更新日志

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  • 2020新版本
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2020

七月

手动同步任务和项目,并查看项目完成状态

使用“与项目同步”选项可将任务与相应的项目关联。另外,还可以在记录的相关列表中点击项目完成状态来查看项目。

更新了通话模块的相关功能限制:

限制已被更新为:
小数和百分比自定义字段: 15
允许的自定义字段总数量: 85

Zoho CRM新logo和菜单栏的改进

Zoho CRM采用了新logo。在菜单栏最右端添加了一个点阵图标,通过它可以方便地访问其它Zoho服务。

通过Cliq,向Cliq用户和频道之外的其他用户发送工作流通知

向相关模块的记录所有者、记录创建者、自定义用户字段和用户发送工作流通知。了解更多

显示在菜单栏中的“所有页签”

“所有页签”选项会显示在顶部的菜单栏中,供拥有多个页签组的用户使用。

禁用名片视图

关闭名片视图以防止在记录详细信息页面中显示。这也将限制用户定制名片。

更新了‘指挥中心’的功能限制:

限制已被更新为:
超级版: 10/机构
企业版: 5/机构

在‘指挥中心’模块查看当前的记录名称

一个记录从一个模块移动到另一个模块,以完成它的旅程,您现在可以看到记录的基于其在特定模块中的位置的当前名称。字段“当前记录名称”是不可编辑的,并将根据记录的位置而改变。

为图表、KPI、比较器引入分组参数

图表、KPI和比较器中的记录可以按财政周、日历周和财政季度进行分组。

六月

查找和合并期间的自动化操作

被设置为在编辑或删除记录时所触发的自动操作,将对合并后的记录和合并后删除的记录执行。将执行在工作流规则、蓝图、指挥中心、审批流程和积分规则中配置的操作。

访问子表单和门户用户编辑其他人所添加的记录的权限

门户用户可以在相关列表中查看与其关联的记录。他们还可以编辑由其他CRM用户所添加的相关记录(例如。商机、发货单等)。此外,他们还可以编辑或删除子表单中的值。

应用市场

用于Zoho CRM的Clearbit

与Clearbit集成,可以自动填充线索的详细信息,比如公司、社会媒体、联系电话,以及更多来自他们的电子邮件地址的信息。

2020新版本手机App

Zoho CRM Analytics手机App

Zoho CRM Analytics手机App,允许您从手机端访问销售仪表板和KPI。客服人员可以参照关键业务指标,并共享给同事或客户。 了解更多

2020新版本

Zia工作流建议

Zia可以识别任何由客服人员重复执行的活动,比如发送电子邮件、更新项目状态或者分配任务,并提出使用工作流来实现自动化的建议。在Zia提出工作流建议之后,您可以编辑它们以满足您的业务需求。

2020新版本

Zia对分配规则中的记录所有者提出建议

Zia能够分析记录分配给用户的方式并解释模式。它将分析现有的记录分配模式、用户的日常工作负载和在线状态,并将该记录分配给可用的最佳人员。

2020新版本

邮件工作流

基于电子邮件的状态,将一系列的操作自动化。根据邮件是否被打开、回复、未回复或退回,您可以设置即时操作,如邮件通知、字段更新或创建任务或记录。您还可以使用webhook或函数来设置自定义操作。了解更多

2020新版本

营销归因

通过六种不同的归因模型:首次接触、末次接触、U形、W形、线性和时间衰减,衡量市场营销活动的投资回报率(ROI),并将最高价值归因于最值得的活动。了解更多

2020新版本

细分

根据客户的购买模式,使用最近一次消费、消费频率和消费金额(RFM)指标对客户进行细分。了解他们的行为模式,决定他们的长期性价值。基于这种洞察力,您可以调整您的营销活动,以满足客户的期望,并更多地关注您的忠实客户的留存。了解更多

2020新版本

自定义通话模块的布局

添加自定义字段到标准布局,并自定义表单以满足业务需求。它由拨出电话的目的、拨打电话的结果、来电原因和通话信息四部分组成。这些部分是动态的,将根据通话的类型显示。

2020新版本

用于通话模块的工作流规则

自动化操作,如针对来电、外呼,错过、计划或删除的通话来发送电子邮件或分配任务。

2020新版本

象限分析

根据在X和Y坐标中定义的属性将数据分组为四个象限。基于您想要衡量的属性,每个象限都有一定的意义,比如市场活动类型vs产生的收入,或者创造的线索vs线索来源。这有助于帮助您确定一个参数如何影响另一个参数。了解更多

