v6 APIs, with support for new APIs
Python SDK upgraded to support v6 APIs, with support for the following new APIs: Unsubscribe Links, Merge Records, Get Related Records of Deleted Record, Features, Global Picklist, and Unblock Email.
Read moreReleased TypeScript SDK supporting v6 APIs, with support for new APIs
TypeScript SDK upgraded to support v6 APIs, with support for the following new APIs: Unsubscribe Links, Merge Records, Get Related Records of Deleted Record, Features, Global Picklist, and Unblock Email.
Read moreReleased Java SDK supporting v6 APIs, with support for new APIs
Java SDK is upgraded to support v6 APIs, with support for the following new APIs: Unsubscribe Links, Merge Records, Get Related Records of Deleted Record, Features, Global Picklist, and Unblock Email.
Read moreReleased C# SDK supporting v6 APIs, with support for new APIs
C# SDK upgraded to support v6 APIs, with support for the following new APIs: Unsubscribe Links, Merge Records, Get Related Records of Deleted Record, Features, Global Picklist, and Unblock Email.
Read moreReleased PHP SDK supporting v6 APIs, with support for new APIs
PHP SDK upgraded to support v6 APIs, with support for the following new APIs: Unsubscribe Links, Merge Records, Get Related Records of Deleted Record, Features, Global Picklist, and Unblock Email.
Read moreUpgraded Java SDK supporting v5 APIs to version 6.0.0
- Updated the RecordLockingOperations class constructor and methods.
- Added the new "parentColumnIndex" field in the BulkWrite FieldMapping class.
- Added the new "fileNames" field in the BulkWrite Resource class.
- Java SDK has been enhanced to support Mail Merge APIs: Send Mail Merge, Sign Mail Merge, and Download Mail Merge.
Grant secure temporary user access to Zoho CRM
Facilitate efficient problem-solving through temporary account access to your Zoho CRM account to ensure prompt customer support across time zones.
Read moreZia Vision now includes a match and detect option, a snapshot view, and other improvements
Users can now use Zia Vision to match and detect entities in an image. In addition, reviewers can now suggest images to train Zia. A snapshot view has been added to give a visual breakdown of training images. Users can also view, add, and remove training images using this view. For now, this enhancement is for US DC users alone.
Read moreNov
Increased download limit for custom modules
Users can enjoy greater flexibility with Zoho CRM's custom modules, as the download limit has been increased to accommodate up to 200 modules. This enhancement offers users greater flexibility in managing their data within the app.
Read moreIn-app language settings
Easily switch between languages within the app using the new in-app language settings feature. Accessible in the Settings menu, this functionality enables users to adjust their language preferences easily using their mobile devices.
Read moreVoC permissions are grouped in a dedicated tab
Voice of the Customer (VoC) permissions have been moved to a dedicated tab. We've also introduced record-level insight permissions in the VoC tab.
Read moreGuided Selling: an interactive product recommendation system in CRM
Zoho CRM's built-in CPQ engine now facilitates Guided Selling, a process by which the CRM system makes tailored and interactive product recommendations based on the unique needs and preferences of each customer, thereby enabling salespeople to choose for them the most relevant products and create accurate, tailored quotes instantly. [Public early access]
Read moreUpgraded TypeScript SDK supporting v5 APIs to version 2.0.0
The file paths for sdk_tokens and resources have been updated to the working directory.
Read moreMigrate Services and Appointments modules between two Zoho CRM accounts
We have extended data migration capabilities to include the Services and Appointments modules.
Read moreOAuth login support for email relays
Businesses can now configure email relay servers in Zoho CRM for providers such as Gmail, Outlook, and Office365 using the service provider's OAuth login. This enhancement simplifies the setup process and ensures improved security, allowing direct integration via OAuth without storing app-based passwords.
Read moreCheck shift timing and online status in assignment rules
Assignment rules' familiar radio buttons are evolving into checkboxes, offering users the flexibility to choose both online status and shift timing, which means users can now leverage both parameters to assign tasks or leads based on their team members' availability online and their designated shift timings.
Read moreCondition-based aggregate fields in subforms
Admins can now customize aggregate fields in subforms using specific criteria, thereby enhancing data relevance. Aggregate values dynamically update as rows meet or change according to these criteria.
Read moreUpgraded C# SDK supporting v5 APIs to version 2.0.0
- Added a new column for api_domain in TokenStore object.
- Added a new key named findUser in OAuthToken.
- Data type of IDs parameter has been changed from Long to String in the following classes: GetAttachmentsParam, DeleteAttachmentsParam, DeleteRolesParam, GetAssociatedContactRolesParam, DeleteNotesParam, DeleteScoringRulesParam, DeleteTerritoriesParam, DeassociateTerritoryUsersParam, and DeleteVariablesParam.
- Data type of seModule field in Note class has been changed from Choice to String.
- Data type of if-Modified-Since parameter has been changed from String to OffsetDateTime in the following classes: GetNotesHeader and GetNoteHeader.
- Added support for the following new APIs: Org Photo, Record Locking
- Data type of info field in RescheduleHistory ResponseWrapper has been changed from list to info.
- Data type of namespace field in ScoringRules Signal has been changed from Choice to String.
- Data type of lockedCount field in Tags RecordActionWrapper has been changed from Boolean to String.
- Data type of ID field in Territory class of UsersTerritories resource has been changed from Long to String.
- Added new ParameterMap instance in updateVariableByApiname method in VariablesOperations.
Released C# SDK supporting v5 APIs, with support for new APIs
C# SDK has been improved to support the following new APIs: User Groups, Fiscal Year, Timeline, Transfer and Delete Users, Territories, and Territories Users API.
Read moreAutomate actions in other apps using Actions by Zoho Flow
Actions by Zoho Flow allows you to add actions in other apps as part of your CRM's workflow rules. Previously, automation across apps would've required the building of custom integrations or the use of an integration platform outside your CRM. Now, these actions can be configured within your CRM.
Read moreUpgraded Java SDK supporting v5 APIs to version 5.0.0
- Added a new key named findUser in OAuthToken.
- Data type of IDs parameter has been changed from Long to String in the following classes: GetAttachmentsParam, DeleteAttachmentsParam, DeleteRolesParam, GetAssociatedContactRolesParam, DeleteNotesParam, DeleteScoringRulesParam, DeleteTerritoriesParam, DeassociateTerritoryUsersParam, and DeleteVariablesParam.
- Data type of seModule field in Note class has been changed from Choice to String.
- Data type of if-Modified-Since parameter has been changed from String to OffsetDateTime in the following classes: GetNotesHeader and GetNoteHeader.
- Added support for the following new APIs: Organization Photo, Record Locking configuration, and Record Locking.
- Data type of info field in RescheduleHistory ResponseWrapper has been changed from List to info.
- Data type of namespace field in ScoringRules Signal has been changed from Choice to String.
- Data type of lockedCount field in Tags RecordActionWrapper has been changed from Boolean to String.
- Data type of id field in Territory class of UsersTerritories resource has been changed from Long to String.
- Added new ParameterMap instance in updateVariableByApiname method in VariablesOperations.
Seamless calendar sync with Zoho Calendar and Zoho Recruit
Zoho CRM now syncs with Zoho Calendar and Zoho Recruit, enabling users to prevent scheduling conflicts by marking slots as unavailable in their CRM calendar based on events from these Zoho products. While occupied slots are visible in CRM as "unavailable," specific event details remain private to the individual user. Changes in Zoho Calendar or Recruit are automatically updated in CRM.
Read moreModule data export has been upgraded
You can now export up to 200,000 records in a single export operation. You'll also be able to select the records and fields that need to be exported, include subform data in the export, directly export a list view, and track export history.
Read moreStreamline your goals by grouping Zia Strategy Influencer's contributing factors into segments
Zia Strategy Influencer now segments contributing factors for better goal prioritization, offering structured insights and allowing for focused strategy planning and clear identification of key business drivers. This segmentation applies to both Target Contributors and Anomaly Finder components.
Read moreOct
Parallel and multiple transition support in Blueprint
With support for parallel and multiple transitions on mobile devices, users can now use the Blueprint functionality to manage processes flexibly and coordinate operations with ease.
Read moreCondition-based aggregate fields support
Effortlessly aggregate subform data on mobile with our new condition-based aggregate fields feature. Now you can use advanced conditions configured on the web version to aggregate data directly on your mobile device.
Read moreCondition-based aggregate field support
Effortlessly aggregate subform data on mobile with our new condition-based aggregate fields feature. Now, you can use advanced conditions configured on the web version to aggregate data directly on your mobile device.
Read moreAccount suggestions in the Leads module
When entering data into the Company field within the Leads module, users receive intuitive prompts that suggest matching records from the Accounts module. This feature streamlines the process of associating leads with existing accounts and promotes a more efficient process flow.
Read moreNew extensions for Zoho CRM
Stripe Payment Extension for Zoho CRM, Address Verify and Customer Timezone for Zoho CRM, Image Gallery Extension for Zoho CRM, Easy Dropbox for Zoho CRM, and more.
Read moreReleased TypeScript SDK supporting v5 APIs, with support for new APIs
- Added a new column for api_domain in TokenStore object. - Added support for new APIs: User Groups, Fiscal Year, Timeline, Transfer and Delete Users, Territories, Territories Users, Organization, and Record Locking.
Read moreSharePoint for Zoho CRM
Access, manage, and organize your SharePoint libraries from within Zoho CRM and create customized folders for your Zoho CRM records. You can store files related to your deals and accounts, and share those files and folders securely with your contacts, leads, and vendors.
Read moreReleased Python SDK supporting v5 APIs, with support for new APIs
- Added a new column for api_domain in TokenStore object. - Added support for new APIs: user groups, fiscal year, timeline, transfer and delete users, territories, territories users, organization photo, and record locking.
Read MoreUpgraded NodeJS SDK supporting v5 APIs to version 3.0.0
Added a new column for api_domain in TokenStore object.
Read MoreUpgraded PHP SDK supporting v5 APIs to version 3.0.0
Added a new column for api_domain in TokenStore object.
Read MoreUpgraded Java SDK supporting v5 APIs to version 4.0.0
Added a new column for api_domain in TokenStore object.
Read MoreSignup forms are now available for CRM portals
External stakeholders can use a portal signup form to add themselves to an organization's portal account. Zoho CRM will validate those who have signed up and only then will they be added into the portal account.
Read MoreZia enhancements: Owner suggestions during record creation, reports, and a checking tool
Zia can now suggest the ideal record owner during manual record creation. The Zia tab has two new additions: - Zia's suggested owner reports enable you to view the records that Zia has assigned, as well as the subset of those records that have been manually reassigned. - Check Zia's suggested owners functionality enables you to prompt Zia with values for the different factors that contribute to record ownership.
Read MoreSaved filter limit increased
The limit on saved filters has been boosted from 5 to 10, so you can create and manage a larger number of custom filters to manage data more efficiently. We've also introduced the ability to reorder your filters according to your preferences to keep them organized and easily accessible.
Read MoreZoho CRM's sandbox now supports the Zoho Social integration
Test out your Zoho Social integration in a sandbox in Zoho CRM before deploying the integration to your production environment. This enables you to test out functionalities like monitoring your brand's conversations, adding new leads from your social media pages or handles, automating responses with social workflow rules, and more.
Read MoreSet workload limits in CRM with assignment thresholds
Create an assignment threshold to set limits on the number of new records that can be assigned to CRM users. You can also automate the periodic reassignment of records that cross this threshold.
Read MoreZoho CRM's sandbox now supports the Zoho Survey integration
Integrate Zoho Survey into your CRM's sandbox before deploying it to your production environment. Within the sandbox environment, you can identify issues, practice sending surveys to customers without actually sending emails, and train new sales reps.
Read MoreEnhanced webform A/B testing with Zia suggestions
Enhancements to Zia's webform A/B testing in Zoho CRM provide invaluable guidance for optimizing user interactions. Zia suggests A/B testing for underperforming webforms and recommends variants for improvement. It offers dynamic traffic allocation, extension recommendations, and informed launch insights. Statistical significance scores ensure confident decision-making.
Read MoreSep
Parallel and multiple transition support in Blueprint
With support for parallel and multiple transitions on mobile devices, users can now use the Blueprint functionality to manage processes flexibly and coordinate operations with ease.
Read morePermissions-based access for notes and attachments
Users can now easily view and manage notes and attachments directly from their mobile device, in accordance with their profile permissions. This helps to improve efficiency when accessing and interacting with data on the go.
Read morePermissions-based access for notes and attachments
Users can now easily view and manage notes and attachments directly from the mobile device, in accordance with their profile permissions. This helps improve security and efficiency when accessing and interacting with data on the go.
Read moreNew extensions for Zoho CRM
Email Validation for Zoho CRM, ABR Calendly Extension for Zoho CRM, Trello Integration for Zoho CRM, Eazybe: WhatsApp for Zoho CRM, and more.
Read moreEmails from contact roles can be linked to deals in Zoho CRM
Organizations in which all users are using the latest email configuration will be able to connect their users' email discussions with contact roles to corresponding deals, just like how email conversations with contacts are linked to deals.
Read moreEnhanced limits for subform fields
Field limits for fields in layout subforms have been increased from 10 to 25, enhancing users' data capture capabilities. Additionally, for decimal, percentage, and currency data types, the limit has risen from 10 to 20 fields. This change applies to both Enterprise and Ultimate editions, and also applies to system subforms.
Read moreEnhancements to Motivator
Administrators can now make critical announcements via the TV channel feature, and users can now benefit from precise on-track/off-track target analysis. Dashboard components come with individual refresh capabilities, and team creation has been streamlined for efficiency. Additionally, view settings are now hierarchy-aligned, and both administrators and users can dive deeper into KPI trends with greater date granularity.
Read moreIntroducing the email credibility report in Zoho CRM
Verify and optimize your organization's email-sending practices based on the insights Zoho CRM provides in the email credibility report. The report includes your credibility score, bounce report, and trend report as graphs to help you mitigate your bounce volume and spam complaints.
Read moreCanvas is now supported in sandboxes
Test your Canvas pages in a sandbox environment before deploying them to your production environment to ensure a smooth transition. By testing the interface before rolling it out to all end users, you can iron out the wrinkles and tackle issues in a safe environment with a smaller set of users.
Read moreIntroducing keyboard shortcuts for Zoho CRM
New keyboard shortcuts for records and modules are now available in Zoho CRM. You now have the flexibility to modify the default key combinations and set up your preferred shortcuts.
Read moreUpgraded C# SDK supporting v2.1 APIs to version 3.0.0
- Resolved conflicts in the meta class names of user-specific fields. - Included internal handling for custom fields during insert and update operations to handle cases where cache is not updated.
Read moreUpgraded NodeJS SDK supporting v5 APIs to version 2.0.0
- Pagination issue fixed in Email Related Records API. Handled datatype for the next_index and prev_index fields. - Resolved conflicts in the meta class names of user-specific fields. - This version now supports the delete operation in multi-select lookup, multi-user lookup, image upload, and subform fields in Records API.
Read moreAug
Free product addition, dynamic quantity update, and UI improvements in CPQ
CPQ for Zoho CRM has been enhanced with three useful capabilities:
- The product configurator and price rule interface has been enhanced to help you filter and search for products just like how you would on a list view page using advanced filters.
- You can automate the addition of free products upon the purchase of a primary product.
- The quantity of automated line items can now be dynamically updated based on the primary quoted item. [Public early access]
Zia Strategy Influencer: AI-powered insights for setting optimal business goals
Leverage predictive, prescriptive, and diagnostic insights from five key components for strategic planning and anomaly identification to drive efficient goal achievement: - Target contributors: Identify contributing factors. - Anomaly finder: Detect significant deviations. - Gap analyzer: Analyze disparities. - Predictor: Highlight key contributors. - Prescriptor: Provide prescriptive insights for improvement.
Read MoreAdded support for multi-user lookup fields
Add and remove multiple users while creating sales records from the mobile app.
Added support for file uploads in subforms
Add attachments to subform entries with the new file upload feature in the mobile app.
Color coding for picklist values
Color coded picklist values are now displayed in the mobile app under record details, module list views, dashboards, and so on.
Validation for email domain authentication
Upon sending an email from the mobile app, the sender's email domain authentication status is validated to improve email deliverability.
Enhanced limits for subform fields
Field limits for fields in layout subforms have been increased from 10 to 25, enhancing users' data capture capabilities. Additionally, for decimal, percentage, and currency data types, the limit has risen from 10 to 20 fields. This change applies to both Enterprise and Ultimate editions, and also applies to system subforms.
Read moreNew extensions for Zoho CRM
Findly for Zoho CRM, Google Address Toolkit for Zoho CRM, Accept Blue Payment Gateway Extension for Zoho CRM, Barcode / QR Code Generator for Zoho CRM, and more.
Read moreMiiTel for Zoho CRM
Initiate, receive, and synchronize phone call records in Zoho CRM using the MiiTel extension.
Read moreQualtrics for Zoho CRM
With the Qualtrics for Zoho CRM extension, you can help your sales team assist customers more effectively by adding survey templates and sending Qualtrics survey emails automatically. By distributing surveys, you can collect feedback from customers and share it with everyone in your organization.
Read moreIntroducing customization on the Unsubscribe page
The following enhancements were made to the Unsubscribe page: - Users can customize the standard unsubscribe landing page message and display message. - The merge fields option is available within messages. - UI edit and delete options are available in a dropdown menu for each link.
Read moreCreate custom templates for WhatsApp Business integration
New enhancements for the WhatsApp Business integration enable users to create personalized templates under the new "WhatsApp Notifications" tab. After Facebook's approval, these templates can automate messages and integrate with Workflows, Blueprints, and CommandCenter. For conversations within the Messages module, a dedicated tab has been introduced to showcase transactional messages sent to the customer.
Read moreUseful enhancements to Mail Merge in Zoho CRM
In addition to standard (Leads, Contacts, Accounts, and Deals) and custom modules, agents can now use Mail Merge for the following inventory modules, too: Products, Sales Orders, Purchase Orders, Invoices, and Quotes. Below are the changes introduced in this enhancement: - Image fields from a record's layout can now be used to merge with templates created using the Mail Merge feature in Zoho CRM. - Create merge templates for Inventory modules.
Read moreRevised pricing and support for plugin modules in portals
The price of portal user licenses is now $5/user/month. This was the lowest price in the previous scheme, and now it will be applied to all portal user license purchases. Also, you can now provide access to plugin module records for portal users.
Read moreNew views to manage record activities
Manage and prioritize activities using the three new views: column, chronological, and tab.
Read moreUpgraded Java SDK supporting v2 APIs to version 2.0.0
1. Handled Record APIs custom field. 2. Added support for TimeZone data type.
Upgraded PHP SDK supporting v5 APIs to version 2.1.0
Fixed an issue with the BulkWrite UploadFile API.
Java SDK supports v5 APIs along with new APIs
- Java SDK upgraded to support v5 APIs. - Java SDK improved to support the following new APIs: User Groups API, Fiscal Year API, Timeline API, Transfer and Delete Users API, Territories API, and Territories Users API.
Upgraded PHP SDK supporting v5 APIs to version 2.0.0
- Records API: Fixed to support delete operation for multi-select lookup, multi-user lookup, image upload, and subform fields. - Email-related records API: Introduced API pagination fix to handle next_index and prev_index field datatypes. - User-specific fields: Resolved conflicts in the meta class names of user-specific fields.
Upgraded Java SDK supporting v5 APIs to version 3.0.0
- Email-related records API: Introduced API pagination fix to handle next_index and prev_index field datatypes. - User-specific fields: Resolved conflicts in the meta class names of user-specific fields.
