Zoho CRM update August 2025

At the halfway point of what has already been a standout year for the Zoho CRM team, we’re excited to bring you the Zoho CRM update for August 2025 — your go-to roundup of all the new, improved, and enhanced features released in Q2.

Since our last announcement, the Zoho CRM team has been hard at work expanding the power and flexibility of Zoho CRM. This update showcases meaningful upgrades to existing tools, along with fresh capabilities designed to help your teams sell smarter, collaborate better, and drive more value from every customer interaction.

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🚀 Sales Force Automation

Zoho CRM continues to evolve as a powerful engine for streamlining sales operations — helping your team spend less time on admin and more time closing deals. In this quarter’s update, we’re introducing key enhancements that boost efficiency, improve engagement, and give you more control over your sales process from start to finish. Let’s dive in.

CRM For Everyone: Deliver Coordinated Experiences Across the Customer Journey

Zoho CRM takes a giant leap forward with ‘CRM For Everyone’ — a suite of new features designed to bring all departments into the sales process for truly collaborative deal-making.

💡 Key Insights

Category	Details
Why it matters	Selling is no longer just a sales team activity — CRM For Everyone brings marketing, support, legal, finance, and procurement into the deal cycle.
How to use it	Enable the CRM For Everyone features in your Zoho CRM settings. You can invite cross-functional team members, assign deal roles, and collaborate within the record.
Our opinion	This is a game-changer. It transforms Zoho CRM from a sales-only tool into a company-wide collaboration hub for customer-facing operations.
What to do next	Activate the feature, identify key cross-team contributors, and train them on how to engage directly within the CRM on shared deals.

✅ Quick Takeaway

Zoho CRM For Everyone breaks silos and brings all departments into your CRM — making collaboration on deals seamless, transparent, and aligned.

Learn more here.

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Enhancements to CPQ: Customise Complex Quotes with More Flexibility

💡 Key Insights

Category	Details
Why it matters	More advanced quoting options help your sales team respond faster with tailored offers, while maintaining consistency across pricing logic.
How to use it	Use dynamic actions in the Product Configurator to select multiple base products. Clone price or config rules from the CPQ settings to speed up quoting.
Our opinion	These enhancements eliminate friction in building complex quotes — great for fast-moving teams and businesses with bundled or variable offerings.
What to do next	Review your existing price/configurator rules. Try cloning a rule and adding dynamic actions to test multi-product logic in real scenarios.

✅ Quick Takeaway

The CPQ system is now more flexible and scalable — letting you build smarter quotes faster, especially when selling bundled or customisable products.

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Structured Notes: Enhance Collaboration with Rich Text Formatting

Zoho CRM’s Notes feature has evolved — now supporting rich text formatting to help your team capture and share insights with more clarity and structure.

💡 Key Insights

Category	Details
Why it matters	Notes are critical for handoffs and collaboration. Rich formatting makes it easier to highlight key points, structure insights, and improve team-wide understanding.
How to use it	When adding or editing a note in any record, use the built-in formatting toolbar to apply styles, colors, lists, links, emojis, and more.
Our opinion	A simple but impactful improvement — structured notes help teams stay aligned and reduce knowledge gaps during customer engagement.
What to do next	Encourage your team to start using bullet points, bolding, and color-coding in notes. Update SOPs to reflect this improved note-taking approach.

✅ Quick Takeaway

CRM notes are now easier to read, organise, and share — turning scattered comments into a shared source of truth for every deal.

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🤖 Artificial Intelligence

While Zoho have more agent-focused updates on the horizon, this quarter brings significant enhancements to Zia — Zoho’s AI-powered assistant. From smarter predictions to more secure generative capabilities, these upgrades deepen the role AI plays in helping your teams work faster and make better decisions. Here’s what’s new.

Introducing Zoho’s In-House LLM for CRM AI Features

Zoho CRM now runs on its own in-house large language model (LLM), offering businesses secure, intelligent AI features — without needing third-party integrations.

💡 Key Insights

Category	Details
Why it matters	You now get powerful generative AI features like email drafting and summarisation, with better data privacy and no external API keys required.
How to use it	Use Zia’s Smart Prompts as usual — now powered by Zoho’s in-house LLM. You can still opt for OpenAI integration if you bring your own key.
Our opinion	This is a smart strategic move — it gives users enterprise-grade AI capabilities while reducing dependency on external vendors and improving compliance posture.
What to do next	Test the new Zia Smart Prompts with in-house LLM. Review your org’s AI preferences to choose between Zia LLM or OpenAI (BYOK).

✅ Quick Takeaway

You now get built-in generative AI in Zoho CRM — no setup, no external keys, just fast and secure smart actions powered by Zoho’s own tech.

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Enhanced Churn Prediction: Feed Usage Data into Zia for Greater Accuracy

Zoho CRM now lets you feed customer usage data into Zia’s churn prediction model — improving accuracy and helping you proactively retain at-risk customers.

