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Now, All Teams Can Work in One CRM – Thanks to Zoho

Zoho CRM for everyone

Zoho has launched a new CRM for Everyone. The company is moving beyond the conventional sales-only framework and turning its CRM into a central workspace for every team involved in the customer journey. It reflects a broader shift in how businesses are expected to manage complex customer interactions across departments.

Why Is Zoho Making This Move? 

The traditional CRM has long been associated with sales pipelines, contact records, and performance dashboards. However, according to Zoho, in today’s longer, more layered sales cycles, that definition is no longer sufficient. A typical deal now might involve inputs from legal, onboarding, consulting, customer advocacy, and more.

Now, the problem is that most of these teams operate outside the CRM, often relying on disconnected tools. That is the stage where things get messy, and missed handovers, delayed follow-ups, and inconsistent data become apparent. The new CRM for Everyone wants to fix this issue by bringing all the roles under one platform.  

What’s New Under “CRM for Everyone”? 

b1 team modules
  • Custom Modules for Each Team: This feature allows every team, whether it’s legal drafting contracts or advocacy managing case studies, to create its own module within Zoho CRM. This means their work becomes part of the same workflow and data layer as the sales team’s.
  • Requester Profiles: Instead of following up via emails or Slack messages, teams can now assign tasks, set deadlines, and track progress directly inside the CRM. This change turns Zoho CRM into more of a task management and collaboration hub than just a lead tracker.
  • Connected Workflows Across Teams: Automation now spans across departments. For instance, sales reps can’t mark a deal as closed until the legal team has signed off on a contract, a condition enforced within the CRM using connected workflows.
  • Prompt-Based Configuration and Visual Customization: For teams without technical expertise, Zoho has added natural-language AI prompts that help create modules, workflows, and reports. There’s also an Image-to-Canvas tool that allows users to visually customize their CRM interface by uploading images and turning them into working views.
  • A Revamped Interface: Along with these functional updates, Zoho has also refreshed the UI. A new left-hand navigation bar gives quick access to workflows and modules without diving into deeper settings.   

The Bigger Picture 

This is a big change in Zoho’s CRM approach and not just a product update. By inviting legal, support, and other departments into the CRM, the company is making a bet that the future of customer relationship management will be cross-functional by default.

It also gives Zoho a competitive advantage over competitors who are still focusing on sales and marketing teams. While the company describes the change as a “revolution,” the core idea is straightforward: if multiple teams touch the customer, they should all be working from the same system.