2020新版本

同类群组分析

监控客户在特定时间段内的行为模式并获取洞察力,比如购买的数量、赢得交易的平均时间以及购买数量最多的产品。利用这些结果来制定您的销售和营销策略。了解更多

2020新版本

Web表单A/B测试

执行A/B测试,以确定哪个版本的Web表单所收到的提交数量最多。针对特定的用户群,使用不同版本的Web表单进行比较试验。根据结果,您可以发布执行效果最好的Web表单。了解更多

2020新版本

Web表单分析

使用分析,比如收到的提交数量、提交数量最多的区域,以及访客最常填写的字段,来分析web表单的执行效果。了解更多

2020新版本

审核流程

在记录进入CRM之前,检查和验证客户所做的记录。标记您希望被审核的字段,并将从web表单、API或手动提交而进入CRM系统的记录分配给一组审核人员。另外,设置SLA以跟踪审核中的延迟。在批准或拒绝记录时,您可以向审核者和记录提交者发送电子邮件通知。了解更多

2020新版本

指挥中心

使用‘指挥中心’构建和自动化客户、产品和服务的个性化流程。设置状态和迁移,并将它们与一组自动化操作相关联,从而在不需要人工参与的情况下完成从一端到另一端的流程。 了解更多

2020新版本

管道

在布局中建立管理不同销售流程的管道,以监控每个流程并跟踪其进度。了解更多

2020新版本

向导

将记录创建页面分解为多个屏幕,以获得一个清晰且易于理解的界面。通过筛选和只向屏幕添加必要的组件来管理字段和分栏的可见性。使用像下一步、保存和上一步这样的按钮来更方便地导航。允许客服人员在CRM中将记录保存为草稿以便重新访问。了解更多

2020新版本开发者

自定义销售信号

创建自己的销售信号并接收发生在任何第三方应用程序中的活动通知。通过函数或API触发销售信号,并在自定义设计的小部件中查看它们,所有这些都在Zoho CRM内实现!

五月

引入‘远程销售/协作工具集’,一个用于团队协作的插件

‘远程销售/协作工具集’是一个工具包,它将Zoho Cliq、Zoho Meeting和Zoho ShowTime与CRM集成在一个包中。

应用市场

微信支付扩展程序

与消费者联系,为消费者和商家使用智能和高效的支付解决方案。了解更多

四月

对供应商和公开模块的门户访问权限

具有公开只读或公开读/写/删除权限(根据数据共享设置)的模块和供应商模块将对门户用户可用。

基于偏好设置来更改日期格式

根据您的偏好来修改日期格式。日期格式字段显示40种模式可供选择,根据这些模式,记录的创建日期、活动到期日期等将被显示。

从邮件附加文件到记录相关列表

可以将邮件内的附件比如图片、文档或文件直接移动到附件相关列表。

应用市场

用于Zoho CRM的Zoom扩展程序

使用Zoho CRM的Zoom扩展程序,在CRM内通过屏幕共享安排或开始在线会议,并在活动历史中跟踪会议。了解更多

三月

记录详细信息页面的新外观

对记录细节页面的UI进行了修改,使数据的视图更加清晰和全面。了解更多

放置自定义按钮的新位置

自定义按钮可以放置在工具菜单。该按钮将很容易从模块的列表视图中访问,并可用于执行与模块相关的操作。

引入‘从Maximizer CRM迁移’

