Exciting Zoho CRM Updates Coming in Q1 2025: What You Need to Know
A Deep Dive into the New Features and How They'll Transform Your CRM
Zoho CRM is launching into 2025 with empowering updates aimed at streamlining processes, maximizing the potential of customer relationship management, and instilling confidence in your teams. These updates offer valuable features for everyone. Let's look at the key functionalities and how they can benefit your business.
Expanded Access to Custom Modules
Key Highlights:
Custom modules are now accessible for Standard and Professional Editions, alongside Enterprise and Ultimate.
Limits on custom modules are no longer tied to the number of users. This change gives you greater flexibility and scalability, preparing you for any future growth, for organizing your CRM data.
Users can mix and match organization and team modules up to the edition-specific limits (e.g., 200 modules for Enterprise).
Custom modules allow businesses to create tailored processes that fit their unique needs. Whether you're tracking specialized workflows or building new ways to manage data, these modules make it easier to organize, streamline, and automate.
Enhanced Subforms for Better Data Management
What's New:
Subforms, which help you associate multiple data points to a primary record, have been upgraded with the following features:
Pin Columns: Pin up to three columns within subforms to ensure critical information stays visible while scrolling. This is especially useful for reviewing extensive data entries.
Adjustable Column Widths: You can resize subform columns to accommodate data length, making the interface more user-friendly and tailored to your needs.
Imagine tracking customer orders or project tasks with long, detailed subform data. With pinned columns and customizable widths, you'll have a cleaner, more navigable layout that highlights the most important details without losing sight of the bigger picture.
CRM for Everyone: A Game-Changing Update
Zoho CRM's latest user interface is rolling out to Standard Edition admins, bringing new features to enhance usability and productivity. CRM for Everyone offers a modern user interface, redesigned for a smoother experience with intuitive navigation and improved workflows. Admins can first explore the new UI, gradually granting team members access. Not ready to commit to the new UI? Admins can switch to the old version anytime while getting familiar with the updates.
Timeline View
This feature provides a bird's-eye perspective of your records, plotting them across days, weeks, months, or quarters. It tracks deal lifespans, project timelines, or campaign progress perfectly.
What You Can Do with Timeline View:
Gain insights into task progress, such as which activities are ongoing, completed, or delayed.
Track deal lifespans and group deals by owners for better workload management.
Formula Field Enhancements
Zoho CRM has significantly upgraded formula fields, making them more versatile and efficient.
New Features:
Auto-Refresh for Real-Time Data: Formula fields now have the option to update automatically when users view records, ensuring the most accurate and current data is always displayed.
Stop Formula Execution: You can now define conditions to prevent unnecessary formula calculations, such as freezing values after a cutoff date.
Reusing Existing Formulas: Include existing formula fields as components in new calculations to save time and reduce complexity.
Track project duration with auto-refreshing formulas and stop calculations once a project is completed, ensuring your reports remain clean and relevant.
Why These Updates Matter
These enhancements are designed to improve productivity and usability across all Zoho CRM editions. Whether you're gaining new customization options, streamlining data management, or leveraging powerful tools like the timeline view, these updates ensure your CRM is better equipped to support your business goals in 2025 and beyond.
These updates will be rolling out to all users in the coming weeks so everything isn’t live yet. Ready to explore these features and see how they can transform your Zoho CRM?
Contact us for a consultation for more details.