💡 Key Insights

Category	Details
Why it matters	By including real-world usage metrics, Zia can now identify churn risk with greater precision — letting you act before customers drop off.
How to use it	Feed usage data from external sources via API, URL, or file import into a custom module. Zia will use this data to enrich churn prediction scores.
Our opinion	This is a major upgrade — churn predictions based on behaviour, not just CRM activity, will help customer success teams make smarter, more timely interventions.
What to do next	Identify relevant usage data from product or service tools, set up data flow to CRM, and monitor how Zia churn scores evolve with the new inputs.

✅ Quick Takeaway

Zia now sees the full picture — combine CRM data with usage behaviour to predict churn more accurately and retain high-risk customers earlier.

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🧩 User Experience

In many CRMs, power comes at the expense of usability — but not with Zoho CRM. We’re committed to delivering a platform that’s both robust and intuitive, so your team can scale operations without sacrificing efficiency. This quarter, we’ve made thoughtful enhancements to some of our most popular UX features to make everyday tasks smoother and smarter.

Canvas Flex: Create Adaptive, Custom Views in Zoho CRM

Canvas gets a major upgrade with the new Flex component — giving you greater control over how CRM data is displayed, with layouts that dynamically adapt to screen sizes and content density.

Key Insights

Category	Details
Why it matters	Flex makes it easier to build responsive, role-specific layouts — ensuring your CRM views remain clean and usable across devices and resolutions.
How to use it	While editing a Canvas layout, drag in the new Flex component. Use it to group and wrap fields that should adapt to different screen sizes.
Our opinion	This pushes Canvas into a more modern design territory — perfect for businesses with mobile or multi-device users, and teams who want tailored layouts.
What to do next	Test Flex in a high-traffic module (like Deals or Contacts). Experiment with wrapping fields and layout stacking across desktop and mobile.

✅ Quick Takeaway

With Canvas Flex, your CRM views become responsive and adaptive — helping teams see what matters, no matter where or how they access Zoho CRM.

Learn more here.

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Enhanced Wizards: Use Sections to Structure Data Collection

Zoho CRM Wizards now support sections — letting you organize complex forms into clear, logical areas to simplify the data collection process.

💡 Key Insights

Category	Details
Why it matters	Long or unstructured Wizards can overwhelm users — adding sections makes forms cleaner, easier to follow, and more efficient to fill out.
How to use it	While editing a Wizard screen, add Sections to group related fields. Each section creates a visual and functional boundary for better form clarity.
Our opinion	A thoughtful usability improvement — ideal for onboarding flows, complex deal forms, or any multi-step process with lots of fields.
What to do next	Review your most-used Wizards. Break long forms into sections to reduce clutter and improve user input accuracy.

✅ Quick Takeaway

Sections turn long, messy Wizards into structured, easy-to-follow forms — making every step of data collection faster and more intuitive.

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📡 Omnichannel Engagement

In today’s connected world, your CRM should meet customers where they are — not the other way around. Zoho CRM empowers you to engage across email, phone, social media, and messaging apps, all from a single platform. This quarter, Zoho are expanding those capabilities with key updates that make it even easier to manage conversations across every channel.

Improved Email Access: More Email Features Now Available in Standard Edition

Zoho CRM just made key email capabilities available to more users — expanding essential communication tools to Standard edition accounts for better collaboration and visibility.

Feature	Description
Email Integration	Connect your mailbox to Zoho CRM via POP3, IMAP, or Gmail API to send, receive, and manage emails directly from the CRM.
MailMagnet	A real-time notification panel that displays incoming emails tied to CRM records — allowing sales reps to prioritise and respond without switching views.
Email Sharing	Control how emails are shared across your team — making key communications visible to collaborators while keeping sensitive info private if needed.
Zoho Mail Add-On Admin Tools	Admins can back up deactivated users’ mailboxes and manage user-level Zoho Mail access — ensuring continuity and data availability.
Email-to-Deal Linking	Automatically or manually link emails to the right Deals, even when multiple stakeholders are involved — keeping conversations contextually grouped.

💡 Key Insights

Category	Details
Why it matters	Email remains central to sales — opening up core email features to Standard users ensures more teams can work efficiently without needing higher-tier plans.
How to use it	Standard users can now enable and configure: email integration (POP3/IMAP/Gmail), MailMagnet, email sharing, Zoho Mail add-on tools, and deal-specific email linking.
Our opinion	A strong move for accessibility — brings powerful email tools to smaller teams and early-stage businesses without forcing a plan upgrade.
What to do next	If you’re on Standard, enable email integration and test MailMagnet. Set up email sharing rules and review deal linking settings to optimise communication tracking.

✅ Quick Takeaway

Powerful email tools are now unlocked for Standard edition users — helping more teams stay connected, collaborative, and in sync with every deal.