从Maximizer CRM迁移数据到Zoho CRM。

一旦重新提交,立即检查审批条件

在重新提交记录时,将会在所有已配置的审批流程中验证审批条件。如果记录不符合任何审批流程,它将会被直接添加到相应的模块中。

创建、创建/编辑可以触发记录转换

除了使用工作流规则进行编辑和字段更新之外,记录还可以在创建、创建/编辑规则触发时进行转换。

引入了RingCentral Video扩展程序

Zoho Marketplace针对Zoho CRM引入了RingCentral Video扩展程序

应用市场

RingCentral Video

通过面对面的视频会议更快地赢得交易了解更多

安卓App

Sandbox支持安卓用户

在您的手机App中,获取Sandbox预览。

二月

在Sandbox(沙箱)内执行线索转换映射

在Sandbox(沙箱)内,将线索模块布局中的字段与联系人、客户及商机模块中的相应布局进行映射,并将所做变更部署到您的真实在线账户。

Zoho CRM的Microsoft Word插件的登录流程已更改

Zoho CRM的Microsoft Word插件内的登录流程将采用OAuth,取代之前的认证令牌。

一月

数据存储限制会因订阅版本的不同而不同,存储空间的用户界面也有变化

存储空间分为数据存储和文件存储,每种存储空间都有其限制。数据存储包括所有模块中的记录和添加到其中的备注。它还包括回收站中的数据。文件存储包括与记录相关联的所有图片、附件和文档。

删除用户并转移他们所拥有的记录

删除用户时,可以将其所有未关闭的记录、分配规则配置和基于规则的条件转移给其他用户。

Zoho CRM的Microsoft Outlook插件的登录流程已更改

Zoho CRM的Microsoft Outlook插件内的登录流程将采用OAuth,取代之前的认证令牌。

开发者

共享记录API

使用这个API,您可以实现记录级的数据共享,用户通过它可以将单条记录共享给机构内的其他用户。

应用市场

7Moor呼叫中心集成

全渠道智能SaaS客户服务系统,与Zoho CRM无缝集成。了解更多

IOS端应用程序

从手机App查看小部件

在小部件的帮助下,从手机App的其它应用程序引入使用功能。

IOS端应用程序

支持Web页签

在Zoho CRM中打开网页,如公司公告、网络应用程序等。

IOS端应用程序

从手机App上传记录图像

通过点击记录图像图标,为线索、联系人、客户、商机、产品、供应商、服务支持、解决方案以及自定义模块添加或更新记录图像。

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 More

Enhancements 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

Introducing 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 More

Share 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 More

Developer
Android Mobile App

Change a record's ownership

Transfer records to other users in the org along with the associated open activities, open contacts, or open deals.

Android Mobile App

View and respond to emails

Check and reply to the emails received from customers from the email related list.

IOS Mobile App

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 More

Modify and auto populate tax rates

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

Synchronize event invitation from customers in Office 365

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

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IOS Mobile App

Sandbox 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 More

Clone dashboards and its components

Clone existing dashboards or analytical components and modify them as needed.Read More

Backstage and Webinar channels are included in SalesSignals

Get notifications when someone registers for a webinar, purchases or cancels tickets, and checks-in for an event in Backstage. Read More

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 More

Developer
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MarketPlace

7Moor

Send SMS to your Leads and Contacts from Zoho CRM

MarketPlace

WeChat

Send messages to Lead's WeChat account.Read More

Android Mobile App

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.,)

Android Mobile App

Create widgets from mobile app

Bring-in functionalities from other applications inside your mobile app with the help of widgets. Read More

Android Mobile App

Support for Webtabs

Open web pages like company-wide announcements, web applications, etc. inside Zoho CRM.

Android Mobile App

Access deal pipelines in mobile app

View, edit or switch between deal pipelines from your mobile app.

SEP

Send emails from Zoho CRM using your company's server

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

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Android Mobile App

Attach files to a record with File upload field

Attach necessary documents and files to the record using the file upload field. Read More

IOS Mobile App

Attach 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 More

Enhancements 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 More

Developer
MarketPlace

Zoho Bookings

One-stop appointment scheduling Read More

MarketPlace

Zoho Flow

Create custom integrations across different applications and connect them via flow. Read More

MarketPlace

Converse

Build a conversation with your team within Zoho CRM Read More

Android Mobile App

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.

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 More

Developer
Android Mobile App

Create validation rules using functions

Validate data in CRM field across other databases using functions.

Android Mobile App

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.

Android Mobile App

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.

IOS Mobile App

Create validation rules using functions

Validate data in CRM field across other databases using functions.

IOS Mobile App

View and respond to emails

Check and reply to the emails received from customers from the email related list. Read More

JUN

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 More

Lead 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 More

Monitor 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 More

Enhancements 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 More

Locking 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 More

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MarketPlace

Zoho Webinar

Zoho Webinar (powered by Zoho Meeting) for Zoho CRM Read More

Android Mobile App

View, update, and edit Subforms

View, update, edit, delete or undo an action in a subform from your mobile app.

