Zoho CRM

Zoho CRM - Dashboard Enhancements for Funnels, Duration and Date Filters

Zoho CRM has made four changes to dashboard components, including drill-down for the Funnel component and two new date filter operators. The Duration field is also no longer mandatory for KPIs, Target Meters, Funnels and Comparators.

August 20, 2026

Zoho CRM - Redesigned Functions Interface with Python Support

Zoho CRM has rebuilt the Functions interface, giving each function its own workspace with analytics, logs, failures and association details. Python 3.12 also joins Java, Node.js and Deluge as a supported runtime.

August 18, 2026

Zoho CRM - More Flexible Approval Process Configuration

Zoho CRM has reworked how approval processes are configured, letting you name rules and stages and set field updates and tasks per stage. Approval History has also been revamped with a tabular view and filtering.

August 15, 2026

Zoho CRM - Increased Character Limits for Module and Field Labels

Zoho CRM is doubling the character limits for module, subform module and field labels. Integrations that validate the current limits should be reviewed before the change lands.

August 8, 2026

Zoho CRM - Password-Protected and Plain Text Data Exports

Zoho CRM module exports can now be protected with a password on the ZIP file and stripped of HTML in rich text fields. The Export Data page has also been reorganised into Configure and Preferences sections.

July 24, 2026

Zoho CRM - Loop Functionality in Kiosk Studio

Kiosk Studio now supports loops, letting you configure an action once and have it repeat automatically across multiple records or a set number of iterations. This removes the need to rebuild flows when the same steps must run many times.

July 22, 2026

Zoho CRM - Team Module Support in Advanced Analytics

Advanced Analytics in Zoho CRM now supports team modules, so you can include teams along with their notes and fields in reports and insights. This gives enterprises with multiple teams a structured, team-level view of CRM data without manual tagging or exports.

July 20, 2026

Zoho CRM - Mobile App Updates

The Zoho CRM mobile app has received a set of updates across iOS and Android, including the Reports module on iOS, record tags on iOS, and dynamic formula fields on Android. Other additions include WhatsApp Business deep linking, static subforms, multiple meeting reminders, and multi-select lookup fields in Blueprint.

July 17, 2026

Zoho CRM - Draft Quotes, Sales Orders, and Invoices for Services

Zoho CRM now lets service-based businesses draft quotes and sales orders and raise invoices for services using a dedicated Service subform in the Inventory modules. You can control whether product details, service details, or both are required on each transaction.

July 16, 2026

Zoho CRM - Custom Button Creation from the Layout Editor

Zoho CRM now lets administrators create and manage custom buttons directly from the layout editor. Buttons on the Records page now follow the order set in the editor and can be pinned.

July 14, 2026

Zoho CRM - Layout Rules Enhancements

Zoho CRM has expanded Layout Rules with nine new actions, profile-based execution, and an interactive preview. These changes give administrators finer, role-specific control over how forms behave.

July 11, 2026

Zoho CRM - Sandbox Support for Integrations

Zoho CRM Sandbox now lets you configure and validate integrations with other Zoho products in an isolated environment before deploying to production. Eight Zoho integrations are supported at launch.

July 11, 2026

Zoho CRM - Agents on the Home Page

Zoho CRM now lets you add AI agents to your Home page so their insights appear alongside your dashboards and reports. Agents run on demand via a Get Agent Insights button and can be refreshed whenever you need the latest data.

July 3, 2026

Zoho CRM - Related List Expanded View

Zoho CRM's new Related List Expanded View gives you a full-width workspace showing up to 100 related records per page, with filters and mass actions in one place. It is rolling out in phases and is currently limited to the SA, JP, CA, and AU data centers.

July 2, 2026

Zoho CRM - Cookie Consent Management for Webforms

Zoho CRM is introducing Cookie Consent Management for webforms, letting visitors opt in or out of cookie tracking to support GDPR and similar privacy regulations. The feature is rolling out in phases and is currently limited to the JP and AU data centers.

July 2, 2026

Zoho CRM - Zia Agents in Kiosk Studio Flows

Zoho CRM now lets you call a deployed Zia Agent as a native component inside Kiosk Studio flows. This pairs the agent's AI actions with the Kiosk's structured, screen-by-screen process, and agent inputs and outputs can be reused across later screens.

June 24, 2026

Zoho CRM - Criteria-Based Cadence Follow-Ups and New Email Signals

Zoho CRM Cadences can now trigger the next follow-up based on criteria drawn from a previous call or task, such as Call Result or Task Priority. New email signals including Not Opened and Not Replied also let you build follow-ups for leads who go quiet.

June 23, 2026

Zoho CRM - Revamped Import Feature

Zoho CRM's import feature has been revamped to make large, related-data imports easier, with higher per-batch limits and parity between xls/xlsx and CSV files. You can now import into transaction modules directly and bring in dependent data such as subforms and line items in a single pass.

