NEW Zoho CRM Connected Records, Book enhancements, and more

August 8, 2025
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NEW Zoho CRM Connected Records, Book enhancements, and more

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Olivia Rhye
August 8, 2025
7mins

NEW ZOHO UPDATES! 🟥🟩🟦🟨

1. Connected Records in Zoho CRM: A new feature allows users to connect different records more easily within the CRM system. This means you can now group related tasks, like onboarding and feedback, into one simple view. Instead of scrolling through long lists, everything is displayed in a cleaner, tab-based format. This makes it easier to see how everything is linked and to set up automated workflows.

2. Zoho Books Updates for August 2025: Several enhancements were made, including new widgets for announcements and integrating payment data directly into Zoho Books. This will allow business owners to manage their finances better by syncing transactions automatically from Zoho Payments, making cash flow management simpler.

3. New Inventory Replenishment Feature: The inventory system now has a replenishment feature that helps businesses know when to reorder stock. It allows users to create bulk purchase orders when items are out of stock, improving inventory management for businesses that rely on timed orders.

4. Zoho Desk Improvement – Response Time Reports: Zoho Desk now features pre-built reports that analyze how quickly support tickets are addressed. This allows managers to measure responsiveness and improve customer service by easily tracking ticket handling times.

5. Zoho Social Updates: Monthly updates are now available in the Zoho Social app. This includes new analytics for LinkedIn profiles, helping users better understand their social media performance as well as improvements in app functionality for connecting social profiles.

6. Zoho Projects Budgeting Features: Zoho Projects introduced new budgeting settings that allow companies to set budgets based on either total hours or dollar amounts spent. This helps keep project costs in check and ensures that spending aligns with financial goals.

For the most detailed Zoho resources, check out my YouTube channel: https://www.youtube.com/@drewbrockbank

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