IOS 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 More

MAY

Identifying duplicate records during record creation

In the Leads module, whenever a duplicate record is entered the user will be alerted about an existing record. The record's and the record owner's name will be displayed upon hovering the 'view lead' button. If multiple duplicates are present they can be merged. Read More

Find out how Zia got the answer for your question

Explore the path Zia took to answer your questions. You can view the module and the criteria that it applied to get you the answer. Read More

View categories in Dashboards

The dashboards in your CRM account can be categorized as favourites, created by me, shared with me, public, and other user's dashboards. Read More

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IOS Mobile App

Change a record's ownership

Transfer records to other users in the org along with the associated open activities, open contacts, or open deals.

IOS Mobile App

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 More

Associate 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 More

Zoho 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 More

Modify 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 More

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MarketPlace

Skype

Make Skype business calls directly from Zoho CRM Read More

MarketPlace

Cisco Webex Teams

Bring people together instantly and effortlessly Read More

MarketPlace

Trello

Help your sales team manage their deals in Zoho CRM with the Trello extension Read More

MarketPlace

TeamViewer Meetings

Online meetings made simple. Schedule and join meetings from where you work. Read More

MarketPlace

BlueJeans

Cloud-based meetings and large interactive events that are simple, scalable, and secure Read More

MarketPlace

Zoom

Close deals faster with face-to-face video meetings Read More

MarketPlace

Join.me

Create events/meetings using Join.me directly from Zoho CRM Read More

MarketPlace

GoToMeeting

Easily set up online meetings with your contacts, leads, and opportunities Read More

IOS Mobile App

View, update, and edit Subforms

View, update, edit, delete or undo an action in a subform from your mobile app. Read More

IOS Mobile App

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.

IOS Mobile App

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 More

Zoho Webinar Integration

Integrate with Zoho Webinar to create webinars from Zoho CRM's Campaigns module. You can also create polls in the webinar and view your interaction with the participants. Read More

Create Parent-Child Relationship

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

Developer

FEB

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 More

Android 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.

Android Mobile App

Experience Zia voice in your mobile

Ask Zia to create records, add notes, convert leads, call customers, and change deal stages. Read More

JAN

List view categories

Custom list views can be categorized as Public Views and Other Users' Views in addition to Favourites, Created by Me and Shared with Me. Read More

UI Enhancement

The line style UI is replaced with box style UI and you can type the functions directly into the currency fields. Also, while adding line items you can use inline option to add or remove items. Read More

Break Hours in Shift Hours

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

Mandatory fields in Workflow Tasks

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

Developer
Developer
Developer
MarketPlace

OneNote

Add and manage notes in a single place using OneNote extension for Zoho CRM Read More

MarketPlace

Edison

Capture data from Gmail and transfer it to your Zoho CRM account Read More

MarketPlace

Trello

Help your sales team manage their deals in Zoho CRM with the Trello extension Read More

IOS Mobile App

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.

2018

NOV

Subforms in Layout Rules

Using Layout Rules, you can choose to display Subforms, when the appropriate conditions are satisfied. Read More

Set 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 More

OCT

Zoho Forms integration

Integrate Zoho Forms with Zoho CRM to facilitate pre-population of CRM data in your forms and adding form submissions in CRM. You can even embed the form URL in your email or email templates. Read More

Add Data Subject Request link in your emails

You can add the data subject request link in your email or email template and send it to your customers. Your customers can raise a request using the link, which will be automatically captured in Zoho CRM. Read More

History and more details for Data Processing Bases

View the details of the Data Processing Basis chosen for a particular data subject. Any changes that take place in this section will be captured under Histroy, chronologically. Read More

Subforms in Mail Merge templates

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

Deeper access control for Activities module

The activities module has been split into Events, Tasks and Calls for defining profile permission. Say when users in a particular profile work only with events, you can choose to grant access for view, edit and delete permission for Events alone and restrict Tasks and Calls. Read More

Enable Lead and Deal Prediction by Zia

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

Assign reporting manager to contacts

In Contacts module use the "reporting to" field to assign a reporting manager to contact. This will ensure an alternate point of contact in case the contact is unavailable. Read More