Improvements to finding and merging duplicate records in CRM
We've made the following changes: - In the find and merge feature's search criteria, users can pick the fields they want and add or remove fields. This helps in finding duplicates they might have otherwise missed. - The find and merge and deduplication features have been enabled for the Deals and custom modules. - The created time and created by fields will be populated with the values found in the oldest record among the records being merged.
Read moreJul
Profile-based home page sharing
Users can now share home page components based on both roles and profiles, with the ability to access up to 10 home pages—five allocated to roles and an additional five to profiles.
Read MoreCopy customizations for dashboards
Users can now customize and replicate analytics configurations from the source account to the target account.
Read MoreUpgraded Java SDK supporting v4 APIs to version 5.0.0
Email related records API pagination issue fixed: Handled next_index and prev_index field datatype.
Upgraded Java SDK supporting v4 APIs to version 4.0.0
Records APIs issue fixed: Added support for delete operation in multi-select lookup, multi-user lookup, image upload, and subform fields.
Upgraded Java SDK supporting v4 APIs to version 3.0.0
- Java SDK now supports TimeZone datatype. - Enhanced DBStore, FileStore, and OAuthToken classes. - Changed the field datatype of timezone in ShiftHour resource. - Changed the attachments field type in SendMail to attachment. - Updated Class constructor() method for the following operations: DownloadAttachmentsOperations, DownloadInlineImagesOperations, PortalInviteOperations, and UserTypeUsersOperations.
Upgraded Java SDK supporting v2 APIs to version 2.0.0
- Handled Record APIs custom field. - Added support for TimeZone data type.
Upgraded PHP SDK supporting v4 APIs to version 3.0.0
Records APIs issue fixed: Added support for delete operation in multi-select lookup, multi-user lookup, image upload, and subform fields.
NodeJS SDK supports v5 APIs along with new APIs
- NodeJS SDK has been upgraded to support v5 APIs. - New APIs are supported in this version: User Groups API, Fiscal Year API, Timeline API, Transfer and Delete Users API, Territories API, and Territories Users API.
Upgraded Java SDK supporting v4 APIs to version 3.0.0
- Java SDK now supports TimeZone datatype. - Enhanced DBStore, FileStore, and OAuthToken classes. - Changed the field datatype of timezone in ShiftHour resource. - Changed the attachments field type in SendMail to attachment. - Updated Class constructor() method for the following operations: DownloadAttachmentsOperations, DownloadInlineImagesOperations, PortalInviteOperations, and UserTypeUsersOperations.
Upgraded Java SDK supporting v5 APIs to version 2.0.0
- Handled Record APIs custom field. - Added support for TimeZone data type.
New Extensions for Zoho CRM
Shopify sync for Zoho CRM, Domain verifier for Zoho CRM, SQL Server AppiWorks for Zoho CRM, CS-Cart for Zoho CRM and more
Read moreUpgraded PHP SDK supporting v4 APIs to version 2.0.0
- PHP SDK now supports TimeZone datatype. - Enhanced DBStore, FileStore, and OAuthToken classes. - Changed the field datatype of $timezone in ShiftHour resource. - Changed user $timezone field type. - Updated __Construct() for the following: DownloadAttachmentsOperations, DownloadInlineImagesOperations, PortalInviteOperations, and UserTypeUsersOperations.
PHP SDK supports v5 APIs along with new APIs
- PHP SDK upgraded to support v5 APIs. - New APIs supported in this version: User Groups API, Fiscal Year API, Timeline API, Transfer and Delete Users API, Territories API, and Territories Users API.
Revamp announcement: The Canvas module view gets an exciting face-lift
The legacy Canvas module view editor has been replaced by the all-new Canvas builder. With this update, administrators and users with Manage Custom View permission can create stellar module views to accommodate data of all kinds in three types of orientations: custom list view, tile view, and table view.
Read moreAsk Zia supports custom views and reports
Users can quickly fetch custom views and reports using Ask Zia, Zoho CRM's built-in sales assistant.
Read moreModerate view permissions for notes and attachments within a record
Administrators can now determine which profile can view and access the notes and attachments inside a record. This regulation will help keep top-tiered information visible and accessible only to certain user profiles.
Read moreJun
Enable the "subordinates only" profile permission to restrict record assignment and more
For efficient collaboration and precise data control, use the "list subordinates only" profile permission setting to restrict users from assigning or sharing records with other team members. Additionally, the "manage users" permission has been split into "manage all users" and "subordinates only," enhancing the user's data security.
Read MoreRebrand your CRM with custom domain mapping
Zoho CRM now supports custom domain mapping. Rebrand your CRM system and align it with your business's domain name to increase your brand's credibility among your customers.
Read MoreRevamped Sheet View for enhanced productivity
The improved version of Zoho Sheet View is more user-friendly and quite powerful. It includes support for field validation and error messages, and most importantly, it can trigger automations. That means you'll be able to do your manual tasks in Zoho Sheet View quickly and without errors. Once you save your sheet, you can initiate workflows that will take care of automated tasks.
Read moreUpgradation of Java SDK supporting v4 APIs to version 2.0.0
User APIs Issue fixed - Handled phone and mobile field datatype.
Upgradation of PHP SDK supporting v4 APIs to version 1.1.0
PHP SDK has been upgraded to version 1.1.0, now supporting Unicode values.
New Extensions for Zoho CRM
Exchange Rate Feeds for Zoho CRM, CEQUENS SMS for Zoho CRM,VL SMS for Zoho CRM,Take Blip for Zoho CRM and more.
Read moreSmarter data gathering with Query component in Wizards
Now efficiently manage and gather data in your CRM with this smart search field in Wizards, allowing actions based on search results. Configure actions like selecting records, navigating screens, displaying messages, creating new records and so on, depending on your needs.
Read moreChecklist For Zoho CRM
This extension allows Zoho CRM administrators to enable a checklist in the detail view page of a record below the business card.
Read moreReleased PHP SDK supporting v4 APIs
Released PHP SDK v1.0.0 to support v4 APIs.
1. Implemented structural changes to improve the user-friendliness of SDK configuration and initialization processes.
2. Handled Token Persistence
3. Updated UserSignature from Mandatory to Optional.
4. user_mail key in DBStore and FileStore is updated to user_name.
5. PHP SDK improved to support the following new APIs:
AssociateEmail, Backup, BusinessHours, CancelMeetings, DealContactRoles, DownloadInlineImagesofanEmail, DownloadEmailAttachments, EmailSharing, EmailRelatedrecords, FieldMapDependency, fromAddresses, Holidays, MassChangeOwner, MassConvert, MassDeleteCVID, Portals, PortalInvite, ShiftHours, UserGroups, UserTerritories, UserType, UserTypeUsers.
View associated group details on user page
Gain valuable insights and streamline team management by viewing the associations of your CRM users with different groups within the org on the user detail page.
Read moreIntroducing new parameters to the user-based fields in advanced filters
Records in a module can now be filtered with user-based attributes like roles and groups. This will enable CRM users and administrators to effectively sort records based on ownership.
Read moreMay
Import PDF files to merge templates with emails
In addition to the existing import file formats (.zdoc, .doc, .docx), users can now import files in .pdf format, add or update fields, and attach them to emails using the Mail Merge feature.
Read moreZia's integration with OpenAI
Use power of OpenAI's generative AI into Zia's AI capabilities. Introducing the Smart Prompt functionality, to assist users in enhancing their communications with leads and customers
Read moreReleased Java SDK v1 supporting v4 APIs.
-Released JAVA SDK v1.0.0 to support v4 APIs.
-Implemented structural changes to improve the user-friendliness of SDK configuration and initialization processes.
- Handled token-persistence
- user_mail key in DBStore and FileStore updated to user_name.
- Java SDK improved to support 22 new APIs : AssociateEmail, Backup, BusinessHours, CancelMeetings, DealContactRoles, DownloadInlineImagesofanEmail, DownloadEmailAttachments, EmailSharing, EmailRelatedrecords, FieldMapDependency, fromAddresses, Holidays, MassChangeOwner, MassConvert, MassDeleteCVID, Portals, PortalInvite, ShiftHours, UserGroups, UserTerritories , UserType, UserTypeUsers.
Checklists, Widgets, SLA's and more enhancements in Blueprint.
The Blueprint feature has been enhanced to support the below functionalities on executing from mobile app:
-Continuous Blueprint
-Auto-Transition
-SLA for states
-Parent module fields in "during" transition
-Widgets in "during" transition
-Attachments in "during" transition
-Checklist as related list
Close Zoho account from mobile app.
Users can now close their Zoho account right from within their mobile app.
New Extensions for Zoho CRM
Mailshake for Zoho CRM, eInforma for Zoho CRM, Merk for Zoho CRM, Jotform Sign for Zoho CRM, and more.
Read morePerformance Analysis in Forecast
Analyze the performance of various forecasts with the help of the newly added charts— performance trend report, achievement comparison report, and comparison across forecasts. Added to that, analyze the performances of users and roles in the respective performance pages, know the reasons for the gap in the performances if any, and improve the achievements by following the improvements suggested.
Read moreModerate record accessibility permissions for user fields
In addition to allowing/restricting accessibility for users associated to a record through a user field, administrators can now determine their permission levels as Read only, Read Write, or Full Access, as required.
Read moreBehavior fix: Unused formula fields are no longer computed
What's the bug:
Even after removing the formula field from the layout, the formula was executing in the backend causing technical processing issues. If the said formula field was appended as merge fields in any templates, the field was returning computed values.
What's the fix:
This stealth processing in the backend is curtailed. Now, even if the formula field is moved back to the layout, it will display the previous value until the value in the participating field is edited/updated.
Apr
Customize forecast categories for open deals
Admins can now define up to two new custom forecast categories for open deals, adding flexibility to deal classification. Previously, open deals were limited to default categories: Pipeline, Best case, and Committed. With this enhancement, businesses can fine-tune deal stage categorization to match their unique processes by renaming and color-coding existing forecast categories.
Read MoreSet portal users as owners of Blueprint transitions
Admins can extend blueprint transition permissions to portal users. This ultimately simplifies customer engagement and operational efficiency by minimizing delays in your business processes.
Read MoreMeasure the likelihood of conversions using Zia Scores
Zia takes into account all of the information related to a particular record and calculates a score for that record. This includes record information, details from SalesSignals, related list details, and data from CRM integrations, all of which is retrieved, and analyzed by Zia to arrive at a score that represents the likelihood of conversion for a particular lead/deal.
Read moreIntroducing Global Sets for easy management of similar picklists
A global set is an admin-defined set of picklist values that can be associated with multiple picklists across modules. With global sets in place, maintenance of similar picklists is no longer a tedious and error-prone activity.
Read moreZoho PageSense for Zoho CRM
Integrate Zoho CRM with Zoho PageSense to simplify the lead filtering process. Identify and label high-quality leads based on goals they've accomplished. View recordings of a lead's journey to understand their browsing patterns and identify any potential issues/obstacles.
Read moreBulk delete support in CRM Admin Tools for roles, profiles, and webforms
Administrators can now easily locate and remove unused roles, profiles, and webforms present in a CRM organization using Admin tools. This will help mitigate clutter and manage limits from a single interface.
Read moreZoho Notebook For Zoho CRM
A powerful solution that enables users to take rich text notes, attach photos, record audio, attach files, and add to-do items
Read moreRevamped UI for groups in CRM
Introducing an improved UI for both group creation and management processes. The enhancements include a cleaner UI for group creation, a streamlined process for adding members with a search options for territories, roles, and users, filters for active/inactive users, and a revamped member details page. Users can now categorize selections, and view detailed member information.
Read moreSynchronize notes while integrating Zoho Analytics with Zoho CRM
During Zoho Analytics and Zoho CRM integration, admins can choose to synchronize notes from various modules alongside other sub-fields. This will help bring in more context about the record into CRM.
Read moreSMS notifications in Zoho CRM
Send transactional SMS messages to your customers' handheld devices directly from your CRM. Set up automations for SMS and much more!
Read moreAdd fields from the lookup module
In addition to looking up a record from within a record, customers can also look for and associate particular fields from an associated module. This enables them to associate important data easily.
Read moreNew Extensions for Zoho CRM
GoTo SMS texting Extension for Zoho CRM,Mailchimp for Zoho CRM, Workdrive for Zoho CRM,Salesgear for Zoho CRM, and more.
Read moreIntroducing record locking options for CRM
Now keep records safe from editing or deletion based on specific conditions. Easily set up locking configurations for each module and choose from manual or automatic locking options. Once locked, see details such as reason, date and fields available for edit. You can manually unlock records or have an admin do it, but if you delete a rule, it will unlock all previously locked records.
Read moreWorkflow for notes
Now configure workflow rules triggered by actions on notes in a module. Choose from several options, set additional conditions, and use note attributes like created time, created by, etc. to select specific notes to trigger your workflows.
Read moreSMS Misr for Zoho CRM
Make SMS marketing campaigns and SMS advertising better with SMS Misr.
Read moreUpgradation of PHP SDK supporting v2.0 APIs to version 6.2.0
The PHP SDK is updated to version 6.2.0 and the error that caused an SDKException due to the presence of /src/ or /src/com/ in the php-sdk path when accessing the JSONDetails.json file is fixed.
Behavior fix: Change in null value computation in formula fields
Thus far, the formula field was considering empty values in the participating fields as "0" and used to return incorrect results. We have fixed this behavior. Now, if a participating field has no value, the formula cannot process the empty value and will display a blank result.
Read moreUpgradation of PHP SDK supporting v2.1 APIs to version 7.1.0
The PHP SDK is updated to version 7.1.0 and the error that caused an SDKException due to the presence of /src/ or /src/com/ in the php-sdk path when accessing the JSONDetails.json file is fixed.
Upgradation of NodeJS SDK supporting v2.1 APIs to version 2.0.0
NodeJS SDK is updated to version 2.0.0 and the following enhancements are made:
1. Supported with CancelMeetings API.
2. Supported with ApplyFeatureExecution for LayoutRules in Record API.
3. Handled Exceptions in ModuleFieldsHandler and field meta changes in Currencies API.
4. Supported with Single Import and ES Module(from node version 14.21.3)
5. Handled Exceptions in SDK.
6. Handled Token persistence, UserSignature, and OAuthToken.
->Supported with 32-char tokenId.
->Supported with name in UserSignature.
Mar
Mark a subform as required
A new property to mark a subform as required has been introduced. This lets the users utilize subform like an individual form in itself.
Read moreUse Zoho CRM's CPQ tool for custom quote management
Zoho CRM's CPQ tool is designed to help sales teams create accurate, customized quotes for their customers based on their specific needs instantly. With CPQ, you can perform line item automation and thereby effectively navigate the challenges of varying product combinations and dynamic pricing by getting the system to automatically add or suggest products as well as make price calculations during quote creation. [Public early access]
Read moreNew feature announcement: Discover customer journeys using Path Finder
Path Finder is a robust tool that helps you discover and map customer journeys from across your business landscape. By piecing together real-time interactions at each touchpoints, it will help identify different customer personas and understand their behaviors in your business. It displays three visual charts—Path report, Sankey report, and Journey report to follow their journeys from different perspectives.
Read moreAdding context to Zia's Next Best Experience suggestions
Zia considers the incoming emails, reads them, analyzes them, extracts information and then provides suggestions along with some context. With this enhancement, along with the next best experience suggestion, you will be able to see the Last activity. This is to give users context as to what activity was taken into account when giving next-best experience suggestion.
Read moreNew set of charts added to Zia's prediction analytics
To the existing prediction analytics, we have added a bunch of enhancements where Zia will provide a score for its prediction quality, predict failures, segment failed predictions, perform win/loss analysis, provide a report on users who got the most prediction as failure, and predict deals that are likely to be closed lost based on its current stage.
Read moreSegment Zia's recommendations as groups and understand your customer behavior up close
Segmenting Zia's recommendations into groups that have similar characteristics will help managers understand the pattern of such recommendations and equip them to handle the deals more efficiently. Under each segment, the number of records along with the condition for that particular segment is listed.
Read moreIntroducing failed activities metrics in Zia's Best time to contact analytics
Zia will segment the failed activities under the Best time to contact analytics. Under each segment, the failed call/email count, and condition for each segment will be listed. Zia will also provide analytics on whether calls were answered mostly at the start of the week, mid-week, end of the week or if it was evenly distributed everyday. It will also show if the failed calls were initiated during the best time to connect or some other time.
Read moreZia Subject line suggestion
Now get Zia suggestions for catchy subject lines for your emails to grab your customer's attention, and enhance the email open rate.
This feature is currently available ONLY for the US, and EU DCs.
Edit action has been supported on accessing a record from Analytics module.
Users can now access and edit the record details page directly from the Analytics module.
Filter lookup records using predefined criteria.
In a lookup field, users can now view, select, and associate only the eligible records that satisfies the lookup criteria.
Voice Recording field in Calls module
Introducing the all new Voice Recording field for feeding your voice recording URLs. You can add the recording URL while logging calls, which upon saving renders your recording in the form of an audio player within the record.
Read moreWizards support in portals
Now extend the wizard experience to your customers, through portals. Configure your portal user types, and select a different wizard for the module layouts. Portal users can then add required details related to a record in multiple wizard pages, as well as save them when needed, thereby avoiding overwhelming and tedious record entries.
Read moreCall Transcription and Zia Call Intelligence
Now get audio recordings of your conversations over calls transcribed into text. Configure which calls to be transcribed, and the users for which calls should be transcribed. With the help of its intelligent analyzing abilities, Zia will automatically retrieve information such as summary of the call, sentiment, emotion, as well as intent of the call from your the transcriptions and share the details.
Read moreShare a record's URL via share extensions.
Users can now copy the URL of a record, save it to files, or share it with other apps.
Filter lookup records using predefined criteria.
In a lookup field, users can now view, select, and associate only the eligible records that satisfies the lookup criteria.
New Extensions for Zoho CRM
ActiveCampaign Connect for Zoho CRM, Sibila for Zoho CRM, Global Call Forwarding CDR Data Link for Zoho CRM, Company Cam Connect for Zoho CRM by Upwise, and more
Read moreUpgradation of PHP SDK supporting v2.1 APIs to version 7.0.0
PHP SDK is updated to version 7.0.0 and the following enhancements are made: -Supported with Cancelmeetings API and ApplyFeatureExecution for Layout Rule in Record API. -Handled user-specific modules and field meta changes. -Modified properties in Currencies API. iso_code, exchange_rate and name keys are made mandatory, other keys are made optional
File upload in subforms
Now you can upload files to your subform entries with Zoho CRM's new File Upload field feature. Add attachments to your subform entries with ease.
Read moreUpgradation of Python SDK supporting v2.1 APIs to version 2.0.0
Python SDK is updated to version 2.0.0 and the following enhancements are made:
-Supported with CancelMeetings API and ApplyFeatureExecution in Record API
-Handled user-specific modules and field meta changes.
Upgradation of Ruby SDK supporting v2.1 APIs to version 2.0.0
Ruby SDK is updated to version 2.0.0 and the following enhancements are made:
-Supported with CancelMeetings API and ApplyFeatureExecution for Layout Rule in Record API.
-Handled user-specific modules and field meta changes.
-Modified properties in Currencies API. iso_code, exchange_rate and name keys are made mandatory, other keys are made optional.
Introducing lookup filters
Lookup filters allow you to set criteria for displaying only qualifying records during lookup. This makes it easier to associate records and ensures accuracy. You can activate this feature in the layout editor and define criteria to help sales representatives save time and effort.
Read moreMigrate data from Bigin to CRM
It is now possible to transfer data from your Bigin organization to Zoho CRM, using a straightforward three-step process. Simply select Bigin in the import section, choose the organization you wish to import from, and allow the system to map your data automatically.