June 20, 2026

Zoho CRM - Choose How Far Back to Sync Emails

Zoho CRM's email integration now includes a Sync emails from field, so you can sync your mailbox from a chosen date rather than syncing every message. This reduces clutter in SalesInbox and helps manage email storage usage.

June 20, 2026

Zoho CRM - Record Sharing for Activities Modules

Zoho CRM is rolling out record sharing for Activities modules in phases. You can now share a Task, Meeting, or Call directly, and closed activities are included when a parent record and its related list are shared.

June 12, 2026

Zoho CRM - Zoho Projects in Teamspaces

Zoho CRM is beginning a phased rollout that lets you add Zoho Projects directly to a Teamspace and access them from the Modules list. Both client projects linked to CRM records and standalone internal projects are supported.

May 27, 2026

Zoho CRM - Zoho Projects Now Available Inside Teamspaces

Zoho CRM Teamspaces can now contain Zoho Projects alongside modules, so teams can work on record-based data and project tasks in the same workspace. The rollout is phased, starting with the US data centre Standard Edition and expanding to all DCs.

May 20, 2026

Zoho CRM - Switch Between Multiple LLMs in Zia Record Assistant

Zoho CRM admins can now enable several large language models for Zia at once, and end users can switch between them inside the Record Assistant bot. The Execute Prompt custom button also works across all configured LLMs.

May 20, 2026

Zoho CRM - Custom Columns in Forecasts

Zoho CRM is rolling out Custom Columns in Forecasts in a phased manner, letting forecast managers add their own metrics alongside the standard forecast figures. You can configure formula-based or imported columns to track measures like pipeline coverage or stretch goals.

May 13, 2026

Zoho CRM - Native QuickBooks Online Integration

Zoho CRM is rolling out a native integration with QuickBooks Online in phases, syncing core records and surfacing financial documents directly within CRM. Sales teams can view and create estimates, invoices, and purchase orders without leaving CRM, with all synced fields available to workflows and reports.

May 12, 2026

Zoho CRM - Zia Email Summaries for Record Context

Zoho CRM now offers Zia-powered email summaries that provide concise overviews of all past email exchanges for any record. The feature covers sentiments, intents, missed follow-ups, and key terms across up to 50 emails.

May 6, 2026

Zoho CRM - Mobile App Updates: Lookup Filters, Approval Recall, Canvas Tags, and More

Zoho CRM mobile apps receive several updates including lookup field filters on Android, approval recall on iOS, and multi-select lookup and tag support for Canvas layouts. Settings and preferences are now also auto-saved across sessions.

May 5, 2026

Zoho CRM - Six New Updates to Account-Based Marketing (ABM)

Zoho CRM has rolled out six updates to its Account-Based Marketing (ABM) feature, including a new access location, refined account entry criteria, and segment cloning. The updates also introduce Marketing Automation sync, flexible RFM contribution modules, and increased limits.

April 30, 2026

Zoho CRM - Mirror Component for Real-Time Related Record Data

Zoho CRM has introduced the mirror component, which displays fields from related records directly on a record's detail page in real time. This removes the need to navigate between modules to access linked information like contact details on a deal.

April 30, 2026

Zoho CRM - Map Dependency Fields Enhancements

Zoho CRM has improved the Map Dependency Fields setup with easier access, flexible layout selection, and better value selection controls. The update also adds a preview mode and faster field search.

April 25, 2026

Zoho CRM - Cross-Module Filtering in Custom Views and Advanced Filters

Zoho CRM now lets you filter records using fields from lookup modules in Custom Views and Advanced Filters. This cross-module filtering supports up to 3 lookup fields and 5 fields per lookup, with a new dropdown picker for lookup names.

April 11, 2026

Zoho CRM - New Return Types for String Formula Fields

Zoho CRM has split the string return type for formula fields into Small, Medium, and Large variants, offering better storage alignment and improved performance for formulas that return text values.

April 9, 2026

Zoho CRM - Connected Records Enhancements for CRM For Everyone

Zoho CRM has expanded Connected Records to support Org module associations, clearer module grouping, and centralized configuration management. The update also adds a new Connected To field for more targeted workflow triggers.

April 7, 2026

Zoho CRM - Built-In MCP Support for AI Tool Integration

Zoho CRM now supports the Model Context Protocol (MCP), enabling AI tools to connect and perform CRM actions using natural language prompts. Five pre-built MCP servers cover data insights, data operations, module customization, and workflow automation.

April 7, 2026

Zoho CRM - Custom Homepage Design with Canvas Home View

Zoho CRM now lets you design a fully custom homepage using Canvas with drag-and-drop components. You can build role-based views and share them across users, groups, roles, and territories.

April 7, 2026

Zoho CRM - Introducing SlyteUI Component Builder

Zoho CRM is rolling out SlyteUI, a new component builder that combines low-code simplicity with pro-code flexibility. It lets you rapidly build embeddable UI components and interactive pages directly inside CRM.

