Zoho's "CRM for Everyone" initiative transforms CRM from a sales tool into a company-wide hub. New features like Connected Records and Workflows create a single source of truth and automate processes, improving efficiency and customer experience.
Zoho CRM now offers seamless integration with Microsoft Teams phone systems, enabling direct calling, automatic call logging, and automated follow-ups. This enhancement simplifies communication workflows, allowing users to make calls directly from within their CRM and improve customer interactions.
Starting January 2025 Zoho are rolling out the next iteration of Zoho CRM - called Zoho CRM For Everyone. This is a summary of what is new.
Zoho CRM now supports cross-module and subform filtering, enabling precise data searches across related modules and subforms. Available in all editions, this feature enhances workflow efficiency.