Read moreFeb
Stage component in Zoho CRM
The stage component, an extension of the funnel-type component in Zoho CRM, tracks conversion, stagnation, and spillage at each process stage, along with direct conversions and overall win rates. It uses picklist fields with history tracking enabled and can be found among available dashboard components.
Read MoreNew Extensions for Zoho CRM
PressOne Africa for Zoho CRM, Plivo Phone Verification for Zoho CRM, ABR Complete Leads System for Zoho CRM, and more.
Read moreUpgradation of Java SDK supporting v2.1 APIs to version 3.0.0
Java SDK is updated to version 3.0.0 and the following enhancements are made:
Supported with CancelMeetings API.
Supported with ApplyFeatureExecution for Record API.
Updated the properties-name, iso_code, and exchange_rate to mandatory, and other properties to optional in Currencies API.
Export/ import canvas with different organizations
Customers can export/ import canvas creations with other organizations by means of unique alphanumeric key. This will transmit all the design elements seamlessly.
Read moreUpgradation of Ruby SDK supporting v2.0 APIs to version 6.1.0
Ruby SDK is updated to version 6.1.0 and the following enhancements are made: Record API is Supported with applyFeatureExecution.
Upgradation of Python SDK supporting v2.0 APIs to version 5.1.0
Python SDK is updated to version 5.1.0 and the following enhancements are made: Record API is Supported with applyFeatureExecution.
Upgradation of NodeJS SDK supporting v2.0 APIs to version 6.1.0
NodeJS SDK is updated to version 6.1.0 and the following enhancements are made: Record API is Supported with applyFeatureExecution.
Attach files to a record from Zoho WorkDrive
Files or folders from Zoho WorkDrive can be attached to a record.
Zia custom email intent
The enhanced email intent analysis by Zia will now capture customized intents specific to businesses. You can configure the custom intents by feeding Zia with sample data or keywords related to the intent.
This feature is currently available ONLY for the US, and EU DCs.
Upgradation of Java SDK supporting v2.1 APIs to version 4.0.1
Java SDK is updated to version 4.0.1 and the following enhancements are made:
-Handled user-specific modules and field meta changes.
-Handled Template in SendMail
Jan
Configure and map scoring rules' parameters as custom field
In addition to the tabulated view of scores in related list, the desired score KPIs can now be added as custom read-only fields inside a record. This enables you to use those fields as criteria parameters across CRM.
Read more"Puvi" for Zoho CRM
The font face of Zoho CRM has been changed from Lato to the home grown font type, "Puvi". In addition to the font update, color palette for key features in CRM is also updated.
Read moreUse a field as a value to filter reports
In addition to adding static value, a field can be used as a value for a filter criteria in the new reports feature.
Read moreNew Extensions for Zoho CRM
Notes Search for Zoho CRM, ABR Email Deliverability Extension for Zoho CRM, Australian Public Holidays for Zoho CRM, Zomani For Zoho CRM, and more.
Read moreUpgradation of PHP SDK supporting v2.0 APIs to version 6.1.0
PHP SDK is updated to version 6.1.0 and the following enhancements are made:
1. Record API is Supported with applyFeatureExecution.
Upgradation of Typescript SDK supporting v2.0 APIs to version 7.0.0
Typrscript SDK is updated to version 7.0.0 and the following enhancements are made:
1. Fixed DBStore issue.
Upgradation of Typescript SDK supporting v2.0 APIs to version 6.0.0
Typescript SDK is updated to version 6.0.0 and the following enhancements are made:
1. Exception handling.
2. Extra key added in tokenstore Id.
3. Resource file name changed.
4. Encoded key value changed.
Upgradation of JAVA SDK supporting v2.0 APIs to version 5.1.0
JAVA SDK is updated to version 5.1.0 and the following enhancements are made:
1. Record API is Supported with applyFeatureExecution.
Motivator enhancements
The following enhancements have been made to motivator:
1. Enable the option to show targets based on hierarchy, i.e. users can only view targets that are permitted to them based on their hierarchy.
2. Reorder dashboard components in the all new dashboard grid.
3. Customize dashboard's visibility to share dashboards with groups, roles, and roles and subordinates, alongside the users.
Get slots in your CRM calendar blocked automatically
Now get slots in your CRM calendar marked as unavailable automatically, based on the bookings in your Google Calendars, if you have the Google Calendar sync enabled.
Read moreIntroducing new charts based on user feedback on Zia's recommendations
The following charts are displayed to assess how Zia recommendations are useful to the CRM users and how well the users deploy Zia's recommendations.
- Overall feedback analytics
- Feedback analytics based on the recommendation type
- Feedback analytics based on the product type
- Feedback contribution
- Missed cross-sell opportunities
Better optimization of module list view.
The list view of the CRM modules has been optimized for a better user experience. The sort function has been placed in the list view for easy access.
Better optimization of user related lookup fields
Searching and selection of users from owner lookup field and user lookup field has been optimized for better user experience.
Introducing Zia's Best time to contact analytics
The Best time to contact is Zia's suggestion on when to contact a prospect or a customer to achieve conversion. To investigate and optimize the experience, Zia, now displays the following analytics:
- Best time to contact analysis summary for leads and contacts
-Individual Analysis: Outgoing Calls and outgoing emails
-Best Time Usage analysis for calls and emails
-Customer interaction heat map
-Call attend rate
-Email open rate
-Best time followers
-Analytics for users who don't follow best time for communication
-Failed activities
Section based workflow rules
Now trigger a workflow rule whenever any field within a particular section is modified.
Read more2022
Dec
New Extensions for Zoho CRM
Freeagent Extension for Zoho CRM, GoDial for Zoho CRM, Multi-User RingCentral Texting for Zoho CRM, Neverbounce Connect for Zoho CRM, and more.
Read moreRelease of Java SDK Beta Version 1.0.0
Java SDK Beta Version 1.0.0-beta for Zoho CRM API 4.0 was released.
Release of PHP SDK Beta Version 1.0.0
PHP SDK Beta Version 1.0.0-beta for Zoho CRM API 4.0 was released.
Updates on Zia's Prediction feature
The following capabilities are added/ updated to Zia's Prediction feature.
- In light of the introduction of Customer churn prediction, the native prediction feature is renamed as "Field prediction".
- The summary component-learning pattern score, is renamed as "Model Accuracy".
- To view how Zia's learning has fared over different training versions, version history has been introduced. Also, you can compare prediction accuracy of those versions one-to-one.
- The contributing factors of a prediction model can now be moderated with desired fields.
Nov
The "Reason for Loss" field in Deals, is now a picklist
The descriptive type field "Reason for Loss" in the Deals module has been changed to a picklist field with predefined loss reasons. You can add new values, edit existing values, or delete them as required. The contents of the descriptive fields for the records that already exist will still be stored in the notes section.
Read moreNew enhancements to workflow rules
1. Two new instant actions have been added in workflow rules. They are 'Add a meeting' and 'Schedule a call'.
2. The mechanism to add additional fields to an action popup has been changed. Instead of adding system-defined fields, the update lets you choose the desired field to be added.
New Extensions for Zoho CRM
LawPay for Zoho CRM, Organization chart for Zoho CRM,Qwilr for Zoho CRM, Linked Pro for Zoho CRM, and more.
Read moreIntroducing history logs and usage stats in Zia's data enrichment
Monitor data enrichment activities performed by users in your CRM organization as logs under the enrichment history tab. Get to know how enrichment limits are being distributed using graphical charts.
Read morePredict customer churn in your organization using Zia
Using its machine learning capabilities, Zia can predict if your customers will churn out of your business or not, and rate their churn probability. Also, if your business' revenue model is recurring and subscription-based, Zia can tell which product or service your customers are churning out from.
Read moreSelect the department before sending or taking a survey
Sending and taking surveys directly from a record is now made systematic. Instead of rummaging through the exhausting list of available surveys, you can now choose the right survey based on the department your survey belongs to.
Read moreLayout rule action to set mandatory fields to be supported in APIs
With this enhancement, the "Set Mandatory Field" action of Layout Rules will be supported in APIs with version 2.0 and above, i.e. while adding or updating records through APIs, if the criteria for a layout rule are met, the fields will be defined as mandatory and it will not be possible to add or update the record if no values are entered for those fields.
Read moreAnswer calls directly from the call bar
Calls in queue can now be answered one after the other, directly from the call bar.
Read moreMore Options for Scheduled Calls
Scheduled calls can now be rescheduled or cancelled from the mobile app. Easily identify the Rescheduled and Cancelled calls with the help of new icons.
Layout rules and Validation rules for Calls
Users can now execute the layout rules and validations rules configured for the calls modules from the mobile app.
Introducing Zia's Next Best Experience
Zia, with its ability to analyze and evaluate your business, will suggest the next best means of communication at each stage of your open deal. It sets the stage for you to approach your prospects and customers through the right channel at the right time.
Read moreOct
New Extensions for Zoho CRM
Telnyx SMS Extension for Zoho CRM, Zoom Phone for Zoho CRM, Dialfire Extension for Zoho CRM, and more.
Read moreSequence assignment rules in numerical order
In addition to the drag and drop option, users can now reorder assignment rules by ascribing each rule with order numbers.
Read moreMigration from Act! and SugarCRM to Zoho CRM
The database from your former CRM providers - Act! or SugarCRM, can be migrated to Zoho CRM, directly using the respective migration channels present in the data import page.
Read moreSend email for confirmation of portal users' email address
On updating the email addresses of the existing portal users, you can now send them emails to get confirmation. They can confirm the change and continue accessing the portal with the existing password.On updating the email addresses of the existing portal users, you can now send them emails to get confirmation. They can confirm the change and continue accessing the portal with the existing password.
Read moreCustomize email templates for portals
Customization options added for 'Portal Invitation' and 'Confirm Email Address' emails.
Read moreImportant enhancements in Attachment
Users can now attach a video to a record, multi-select images and files with the help of new picker, and provide access only to a selected set of photos.
Sep
PathFinder: Journey orchestration gets more precise
Discover your customers' journeys across multiple touchpoints and channels, and understand how they interact with your brand. Visualize your customers' journeys with intuitive maps. and identify the most successful paths followed by your customers, common dropoff points, etc.
Read moreIntegrate WhatsApp Business with Zoho CRM
Integrate WhatsApp Business with Zoho CRM and respond to customer queries directly from your CRM organization. Also, send documents and media files from a list of cloud storage options like Google Drive, Sky Drive, Evernote, and Dropbox.
Read moreMail merge is now available for use in iPad and Android tablets' browsers.
The mail merge feature in Zoho CRM can now be used from web browsers on iPad and Android tablets to create and manage templates on the go.
Read moreNew Extensions for Zoho CRM
Telebu SMS Country for Zoho CRM, Xero bidirectional integration for Zoho CRM, Map My Contacts for Zoho CRM, Image Gallery for Zoho CRM, and more.
Read moreuSonar for Zoho CRM
The uSonar extension gathers data from various tools and stores it under its own database. Once integrated, the uSonar extension automatically fills in 80 different fields about a company's customers by mapping their unique LBC ID with your Accounts module in Zoho CRM, eliminating the need to fill in customer information manually.
Read moreEnhancement in Zia Activity Extraction
The activities mentioned in the email correspondence are identified, extracted, and displayed by Zia in the Zia Notification Panel in a chronological order to enhance user experience.
Read moreIntroducing email emotion analysis by Zia
With the new email emotion analysis, Zia can parse the following emotions from an incoming email: happy, enthusiasm, gratitude, trust, confusion, discontentment, frustration, and neutral. Based on the severity of the emotions observed, you can prioritize email responses effectively.
Read moreZia Consecutive Negative Sentiment alerts
Get Zia notifications for consecutive emails with negative sentiments from customers to serve them better on priority basis. Set the number of consecutive emails to trigger notification, and toggle consecutive negative sentiment alerts at anytime depending on your business needs.
Read moreBetter optimization of related list
Related modules list has been optimized for faster and better performance.
Aug
New Extensions for Zoho CRM
Referral Factory for Zoho CRM, Abstract Email Validation For Zoho CRM, Google Address Finder for Zoho CRM, Phone and Email Verifier for Zoho CRM, and more.
Read moreConditional rules in Wizards gets new criteria added
The following criteria are added to the conditional rules in Wizards to gather record information contextually:
1. When to apply the rules
2. Setting fixed value to fields
3. Locking specific records, and allowing special access to certain profiles
4. Showing text components and wizards
Enhanced button customization options in Wizards
Choose from the advanced color options available in the color palette to style buttons in Wizards. You can also choose from the most frequently used color options for the button styles.
Read moreUser field in subforms
Associate CRM users with subform records directly using the user field. Additionally, you can have fields related to the user, like the user's email address field, in the subforms.
Read moreUI enhancements in email compose window
1. The email compose window can now be resized to compact and be dragged along the screen for ease of reference as you write an email.
2. The recipients' email addresses added in "To", "CC", and "BCC" are now displayed together without hiding the writing space of the compose window.
3. Attachments can now be collapsed to avail more space in the compose window.
Introducing routine messages in AskZia
Configure frequently asked questions as pre-defined routine messages in AskZia and receive recurrent responses on desired intervals, automatically.
Read moreExecute client scripts from the mobile app
Users can now execute the configured client script actions in the mobile app based on the client script events.
Execute client scripts from the mobile app
Users can now execute the configured client script actions in the mobile app based on the client script events.
Jul
Introducing Deal lookup field in Invoices
Associate deals directly with Invoices with the default deal name lookup field.
Read moreNew Extensions for Zoho CRM
Outplay for Zoho CRM, Twilio Phone Number Verification for Zoho CRM, ValueFirst for Zoho CRM, Canvas LMS for Zoho CRM, and more.
Read moreRelease of NodeJS Beta SDK Version 1.0.0
NodeJS Beta SDK Version 1.0.0-beta for Zoho CRM API 3.0 was released.
Campaign Monitor for Zoho CRM
Campaign Monitor is an email marketing software that is equipped with automation tools to build emails and run campaigns. With the Campaign Monitor extension for Zoho CRM, you can synchronize all your campaigns from your Campaign Monitor account to Zoho CRM. You can access synchronized campaigns from the Campaigns module and contact details from the Contacts and Leads modules in Zoho CRM.
Read moreClose Zoho account from mobile app.
Users can now close their Zoho account right from within the mobile app.
Introducing Criteria Support in Data Sharing Rules
In data sharing rules, configure sharing preferences based on criteria to share only records that are required.
Read moreMinor enhancements on shift hours: Limit update and permission update
1. The number of shift hours an organization can configure is updated from 30 to 50.
2. Admins and users with Manage Users profile permission can add and view users assigned to a shift.
Notifications in Motivator
Get notified about changes in KPIs, Games, or Targets in the form of notification tiles on your screen all across CRM. You can also check these notifications from the notification panel on Motivator home page. Mark notifications as favorites, filter notifications as required, and much more using the notification panel.
Read moreNew parameters in advanced filter for Zia Similarity recommendation
Records can now be filtered based on similarity score in the advanced filter. Also, refer to a record as a value and filter similar records available in the module.
Read moreJun
NaijaSMSPortal for Zoho CRM
SMS is a great way to reach your customers directly. NaijaSMSPortal is an SMS provider that offers domestic (Nigeria) SMS services to its users. By integrating the NaijaSMSPortal extension with Zoho CRM, you can send individual or bulk SMS to your leads and contacts directly from your Zoho CRM account. You can also create SMS templates in Zoho CRM that can be selected while sending SMS to users.
Read MoreSegment records using modules from Finance suite integration
After configuring the Zoho Finance Suite integration, some new modules are added to your CRM account. You can select these modules like Invoices, Sales Orders, Books, etc., as contributing module to segment native CRM records.
Read moreNew Extensions for Zoho CRM
Zero Bounce Connect for Zoho CRM, Dataholics for Zoho CRM, IndiaMART Official Plugin for Zoho CRM, Auto Currency Exchange Rate Updater For Zoho CRM, and more.
Read moreRelease of Python Beta SDK Version 1.0.0
Python Beta SDK Version 1.0.0-beta for Zoho CRM API 3.0 was released.
Upgradation of Java SDK to 2.0.1
Handled "BEST_TIME"(a JSONArray field) in Tasks module in Record API.
Work with map dependencies in Sandbox
Create and map dependencies between different pick-list fields in your sandbox, update existing dependencies, and deploy changes into your production setup.
Read moreMay
Introducing Zia Similarity Recommendation
Using Zia Similarity Recommender, discover similar records present in the module. Take cues from similar patterns captured by Zia and pitch that recommendation to prospects and customers for a favorable transaction.
Read MoreNew Extensions for Zoho CRM
TradeIndia for Zoho CRM, Gong for Zoho CRM, Plivo SMS Extension for Zoho CRM, Glances for Zoho CRM, and more.
Read MoreCustomize the order of pick list values
The order of how pick list values are listed inside a record, list view, reports, and dashboards can be customized based on the options - Entered order or Alphabetical order.
Read MoreResponsive designs for Email Templates
Create email templates with responsive designs that adapt to desktop and mobile devices. Additionally, preview their alignment and send test emails to up to five users to check how it renders in real time.
Read MoreEnhancement in Zia Recommendations
CRM users can share their feedback on whether Zia's recommendations were helpful or not. The option to give feedback will be available as a responsive strip under each recommendation.
Read moreRevamped Forecasting in Zoho CRM
The following revamps are made in forecasts:
1. Create multiple and condition based forecasts across different periods.
2. Choose forecast type based on Deal Revenue or Deal Quantity.
3. Choose from the two newly added forecast category - Best Case and Committed Deals.
4. View transparent split of deals in your pipeline for optimal targets.
5. Create continuous forecasts with Zia's calculations and suggestions for targets, based on the historical data of the selected forecasts.
6. Compare different forecasts across years for deeper analysis.
7. Access archived forecasts and never lose forecasts from the past, or upon changing forecast configuration.
Introducing Call Bar functionality for built-in telephony users
View ongoing calls and calls that are queued in your organization using the new call bar popup.
Read MoreEnhancements and changes in Zoho Campaigns integration
The following changes and enhancements have been made to the Zoho Campaigns integration:
- Add Topics and the Lawful Basis of communications followed, while setting up a campaign.
- While sending a campaign for review, the ability to check details in the recipients list is enabled. This includes information, such as the number of users from CRM or Campaigns, number of contacts conflicting the topics, total number of eligible recipients, etc.
- If the topic conflicts while sending a campaign, a detailed count of conflicts for each topic can be checked.
Enhancements for Motivator
Create KPIs for email module, have custom dates for all date-based comparison options, and create dashboard components and TV channels with custom period options. Additionally, experience a new way for filtering achievement records.
Read MoreRelease of Java Beta SDK Version 1.0.0
Java Beta SDK Version 1.0.0-beta for Zoho CRM API 3.0 was released.
Apr
Tag records in sandbox
The ability to add tags to records in sandbox is introduced. Users can ascribe tags onto records in testing environment and classify them without hampering the live setup.
Read moreAdding custom colors in tags
Besides the standard colors, tags can now be color coded with custom colors.
Read moreNew Extensions for Zoho CRM
Shopify extension for Zoho CRM, Callingly for Zoho CRM, Schweizer for Zoho CRM, Twilio Extension for Zoho CRM and more.
Read moreSupport for multi-user lookup field
Add and remove multiple users while creating sales record from the app.
Zoho Lens for Zoho CRM
With the Zoho Lens Integration for Zoho CRM, initiate an instant or scheduled remote assistance session from the Contacts or Leads module. During a session, you will be able to guide your customer's sales queries or provide necessary instructions by viewing the live camera stream and using our whole range of annotation tools.
Read moreAttach files to a record from Zoho WorkDrive
Files or folders from Zoho WorkDrive can be attached to a record.
