Zoho CRM: what’s new in Q2 2025

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Zoho CRM: what’s new in Q2 2025

The second quarter of 2025 marks an important milestone for Zoho CRM, with a series of new features that further enrich and optimize your CRM experience. These enhancements aim to make sales processes smoother, smarter and more collaborative, while letting you personalize and automate your interactions with prospects and customers.

Here are the major updates to explore:

1. CRM For Everyone: stronger collaboration for a coordinated experience

Zoho CRM has always been designed to encourage collaboration, but with the introduction of CRM For Everyone, that approach goes to a whole new level. This new set of features makes it easier to coordinate every team involved in the sales cycle, whether it’s sales, marketing, customer support, or legal, finance and procurement. You can now:

  • Create consistent customer journeys by bringing multiple teams together on a single platform.
  • Streamline communication between departments with improved collaboration tools that let you track deal status in real time.

With CRM For Everyone, your team can work more efficiently internally to close more deals and deliver an unmatched customer experience.

2. CPQ (Configure, Price, Quote) improvements: custom quotes made easier

Complex sales call for accurate, tailored quotes. Zoho CRM has simplified quote creation with advanced CPQ features. Here are the key improvements:

  • Dynamic actions: With support for dynamic actions in the Product Configurator, you can now choose multiple base products for each quote. This lets you calculate specific quantities and prices for each product.
  • Cloning price rules: Quickly create and manage variations of your offers by cloning price and product configuration rules, saving you valuable time.

These updates let your sales teams build more complex quotes in less time and with greater accuracy.

3. Rich-text notes: structure your information for better collaboration

Notes in Zoho CRM are no longer just a plain text field. With rich-text support, you can now structure your information more clearly and in greater detail, making collaboration within your team easier. Here are the new features:

  • Full formatting: Use options like bold, italics, bullets, numbering, links, colors, subscripts and even emojis to better communicate key information.
  • Better organization: Notes are now easier to organize, read and share across your team.

This helps centralize all your important information and makes collaboration smoother and more efficient.

4. Zia AI: artificial intelligence to predict churn and automate your processes

Zia, Zoho CRM’s artificial intelligence, has received several noteworthy updates:

  • In-house LLM: Zoho has launched its own in-house Large Language Model (LLM) to power its AI features, letting your teams use AI directly within Zoho CRM. This update ensures greater security and compliance for the data being processed, while optimizing AI performance.
  • Improved churn prediction: By incorporating usage data from various sources via API or custom files, Zia can now refine its churn forecasts. You can better anticipate which customers are at risk of leaving and take action early to retain them.

Thanks to these advances, Zia becomes an even more powerful tool for automating your sales processes and making informed, data-driven decisions.

5. Canvas Flex: advanced customization of your Zoho CRM interface

Zoho CRM lets you customize data views like never before. Canvas, one of Zoho CRM’s flagship features, has been enhanced with Canvas Flex, a new component that gives you even more flexibility to design custom views. This component offers:

  • Adaptive customization: Create dynamic layouts that adjust to screen size and resolution. This keeps your views optimized and readable, whatever device your teams use.
  • Smoother display: Data fields automatically adjust to their size, helping you organize information better and improve the user experience.

This update is ideal for businesses with specific data presentation needs that want an intuitive, tailored interface.

6. Omnichannel improvements: engage customers wherever they are

Managing customer communications is becoming increasingly complex, but with Zoho CRM you can now reach prospects across multiple channels more easily. Here are the key updates:

  • Improved email: New email features are now available in Standard editions and above, including mailbox integration with Zoho CRM, email sharing within your team, and better email management in the Cases module.
  • MailMagnet notifications: Track incoming emails more effectively with a consolidated view that helps you prioritize replies based on sales context.

These new features make sure you always stay connected with your customers, while keeping an overview of your interactions across every channel.

7. Simplified migration and data management

Migrating CRM data is often a long, complex process. Zoho CRM now makes it easier with:

  • Upsert operation: Zoho CRM now lets you update existing records with new information without losing your data history. This significantly reduces the time needed for migrations without compromising data integrity.
  • Uploading missed attachments: If some attachments are left out during migration, you can now upload them without restarting the entire migration process.

These updates are designed to keep your data complete and accurate without having to manage repeated migrations.

Explore these new features with Nuagix

At Nuagix, we’re proud to have been a Zoho Premium Partner for several years. Our experts can help you integrate these new features into your organization in the best way possible to maximize your teams’ efficiency and productivity. We’re here to guide you through every step of your digital transformation.

Reach out to Mathieu on Facebook, at mathieu.blouin@nuagix.ca, or book a Zoom meeting directly here.