NEW Zoho CRM Wizards, Interactions & More Enhancements

June 20, 2025
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NEW Zoho CRM Wizards, Interactions & More Enhancements

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Olivia Rhye
June 20, 2025
7mins

NEW ZOHO UPDATES! 🟥🟩🟦🟨

1. Launch of Zoho Translate: This new app is designed for easy translations while maintaining user privacy. It can translate text from images and has a unique conversation feature where two users can communicate in different languages, with the app capturing and translating the spoken words.

2. Wizards in CRM Enhanced: The Wizards feature in Zoho CRM now supports sections, allowing users to group fields into logical sections rather than cluttering one page. This is especially helpful for creating records, making data entry cleaner and more organized.

3. New Interactions Tab in CRM: A revamped "Interactions" tab simplifies tracking customer interactions by categorizing communication events into signals, follow-ups, and milestones. This feature helps provide a clearer view of customer engagement history.

4. Cross-Module Criteria for Custom Views: Zoho CRM now allows users to filter data across different modules in custom views, making it easier to access relevant information without complex scripting.

5. Email Confirmation for Zoho Analytics Invitations: When inviting users to join an organization or workspace in Zoho Analytics, an email confirmation is now required for enhanced security, ensuring that the correct individuals have access.

6. Smart Scheduling in Zoho FSM: Field agents can now approve or reject service appointments, streamlining the scheduling process. Agents can easily communicate their availability, improving workflow efficiency.

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

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