Multilingual support with 20 languages for iOS mobile app
Here is the list of supported languages.
•English [British]
•French (Français)
•German (Deutsch)
•Spanish (Español)
•Japanese (日本語)
•Chinese [Simplified] (简体中文)
•Dutch (Nederlands)
•Portuguese [Brazil] (Português [Brasil])
•Turkish (Türkçe)
•Russian (Русский)
•Portuguese [Portugal] (Português [Portugal])
•Italian (Italiano)
•Chinese [Traditional] (繁體中文)
•Korean (한국어)
•Danish (Dansk)
•Polish (Polski)
•Vietnamese (Tiếng Việt Nam)
•Hungarian (Magyar)
•Hindi (हिन्दी)
•Swedish (Svenska)
Switch language from the new In-app language settings under the Settings module in app.
An option to cancel scheduled meetings
Scheduled meetings can be cancelled from More Options in record details view.
Upgrade of v2.1 API's Python, Ruby, Scala, Typescript, and JavaScript SDKs to 1.1.0
1. Supported Japan DC Environment.
Upgrade of v2.1 API's PHP SDK to 6.0.0
1. Internal handling done for mandatory fields during the insert and update operations.
2. Supported Japan DC Environment.
Mar
Introducing translation option for additional values
Translation options are now available for modules, subforms, and related lists, besides the existing options of picklist values and field names.
Read MorePresenting CRM Webform Analytics Based on URL
CRM now presents detailed page-wise analytics for every page where your web form could be published. You can view stats and charts for key parameters such as visits, submissions and region for each page tracked inside the CRM.
Read MoreStay updated with alerts and anomalies on the go
In addition to Zia notification panel, receive AI notifications from your organization on Zoho Cliq, Slack, and email to prioritize your work on the go.
Read MoreAdmin Tools — An Interface for Configuration Management
Admin Tools offers you an efficient interface to view a master list of configurations and delete the ones you don't need anymore.
Read MoreShare Records with Roles and Groups
In private sharing, records can be shared with roles and groups, in addition to sharing with users.
Read MoreImport subform from your device
Import subforms into records, add new entries or update existing entries, or both, based on unique IDs.
Read MoreIntroducing advanced Lookup Filter
Additional filters have been added to the lookup field popup to sort, filter, and choose desired value from the results at ease. Furthermore, columns can be added or removed as required.
Read MoreZoho TeamInbox for Zoho CRM
The Zoho TeamInbox extension for Zoho CRM makes it easy to view and manage all your emails from Contacts and Leads. With this extension, your sales team can contact leads with context from their previous conversations.
Read MoreNew Extensions for Zoho CRM
AdPage integration for Zoho CRM, BluText SMS for Zoho CRM,ABN Extension for Zoho CRM and more.
Read MoreFeature Limit Update: Zia notifications for Anomaly Detector component
The number of anomaly detector components, a user can subscribe to in order to receive notifications via Zia, has been increased. Enterprise: 10 components Ultimate: 30 components
Read moreUpgrade of v2.1 API's Node JS SDK to 1.1.0
1. Supported Japan DC Environment.
Upgrade of v2.1 API's C# SDK to 2.0.0
1. Internal handling done for mandatory fields during insert and update operations.
2. Supported Japan DC Environment.
Upgrade of v2.1 API's Java SDK to 2.0.0
1. 'Record count' field handled as long datatype instead of a string datatype.
2. Internal handling done for mandatory fields during insert and update operations.
3. Supported Japan DC Environment.
Upgrade of Java SDK, C# to 5.0.1 and Node JS SDK to 6.0.0
1. Supported Japan DC Environment.
2. Removed the required field in 'ownerlookup'.
3. Internal handling done for mandatory fields during insert and update operations.
Upgradation of PHP SDK, Python SDK, Typescript to 5.0.0, Ruby SDK to 6.0.0, Scala SDK to 3.0.0, and JavaScript SDK to 4.0.0
1. Supported Japan DC Environment.
2. Removed the required field in 'ownerlookup'.
3. Internal handling done for mandatory fields during insert and update operations.
Add customers as Contact Users in projects
When Projects are created in CRM, customers can be associated with the projects as Contact Users without access to the project portal. However, this association can be moderated between client user and contact user as and when required.
Read moreFeb
Introducing Object Detection as part of Zia Vision
In addition to validating images based on a complete match, Zia can now validate an image based on specific objects detected in it.
Read MoreNew Extensions for Zoho CRM
Tellephant's WhatsApp business API for Zoho CRM, Mailchimp Extension for Zoho CRM, Magento 2 for Zoho CRM and more
Read MoreUpgrade of JavaScript SDK to support v2.1 APIs to version 1.0.0
JavaScript SDK is updated to version 1.0.0 and the following enhancements are made:
1. Structural changes to aid the process of SDK configuration and initialization user.
2. The following APIs are supported:
a. Assignment Rules
b. Email Templates
c. Field Attachments
d. Inventory Templates
e. Pipeline
f. Send Email
g. Wizards
Introducing criteria support in contributing modules for segmentation
Criteria can be added to the contribution module to segment records at a granular level.
Read MoreIntroducing Built-in Telephony in Zoho CRM
Build independent telephony system directly onto CRM organization. Buy and manage multiple phone numbers, configure incoming and outgoing call preferences, record calls, and download call reports without any third-party dependencies.
Read MoreIntroducing Zia Recommendation Analytics
Insights like total number of recommendations, number of active recommendations, record conversion rate, recommendation trends, products mostly recommended, and type of recommendations are shown to assess the effectiveness and adoption of these recommendations. The results will help optimize the recommendation configurations.
Read MoreAdd styles into presets
Styles applied on one canvas component can be added to presets and reapplied on other components.
Read MoreAdd and reuse components in Canvas
Desired components from one canvas template can be saved to reusable components and reused on other templates created for different modules.
Read MoreBigin for Zoho CRM
Bigin is a pipeline-centric CRM built to meet small business needs. With the Bigin extension for Zoho CRM, you can manage deals and tasks across modules of Bigin and Zoho CRM. Using this extension, you can make one-way changes in Bigin from within the Zoho CRM.
Read MoreIntroducing Wizards in Sandbox
Wizards is now available in Sandbox. Create wizards and test their performance in a secured sandbox environment and deploy them to production without hassle.
Read MoreJan
Task, Calls, and Meetings to be separate modules
Activities module is split into Tasks, Calls, and Meetings modules for ease of use and work.
Read MoreIntroducing failed action metrics and retry option in Workflow Report
In the workflow reports, failed actions such as bounced emails, failed webhooks, and failed functions will be displayed with failure insights of the corresponding records. Option to manually retry those failed actions, exclude actions from retry, and include the previously excluded actions will also be provided.
Read MoreEnhancements in Scoring Rules
In addition to Leads, Contacts, Accounts, and Deals, scoring rules can also be configured for Custom Modules. Also, touchpoint scores - positive and negative will not be displayed for Accounts, Deals, and Custom Modules.
Read MoreEnhancements in Zoho CRM Motivator
Zoho CRM Motivator has been enhanced to include UI-level improvements and customization options directed at helping you achieve better clarity with insights on your team's performance.
1. You can now add detailed KPI insights to your Motivator Dashboard by selecting component type
(By user/Trend/Field).
2. You can now edit an ongoing game. The game data will automatically reflect changes in configuration.
3. At the UI level, a tab called "About" has been included in every component — KPI, Game, Target, Team — to easily display basic details about that particular component.
Upload image from your device in Canvas editor
In Canvas, images can be uploaded from the device and reused from the list of recently used images. Additionally, the image component is available as an element.
Read MoreEnhancement in Email Notifications
Besides the "To" field, recipients can be added in "CC" and "BCC" fields in email notifications to trigger each of them as a single mass email.
Read MoreNew Extensions for Zoho CRM
Pipechat for Zoho CRM, Bulk SMS for Zoho CRM, Deal to Project converter for Zoho CRM,Stripe subscription management for Zoho CRM and more.
Read MoreBetter optimization of Import
Importing Leads and Contacts from device address book has been optimized for faster and better performance.
BombBomb for Zoho CRM
Record video messages, send to leads and contacts via email, and track the insights using BombBomb extension.
Read MoreBetter optimization of Records list in Modules
-Synchronization and download of records from server has been optimized for faster and better performance.
-Users can sort the records with the help of new custom view-specific sort by settings.
-Group by, Sort by, and Records section under module settings has been removed.
-Records will be automatically downloaded in the background without any user intervention.
Settings for Nearby Pins
Nearby pins can either be grouped or ungrouped with the help of user-specific settings provided in maps.
Upgrade of Scala SDK to support v2.1 APIs to version 1.0.0
Scala SDK is updated to version 1.0.0 and the following enhancements are made:
1. Structural changes to aid the process of SDK configuration and initialization user.
2. The following APIs are supported:
a. Assignment Rules
b. Email Templates
c. Field Attachments
d. Inventory Templates
e. Pipeline
f. Send Email
g.Wizards
Enhancement of Typescript SDK supporting v2.1 APIs to version 1.0.1
Typescript SDK is updated to version 1.0.1 in which the inability to generate new access token with grant token has been fixed.
Upgrade of Typescript SDK to support v2.1 APIs to version 1.0.0
Typrscript SDK is updated to version 1.0.0 and the following enhancements are made:
1. Structural changes to aid the process of SDK configuration and initialization user.
2. The following APIs are supported:
a. Assignment Rules
b. Email Templates
c. Field Attachments
d. Inventory Templates
e. Pipeline
f. Send Email
g. Wizards
2021
Dec
Cancel action for Scheduled Meetings
Scheduled meetings can be cancelled from more options in record details view.
Client Script
Disable record accessibility for users who are associated with a record through the user look-up field. These users cannot access the record, yet continue to be a part of it as a reference or point of contact.
Read MoreRegulate record accessibility for user(s) added using the User fields
Disable record accessibility for users who are associated with a record through the user look-up field. These users cannot access the record, yet continue to be a part of it as a reference or point of contact.
Read MoreAssociate data from Subform to Templates
Data from Subforms can be added to Email and Inventory templates.
Read MoreSave Templates as draft
Save email and inventory templates as draft to modify as required before publishing.
Read MoreRegulate tickets' visibility in Zoho Desk Integration
The visibility of Desk tickets in CRM records can be moderated to show tickets from all departments or only from departments in which the user is a part of.
Read MoreNew Extensions for Zoho CRM
Audit Tool for Zoho CRM, Zoho Vault 2 Zoho CRM, IndiaMart for Zoho CRM and more.
Read MoreEnhancements in Workflow for Calls
When a workflow rule is configured for calls, the options ringing and attended for incoming and outgoing call triggers will be displayed only when a telephony provider is integrated with CRM.
Read MoreAdding Fiscal Year as a Grouping Parameter
Besides the existing duration, fiscal year can be added as a parameter to group the dashboard components.
Read MoreIntroducing Merge Fields in Wizards
In wizards, merge fields can be added to the text component and acknowledgement message to display relevant and personalized information.
Read MoreUpgradation of Node JS SDK to 5.0.0
Node JS SDK has been upgraded to version 5.0.0 and the following changes are made:
a. License has been added.
b. Minor SDK enhancements are made.
Upgradation of Typescript SDK to version 4.0.0
Typescript SDK is enhanced and the SDK initialization is made simple by reducing the required entities.
Upgradation of JavaScript SDK to support v2.1 APIs to version 1.0.0
JavaScript SDK is updated to version 1.0.0 and the following enhancements are made:
1. Structural changes to aid the process of SDK configuration and initialization user.
2. The following APIs are supported:
a. Assignment Rules
b. Email Templates
c. Field Attachments
d. Inventory Templates
e. Pipeline
f. Send Email
g. Wizard
Upgradation of Javascript SDK to version 3.0.0
Javascript SDK has been updated and the following enhancements were made:
-Support for custom functions API
-Support for multiple input types in parameter and header
Upgradation of Ruby SDK to version 5.0.0
Ruby SDK is upgraded to version 5.0.0 in which converter for value check has been added.
Nov
Microsoft Sentiment Analysis for Zoho CRM
Analyze and score customer reviews, social media comments, discussion forums, etc., as positive or negative sentiments and prioritize them accordingly.
Read MoreMicrosoft QnA Maker for Zoho CRM
Create AI bots in Microsoft Cognitive Services and link them to Zoho CRM to quickly access and answer queries.
Read MoreNew Extensions for Zoho CRM
HubSpot Sync for Zoho CRM, Intergrately for Zoho CRM, Aloware for Zoho CRM, TMetric for Zoho CRM, and more.
Read MoreDelete system defined dashboards and components
Users with Manage Dashboard permission can delete system defined dashboards and components as per business requirement.
Read MorePortals for Trial edition users
Enterprise and Ultimate trial edition users can configure portal. A system-defined default portal will be created to which a maximum of 10 users can be invited.
Read MoreEnhancements in Portals
The following enhancements are available in Portal:
1. Portal user type UI is categorized into separate tabs: Configuration and Users.
2. Portal users can be filtered using criteria such as: active, confirmed, unconfirmed, and deactivated.
3. System-defined reasons for a failed invitation are available.
4. Portal URL can be edited as and when needed by the admin.
5. Related modules linked through multi-lookup field can be shared with portal users.
Introducing bulk actions in Portals
Actions such as inviting users, deactivating them, transferring users from one portal to another, re-inviting, activating and removing users from a portal can be performed in bulk to save time.
Read MoreIntroducing common deployment logs in Sandbox
View the changes deployed from all sandbox environments in one place under "Common Deployment Logs". Filter them using the sandbox name to quickly view the changes deployed from a particular environment.
Read MoreFeature Limit Update: Data Encryption
Number of fields that can be encrypted is increased:
Enterprise: 10 fields/module
Ultimate: 20 fields/module
Data encryption for standard modules
Data in all standard modules except Tasks, Calls, and Meetings can be encrypted.
Read MoreNew components in User's Home Page
New sign-ups will view the following additional components in their home page: My Open Deals, My Leads, My Untouched Deals, My Today's Calls, My Deals Closing this Month, and My Pipeline Deals by Stage.
Read MoreIntroducing "Reporting to" field for reporting hierarchy
A field called "Reporting To' will be automatically displayed in places where the user module fields are listed such as reports, criteria, filter, merge fields etc. if the organization's hierarchy is set as reporting.
Read MoreIntroducing Data Storage Purchase Assist
Purchase assist will show an estimated amount of data an org would require, depending on which additional storage can be purchased.
Read MoreView time left to exhaust storage space
A popup will notify the orgs about the time left before they exhaust the data storage space.
Read MoreIcons to represent Zia notifications
Zia notifications like predictions, anomalies, and recommendations are each denoted by new icons to represent the particular type of notifications and help with ease of interpretation.
Read MoreOrganize notifications in the Zia Notifications Panel
Organize Zia notifications by starring the important ones. Filter and mark them as as read in bulk. Furthermore, personalize the notification preferences to enable desktop notifications and choose to display only the unread notifications.
Read MoreLite user support
Users with 'Lite user license' can access and review the sales data right from the mobile app.
Lite user support
Users with 'Lite user license' can access and review the sales data right from the mobile app.
Upgradation of Python SDK to support v2.1 APIs to version 1.0.0
- Structural changes to aid the process of SDK configuration and initialization for the users.
- The following APIs are supported:
- a. Assignment Rules
- b. Email Templates
- c. Field Attachments
- d. Inventory Templates
- e. Pipeline
- f. Send Email
- g. Wizards
Python SDK is updated to version 1.0.0 and the below mentioned enhancements were made:
Upgradation of Node JS SDK to support v2.1 APIs to version 1.0.0
- 1. Structural changes to aid the process of SDK configuration and initialization user.
- 2. The following APIs are supported:
- a. Assignment Rules
- b. Email Templates
- c. Field Attachments
- d. Inventory Templates
- e. Pipeline
- f. Send Email
- g. Wizards
Node JS SDK is updated to version 1.0.0 and the below mentioned enhancements were made:
Upgradation of C# SDK to support v2.1 APIs to version 1.0.0
- 1. Structural changes to aid the process of SDK configuration and initialization for the users.
- 2. The following APIs are supported:
- a. Assignment Rules
- b. Email Templates
- c. Field Attachments
- d. Inventory Templates
- e. Pipeline
- f. Send Email
- g. Wizards
C# SDK is updated to version 1.0.0 and the below mentioned enhancements were made:
Oct
Use Service status field to filter records in Campaigns module
The "Service status" field can be used to filter records based on recipients' response such as clicked, bounced, registered, etc. This field can be used for campaigns created on Zoho Survey, Zoho Backstage, Zoho Webinar, and Zoho Campaigns.
Read MoreLabel and Rename record URL attachments
Record URL attachments can be labelled and renamed for easy identification of the attachments (e.g. https://docs.google.com/spreadsheets/customer-requirement-template can be relabelled as Customer-Requirement-Template).
Read MoreON24Webinar for Zoho CRM
Use ON24Webinar to conduct virtual meetings and webcasts with customers.
Read MoreNew Extensions for Zoho CRM
Lead Finder for Zoho CRM, MsgBell for Zoho CRM, Slidecast for Zoho CRM, Karix SMS for Zoho CRM and more.
Read MoreCorporate Number for Zoho CRM
Optimize the address information present in CRM by comparing with Internal Revenue Service (IRS) database.
Read MoreSansan extension for Zoho CRM
Synchronize and share information about business contacts among team members with ease.
Read MoreIntegrate multiple telephony vendors with one CRM account
Multiple telephony vendors can be integrated with single CRM organization account to ease region-wise vendor availability issues. During installation, admins can choose whether an installed vendor is to be used by "all" or "specific" users.
Read MoreIntroducing Multiple Scoring Rules
Score the same record using different criteria and touchpoints to get better insight. Also, understand the overall performance of the record across different processes through collective scores.
Read MoreView Uploaded files in the Import history
Files uploaded during import can be viewed in the import history along with the file type, file name, and file size. Users can verify the number of migrated files versus the number of uploaded files.
Read MoreMotivator available for Professional and above editions
Motivator available for Professional and above editions
Earlier Motivator was available only for Ultimate edition. Now, its extended for Professional and Enterprise editions too.
Read MorePHP SDK Upgraded to 5.0.0 to support external ID and new APIs
Below mentioned changes were implemented:
1. The SDK initialization is made simple by reducing the required entities.
2. Supported external ID in records and related records.
3. Supported new contact role APIs.
Upgradation of Java SDK to support v2.1 APIs to version 1.0.0
- Structural changes to aid the process of SDK configuration and initialization for the users.
- The following APIs are supported:
- Assignment Rule
- Email Templates
- Field Attachments
- Inventory Templates
- Pipeline
- Send Email
- Wizards
Java SDK is updated to version 1.0.0 and the below mentioned enhancements were made:
Sep
SDKs version 4.0.0 updated to reduce the number of required entities for initialization
Earlier SDK initialization required 6 parameters to facilitate easy access to APIs. It is now reduced to 3 parameters: User Signature, Environment, and Token) to quicken the process. It is available for: Java, PHP, Python, and Ruby.
Subscribe to CRM editions from mobile app
Users can now subscribe to the Standard, Professional, and Enterprise editions of Zoho CRM from the app settings.
Read MoreBetter optimization of Nearby maps
Plotting Leads, Contacts, and Accounts in nearby maps has been optimized for better user experience. Also, nearby pins will be grouped on zooming out a location on maps.
Better optimization of user related lookup fields
Search and selection of users from owner lookup field and user lookup field has been optimized for better user experience.
New Extensions for Zoho CRM
Text Messaging Cloud for Zoho CRM,ECB Euro Exchange Rates for Zoho CRM, ANAF Romania for Zoho CRM,Fishbowl for Zoho CRM and more.