Email authentication

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

SEP

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 More

Clone 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 More

Moving 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 More

Data 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 More

Enhancement 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 More

Enhancements in Projects integration

Introducing field mapping and client account mapping while setting up the Zoho Projects integration in Zoho CRM. Read More

Enhancements 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 More

AUG

Share your CRM modules with customers

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

Enhancements in Zia Voice

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

JUL

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 More

View 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 More

JUN

Integrating CRM Events with Zoho Meeting

You can now integrate your CRM account with Zoho Meeting, a web conferencing solution that will allow you to conduct events or meetings right from your CRM account. Read More

Handling data subject requests in Zoho CRM

You can now add and track data subject rights inside Zoho CRM in a section called Data Subject Requests under the Data Privacy tab of your records. Based on the request type, appropriate actions can be initiated to address these requests. Read More

GDPR compliance preferences

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

MAY

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 More

Marking 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 More

Data 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 More

Consent 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 More

Handling 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 More

Introducing 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 More

Create 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 More

Introducing 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 More

Introducing 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 More

Enrich 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 More

Introducing 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 More

APR

Business Hour Revamp

Customize the business hour of your organization such that it can vary on each day, create shifts to accomodate different timezones, add holiday list for each timezones and mark yourself unavailable in the CRM calendar. Read More

Link Emails to Deal

Avoid confusion and locate your emails easily with email to deal association. Zoho CRM's predefined prediction mechanism automatically links the emails to individual deals. Read More

Share Records from any module along with their related lists

While sharing individual records with other users in your organization, you can share them with or without their related lists. Additionally, records can now be shared from any module. Read More

MAR

Introducing Subforms

You can now add a subform to include multiple line items into the primary form(layout) of a module.Read More

Let 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 More

Enhanced 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 More

Introducing 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 More

Introducing 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 More

Introducing 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 More

Add 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 More

Introducing 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 More

Introducing 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 More

FEB

Introducing Widgets

Widgets in Zoho CRM are embeddable UI components that can be used to perform certain functions that utilizes data from third-party applications seamlessly. Read More

Introducing Connections

Connections is a simple authentication mechanism to connect your Zoho CRM account with any third-party application. Connections can be used to invoke any third party applications’ REST APIs and get access to your authenticated data from your functions or widgets. Read More

Enhanced Functions with easy access

Functions (previously Custom Functions) can now be easily accessed from your Zoho CRM Setup under Developer Space. You can also trigger functions through REST APIs which gives the flexibility to trigger it from anywhere inside Zoho CRM or from any third party application. Read More

Enhanced Sandbox with more flexible options

With the new and improved Sandbox, you can select specific changes to deploy to the production, see whether a change is qualified or conflicted before deploying, deactivate sandbox at your convenience and view a log of all the deployed changes at a glance. Read More

Checklists, SLAs for States and more enhancements in Blueprint!

Module builder in Zoho CRM now has a new and improved look. It is even more easier for you to drag and drop fields and reorder sections. Read More

A Whole New Look for Module builder

Module builder in Zoho CRM now has a new and improved look. It is even more easier for you to drag and drop fields and reorder sections. Read More

Introducing 'Schedule Mail at Best Time' in SalesInbox

Zia will predict your customer's right time of contact and let you know, so that you an schedule your emails for the specified time. Read More

Introducing Outbox Folder in SalesInbox

If you choose to send an email at the best time of the recipient, the email will be saved in the Outbox/Scheduled folder, where you can edit the email if need be. Read More

Schedule Your Emails in Zoho CRM

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

Changing Record Ownership

While transferring the records to another owner, you can select from the list of open activities that you would want to transfer to the new owner. Read More

Create Workflow Rules based on Record Scores

While creating workflow rules choose the record score as one of the criteria. An increase, decrease or update in the record's score will be taken in to account. Read More

Updating Layout Rules

When you edit a primary field used in a layout rule, if there are mandatory fields associated to the rule, these mandatory fields will be captured via a popup prompt. Layout rules will also be verified upon changing Deal Stage, closing a task and on approval of records. Read More

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

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

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

You can now save your Blueprint’s process flow as a draft. Once you are satisfied with the final process flow, you can PUBLISH your draft. Secondly, Blueprints will now have a unified version, that is, records in Zoho CRM will now follow a uniform version of a Blueprint, at a given point in time. Read More

JAN

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 More

2011

Dec

Webhooks

Communicate with third-party applications by sending instant web notifications every time an event occurs... Read More

Integration 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 More

Integration 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... Read More

Introducing Zia Voice

The first conversational AI for sales teams

An interactive CRM is all you need to make your business smarter. The first conversational AI for sales teams, Zia Voice lets you talk to your CRM through voice or chat. Get access to CRM information that's timely, contextual, and available, right when you need it.

