What’s New in Zoho CRM? More Game-Changing Updates for 2025
Zoho CRM keeps improving, with new updates designed to make your workflows smoother, your data more accessible, and your decision-making smarter. Here’s a look at three significant enhancements, plus a feature you should start using now.
A Cleaner, More Functional Data Sharing Experience
What Wasn’t Working:
Permissions and sharing rules were packed onto one long page, making navigation a hassle.
Empty modules without sharing rules took up unnecessary space.
There was no way to search or filter rules, making data management inefficient quickly.
What’s New:
Simplified Navigation: Permissions and Sharing Rules now live in separate tabs for a more straightforward layout.
More intelligent Rule Management: Sharing rules are now grouped by module (Leads, Contacts, Deals, Accounts), so you can quickly find what you need.
Instant Actions: Toggle rules on and off with a click—no need to delete and recreate them.
Cloning Made Easy: Need a similar rule for a different region or team? Just duplicate and tweak it.
Quick Search & Filters: Find the right rule fast without endless scrolling.
Rollout Status: Currently available for partner accounts, with a phased release for all users coming soon.
Smarter Dashboards: Apply Filters & Download Data Instantly
You no longer need to manually tweak components or switch between tools to analyze your data. Now, you can apply dashboard filters to refine your view instantly.
What’s Improved:
Real-Time Filtering: Apply up to four filters (time, user, picklist fields), and all dashboard components will update instantly.
Download Data Instantly: Found something interesting? Export detailed data from any component into CSV or Excel with just a few clicks.
No More Manual Reports: Quickly pull insights without needing external queries or reports.
Rollout Status: Available now for partner accounts in specific data centers, with a phased rollout planned for all customers coming soon.
More Control Over Sales Forecasting
What Was the Issue?
Until now, all active users in Zoho CRM were included in forecasting, leading to inaccurate projections.
The Fix:
You can now customize who participates in forecasting, ensuring only relevant team members are included.
Exclude Non-Sales Roles: Keep your forecasts focused on the right people.
Filter by Territory: Limit reports to the most relevant geographical areas.
Handpick Participants: Exclude individuals who don’t contribute directly to sales targets.
Refine Hierarchies: If using a reporting-based hierarchy, you can exclude senior leaders and their teams where needed.
Rollout Status: Live now for partners in the US data center, with additional regions to follow.
Feature of the Month: Data Enrichment with Zia
Why It Matters:
Insufficient data slows you down. Incomplete or outdated CRM records make it harder for your sales team to do their job. Zia, Zoho’s AI-powered assistant, helps by filling in missing details automatically.
How It Works:
Enable Data Enrichment:
Go to Setup > Zia > Data Enrichment to activate it for Leads, Contacts, or Accounts.
Choose between organization details (Company Name, Contact Numbers, Social Media) and personal details (Name, Email, Job Title, etc.).
Update Records Effortlessly:
Zia will prompt you with additional data suggestions when adding or editing a record.
Review and apply the updates in seconds.
By keeping your CRM accurate and up to date, Zia saves your team time and ensures better customer interactions.
Final Thoughts
Zoho CRM is constantly evolving to make your job easier. These updates give you better data control, faster insights, and more intelligent forecasting.