Read MoreLinkedIn Sales Navigator to sunset
On September 30th LinkedIn Sales Navigator extension will be sunset. New and existing users will not be allowed to download or use the extension after this time.
Categorization of Bounce status in Zoho Campaigns integration
Online campaigns created with Zoho Campaigns will be categorized as "Soft Bounced" and "Hard Bounced" instead of Bounced. This can be viewed under Recipient activity, Service status, SalesSignal, and Scoring Rules.
Read MoreIntroducing Prediction Analytics
Understand the analytics that Zia took into consideration to predict an outcome and make informed decisions to change the Prediction configuration to achieve more accurate outcomes.
Read MoreIntroducing Color coding for Picklist values
Admins can ascribe colors to picklist values in Zoho CRM. The color coded values are displayed inside records, on module views, deal pipeline,charts and dashboards, etc., to provide distinction and interpret values at a glance.
Read MoreSet a team logo in Motivator for Zoho CRM
Give your team specific logos to provide better identification and relatability among members.
Read MoreCompare KPIs or Targets in Motivator
Evaluate team, individual, company or time specific performance of KPI or Target parameters to know whether there is an increase or decrease.
Read MoreChange themes in Motivator for Zoho CRM
Switch between light or dark theme using the toggle button to suit your viewing preference.
Read MoreIntroducing Zone Analysis, a new Dashboard component
Use Zone analysis to understand the business data that requires more attention and the one that is doing well with the help of comparative analysis between two parameters.
Read MoreProduct Name and Vendor Name available for field based customizations
Product Name and Vendor Name fields, in the respective modules, can be used while setting Layout rules and Validation rules. These fields can also be marked as "Unique".
Read MorePackage revamp of Scala SDK to version 1.0.0
Scala SDK is refurbished to version 1.0.0 and the below mentioned enhancements were made:
1. Addition of contact roles APIs.
2. Restructuring of configuration process to improve user-friendliness.
3. Records APIs and related records APIs upgraded to support external ID feature.
4. Removed mandatory check in external ID operations.
5. The SDK initialization is made simple by reducing the required entities.
Aug
SDKs version 4.0.0 modified to reduce the number of required entities for initialization
Earlier SDK initialization required 6 parameters to facilitate easy access to APIs. It is now reduced to 3 parameters: User Signature, Environment, and Token) to quicken the process. It is available for: Java, Node JS, and C#.
PHP SDK version 2.2.4 is upgraded to handle null values in Inventory Line Items
The PHP SDK supported to upgrade null values in the Inventory Line Items.
Python SDK version 2.0.14 has been fixed to handle "invalid request_body" error
Python SDK version 2.0.14 has been fixed to handle "invalid request_body" error
The recurring problem of "invalid request_body" error in previous version has been improved.
SDKs version 3.0.0 upgraded to remove the mandatory check in External IDs
Earlier, SDKs contained a mandatory check for External IDs in the inventory modules. Since 'ID' is already present as a mandatory field in these module, this mandatory check has been removed from the following versions: Java, PHP, Node JS, C#, Python, and Ruby.
Java SDK version 4.0.1 is upgraded to handle OAuth Token
Earlier, a new ID was generated every time OAuth was refreshed. Now, ID will be generated only when the OAuth field is null.
New Extensions for Zoho CRM
SpreadsheetWeb for Zoho CRM, Spin The Wheel for Zoho CRM, Ezeetel for Zoho CRM, CF7 Integration With Zoho CRM and more.
Read MoreBisnode for Zoho CRM
Keep your business contacts synchronized between Bisnode and Zoho CRM.
Read MoreIntroducing color coding of Tags
CRM records can be differentiated and easily identified by color coding the tags. The background color for the tags can be chosen from a predefined set of colors.
Read MoreAssign record owner through Workflow
A record can be ascribed an owner via workflow rule when the defined condition is satisfied. Records can be assigned to users, roles, users who create or modify records, or to those mentioned in the Assignment rule criteria.
Read MoreUpdates in the Latest Email Status filter options
The Latest Email Status advanced filter will display a new option called "Responded", where records of all recipients who replied to the email will be captured. Also, "Opened and Not replied" is now renamed to "Opened and Not responded".
Read MoreTransform your CRM user experience using Canvas, now available for detail pages
Recreate the CRM record detail page with no-code, easy-to-use design studio that compliments your business, industry, culture, and methods.
Read MoreEmail Summary for Zia
Emails can be summarized automatically by Zia, into a one line abstract. In addition, while viewing the summary, one can reply or forward the email, view or download attachments, get a print preview, and link the email to an existing CRM deal.
Read MoreSubform fields supported in Map Dependency
Picklist fields from the subforms can be used to create map dependency. Earlier, only fields from the layout were allowed.
Read MoreConditional rules and Acknowledgement text in Wizards
Rules can be added to the screens with condition to show fields, show subforms or mark fields as mandatory whenever the condition is satisfied. In addition, an acknowledgement text can be configured and displayed for users on saving of record.
Read MoreNew metrics and charts in Webform Analytics
The individual form analytics will display abandon rate in submissions and average time spent. In the Field based analysis, metrics like: Time Spent on fields, Field correction rate, Field Drop rate, and Field filled order will be available. In addition, submission based on the Device source will be available.
Read MoreIntroducing import of users to CRM
Multiple users can be imported or their existing details can be updated in CRM. Fields like roles and profiles can be included in the import file and associated with the record using the role or profile name or id.
Read MoreIntroducing HIPAA Compliance in mobile
HIPAA compliant fields will be displayed in mobile app along with the option to encrypt the mobile app database.
Introducing Authorization types in Webhooks
New Authorization types - General and Connection can be used to append the Webhook URL. General allows to manually append static authorization like Authtoken, API keys, etc.. in the URL parameters. Connection can be used to migrate existing webhooks in Authtoken to connection to OAuth and also create new ones.
Read MoreIntroducing Header and Body structure in Webhook URL parameter
The webhook URL is divided into header and body parameters. The header parameter includes module and custom parameters where users, org, parameter details etc. are included. The body parameter includes information about the trigger to other application which can be added using the options: None, Form-data, and Raw data.
Read MoreNew Request Methods in Webhooks
New request methods like PUT and DELETE are added to the Webhooks in addition to the existing methods (GET and POST). These request methods will update or delete a field value of an existing record.
Read MoreIntroducing multiple Sandbox accounts
Create multiple Sandbox environments to test different configurations in individual accounts. In addition, Sandbox accounts can be populated with CRM data or sample data for testing purpose.
Read MoreColor coding picklist fields in Meetings
Values of picklist fields can be color coded for the ease of identification. The color coded values will be displayed in the calendar view, list view, related lists, and all relevant places where the meeting values are displayed. Admins can color code values for the org and individual users can also customize the colors according to their preferences.
Read MoreTrigger automation and process management on imported records
During import the option to trigger automation and process management related configurations has been included. All workflows, blueprint, assignment rule etc. will apply to the imported records based on the criteria, if any.
Read MoreJul
Support for Contact Role APIs in TypeScript SDK version 2.0.0
TypeScript SDK has been upgraded to support Contact Role APIs. Also, the mandatory check in External ID has been removed from this version.
Several SDKs in version 2.0.0 are updated to support External ID in records and related records
External ID will now support the string data type. Also, external IDs will be supported in both records and related records API in the following: Java, PHP, Node JS , C#, Python, and Ruby.
Attaching files from other Cloud Drives
Files can be attached from Google Drive, Box, and OneDrive directly onto the record. The attached files will be available in the Attachment related list of a record.
Read MoreState and Transition limits increased in CommandCenter
Number of states that can be created is increased from 50 to 70. Number of transitions that can be included in a journey is increased to 110.
Read MoreUI enhancement in CRM calendar
The aesthetics of CRM calendar is updated. The Day, Week, Month view, and the navigation arrowheads are enclosed in a blue capsule-like outline. The number of user activities will display the activity count on top of the profile image of the users. The rows are alternatively shaded. The outbound call icon is removed from the call activity.
Read MoreView contact references in Zia recommendation
Zia will show the names and details of other customers who have purchased a similar product. This will help the sales reps to further substantiate the recommended result to a new customer.
Read MoreZoho Contracts for Zoho CRM
Generate and manage business contracts from the CRM account.
Read MoreNew Extensions for Zoho CRM
Google Drive for Zoho CRM, EasyPost for Zoho CRM, DataSync for Hubspot and Zoho CRM, Saino SMS for Zoho CRM, and more.
Read MoreMulti-currency extended to all paid editions
Multi-currencies can be set for Standard, Professional, Enterprise, and Ultimate editions. Also, limits for Enterprise and Ultimate editions are increased to 25 and 50 respectively.
Read MoreSupporting Translations in Sandbox
Translations can be tested in the Sandbox environment before deployment. Language files can be translated, imported, deleted, enabled, and deactivated in the Sandbox setup.
Read MoreIntroducing HIPAA Compliance in mobile
HIPAA compliant fields will be displayed in mobile app along with the option to encrypt the mobile app database.
Jun
Contact role APIs supported in PHP SDK 1.0.0
PHP SDK is enhanced to support contact role APIs
Package revamp of several SDKs to version 1.0.0
The below mentioned SDKs are revamped and renamed as 'zohocrmsdk-2-0' to enhance the functioning of APIs: Java, Node JS, C#, Python, JS, Ruby, and TypeScript.
PHP SDK Version 4.0.0 restructured to support v2.1 APIs and enhance configuration process
PHP SDK upgraded to support the new v2.1 APIs and aid SDK configuration and initialization user-friendly.
Read MoreEnhancement to fix an existing file processing bug in TypeScript Version 1.1.1
PHP SDK Improved to fix an existing bug that caused "Cannot read property 'hasOwnProperty'" error due to improper file processing in Windows OS.
Enhancement to support new APIs in PHP SDK Version 4.0.0
PHP SDK improved to support the following new APIs such as Assignment Rules, Templates, Send Mail and Pipeline APIs.
Read MoreIntroducing Zia Reasoning in Assignment Rules
Zia will now display the fields, criteria, and parameters used by it to assign record owners. Admins can disable or enable the contributing fields to enhance Zia's owner suggestion skills.
Read MoreUnique fields used to find similar records
During lead conversion unique fields from Contacts and Accounts will be used to find similar records in addition to the system-defined fields of the Leads module.
Read MoreIntroducing Single Sign-in For Multiple Orgs
The multi-org functionality makes it simpler to login to multiple CRM accounts using single credential across all accounts. CRM users get to be part of multiple accounts through invitation.
Read MoreCampaign Member Status Supported in Copy Customization
While copying the customizations from one CRM account to another, the Campaign Member Status can also be copied.
Read MoreGoCardless for Zoho CRM
Say goodbye to late payments forever. Get paid on time, every time.
Read MoreZoho Assist for Zoho CRM
nitiate remote sessions instantly from Zoho CRM by integrating with Zoho Assist.
Read MoreNew Extensions for Zoho CRM
Zefix Firmenabfrage for Zoho CRM, GoCardless for Zoho CRM, DataSync Application for Monday and Zoho CRM and more.
Read MoreDisplay of Map Dependency picklist fields in subform
Subform picklist fields used for establishing map dependency will be displayed in the app.
Display of Map Dependency picklist fields in subform
Subform picklist fields used for establishing map dependency will be displayed in the app.
New actions for Scheduled Calls
Scheduled calls can be Rescheduled, Marked as completed or Cancelled from the record's detail page.
May
Introducing Business Holiday and other enhancements for holidays
Introducing common holiday list for all users across organization called "Business Holidays" that is applied to all users of the org irrespective of the time zone and shifts they work. In addition, users can clone holiday lists.
Read MoreHIPAA Compliance with Zoho CRM
Zoho CRM offers features that can be used by organizations to abide by HIPAA rules and regulations.
Read MoreCreate record through workflow scheduled action
Creating record automatically through workflow rule was previously available for instant actions. Now it is available for scheduled action too.
Read MoreMore options in Territory APIs
Using the new set of territory APIs, you can assign, remove, and retrieve the details of territories assigned to Leads, Accounts, Contacts, or Deals.
Read MoreHIPAA Compliance
New keys related to HIPAA compliance are introduced in Organization API and Fields Metadata API. HIPAA compliance settings allow you to limit access to sensitive health data via APIs.
Read MoreSupporting External ID field in server and client side languages in following versions (PHP SDK 3.1.0, Node JS SDK 1.1.0, and C# SDK 3.1.0)
External ID field is a custom single line field in a CRM module that can hold a record's unique ID in an external system. It is now supported in the following SDK languages: PHP SDK (3.1.0), Node JS SDK (1.1.0), C# SDK (3.1.0), JavaScript (1.1.0), Java SDK (3.1.0), Ruby SDK (2.1.0), Scala SDK (1.1.0), TypeScript SDK (1.1.0)
Read MoreUpgrade to Support carry over tags in JavaScript Version 1.1.0
JavaScript SDK enhanced to support carry over tags while converting leads. The carry over tags are those that you choose to carry over while converting the qualified leads to contacts, accounts and deals.
Scala SDK Version 1.1.0 restructured to fix null pointer exception
The null pointer exception that showed error due to no redirect url for self-clients in the previous version has been rectified in this version.
New Extensions for Zoho CRM
Textlocal SMS for Zoho CRM, Google Maps Extension for Zoho CRM, Mailchimp integration for Zoho CRM and more.
Read MoreImportant enhancements in Blueprint
-SLA’s configured for a blueprint state will be notified under record’s detail view.
-Validate fields from primary and related blueprint module in blueprint during transition.
-Perform custom actions using widgets during transition.
-Attachments can be uploaded from mobile during transition.
-Strike off checklists during transition from mobile app.
-Execute continuous blueprint from mobile app without any pause.
-Automatic transitions will be executed automatically in mobile app.
Introducing quick actions under More
Quick actions like Launch Zia, Rearrange Modules, Search Modules, Send Feedback, View Notifications, and Launch Settings are provided under the More option.
Apr
New placement for custom button
In addition to the existing locations, a new location for Wizards has been introduced. These buttons can be exclusively used inside Wizards.
Read MoreWizards now support Custom Buttons
Create custom buttons to perform actions such as fetching data from a CRM module, third party application or other Zoho apps.
Read MoreCustomization of Deal Stage History for paid editions
Customization of columns in Stage History is now available for all paid editions (earlier it was available for Enterprise and above). Users with Module customization permission can add, remove, and reorder columns in Stage History related list.
Categorization and filtering of Zia notifications
Notifications will be categorized in to two groups: Workflow Rules and Anomaly Component to bring clear distinction. Also, notifications from different mediums such as competitor alert, prediction, conversation AI, prediction, etc. can be quickly found using the filter option.
Read MoreTags added to Leads carried over during conversion
Any tags associated with the lead can be carried over to the respective account, contact or deal when converted using Workflow.
Read MoreMulti-user and multi-select lookup fields supported in Blueprints
During Transition you can use multi-select lookup fields as well as multi-user fields. These fields can be mandated but cannot be validated.
Read MoreBlueprint now supports Widgets
Perform custom actions, such as locating an address on a map, blocking a date on a calendar and more via Blueprint using Widgets. Widgets can be used in the During Transition settings.
Read MoreAutomatic Transitions in Blueprint
Use automatic transition to prevent delays and discontinuity of a process. The automatic transition will ensure that records move to the destination state after a specified "Wait" time has elapsed.
Read MoreResolved Oauth expiry_time_error in PHP SDK Version 3.0.3
PHP SDK is upgraded to resolve the Oauth expiry_time_error that occurred in few PHP versions.
Supporting carry over tags in Node JS SDK Version 1.0.4
Node JS SDK will facilitate carry over of tags upon lead conversion.
Supporting date related fields in TypeScript SDK Version 1.0.2
TypeScript SDK can determine date related fields and modify the object accordingly. For instance, a timestamp response will be converted to the DateTime object while a simple Date field response will be converted to Date object.
Introducing TypeScript SDK Version 1.0.1
Launching TypeScript SDK managing your CRM data.
Read MoreNew Extensions for Zoho CRM
GoToConnect Additional Resources for Zoho CRM, Leaflet for Zoho CRM, Ship Station Order Management for Zoho CRM and more.
Read MoreReview and validate fields
Review and validate field entries in the Review process from the mobile app.
Smart View as Default View
Smart View will be enabled by default in the Add Forms.
Description field height is increased
The height of the Description field is increased in the Add and Edit Forms.
Copy Notes from View Notes Screen
Notes can be copied from the view notes screen to the clipboard.
Option to 'Assign' records in Related List
Associate records in bulk to a related list with the help of the "Assign" option.
Mar
V2.1 APIs - New version of CRM APIs
Some most-requested and interesting updates are included. For instance: fetching the assignment rules configured in your org, getting the email and inventory templates present in a module, getting the details of different wizards in a layout, etc.
Read MoreBetter optimization of contacts listing
Listing contacts from the address book during import, composing emails etc. has been optimized to be faster.
Visual identification of a deal state
State of a deal at a respective stage will be denoted by thumbs up or thumbs down icon to show its won or lost state respectively
Read MoreForecast type renamed and mapped with Forecast category
Forecast type in stage probability mapping is renamed to Deal category. It will also be used to determine the current state of a deal. Also, deal category will be mapped with the appropriate forecast category automatically.
Read MoreFilter deals using deal category
The stage criteria will display deal states: won, lost, and open, using which the deals can be easily filtered.
Read MoreIntroducing new home page view: Manager's Home Page
An exclusive home page called "Manager's Home" for users at reporting roles to track and analyze theirs and their subordinates data. This view will be available only for roles that have subroles under them.
Read MoreUI enhancements across dashboards
User interface of dashboards has been updated with the following: resizing of KPI components, changes in the background grid size, and an illustration is added when there is no available data.
Number of data in custom view components increased
The number of rows displayed in the custom component in a user's home page is increased from 5 to 10.
Create subform in Inventory Modules
Add a custom subform to the Inventory modules to store details about quotes, invoices, and orders.
Read MoreSeikyu Kanri Robo for Zoho CRM
Export invoices and billing information from Zoho CRM.
Read MoreNew Extensions for Zoho CRM
BulkGate SMS for Zoho CRM, Maqsam for Zoho, OpenCart for Zoho CRM and more.
Read MoreProducts line item is available as Subform<
The product line item in all the Inventory modules is changed to a subform. Users can customize it to suit their business need.
Read MoreFeature Limit Update: Webhook
Webhook limit in Workflow is increased:
Enterprise edition: 50,000 calls/day
Ultimate edition: 1,000,000 calls/day
Workflow rule execution upon field update is clubbed with the Edit option
As field updates are equivalent to modifications made to a record, it is now moved under the Edit option as "Specific fields gets modified". Users can define the field and the desired value to execute the rule upon update of a field.
Read MoreUI enhancement in Date or time based workflow trigger
The date/time based trigger contains labels for each time/date based configuration for easy comprehension and better clarity.
Read MoreSupport for "Request" parameters in custom button for "List view - Utility View" position
Support for "Request" parameters in custom button for "List view - Utility View" position
Data from fields, headers, parameters, file content, and body can be extracted while writing functions. This will be helpful to capture the cvid, pageno, modulename, and module displayname.
Read MoreEnhancement to support carry over tags in PHP SDK Version 3.0.2
I PHP SDK enhanced to support carry over tags while converting leads. The carry over tags are those that you choose to carry over while converting the qualified leads to contacts, accounts and deals.
Upgrade to support PSR4 standard and connection time out in PHP SDK Version 3.0.2
PHP SDK improved to support connection timeout and followed PSR4 Standards. PSR4 standard describes specification for autoloading classes from file paths.
Restructuring SDK in Ruby SDK Version 2.0.0
Ruby SDK is upgraded to allow easy access to all the components and implementation of wrapper classes (SDKException, StreamWrapper) etc.