The Even Smarter Zia

An assistant you can always count on

An assistant is someone you can always count on. Your CRM assistant should be no different. Zia can now predict your lead or deal closures, read email sentiments, and alert you to use the best time to contact a prospect, which she has suggested. What's smarter? She also intelligently analyzes the performance of your workflow automation, provides a dashboard that has intelligent components, helps you map your current trends as compared to expected results, along with auto-populating lead information in your CRM, so you spend less time on data entry.

  • Lead and Deal Prediction
  • Email Sentiment
  • Workflow Anomalies
  • Anomaly Detector
  • Data Enrichment

Blueprint: Sell on Time. Every Time

With SLA and Checklist enhancements

Time is money, especially when you're making a sale. Blueprint in Zoho CRM helps you build and automate your sales process just like you designed it. Blueprint's newest functionality? The ability to mark all tasks complete before salespeople move to the next stage along with specifying the time a record should be in a particular state for.

  • SLA
  • Checklists

Analytics

A smarter dashboard for your business

Zoho CRM's user dashboard gets a brand new interface, with the addition of 5 new analytical widgets that will redefine how sales teams draw business insights. Get your own customizable dashboard that will help you track sales metrics and visualize key performance indicators. Stay on top of sales trends by detecting anomalies in your sales cycle, or compare peer-to-peer performance or deal closure cycles with the help of the Spot Comparator.

  • Charts
  • KPIs
  • Target Meter
  • Comparator

Portals

A true self-service platform for CRM

Keep your sales team close, and your customers closer. With access to all past purchases, cases, and invoices, Portals allows your customers, vendors, and partners to make more informed buying decisions.

  • Customer Portal
  • Vendor Portal

Catalyst

A hyper-customization platform for businesses of all types

One of our biggest releases this year for Developers, CRM administrators, and IT implementors. Catalyst, a hyper-customization platform, allows you to build custom applications on your CRM platform and replicate your unique business needs and processes.

  • Mobile SDKs

    Build customized mobile applications based on your specific roles and needs, with CRM data.

  • Web SDKs

    Create your own version of web applications that reflect your business requirements.

  • MDM

    Distribute mobile apps to your team created through mobile SDKs.

  • Serverless Computing

    Use Zoho's infrastructure to run any code,
    without having to worry about physical hardware or server administration.

  • Widgets

    Build your own UI components that not only fetch contextual information from external sources, but also work with Zoho CRM's data. 

Canvas

Paint your own CRM view

Your traditional data arrangement with CRM gets a twist. Customize the List View of your Zoho CRM account with the industry's first-of-its-kind view. Add images for easy identification, use custom buttons to create fields of your choice, and get your view completely customized based on your business needs.

Subforms

View related CRM data from a single place

Simplify the way you view CRM information with Subforms in Zoho CRM. View the entire order history of a single customer, in one single place.

Translations

Make CRM speak the language you do

With Translations, your CRM information is available to your team in the language they're most comfortable with, keeping that local flavor of every business intact.

Validation Rules

Ensure the right data flows into your CRM

Frame different rules for different modules and fields, along with error messages that should show up when invalid data tries to enter your CRM.

Data Encryption

Your data is safe with us

Zoho CRM uses one of the strongest encryption standards, AES-256, to encrypt your data. This means your data is protected from outside access, and can be read only if decrypted. By encrypting your data that's stored in Zoho CRM, we prevent any possible security leaks or breaches to your data.

Zoho Meeting and GoToMeeting

For effective virtual meetings

Set up web conferences to follow up with clients inside CRM. Every new event, or meeting, contains a details page in Zoho CRM, where your team can access the audio-video recording of the conference and relevant documents shared during the meeting.