April 7, 2026

Zoho CRM - Sandbox Support for Zoho Desk Integration

Zoho CRM's sandbox environment now supports Zoho Desk integration testing, allowing you to verify ticket management and data synchronization before deploying to production. You can safely identify and resolve integration issues without affecting live customer data.

April 3, 2026

Zoho CRM - Rename System-Defined Field Labels in Module Builder

Users can now rename system-defined field labels in Module Builder to match their organization's business terminology. Label changes automatically apply across views, reports, and filters throughout the CRM interface.

April 2, 2026

Zoho CRM - Deploy Zia Agents as Digital Employees

Zia Agents can now be deployed as Digital Employees within Zoho CRM, with their own user identities and separate audit trails. You can configure agents to activate by module, apply context parameters from record fields, and map agent tools to CRM data for autonomous operation.

April 1, 2026

Zoho CRM - Enhanced Zia Intelligence for Sales Forecasts

The Forecast module now includes upgraded Zia Insights that provide performance summaries, achievement analysis, and gap identification directly on user and role cards. You can understand team performance without switching between multiple reports or manually analyzing deal data.

April 1, 2026

Zoho CRM - Security Enhancements for Portal Users

Zoho CRM portal users now have access to multi-factor authentication, organization-wide MFA enforcement, and direct password management options. You can enforce MFA across all portal accounts or allow individual users to enable it from their account settings.

April 1, 2026

Zoho CRM - New For Everyone UI Rollout for All Users

Zoho CRM is rolling out the new For Everyone UI as the default experience for all users across three phases based on organization size. Users can switch back to the old UI from their profile panel during the transition period if needed.

March 26, 2026

Zoho CRM - External Data Sources in Queries

Zoho CRM Queries now support direct connections to external databases including MySQL, PostgreSQL, and SQL Server, as well as cloud platforms like Amazon RDS and Google Cloud. You can fetch live external data and blend it with CRM records using standard SQL syntax without importing or syncing.

March 24, 2026

Zoho CRM - Update Lookup Fields During Blueprint Transition

Zoho CRM blueprints now allow you to add or update lookup field values during state transitions, providing greater flexibility in automated workflows. You can connect related records across modules and update relationships between data as part of blueprint-driven processes.

March 19, 2026

Zoho CRM - Note Actions and Dynamic Visibility

Kiosk Studio in Zoho CRM now supports adding notes as actions with merge field support and dynamic visibility controls based on field conditions. You can maintain automatic audit trails, improve contextual workflows, and reduce UI clutter on record detail pages.

March 18, 2026

Zoho CRM - Customizable Sales Trend and Sales Follow-up Trend Dashboards

The Sales Trend and Sales Follow-up Trend dashboards in Zoho CRM are now customizable, allowing you to adjust anomaly parameters and metrics to match your business needs. You can exclude specific data surges and add complementary components while keeping defaults unchanged if preferred.

February 24, 2026

Zoho CRM - Kiosk Studio Sequential Actions for Control and Data Flow

Zoho CRM Kiosk Studio now supports sequential actions that wait for completion before advancing to the next screen, allowing data to flow seamlessly between steps. You can handle action failures with dedicated paths, display messages during execution, and combine up to three sequential webhooks or functions between screens.

February 14, 2026

Zoho CRM - Record Category for Status Overview

Zoho CRM introduces Record Category, a new feature that groups detailed picklist values into broader status categories like Open, Success, or Failed for high-level record overview. You can filter and report by category across all modules except Users, Quotes, and financial documents.

February 5, 2026

Zoho CRM - Radio Buttons and Numeric Range Sliders

Zoho CRM's Layout Editor now supports Radio Buttons for limited option selection and Numeric Range Sliders for guided data entry with minimum and maximum constraints. Both formats improve form usability while ensuring consistent data validation across all entry sources.

February 4, 2026

Zoho CRM - Enhanced Homepage with Rich Content and Reports

Zoho CRM enhances the homepage with drag-and-drop customization, rich text components, quick links, and direct report embedding for dynamic workspaces. You can share content with groups, roles, and territories while personalizing columns and building more action-driven dashboards.

January 31, 2026

Zoho CRM - Workqueue for Centralized Work Management

Zoho CRM introduces Workqueue, a centralized dashboard consolidating tasks, approvals, and custom work views in one place with color-coded priority indicators. Managers can monitor team queues in real time while users create activities directly from workqueue records without switching modules.

January 30, 2026

Zoho CRM - Spam Detection for Webforms

Zoho CRM Spam Detection for webforms automatically scores and filters suspicious submissions before they enter your CRM using bot detection, email validation, and IP analysis. Flagged records appear in an Awaiting Approval queue with visual indicators and customizable sensitivity settings.

January 30, 2026