Read MoreIntroducing JavaScript SDK Version 1.0.0
Launching JavaScript SDK to manage your CRM data.
Read MoreAlert displayed on hitting the back button in the App
User will be alerted with a display message on hitting the back button in the app for exiting.
Get alerted whenever prospects mention competitors companies in email
Configure Zia Competitor Alert to receive alerts through Cliq, Slack, and Zia notification to learn which of your prospects are discussing about the competitors.
Read MoreFeb
New Extensions for Zoho CRM
WhatsApp Hub for Zoho CRM, Voxloud for Zoho CRM, LogixOne B2B Portal for Zoho CRM and more.
Read MoreiOS 14 compatibility
The mobile app is now compatible with iOS 14. Use the Wind down shortcuts to quickly check upcoming schedules.
Read MorePrimary field of a layout rule available as trigger in other layout rules
The field set as the primary field for a layout rule, can further be included in the "Show Field and "Set Mandatory Fields" actions in other layout rules.
Read MoreUpdate picklist field with 'None' value
Picklist fields that are not mandatory can be updated as 'None' through automatic field updates in CommandCenter, Workflow, Blueprint, and Actions.
Read MoreModule views UI enhancement
User-interface for list view, Kanban view, and Canvas have been revamped with the following changes:
- The smart filter in list view and Kanban view can be expanded/collapsed
- The create and import record buttons are grouped together.
- Wrap/clip text options to manage alignment of text within fields.
Introducing Remote Sales Office
Remote Sales Office, a bundle of two applications: Zoho Cliq and Zoho Meeting is exclusively designed to help organizations manage their remote teams. It can be purchased from CRM and is also available for a 15-day trial.
Read MoreRemove system-defined fields – Currency and Exchange Rate from a layout
System-defined Currency and Exchange Rate fields can be removed if a layout that does not any custom currency field. These fields will automatically be added if a custom currency field is inserted to the layout.
Read MoreAccess to Allowed IP Addresses moved from CRM to Zoho Directory
Once configured, the allowed IP addresses was displayed under Setup > User and Control > Users. It is now removed and can be viewed or accessed only from Zoho Directory.
Read MoreWeb tabs available for portal users
Web tabs can be shared with portal users with View permission to allow them access from within CRM.
Read MoreJan
Products line items as subforms in the inventory modules
The products line items has been changed to subforms in all the Inventory modules to be in sync with the web version.
Read MoreProducts line items as subforms in the inventory modules
The products line items has been changed to subforms in all the Inventory modules to be in sync with the web version.
Sign Extension for Zoho CRM
Use this extension to send business documents in PDF format to the leads or contacts for digital signature.
Read MoreNew Extensions for Zoho CRM
IndiaMart Extension for Zoho CRM, Consulta CNPJ Extension for Zoho CRM,Exitty softphone Extension for Zoho CRM and more.
Read MoreSharing a record as Public
A record can be shared as public with all users in the organization. Besides this, feed notifications can be sent when the record is shared privately.
Read MoreClassify records in Campaigns module based on the integration
When integrated with Zoho Backstage, Zoho Campaigns, Zoho Survey or Zoho Webinar, a new field will be introduced in the Campaigns module called "Integration Type". This read-only field will help users to filter records and it can also be used in blueprint, workflow rules, etc.
Read MoreLock custom views to restrict modifications
Users with whom a custom view is shared can be restricted from modifying it further by locking it. Admins and users with 'Manage View' permission can lock the custom views.
Read MoreEdit records using the Wizard layout
Records that are created through Wizard can be edited using the Wizard layout.
Read MoreUse system defined journeys – Command Center
The following journeys will be available for users by default when they sign up or when they upgrade to edition that support Command Center:
1. Qualify Leads through call
2. Qualify Leads through email
Supporting multiple extension and SSL verification toggle in PHP SDK Version 3.0.1
PHP SDK enhanced to support SSL verification toggle and multiple extensions in API Response headers.
Read MoreC# SDK: ZCRMSDK - VERSION 3.0.1
Some most-requested and interesting updates are included. For instance: fetching the assignment rules configured in your org, getting the email and inventory templates present in a module, getting the details of different wizards in a layout, etc.
Read MoreSupporting Number data type in PHP SDK Version 3.0.1and Node JS SDK Version 1.0.2
Number data type in upgraded to identify if a certain field is an integer or long data type.
Resolved cyclic import issue and null value handling in Node JS SDK Version 1.0.3
Node JS SDK improved to resolve cyclic import issue. An issue that occurs when 2 or more modules reference each other.
Enhancement to handle null values in Node JS SDK Version 1.0.3<
Node JS SDK enhanced to handle null values in the request body without causing any error.
Number data type identification in C# SDK Version 3.0.1
C# SDK is upgraded to identify if a certain Number data type is integer or long data type.
Auto-number field modified to string data in Java SDK Version 3.0.1
Auto-number field type is modified to string data type to facilitate prefix access. Earlier auto-number field was a long data type field.
Option to Search Inventory Templates
Templates can be searched within the Inventory modules using the search option.
2020
Dec
Segmentation
View segmentation scores of records in your mobile app.
Alert on storage limit
The app will pop an alert if the storage data reaches its limit and will prevent the user from adding new records once the limit is reached.
New Extensions for Zoho CRM
Whatsapp and Instagram integration by Wazzup, 99 Acres Extension, Pipedream Extension and more.
Get notified about insufficient data in the notification panel – Zia Prediction Builder
If number of records is less than 200, then prediction will not be made and Zia will display "Waiting for data". This will be notified through Zia notification as well as in the prediction detail page.
Read MoreView prediction summary and other details
Module for which prediction is created, the custom field that will display the prediction results, Zia's learning score, contributing fields, and prediction probability will be shown in the prediction details page. Also, if record count is less than 200 then you will notice "Waiting for data" option.
Read MoreSync Products module during Desk Integration
During Desk integration you can sync the Products module too. Earlier, only Contacts and Accounts modules could be synced.
Read MoreUsing Secondary Email field to avoid duplicate in Desk integration
In addition to primary email address, the secondary email address can also be used to identify duplicate records in CRM and Desk.
Read MoreVisual enhancement in the Setup page
The Setup page heading and the search bar are aligned to the left. The sections have borders around them.
Upgrade edition from CRM profile
The Upgrade Edition link will be available in the Profile menu in the CRM account.
Character limit for Webhook URL increased
Earlier the "URL to notify" field in Webhooks had a character limit of 200, now it is increased to 300.
Read MorePython SDK: ZCRMSDK - VERSION 2.0.12
Issue Fix:
Fixed the "KeyError" in the Get Users operation.
Restructuring SDK in Node JS SDK Version 1.0.0
Node JS SDK is restructured to allow easy access to all the components, implementation of wrapper classes (SDKException, StreamWrapper) etc.
Read MoreSupporting File Paths across OS in Node JS SDK Version 1.0.1
Node JS SDK is enhanced to support File Paths across operating systems: Mac, Windows, and Linux.
Restructuring of SDK in C# SDK Version 3.0.0
C# SDK is restructured to allow easy access to all the components, implementation of wrapper classes (SDKException, StreamWrapper) etc.
Read MoreOptimization of Notes
Creating text and voice notes has been optimized for faster and better performance.
Control address information with Maps Consent Settings
Separate Consent alerts will be displayed for Near me maps, Check-in location access, and Map locator for record's address. These settings will allow sharing of address information with map providers.
Mobile Sign-up for China DC
Sign-up to China DC from the mobile app.
Option to switch to China DC
Switch between Unites States and China data centres without changing the device's language.
Control address information with Maps Consent Settings
Separate Consent alerts will be displayed for Near me maps, Check-in location access, and Map locator for record's address. These settings will allow sharing of address information with map providers.
Nov
In-app notification for mobile app update
Update your mobile app to the latest version by directly clicking on the notification.
Hyperlink support for the text fields
If a text field has hyperlinked content, it would take the user to the respective page upon tapping the URL/ hyperlinked text.
Hyperlink support for the text fields
If a text field has hyperlinked content, it would take the user to the respective page upon tapping the URL/ hyperlinked text.
Set preferred timezone
Set your preferred timezone from the mobile app from: CRM app settings > Timezone > Set preferred timezone.
New Extensions for Zoho CRM
Email and Phone Checker, eClassifieds , importUser and more.
MegaMeeting for Zoho CRM
Schedule or conduct instant meetings with screen sharing from CRM using the MegaMeeting extension.
Read MoreClickMeeeting for Zoho CRM
Organize meetings, send invitations, and meeting links from CRM using ClickMeeeting.
Read MoreStarLeaf for Zoho CRM
Schedule or conduct instant online meetings with screen sharing from CRM using the StarLeaf extension. Track the meetings in the record's activity history.
Read MoreFeature limit update: Workflow rules
Workflow rules per org: 2500
2500 (maximum 2000 active rules)
Execution limit/org: 50
Workflow rules per module:
Free - 10 (maximum 5 active)
Standard - 30 (maximum 15 active)
Professional - 80 (maximum 40 active)
Enterprise- 125 (maximum 75 active)
Ultimate - 150 (maximum 100 active)
Setting External ID fields in a module
Use field properties to make a single line field into an external field. For a record, the external field can capture information stored in third-party applications. The external ID can be used to upsert API call to search, create, update or delete records.
Read MoreChat with record owners via Cliq
Quickly communicate with the record owners (CRM users) over chat, audio call and video calls via Cliq.
Read MoreChange in Mail Merge limits
Professional, Enterprise and Ultimate edition users can perform 1000 merges/month/org. Additional merges (upto 4000) can be purchased. These limits apply to the mail merge action and print preview action (only while using the mail merge template).
Read More'None' state in blueprint can be deleted
The 'None' state in Blueprint can be deleted like any other state. Once deleted, it will be listed under the 'Available states' in the 'Info and States' section.
Enter dates in Auto number fields
Dates can be entered in the auto number fields in the desired format, {DD}, {MM}or {MM}{DD}{YY} or more. To enter the dates you need to type # or { in the prefix or suffix fields.
Read MoreMandatory quick create forms for new account creation
New accounts creation from the lookup fields present in the Contacts, Accounts, Deals, Quotes, Sales Order, Invoices, and Cases modules can be done only by filling the quick create form.
Workflow rules standard edition update
The following actions are now supported in the standard edition:
1. Field Update Trigger
2. Delete trigger
3. Field update action
4. Email recipient in alert`
Allow feed notifications for actions occurring automatically
Select the 'Send notifications' option in the Feeds Preference to get notified when records are created, updated or deleted through automation (APIs, Functions, and Integration).
Check the accuracy of the image validation model
You can evaluate the accuracy of the models by uploading some test images. The model will validate the image based on the training data. Based on the test results the model can be trained for correctness.
Read MoreZia Recommendation for portal users
Portal users can view recommendations in their portal accounts. The admins can choose a type of recommendation for the portal users. Based on the model Zia will give suggestions.
Read MoreCustomize the type of recommendations
Types of recommendations are classified into: First time, repeat, relationship, bundle, and sequence. Admins can edit the names according to their business requirement.
Read MoreCommandCenter in Sandbox and Copy Customization
CommandCenter can be tried in Sandbox before pushing to production account. It can also be copied while performing Copy Customization.
Read MoreUpdate in Workflow rules for standard and professional editions
Following options in Workflow rules are now available for standard edition:
1. Using Field update to execute a rule and in instant and scheduled actions.
2. Trigger upon delete of a record.
3. Sending email to other recipients present in the related module or module.
4. Execution on a Date/Time.
5. Creating Scheduled actions.
Clean-up tool and other updates in data storage
Clean up tool helps clear junk leads, empty recycle bin and remove untouched records. Users will be notified when the data storage limit is exhausted.
Read MoreButtons get a new look
Buttons across CRM have been revamped. The new buttons have rounded edges, gradient colors, touch feel, and 3D view. The color of the hyperlink has been modified as well.
Restructuring of SDK in PHP SDK Version 3.0.0
PHP SDK is restructured to allow easy access to all the components, implementation of wrapper classes (SDKException, StreamWrapper) etc.
Read MoreRestructuring of SDK in Java SDK Version 3.0.0
Java SDK is restructured allow easy access to all the components, implementation of wrapper classes (SDKException, StreamWrapper) etc.
Read MoreAlert on storage limit
A popup alert will be shown if the storage data reaches its limit to prevent users from adding new records.
Actionable Hyperlinks in the Description Field
Navigate to the respective page by tapping the hyperlinked text in the description field.
Identifying Duplicate Field Entries on Saving a Record
Duplicate fields will be shown near the respective fields during add, edit, and clone when a record is saved.
Oct
In-app notification for mobile app update
Update your mobile app to the latest version by directly clicking on the notification.
Configure Allowed IPs moved to Zoho Directory
New CRM sign-ups can configure allowed IPs only from Zoho Directory. CRM accounts where IPs are already configured can continue to access from Setup > User and Control > Security Control.
Read MoreNew Extensions for Zoho CRM
DeDupe, iQuoteXpress SSO , Currency Exchange Rates and more.
ChARM Health for Zoho CRM
Convert contacts to patients and manage patient records easily with ChARM Health for Zoho CRM.
Read MoreNew updates in the Analytics Module
Use change view to switch from quick chart to pie chart also share charts with others through external apps. Click on show data to see the record count for a data point in a chart. Also, click refresh to update the dashboards.
Read MoreSandbox Supported in Trial Edition
Enterprise and Ultimate edition trial users can create Sandbox accounts.
Read MoreNew fields supported during Blueprint transition
Multi-select and multi user lookup fields are now supported during transition. You can make these fields mandatory.
Read MoreJava SDK: ZCRMSDK - VERSION 2.1.3
Issue Fix: From this version, the response of the Events API will contain the value "null" instead of an empty string when you do not input values for the optional fields.
Read MoreJava SDK: ZCRMSDK - VERSION 2.1.2
Issue Fix: Fixed the issue of rendering an improper response while fetching the related records of a module.
Read MoreAccess Calendar Booking from the setup
For ease of access Calendar Booking has been added to the Setup page under General category. You can also access it by clicking the calendar icon in your CRM account.
Read MoreBulk delete records rejected through review process
CRM administrators can mass delete records that were rejected during the review process.
Read MoreUpdate in record sharing permissions
Only those users who have full access for a record can share a record with others.
The record-level sharing will work only if the module that contains the record has the default organization permission set as: Private/Public read.
Feature limit update: Blueprint
Enterprise: Total number of Blueprints that can be created is increased to 50. This includes the default Blueprints.
Create workflows based on recommendations
Set automatic actions to send email alerts, SMS, or assign tasks to the team members when Zia recommends. This will allow you to promptly notify your customers or team members to take quick action.
Read MoreEnhancement in the Analytics Module
The Analytics module allows to perform the following functions: Change view, share chart, show data, refresh the Dashboard.
Read MoreTimezone synchronization between the Desktop Site and the Mobile App
Timezone will be synchronized between the desktop site and the mobile app or vice-versa.
Sep
New Extensions for Zoho CRM
Contaque Telephony Extension, Poptin and more
PHP SDK: ZCRMSDK -VERSION 2.2.1
Issue Fix: Fixed inconsistency in the selection of the inventory line items.
Read MoreFeature limit update: Field update in Workflow and Blueprint
Number of field updates for instant and scheduled actions in workflows and field updates in blueprint is increased from 3 to 5 field updates/action for Professional and above editions.
Java SDK: ZCRMSDK - VERSION 2.1.1
Enhancement: "Discount" key is included in the inventory line items.
Read MoreC# SDK: ZCRMSDK - VERSION 2.2.2
Enhancement: This version performs an extra validation before adding data to the request body.
Read MoreC# SDK: ZCRMSDK - VERSION 2.2.3
Enhancement: This version supports custom log trace listeners.
Read MoreBrowser versions updated for CRM
The browser version (Chrome, Firefox, Safari, Edge, and Opera) for CRM has been upgraded to support advanced functionalities and provide better performance.
Read MoreCloning webforms and automatically launching them after A/B testing
Instead of creating a web form again, make a clone of it within the module across layouts. Also, select the option to launch a winner automatically after A/B testing is completed. The winner form can also be launched based on the percentage of submission.
Read MoreWebforms are now responsive
The webforms will resize themselves according to the screen-size.
View best time to email in record details page
Along with best time to call, the best time to email can also be viewed in the record details page.
Import tasks in bulk
Import tasks to CRM and associate them with the respective records.
Revision of CRM Portal pricing
According to the new pricing model:
1. Minimum number of portal users is 1 (earlier it was 50 portal users).
2. Price for purchasing additional portals:
- 1-1000 users: $10/user/month
- 1001 to 10,000 users: $8/user/month
- 10,001 and above users: $5/ user/month
Python SDK: ZCRMSDK - VERSION 2.0.11
Enhancement: This version supports additional parameters in the Get Records operation.
Read MoreOption to Deselect Lookup Values
Selected values can be deselected by choosing the 'None' option in the lookup list view.
Actionable Hyperlinks in Notes
Navigate to the respective page by tapping the hyperlinked text in the notes.
Deals and Contacts Email Template in Deals Module
Choose a template from Deals or Contacts modules while sending emails from the deal module to a contact.
Aug
New Extensions for Zoho CRM
Microsoft Dynamics NAV, WhatsApp Integration for Zoho CRM by Picky Assist, Notes Pro - Rich Text & Bulk Notes and more.
Associate emails with a record using Zoho CRM for Gmail add-on
Associate emails received in Gmail with the respective leads or contacts in CRM using the Zoho CRM for Gmail add-on.
Read MoreUI enhancements in Kanban View
Several visual changes are made to the UI - checkbox to select a record, Create Activity icon is re-positioned, overdue deal closing date displayed in red, etc. A new field called "Header style" is added to the Kanban view settings, to set mono or random color for the category headers.
Read MoreSet Wizard layout as default
Admins can set the wizard layout as default, so that the user directly get the wizard layout when they wish to create a record. A wizard layout can be selected as default for a particular profile.
Read MoreUse Zoho Project administrator's email address to access other user's portal
portal In Zoho Projects integration, instead of ZSC key you need to enter the project admin's email address and request access to other user's portal. The current OAuth method is more secure than the previous method.
Read MoreLooping and repeating of fields in wizard screens disallowed
Forming loops such that one screen repeatedly appears while creating records is not allowed. Also, one field cannot be repeated in the subsequent screens to prevent the record creator from entering value to the same field twice.
Read MoreJul
Email templates synchronised with web version
Email templates in a module are synced with the web version to facilitate access of all the corresponding templates.
Biometric applock for the mobile app
Set applock using fingerprint, facial or iris recognition in addition to the default numeric applock. The unlock option selected in the device settings will be reflected in the CRM app.
Email templates synchronised with web version
Email templates of a particular module are synced in real-time. Upon accessing a module all corresponding templates will be listed.
New Extensions for Zoho CRM
US Address Verification, Intercom, Asana and more.
Java SDK: ZCRMSDK - VERSION 2.1.0
Enhancement: This version will support the "process" key in the request body for all record related operations.
Read MoreNew Error Code
An error code (FILE_SIZE_MORE_THAN_ALLOWED_SIZE) will be shown if the images do not comply to the size/resolution prescribed for Upload Images API or Upload Organization Photo API.
Read MoreRemoved creating new account from lookup
The option to create a new account from the Account name lookup has been removed.
PHP SDK: ZCRMSDK -VERSION 2.2.0
Enhancement: This version supports the "process" key in the request body for record operations.
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 MoreManually 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 MoreFeature 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 MoreSend 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 MoreIntroducing Workflow for Facebook and Twitter
Automate actions for leads, accounts or contacts based on their interactions on social platforms: Facebook and Twitter.
