Exciting Zoho 2024 Updates Revealed! CRM, Desk, Books, and More Await You!

Zoho CRM Updates

We're diving into the latest updates from Zoho in 2024. From Zoho CRM to Zoho Desk, Zoho Books, and beyond, there's a lot to cover. But before we jump in, be sure to subscribe to stay updated with all the latest news and insights from the world of Zoho. Don't miss out on any valuable information!

Zoho CRM Updates

Let's kick things off with Zoho CRM, the backbone of every successful business. Here are the key updates you need to know:

1. Rich Text Fields: Enhance the visual appeal of your information with font styles, colors, and more.

2. Caden Studio: Automate and streamline customer follow-up processes with targeted communications based on interactions and behaviors.

3. Process Flows: Simplify processes for users, making it easier to follow best practices.

4. Web Form Enhancements: Expose web forms as links or QR codes and customize actions upon form submission.

5. Canvas Enhancements: Enjoy customizable tables, subtabs, and improved activity extraction.

6. CPQ Rules: Now supported for custom subforms and modules.

Zoho CRM for Small Businesses: Zoho Begin

Zoho Begin, the perfect CRM system for small businesses, also received some noteworthy updates:

1. Assign Owner Action: Select owners based on roles, users, and user fields using a round-robin approach.

2. List View Enhancements: Resize, rearrange columns, create fields, and perform various actions for improved usability.

3. Dashboard Drill Down: Dive deeper into dashboard components for more detailed insights.

Zoho Desk Enhancements

In the realm of customer support with Zoho Desk, here's what's new:

1. Instant Messaging Updates: Multi-number support for WhatsApp and template messages for extended customer reach.

2. Parent-Child Ticketing: Combine interconnected tickets for faster resolutions and improved team productivity.

3. Ticket Management Optimization: Master work blueprint and transition replies in blueprints for streamlined workflows.

Introducing Zoho Q Engine for Software Testing

Zoho Q Engine, a new app, offers test automation for web, mobile, and API applications. Features include:

- Cross-Platform Test Cases: Build flexible test cases with AI-assisted self-healing and insightful reports.

Zoho Creator Updates

Zoho Creator continues to evolve with these key updates:
  • Client Tasks
  • Combine Reports
  • Device Type Functionality
  • QR Code and Barcode Generator
  • Enhanced Custom Apps
  • AI Assistance
  • Hybrid Deployment
  • Async Function
  • Private Extension Sharing

Zoho Books and Zoho Billing Enhancements

In the world of finance, Zoho Books and Zoho Billing received the following updates:
  • Transaction Number Series: Configure series for different branches.
  • Aging Summary: View customer receivables and credits in statements.
  • Unique Customer and Vendor Numbers
  • Zoho Inventory Add-On Updates
  • One-Time Invoices with Plans and Add-Ons
  • Apple Pay via Stripe Integration
  • Aging Summary in Customer Statements

Project Management Updates: Zoho Projects and Zoho Sprints

Zoho Projects and Zoho Sprints received these updates:

1. Zoho Sprints: Unified interface, portfolio view, enhanced backlog, improved speed, and performance.
2. Global Calendar Functionality for Zoho Projects Android App

HR Applications: Zoho Recruit and Zoho Work Early

  • Zoho Recruit: Microsoft Outlook add-in, QR code feature, and premium job posting integration with LinkedIn.
  • Zoho Work Early: Advanced filtering, fixed and flexible shift patterns, additional photo clock-in/out options.

Other Updates Across Zoho Applications

  • Sales IQ Desktop App
  • Zoho Analytics: Live connect for Hyper SQL database, auto merge of user filters.
  • Zoho Social: Post approval for admins, alternative text for social media posts.
  • Zoho Writer: Customized character styles, Zapper integration, WordPress integration.
  • Zoho Bookings: Enhanced help widget, copy and move services options.
  • Zoho Sign: Dynamic knowledge-based authentication, automatic field detection from PDFs.


2024 has been a year of significant updates across Zoho's suite of applications. From CRM to finance, project management, HR, and more, Zoho continues to innovate and improve its offerings to empower businesses of all sizes. 

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