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Email Thread View in Cases: Track All Conversations in One Place

Zoho CRM has added an email thread view directly in the Cases module — giving support teams a faster, more contextual way to follow email conversations related to customer issues.

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Granular Cadence Controls: Smarter Prospect Nurturing

Cadence automation in Zoho CRM now gives you precise control over how and when prospects are un-enrolled, re-engaged, or restarted in nurturing flows — making your follow-ups more intentional and adaptive.

💡 Key Insights

Category	Details
Why it matters	Automated nurturing is powerful — but without flexibility, it can feel robotic. These new controls ensure cadences stay relevant to each prospect’s journey and timing.
How to use it	While configuring a Cadence, set un-enrollment conditions based on prospect behaviour. Choose between restarting or resuming when re-adding prospects to a flow.
Our opinion	This brings nuance to automation — helping sales and marketing teams balance persistence with respect, and better manage cold vs. warm re-engagement strategies.
What to do next	Review your current cadences. Set up exit criteria for unqualified leads, and map out re-entry logic for cold prospects or targeted reactivation campaigns.

✅ Quick Takeaway

Zoho CRM cadences are now smarter — with built-in flexibility to pause, restart, or resume nurturing flows based on where your prospects really are.

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Sunsetting Autoresponders: Make the Switch to Cadences

Zoho CRM is officially retiring the Autoresponder feature on September 30, 2025 in favor of Cadences — a more powerful, flexible solution for modern multichannel follow-ups.

💡 Key Insights

Category	Details
Why it matters	Autoresponders were limited to linear email flows. Cadences provide multistep, conditional, and cross-channel engagement that reflects how sales works today.
How to use it	Transition to Cadences by recreating your existing autoresponder flows using the Cadence builder under Automation. It offers scheduling, branching, and analytics.
Our opinion	This is the right move — Cadences are more adaptive, better aligned with buyer behaviour, and easier to monitor and optimise.
What to do next	Audit your active autoresponders and migrate them to Cadences before September 30, 2025 to avoid disruption in your lead nurturing workflows.

✅ Quick Takeaway

Autoresponders are going away — but Cadences are a major upgrade. Switch now to enjoy smarter, more effective prospect engagement.

Learn more here.

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🧱 Developer Space

A core strength of Zoho CRM is its flexibility — enabling businesses to tailor complex workflows using our robust developer tools. This quarter, we’re bringing a key enhancement to one of Zoho’s most popular developer features: Client Scripts, giving you even more control over how custom logic is executed within the CRM.

Client Scripts On-Demand: Trigger Custom Actions with a Button Click

Client Scripts in Zoho CRM are now more flexible than ever — you can tie them to custom buttons, allowing users to execute powerful actions on-demand instead of relying solely on field changes or events.

💡 Key Insights

Category	Details
Why it matters	This gives teams more control over when client-side automations are executed — perfect for bulk updates, one-click actions, or role-based triggers.
How to use it	When creating or editing a Client Script, set the trigger to a custom button in your module. Add that button to list views, related lists, or record pages.
Our opinion	This takes client scripts from reactive to proactive — enabling advanced user-triggered workflows without writing full extensions.
What to do next	Identify high-frequency manual tasks (e.g., note pushing, bulk email sending, spreadsheet imports) and convert them into on-demand scripts with custom buttons.

✅ Quick Takeaway

With on-demand triggers, Client Scripts now let users take powerful actions instantly — all at the click of a button.

Learn more here.

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🗂️ Data Administration

CRM administrators are the backbone of every successful CRM rollout — managing everything from data migrations to user access with precision and care. To make their work more efficient, Zoho have introduced new enhancements that simplify and strengthen the data migration process, helping admins maintain clean, complete, and reliable data across the system.

Never Leave Data Behind: Smarter Data Migration with Upsert Resolutions and Attachment Uploads

Zoho CRM now makes data migration safer and more efficient with upsert resolutions and skipped attachment uploads, so you don’t have to restart every time something’s missed.

Feature	Description
Upsert Operation	Patch missing CRM data without overwriting existing records or resetting their timelines.
Upsert Resolutions	Choose to apply upserts only to untouched records or allow updates to all — with control over retaining empty fields.
Skipped Attachment Uploads	Upload missed attachments after migration without starting the process over — repeat as needed until all attachments are in place.

Wrapping Up the CRM Update – August 2025

That concludes the Zoho CRM update for August 2025. We encourage you to explore these new features, put them to the test in your daily workflows, and share your feedback with us. Your input helps Zoho continue to shape Zoho CRM into a platform that truly supports the way you sell.

Thank you for trusting Zoho CRM to power your sales operations. We’re proud to be your partner in growth and committed to helping you tackle the evolving challenges of modern business — with speed, intelligence, and clarity.

Want help implementing these features or optimising your Zoho CRM setup?

👉 Get in touch with the team at Goldstar IT — we’ll help you make the most of what’s new.