Read MoreDisable 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 MoreFeature limit update: Command Center
Limits have been updated to:
Ultimate edition: 10/org
Enterprise edition: 5/org
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 MoreIntroducing grouping parameters for Chart, KPI, and Comparator
Records in Chart, KPI, and Comparator can be grouped by fiscal week, calendar week, and fiscal quarter.
Use Layout Rules in Quick Create form
Configure layout rule to show specific fields or mark fields as mandatory in the Quick Create form.
Read MoreAssociate Emails with a record using Outlook add-in
Associate emails received on Outlook with the respective leads or contacts in CRM using the Microsoft Outlook add-in.
Read MoreSend workflow notifications through Cliq, Slack, and Cisco
Notifications for instant and scheduled actions can be sent through Cliq, Slack, and Cisco, once these channels are integrated with Zoho CRM.
Read MoreSet conditions for hours/minutes/business days in Workflow for Emails
Trigger workflows for unopened, unreplied, opened & unreplied emails based on number of days/minutes/hours/business hours/business days. (Previously triggers were based only on days).
Read MoreNew Icon for the CRM Mobile App
The CRM mobile app now displays a new icon for all Android users.
Read MoreNew Icon for the CRM Mobile App
The CRM mobile app now displays a new icon for all iOS users.
Read MoreSign in with Apple Support
You can sign in to the CRM app using your Apple ID by clicking on 'Sign in with Apple' option.
Read MoreJun
Optimize Zoho CRM app
Use Android app bundles the latest format of releasing applications on the Play Store, to download the Zoho CRM app in less size.
Support for multi-org deep linking
Access records, web tabs etc. from different organizations by accessing the corresponding link.
Read MoreEvents renamed to 'Meetings'
In sync with the CRM web version, Events in the Activities module has been renamed to ‘Meetings’.
Read MoreMobile Support for Kanban Board
Get better work insights on-the-go and make better decisions with the mobile version of the Kanban Board Extension for Zoho CRM.
Read MoreExtensions this month
Badger Maps, Walkscore, Clearbit, Pics.io, Yuboto SMS Extension, and more.
Read MoreC# SDK: ZCRMSDK - VERSION 2.2.1
Issue Fix:
Fixed the error when you use the getRecords method and retrieve Events where the participant was invited only through an email.
PHP SDK: ZOHO CRM/PHP SDK 2.1.2
Issue Fix:
Fixed the error when you use the getRecords method and retrieve Events where the participant was invited only through an email.
Ruby SDK: ZCRMSDK - VERSION 1.0.5
Issue Fixes:
1. Fixed the error when you use the get_records method to retrieve Events where the participants were invited only through an email.
2. Incorrect reference in participants, pricing details, and product details is removed.
Java SDK: ZCRMSDK - VERSION 2.0.6
Issue Fix:
Fixed the error when you use the getRecords method to retrieve Events where the participants were invited only through an email.
Map Plotter for Zoho CRM
Identify leads and allocate them to the right sales teams based on where they are. Locate leads on maps, manage campaigns by geographical area, and gain critical insights into your business performance.
Read MoreZCRMSDK - VERSION 2.0.8
Issue Fix:
Fixed the "keyError" when you use the get_records method to retrieve Events, where the participant was invited only through an email.
Automation actions during find and merge
Automatic actions that are set to trigger upon edit or delete of records, will be carried out on the merged records and the ones deleted after merge. Actions configured in Workflow rules, Blueprint, CommandCenter, Approval process, and Scoring rules will take place.
Read MoreAccess to Subforms and permission to edit records added by others for Portal Users
Portal users can view records associated to them in the related lists. They can also edit the associated records (eg. deals, invoice, orders, etc.) which are added by other CRM users. Additionally, they can edit or delete values in subforms.
Read MoreWalk Score for Zoho CRM
Integrate Walk Score with Zoho CRM to view the Walk Score, Bike Score, and Transit Score for any address, right from your Zoho CRM. Easily gather scores and promote your properties.
Read MoreClearbit for Zoho CRM
Integrate with Clearbit to auto-populate leads details, such as company, social media, contact number, and more from their email address.
Read MoreZoho CRM Analytics App
The CRM Analytics app allows you to access sales dashboards and KPIs from your phone. Agents can refer to key business metrics and share it with their colleagues or clients. The analytics app also supports Zia Voice, so you can ask Zia to show you the right dashboard.
Read MoreWorkflow suggestions by Zia
Zia can identify any activities repeatedly performed by agents, like sending emails, updating a project's status, or allocating tasks, and will make suggestions for automating them using workflows. After Zia suggests the workflows, you can edit them to meet your business's requirements.
Read MoreRecord Owner Suggestions by Zia in Assignment Rules
Zia can analyze the way records are assigned to users and interpret a pattern. She will analyze the existing record assignment pattern, the user's daily workload, and online status, and assigns the record to the best person available.
Read MoreZia for Emails (Data Enrichment, Activity Suggestions, and Email Intent )
Zia can pull customer information from email signatures and auto-populate details like company address, designation, phone number and more directly into CRM. She can suggest activities like events, tasks, or calls that are mentioned in the emails. Agents can modify and add the suggested activity based on the business's needsZia can also interpret the intent of an email, and label it as request, query, complaint, or others and more for quick identification.
Read MoreZia Recommendation
Zia can identify and analyze customer data, compare behavioral patterns, and draw similarities between multiple attributes to recommend the right product or service for a set of customers.
Read MoreZia Vision
Zia can validate images uploaded in CRM. You can upload images and teach Zia to identify different types of them. You can set actions like sending records or images for a manager's approval, or not creating a record or creating record without an image in case if it finds the image invalid.
Read MoreZia Prediction Builder
Zia can predict possible business outcomes based on existing data. For example, Zia can predict the likelihood of winning a deal or converting a lead, or chances of a product being purchased and help modify existing sales and marketing with insights.
Read MoreWorkflow for Emails
Automate a set of actions based on email status. Depending on whether the email is opened, replied, unreplied, or bounced, you can set instant actions like email notifications, field updates, or creating a task or record. You can also set custom actions using webhooks or functions.
Read MoreMarketing Attribution
Measure campaign ROI and ascribe the highest value to the most deserving campaign with the help of six different attribution models: first touch, last touch, U shape, W shape, linear, and time decay.
Read MoreSegmentation
Segment your customers based on their purchase patterns using the Recency, Frequency and Monetary (RFM) metrics. Understand their behavioral patterns and determine their lifetime value. Based on the insight, you can align your marketing campaigns to meet customer expectations, and focus more on retaining your loyal customers.
Read MoreCustomize the layout in the Calls Module
Add custom fields to the Standard layout and customize the form to suit the business requirements. It consists of four sections such as: Purpose of Outgoing Call, Outcome of Outgoing Call, Reason for Incoming Call and Call Information. These sections are dynamic and will be displayed based on the type of call.
Read MoreWorkflow rules for Calls
Automate actions such as sending emails or task assignments for incoming, outgoing, missed, scheduled, or deleted calls.
Read MoreQuadrant Analysis
Group your data into four quadrants based on the attributes defined in the X and Y coordinates. Each quadrant has a significance based on the attributes that one wants to measure, such as Type of Campaign vs Revenue Generated, or Leads created vs Lead Source. This helps you determine how one parameter influences the other.
Read MoreCohort Analysis
Monitor the behavioral patterns of customers over a specific time period and get insights, like number of purchases made, the average time taken to close deals, and the highest number of products that were purchased. Use the results to strategize your selling and marketing tactics.
Read MoreWeb Form A/B Testing
Perform an A/B test to determine which version of your webforms receives the most submissions. Run comparative experiments with different versions of webforms for selective groups of users. Depending on the results, you can publish the best performing webforms.
Read MoreWeb Form Analytics
Use analytics, like the number of submissions received, regions with the highest number of submissions, and which fields are most often filled out by visitors to analyze the performance of your webforms.
Read MoreReview Process
Review and validate entries made by customers before a record enters CRM. Mark the fields that you want to be reviewed and assign the records entering from webforms, APIs, or manual submissions to a set of reviewers. Also, set SLA to keep track of the delay in reviews. You can send email notifications to the reviewer and the record submitter upon approval or rejection of a record.
Read MoreCommandCenter
Build and automate personalized journeys of customers, products, and services using CommandCenter. Set up states and transitions, and associate them to a set of automatic actions to conduct your journeys without manual involvement from end to end.
Read MorePipelines
Build pipelines to manage different sales processes within a layout to monitor each process and track their progress.
Read MoreWizards
Break down the record creation page into multiple screens for a clear and easy -to-understand interface. Manage visibility of fields and sections by filtering and adding only the necessary components to the screen. Use buttons like next, save, and previous for easier navigation. Allow agents to save records as drafts in CRM to revisit.
Read MoreCustom Signals
Create your own signals and receive notifications of the events that occur in any third-party application. Trigger the signals through a function or an API, and view them in a custom-designed widget all inside Zoho CRM!
Read MoreSupport for multi-org deep linking
Access records, web tabs etc. from different organizations by accessing the corresponding link.
Read MoreMay
Handling of Organization Tax
While cloning an inventory record, the deleted taxes will be removed based on taxes available in the corresponding product and organization's taxes.
Read MoreHandling of Organization Tax
On cloning an inventory record, the deleted taxes will be removed based on taxes available in the corresponding product and organization's tax.
Read MoreIntroducing 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 MoreC# SDK - ZCRMSDK -Version 2.1.9
Handled code to throw exception if accounts scope is not included in the generated grant token or when user email cannot be fetched with the generated access token.
Read MoreJava SDK - ZCRMSDK -Version 2.0.5
Handled code to throw exception if accounts scope is not included in the generated grant token or when user email cannot be fetched with the generated access token.
Read MorePHP SDK - ZCRMSDK -Version 2.1.1
Handled code to throw exception if accounts scope is not included in the generated grant token or when user email cannot be fetched with the generated access token.
Python SDK - ZCRMSDK -Version 2.0.7
Handled code to throw exception if accounts scope is not included in the generated grant token or when user email cannot be fetched with the generated access token.
Read MoreRuby SDK - ZCRMSDK -Version 1.0.3
Handled code to throw exception if accounts scope is not included in the generated grant token or when user email cannot be fetched with the generated access token.
Read MoreWeChat Pay Extension
Connect with consumers and use the smart and efficient payment solution for both consumers and merchants.
Read MoreExtensions this month
WeChat Pay, Bold BI, SyncPenguin, Address Typeahead and more.
Apr
Portal access to Vendors and Public modules
Modules with Public Read Only or Public Read/Write/Delete permissions (as per Data Sharing Settings) and the Vendors module will be available to the Portal Users.
Read MoreChange Date format based on preference
Modify the date format based on your preference. The Date format field presents 40 patterns to choose from, according to which the record created date, events due date etc. will be displayed.
Read MoreAttach files from email to the record's related list
Attachments like images, documents, or files from an email can be directly moved to the attachments related list.
Read MoreZoho Inventory Extension for Zoho CRM
Manage sales, marketing, support, and inventory all on one platform.
Read MoreZoho Inventory Extension for Zoho CRM
Bridge the gap between your recurring billing and customer relationship management.
Read MoreZoho Books for Zoho CRM
Give your sales team a 360-degree view of your customer data with the Zoho Books integration.
Read MoreExtensions this month
IDX Broker, Mapsly, Twilio SMA, Postcode Address Finder, Flowgear and more.
Optimization of Settings module
App personalization and user preferences in the settings module has been optimized for faster and better performance.
Mar
Rich Text Editor for emails
Use the rich text editor to format your email content. Add bullets or insert numbering use font styling, add inline images, and change text alignment.
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 MoreAttach 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 MoreNew 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 MoreIntroducing migration from Maximizer CRM
Migrate data from Maximizer CRM to Zoho CRM.
Read MoreApproval 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 MoreConvert 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 MoreIntroducing 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
Read MoreSandbox support for Android users
Get a preview of the Sandbox in your mobile app.
Extensions this month
WhatsApp Web, Google Sheets to Zoho CRM Sync, Payway Extension, Intermedia Unite and more.
Feb
Execute lead conversion mapping in Sandbox
Map the fields from a layout in the Leads module with the appropriate layout from Contacts, Accounts, and Deals module in Sandbox and deploy the changes into your production account.
Read MoreExtensions this month
Clickatell SMS, Read Receipt, GPS Team Management, Lead to Vendor and more.
Modified sign-in process of the Zoho CRM plug-in for Microsoft Word
The sign-in process in the Zoho CRM plug-in for Microsoft Word will use OAuth instead of Authtokens.
Read MoreJan
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 MoreDelete 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 MoreModified 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 MoreShare Records API
Using this API, you can implement record-level data sharing, where the users can share individual records with other users in the organization.
Read More7Moor Telephony Integration
All-channel intelligent SaaS customer service system, with seamless integration with Zoho CRM
Read MoreView widgets from mobile app
Bring-in functionalities from other applications inside your mobile app with the help of widgets.
Support for Webtabs
Open web pages like company-wide announcements, web applications, etc. inside Zoho CRM.
Upload record images from mobile app
Add or update record images to the Leads, Contacts, Accounts, Deals, Products, Vendors, Cases, Solutions, and Custom modules by tapping on the record image icon.
Extensions this month
Client Portal, AloTech CTI Adapter, Brekeke PBX, Netelip and more.
Introducing quick actions under More
Quick actions like Launch Zia, Send Feedback and Launch Settings are provided under the More option.
Optimization of Settings module
App personalization and user preferences in the settings module has been optimized for faster and better performance.
Better Optimization of Contact Role Hierarchy
Assigning of reporting manager to a contact, allowing superiors to view accounts associated with the contact has been optimized to be faster.
2019
Dec
Include reCAPTCHA in webforms
Google reCAPTCHA is introduced in the webforms that will let you prevent SPAM records from entering the CRM.
Read MoreEnhancements in Email and Inventory Templates
Clone templates across modules and set a font of your choice as default for all the templates. Include user related merge fields such as Created by, Modified by, and Record Owner in the templates. The unsupported merge fields will be marked in red for easier identification, it can be either modified or removed. In the Inventory template the individual tax rates will be displayed. Read More
Read MoreIntroducing Quick create and Detail view in the Module Builder
Customize the quick create form, used to create records from the lookup fields, with the desired set of fields. Also, add/remove the related lists and customize the business card of a record. The quick create and detail view are layout specific.
Read MoreShare the SalesIQ link of your webpage via email
Add the SalesIQ link in email or email templates to identify when a lead or contact visits the webpage.
Read MoreChange a record's ownership
Transfer records to other users in the org along with the associated open activities, open contacts, or open deals
View and respond to emails
Check and reply to the emails received from customers from the email related list.
Access deal pipelines in mobile app
View, edit or switch between deal pipelines from your mobile app.
Nov
Create validation rules using custom functions
Validate the data that is entered in CRM with another database using functions.
Read MoreModify 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 MoreSynchronize 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 MoreCurrencies API
The multi-currency support in Zoho CRM helps you to handle business and transactions in the global market effortlessly.
Read MorePHP SDK - ZCRMSDK -Version 2.0.7
Provided Bulk API support in SDK. Remote SQL database supported. Custom persistence handler class name can be given. Custom params and custom headers can be given.
Read MoreSandbox support for iOS users
Get a preview of the Sandbox in your mobile app.
Oct
Duplicate team bookings in calendar booking
Save time by duplicating existing team bookings and modify them as necessary.
Read MoreClone dashboards and its components
Clone existing dashboards or analytical components and modify them as needed.
Read MoreBackstage and Webinar criteria are included in Scoring Rules
Get notifications when someone registers for a webinar, purchases or cancels tickets, and checks-in for an event in Backstage.
Read More7Moor
Send SMS to your Leads and Contacts from Zoho CRM.
Baidu maps supported for China Data Center
Google maps will be replaced with Baidu maps for all customers from China data center and those who download the app from China App stores (such as Xiaomi App Store, Tencent MyApp App Store, etc.,).
Create widgets from mobile app
Bring-in functionalities from other applications inside your mobile app with the help of widgets.
Read MoreSupport for Webtabs
Open web pages like company-wide announcements, web applications, etc. inside Zoho CRM.
Access deal pipelines in mobile app
View, edit or switch between deal pipelines from your mobile app.
Backstage and Webinar criteria are included in Scoring Rules
Give scores to leads based on criteria from Backstage and Webinar like ticket purchased, event checked-in, ticket cancelled, and registered.
Read MoreSep
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 MorePython SDK - ZCRMSDK -Version 2.0.1
Providing support for Organization Taxes, Tags, Variables and VariableGroups, and Attachments in Notes module.
Read MoreJava SDK - ZCRMSDK -Version 2.0.1
Provideding support for Variables and Variable group APIs.
Read MoreAttach files to a record with File upload field
Attach necessary documents and files to the record using the file upload field.
Read MoreAttach files to a record with File upload field
Attach necessary documents and files to the record using the file upload field.
Aug
Set default values while importing data
During field mapping you can assign default values to any CRM field, which will be reflected for all the imported records. Also, if the import file has an empty field you can enter a value to it.
Read MoreEnhancements in Zia's anomaly detector
You can use the related metric option to draw comparison between two anomalous metrics like number of deals created : number of contacts created. Set an objective to define whether increase or decrease in value should be considered as a positive or negative anomaly. Also, you can see the results grouped into categories such as leads by source or leads by industry.
Read MoreZoho Flow
Create custom integrations across different applications and connect them via flow.
Read MoreBuild a reporting hierarchy for contacts
Assign a reporting manager to the contact and allow the superior to view accounts that are associated with specific contact. Also, the reporting manager can be an alternate point of contact with whom the sales team can contact in absence of the primary contact.
Jul
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 MorePython SDK - ZCRMSDK -Version 2.0.0
Excluded configuration files and provided support for Custom DB.
Read MoreCreate validation rules using functions
Validate data in CRM field across other databases using functions.
Allow Zia to search records
Introducing Zia search for android users. Now find results across modules using Zia's search function. Spot Zia search bar at the bottom of the global search or click the Moreicon insidedetail view.
Track changes made to a picklist field
Track every small update in a picklist field with the help of picklist tracking and keep track of the traversal of the picklist value.
Create validation rules using functions
Validate data in CRM field across other databases using functions.
View and respond to emails
Check and reply to the emails received from customers from the email related list.
Read MoreJun
Clone your Blueprints
Any existing blueprint can be cloned into other layouts. While cloning, new states and transitions can be added, or states from the existing process can be mapped to the values in the fresh layout.
Read MoreLead conversion mapping for subforms
The subform present in the leads module can be mapped with the subforms present in the Contacts, Accounts, and Deals modules in the respective layouts. During lead conversion, the field values in the subform will be captured accordingly.
Read MoreMonitor the finance flow of your event in Zoho Backstage
The bar chart of the finance flow is now replaced with a waterfall chart, that displays the rise and fall of revenue generation from your event in Zoho Backstage. The graph captures the cumulative result of details such as: total amount acquired from Sponsors and Tickets, Revenue from Deals, Gross Revenue, Expenditure, and the Net Amount.
Read MoreEnhancements in refreshing Sandbox
Refresh your Sandbox once in three days to view the latest CRM changes. Also, any changes deployed in the last 6 months will be displayed under the deployment logs after refreshing.
Read MoreJava SDK - ZCRMSDK -Version 1.0.6
Provided support for Tag APIs. Fixed JSONException (related to subforms) in the getRecord function.
Read MoreFunctions Integration Tasks - Migration to v2
Migrate integration tasks in your functions to use v2 APIs using this migration guide.
Read MoreNew JSON key in Get Deleted Records API
Choose whether to trigger workflows upon deletion of record(s).
Read MoreView, update, and edit Subforms
View, update, edit, delete or undo an action in a subform from your mobile app.
