NEW Zoho CRM improves charts, timelines, and AI-enhanced Sign!

June 24, 2025
5 mins

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NEW Zoho CRM improves charts, timelines, and AI-enhanced Sign!

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Olivia Rhye
June 24, 2025
7mins

NEW ZOHO UPDATES! 🟥🟩🟦🟨

1. Chart Views in Zoho CRM: Zoho CRM now allows users to create and view charts directly in their lists. This feature gives business owners a quick and clear graphical representation of their data, helping them understand their sales pipeline better. Instead of navigating to a different section for analytics, you can visualize information right where you work, making decision-making faster and easier.

2. Timeline View in Zoho CRM: A new timeline view is available in Zoho CRM that displays the start and estimated closing dates of deals in a graphical format. This allows business leaders to manage important dates visually, ensuring that nothing slips through the cracks. You can easily adjust the dates by clicking and dragging on the timeline, which simplifies tracking project timelines.

3. Rich Text Support for Notes in Zoho CRM: Zoho CRM now supports rich text formatting for notes. This means users can now easily format their notes with bold or italics, bullet points, and URLs, making it easier to capture and share important information in a visually clear manner. This enhancement is a significant productivity boost for team communication.

4. Chat to Ticket Timer in Zoho Desk: A new feature in Zoho Desk allows chats to convert into tickets if there is no response after a set period. This ensures that customer queries do not go unnoticed, maintaining customer engagement and ensuring timely responses. It adds another layer of organization to customer support interactions.

5. Grid Feature in Zoho Forms: Zoho Forms now includes a grid feature that allows users to place fields next to each other in multiple columns. This makes forms look cleaner and more organized, especially for longer forms. Users can now create more concise structures for information gathering, which can improve user experience and completion rates.

6. New AI Features in Zoho Sign: Zoho Sign has introduced new AI features, including document summarization and key term extraction. These tools help users quickly review documents by providing important information upfront, making the signing process more efficient and easier to navigate.

7. CPQ and Guided Selling for Zoho CRM: Zoho has enhanced its Configure, Price, Quote (CPQ) features. Users can now set up product configurations and price rules while guiding potential buyers through a series of questions to select the right products. This streamlining can greatly aid sales teams, especially those dealing with complex product offerings.

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

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