Make calls and mark scheduled calls complete
Make a call or complete a scheduled call from your mobile app. Easily identify the Completed, Scheduled, and Overdue Calls with the help of icons.
Read MoreLocking and unlocking records in approval process
A record will be automatically locked if someone other than the record owner edits it, such that the criteria mentioned for approval is met upon edit. Additionally, any record that is pending for approval will be unlocked in case the approval process is deleted from the CRM system. Also upon rejection of a record it can be resubmitted within the next 60 days.
Read MoreMay
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 MoreFind 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 MoreView 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 MoreCustomize 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 MoreC# SDK - ZCRMSDK - Version 2.0.2
User API supported in C# SDK(create, update, delete, etc.). Convert mapping, section details in module layout, criteria details in module custom-view can be extracted.
Read MorePHP SDK - ZCRMSDK -Version 2.0.0
Improved code standards for readability. Provided support for Custom DB and duplicate check fields in upsert records.
Read MoreChange a record's ownership
Transfer records to other users in the org along with the associated open activities, open contacts, or open deals.
Perform actions from My Jobs
Approve, delegate or reject records and perform blueprint transitions from My Jobs in your mobile app.
Apr
Allow customers to book a meeting with you
Allow your customers to book meetings with your teams or particular users by selecting available date and time slots.
Read MoreAssociate and Dissociate records from the related list
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 MoreZoho Backstage Integration
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 MoreModify reminder and repeat type of recurring tasks
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 MoreErrors and Solutions pages added for all the SDKS
Find resources for Server Side SDKs to learn about commonly seen errors and their solutions.
Read MorePHP SDK - ZCRMSDK -Version 1.1.8
Lead assignment rule supported for single and mass creation of records.
Read MoreC# SDK - ZCRMSDK -Version 2.0.1
C# SDK is now compatible with Visual Studio 2015. The configuration details have to be passed as a dictionary only. Also, ISO 8601-time format is supported.
Read MoreMass Update API
Mass update field values in records from different territories or custom views.
Read MoreTerritories API
Territory management helps you segregate CRM records based on customer attributes such as geography, company size, or industry.
Read MorePython SDK - ZCRMSDK -Version 1.0.7
Add duplicate check fields using upsert record method.
Read MoreTrello
Help your sales team manage their deals in Zoho CRM with the Trello extension.
Read MoreTeamViewer Meetings
Online meetings made simple. Schedule and join meetings from where you work.
Read MoreBlueJeans
Cloud-based meetings and large interactive events that are simple, scalable, and secure.
Read MoreGoToMeeting
Easily set up online meetings with your contacts, leads, and opportunities.
Read MoreView, update, and edit Subforms
View, update, edit, delete or undo an action in a subform from your mobile app.
Read MoreAllow Zia to search records
Introducing Zia search for android users. Now find results across modules using Zia's search function. Spot Zia search bar at the bottom of the global search or click the Moreicon insidedetail view.
Build a reporting hierarchy for contacts
Assign a reporting manager to the contact and allow the superior to view accounts that are associated with specific contact. Also, the reporting manager can be an alternate point of contact with whom the sales team can contact in absence of the primary contact.
Mar
Zoho Survey Integration
Create surveys from Zoho CRM's Campaigns module and send invitation to your leads or contacts.
Read MoreZoho 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 MoreCreate 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 MoreQuery API
Write own queries using CRM Object Query Language (COQL) to retrieve records from Zoho CRM by.
Read MoreFeb
Zia Voice for Android
Now you can make a call or chat with Zia, to get answers for your questions in Zoho CRM from your android devices.
Read MoreMake calls and mark scheduled calls complete
Make a call or complete a scheduled call from your mobile app. Easily identify the Completed, Scheduled, and Overdue Calls with the help of icons.
Experience Zia voice in your mobile
Ask Zia to create records, add notes, convert leads, call customers, and change deal stages.
Read MoreJan
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 MoreUI 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 MoreBreak 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 MoreMandatory 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 MoreFunctions - Failure Rerun
You can now check for functions that failed to execute and re-run them.
Read MoreOneNote
Add and manage notes in a single place using OneNote extension for Zoho CRM
Read MoreTrello
Help your sales team manage their deals in Zoho CRM with the Trello extension
Read MoreTrack changes made to a picklist field
Track every small update in a picklist field with the help of picklist tracking and keep track of the traversal of the picklist value.
2018
Nov
Subforms in Layout Rules
Using Layout Rules, you can choose to display Subforms, when the appropriate conditions are satisfied.
Read MoreSet up meetings from record details page
You can create an instant meeting or schedule a meeting with a lead or contact right from the record's details page.
Read MoreOct
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 MoreAdd 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 MoreHistory 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 MoreSubforms 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 MoreEnable Lead and Deal Prediction by Zia
Choose to enable or disable Lead and Deal prediction from Zia's Setup page.
Read MoreAssign 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 MoreEmail authentication
Use the email authentication standards and validate your email source when sending emails from Zoho CRM via other domain.
Read MoreDeeper 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 MoreSep
Introducing Zia Voice for iPhone
Now you can make a call or chat with Zia, to get answers for your questions in Zoho CRM from your iPhone.
Read MoreClone option for rule entry in assignment rule
While creating assignment rules, an existing rule entry can be cloned and modified to suit your needs.
Read MoreMoving records to block-list
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 MoreData back-up feature with a fresh UI and Logs
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 MoreEnhancement in Validation rule
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 MoreEnhancements in Projects integration
Introducing field mapping and client account mapping while setting up the Zoho Projects integration in Zoho CRM.
Read MoreEnhancements in Canvas View
You can now choose a module's canvas view during copy customization. A new section named "My Organization Canvas" is added in all the modules that will display all the canvas views that are created so far for every module.
Read MoreAug
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 MoreEnhancements 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 MoreJul
Upload files to a record using the File Upload field
Like any other custom field, you can add a file upload field to a module and start uploading documents to the records.
Read MoreView CRM users' role and profile in Zoho Projects
While creating or associating projects in Zoho CRM you can now view what role and profile a CRM user holds in Zoho Projects.
Read MoreJun
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 MoreHandling 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 MoreGDPR compliance preferences
We have now added more settings for consent and personal data handling under the preferences tab of your GDPR compliance settings.
Read MoreMay
Webform double opt-in
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 MoreMarking personal fields
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 MoreData source tracking
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 MoreConsent management in Zoho CRM
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 MoreHandling lawful bases for your customers using Zoho CRM
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 MoreIntroducing GDPR centric enhancements in Zoho CRM
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 MoreCreate Projects for Contacts even without Account
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 MoreIntroducing Picklist Tracking History
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 MoreIntroducing WebApp SDKs
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 MoreEnrich your CRM data and keep them updated
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 MoreIntroducing Canvas View
Build or design your own view in CRM using the Canvas View. You can add record images, use custom buttons to represent fields, use desired font style or size, change the alignment of field types, group similar field types and do much more.
Read MoreApr
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 MoreLink 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 MoreShare 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 MoreMar
Introducing Subforms
You can now add a subform to include multiple line items into the primary form(layout) of a module.
Read MoreLet Zia remind you
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 MoreEnhanced Zoho Desk integration
Introducing cool new features like SalesSignal notifications, customer service statistics and a lot more for your Desk integration with Zoho CRM.
Read MoreIntroducing multi-ownership of a record
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 MoreIntroducing Validation Rules in Zoho CRM
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 MoreIntroducing Zoho CRM - Developer Edition
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 MoreAdd records from incoming emails using Email Parser
Add new records to Zoho CRM from incoming emails automatically by extracting information from the email content.
Read MoreIntroducing advanced Time Tracking Filters
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 MoreIntroducing Workflow Usage
Monitor the performance of your workflow rules that have the action to send email notifications associated to them. Find out which are the best performing workflow rules for every week and find ways to improve them all.
Read MoreFeb
Introducing Widget
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 MoreIntroducing 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 MoreEnhanced 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 MoreEnhanced 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 MoreChecklists, 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 MoreA 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 MoreIntroducing '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 MoreIntroducing 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 MoreSchedule Your Emails in Zoho CRM
Set a default time after which you would like to send all your emails in Zoho CRM.
Read MoreChanging 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 MoreCreate 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 MoreUpdating 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 MoreAssign 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 MoreSave 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 MoreJan
Extending Kanban View to all modules in Zoho CRM
CRM or kanban view is now enabled for all the modules in Zoho CRM. Users can view the CRM data in an organized manner under specific categories.
Read More2017
Nov
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 MoreFilters 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 MoreOct
View total number of records in each saved filter
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 MoreView custom fields added from Zoho Projects inside Zoho CRM
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 MoreSep
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 MoreSort 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 MoreNow 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 MoreUse 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 MoreBuild 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 MoreLog 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 MoreFilter 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 MoreAug
Establish multiple record association between modules in Zoho CRM
You can now establish multiple record association between two modules in Zoho CRM using a multi-select lookup field.
Read MoreSet Feeds Preferences
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 MoreIntegrate Zoho Inventory with Zoho CRM
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 MoreAdd multiple conditions in workflow rules
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 MoreSee what's latest in importing and migrating CRM data
Zoho CRM now presents a refreshing UI and a more seamless functionality with regards to importing/migrating sales data.
Read MoreJul
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 MoreMerge 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 MoreIntegrating 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 MoreIntroducing 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 MoreEnhancements 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.
Jun
Enhancements in CRM Home tab customization:
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 MoreAutomating lead generation via social media
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 MoreSticky notes for Zoho CRM
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 MoreUsage Stats for Workflow Alerts, Webhooks and Custom Functions
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 MoreEnhancements in the Home Tab
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 MoreAutomate Lead Generation using Social Workflow Rules
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 MoreGmail API
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 MoreZoho Finance Suite Integration with Zoho CRM
You can now generate Zoho Expense Reports to know sales related expenses right inside Zoho CRM. You can also update the status of Invoices, Estimates, Purchase Orders & Sales Orders right from Zoho CRM.
Read MoreMay
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 MoreMultiple 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 MoreTwo-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 MoreConfigure 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 MoreMar
Enhancements in Zoho Survey Integration with 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 MoreEnhancements in Zoho SalesIQ integration with Zoho CRM
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 MoreFeb
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 MoreZia
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 MoreSalesSignals 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 MorePhoneBridge 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 MoreConditional 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 MoreScoring 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 MoreZoho 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 MoreSlack 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 MoreSelect 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-go
Read More2016
Nov
Mail Merge Templates extended to custom modules
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 MoreSep
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 MoreAug
Enhancements in template customization
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 MoreLayout based conversion mapping
Configure lead conversion mapping settings based on specific layouts in the Leads module. Map fields for lead conversion from a specific Leads layout to their equivalent layouts in Contacts, Accounts and Deals.
Read MoreJul
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 MoreSalesSignals
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 MoreEmail 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 MoreAdvanced 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 MoreGamescope
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 MoreApple 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 MoreTrue 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 MoreMarketplace
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 MoreSandbox
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 MorePage 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 MoreCRM 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 MoreSchedules
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 MoreZoho 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 MoreRecord-level sharing
Pick and choose the individual records to share and get your team working on deals that require attention from multiple departments.
Read MoreJun
Zoho Finance Suite Integration
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 MoreCustom Buttons Web Tab Enhancement
Now choose your button action to open a new web tab or from the list of available web tabs in your CRM. This option helps you invoke a URL in a new tab along with merge fields in just a click of a button.
Read MoreMay
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)
Apr
Enhancement in copy customization<
Copy customization now supports the option of workflow conversion.
Social Enhancements
Now receive notifications for new mentions, posts and comments by customers via Facebook, Twitter or Google Plus.
IMAP integration extended to Professional Edition
Email integration via IMAP, which was available only for the Enterprise Edition, has now been enabled for the Professional Edition as well.
Read MoreImproved UI for Customization
Zoho CRM now offers you a seamless navigation experience with customization, by grouping the various customization settings at a single location.
Read MoreMar
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 MoreJan
BCC Dropbox extended to Potentials
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 MoreIntroducing Social Permissions
“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 MoreMore custom fields for the Enterprise Edition
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 MoreWorkflow Automation for Visits Module
If you have integrated your Zoho CRM account with Zoho SalesIQ, you may want to automate sales processes on the creation of a visit. This function is now possible in Zoho CRM.
Read More2015
Dec
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 MoreZoho 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 MoreMy 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 MoreZoho 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 MorePin 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 MoreNow 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 MoreNov
Enhancements in Projects Integration with Zoho CRM
You can now categorize projects in Zoho CRM. While creating a project you can select a group that the project belongs to.
Read MoreShare a macro with fellow users
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 MoreCustom module name field can now be an auto number field
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 MoreIntroducing Zoho Motivator Integration with Zoho CRM
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 MoreOct
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 MoreEnhancements 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 MoreMore 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 MoreSep
Submit Custom Functions Requirements
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.
Enhancements in Zoho Survey integration with Zoho CRM
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 MoreImproved UI for Web Form Embedding Options
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 MoreEnhancements in Zoho CRM Plug-in for Microsoft Outlook
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.
Aug
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 MoreJul
Limits for creating recurring tasks from list view
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 MoreReminder Option for Workflow Tasks in Standard Edition.
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.
Introducing Due in Days in the Criteria for Date and Date-time fields
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 MoreJun
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 MoreMay
Zoho CRM Plug-in for MS Outlook allows automatic synchronization of Event attendees
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 MoreReport Scheduler limits increased
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.
Apr
Introducing Allowed IPs
You can now limit the access to Zoho CRM from specific IP addresses and keep your data in CRM secure.
Read MoreEnhancements 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 MoreMar
New email options introduced in Custom modules
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 MoreCustomization of fields and links just got a lot easier
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 permissions.
Read MoreFeb
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 MoreGoogle AdWords info displayed for Visits
The marketing information section of the Visits will now capture Google AdWords information as well.
Read MoreAdditional 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 MoreNotes section revamp
The Notes feature across all modules in Zoho CRM has been enhanced to be made more user-friendly.
Read MoreJan
Name field label of custom modules made editable
The field labels of default fields in custom modules are not usually editable. But the Module Name field label can now be renamed.
Read MoreMore options added in Date/DateTime criteria
We have added more options in the list of date and datetime criteria for your easier selection.
Read MoreFree Edition - 10 Users free forever!
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 MoreAPI related enhancements
getSearchRecordsByPDC is now supported to search with list of emails for the predefined column "email".
Read More2014
Dec
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 MoreAuto-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 MoreZoho Projects enhancements
Zoho Projects integration just got better with a handful of enhancements!
Read MoreDeleting a user from your Zoho CRM Account
The Super Admin (Primary Contact) can permanently delete a user from the Zoho CRM account.
Read MoreContacts 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.
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 MoreNov
Free-flow scripting for Custom Functions
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 MoreUpdate list prices of products in bulk
Update the list prices of products under one price book in one shot using the Import List Price option.
Read MoreSchedule calls from Calendar
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 MorePotential assignment rule for territories
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 MoreLocking Workflow Rule
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 MoreNew API Methods
We've introduced searchRecords, getModules and getDeletedRecordIds Methods in Zoho CRM API.
Read MoreApproval Process Automation
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 MoreBooking Accommodation for Your Teams from Zoho CRM
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 MoreEnhancements in Inventory Modules
Inventory modules in Zoho CRM have been improved to be more user-friendly. The Product Details section has been revised.
Read MoreZoho CRM Plug-in for Microsoft Outlook for Mac
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 MoreAdditional Character-Limit Options for Text Area
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 MoreEnjoy more API Calls
The minimum limit for API calls has been altered. Now you can enjoy more API calls without having to upgrade.
Read MoreWorkflow Field Update for Professional Edition
Enterprise users have a Field Update option, which helps them to automatically update certain field values in the records, when the associated workflow rule is triggered. Now this can be done from Professional Edition as well.
Read MoreOct
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 MoreCRM 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 MoreSocial 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 MoreTurn 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 MoreCollaborative 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 MoreSend 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 MoreIntegration 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 MoreSep
Zoho Support Integration
Zoho Support Integration is now extended to all paid editions of Zoho CRM.
Read MoreData Backup
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 MoreZoho CRM Mobile App is now Free
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 MoreIntroducing Merge fields for Tasks in Workflow and Macro
Choosing a dynamic value for task's Subject field in your Workflow Tasks and Macros just got easier with Merge Fields support.
Read MoreIncreased File Storage
We have now upgraded the file storage plan for all organizations irrespective of the edition.
Read MoreIncreased Export Limit
We're now giving 20,000 records for the first 5 csv export reports.
Read MoreAug
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 MoreSignificant 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 MoreJul
New UI for Import History
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 MoreWorkflow Rule Trigger Options Get More Flexible
You can now trigger workflow rules based on the 'Date Field Value'.
Read MoreMark Frequently Used List Views as Favorites
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 MoreSpecify Criteria for Pick-list Fields from Drop-down List
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 MoreGroup Calendar View, Event Invitations, and 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 MoreApr
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 More2013
Nov
Territory Management
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 MoreCustom Modules
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 MoreCustom Functions
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 MoreSocial
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 MoreWeb Forms
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 MoreIntegration with Zoho Campaigns
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 MoreIntegration with Zoho Calendar
With the advanced sync functionality between Zoho CRM's Calendar and Zoho Calendar, you can now streamline events and keep a centralized track of your schedule. View, edit and create new Zoho CRM Calendar of events from Zoho Calendar...
Read MoreJul
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 MoreJun
Capture trade show leads directly into CRM
What if you could replace the traditional badge scanner with a smart, mobile application that connects directly to your CRM application? Here's how you could do it and much more with the Leads App...
Read MoreMay
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 MoreMar
View customer information from third-party apps
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 MoreMailMagnet for Mobile Phones
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 MoreBCC dropbox
Send emails to your customers from your favorite email client, and have them linked to the right lead or contact in CRM using BCC dropbox...
Read MoreJan
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 More2012
Nov
Zoho CRM for Mobiles
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 MoreOct
Integration with Twitter
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 MoreWorkflow Enhancements
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 MoreMailMagnet
MailMagnet intelligently scans your mailbox and displays only emails from prospects and customers that are relevant to you inside CRM. You can also instantly reply to emails, add follow-up tasks and write important notes...
Read MoreAug
Integration with Zoho Campaigns
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 MoreWorkflow Rules for Activities
Save time by automating your Tasks, Events and Calls. You can send email alerts for pending tasks or even send notifications to senior management on the completion of 'high-priority' tasks...
Read MoreJun
Zoho CRM for iPad
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 MoreIntegration with Zoho Reports
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 MoreMay
Zoho CRM Macros
Zoho CRM Macros combine Emails, Tasks and Field Updates into a single action so that you can save time...
Read MoreApr
Integration with Facebook
Zoho CRM now offers an integration with Facebook, thus bringing your customers’ Facebook profiles inside your CRM account itself. So, how does this help to build better customer relationships? Here are a few ways...
Read MoreMar
Multi-Currency
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 MoreZoho CRM for Android Phones
Access customer data from your Android phones with the Zoho CRM native application for Android...
Read MoreCustom Links
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 MoreFeb
Pulse Enhancements
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 MoreRead-Only
We will keep this read-only mode accessible to customers all the time, so that in the event of an outage in our primary data center, your access to data will be preserved...
Read More2011
Dec
Webhooks
Communicate with third-party applications by sending instant web notifications every time an event occurs...
Read MoreIntegration with LinkedIn
Associate LinkedIn profiles of your leads and contacts inside Zoho CRM. You can view their profiles and also comment on profile updates...
Read MoreIntegration with Zoho Creator
Build custom applications to suit your specific business needs. You can create custom tabs by bringing Zoho Creator applications, forms and views inside Zoho CRM...
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