The CRM Zen Show Episode 335 – 2024 Year In Review & Zenmy Awards

Our 2024 Highlights

• Inspire & Zoholics US Awards
  • Partner of the Year
  • Content Excellence
• New Extensions for the Zoho Marketplace
  • Zenatta CRM Health Check
  • Google Address Auto-Complete
• New Marketing Team Training Course

New Applications

• Zoho Tables
• Zoho Solo
• Zoho Payments
• Zoho PDF Editor

Major & Notable Zoho Updates for 2024

January

• Zoho CRM
  • New Data Model feature
  • Email support for Vendors Module
  • Cadences released
• Zoho Sign
  • Adds Dynamic KBA for Recipient Authentication
  • Can now detect fields from PDFs
• Zoho Recruit
  • Custom functions receive multiple updates

February

• Zoho CRM
  • Introduces enhancements to email intelligence, Ask Zia, and Zia Presentation
• Zoho Sign
  • Introduces User Groups, Roles, and Profiles
• Zoho FSM
  • Offline Support for the FSM Mobile App

March

• Zoho CRM
  • Kiosk Studio Released
• Zoho Tables
  • New Project Management App Released
• Zoho Workerly
  • Zoho Workerly 2024 introduces a new interface, real-time scheduling, customizable modules, temp portals, task-based billing, and seamless invoicing

April

• Zoho CRM
  • Zoho CRM for Everyone
  • Sandbox improves its testing capabilities
• Zoho Sites
  • Zoho Sites 2.0 brings a major overhaul to Zoho’s web building application
• Zoho Learn
  • Zoho Learn 2.0 released introducing custom portals, department-level training, external sharing, and more

May

• Zoho CRM
  • Zoho CRM now allows sending emails and syncing conversations with custom email addresses
• Zoho Writer
  • Zoho Writer adds Organization Fonts

June

• Zoho CRM
  • Dynamic Filters for Lookup Fields
  • Kanban View Changes
  • Unified domain verification across Zoho services
• Zoho DataPrep
  • Zoho DataPrep 2.0 releases it’s beta version
• Zoholics US
  • Zoholics 2024 Highlights

July

• Zoho CRM
  • Org assignment of records based on user roles
  • Mandate Kiosks in Blueprints
• Zoho Marketing Automation
  • Zoho Launches it’s own SMS gateway for MA
• Zoho Inventory
  • Adds Bin Locations
• Bigin
  • Zoho Mail eWidget added for Bigin
• Zoho Cliq
  • Adds Call Permissions

August

• Bigin
  • New Record Screen tool allows users to quickly report bugs and issues
• Zoho Payments
  • Early access for Zoho’s Payment gateway goes live

September

• Zoho CRM
  • Enhancements to permission features for accessing and sharing emails
• Zoho Marketing Automation
  • MA adds a connector for Instagram
• Zoho PDF Editor
  • Zoho releases it’s free online PDF Editor

October

• Zoho CRM
  • Enhanced Subform Management on the Details Page
  • Enhanced Tag Management with Import Overwrite
  • Expanded Language Support
  • Enhanced Data Exposure for Portal Users
• Zoho Desk
  • Blueprint Transitions for IM Tickets
• Bigin
  • Zoho Projects Integration Added
• Zoho WorkDrive
  • Adds an Image Editor

November

• Zoho CRM
  • Wizards with Cross-Screen Field Support and Back Button
  • Categorizing Report Values
  • New Queries Feature
• Zoho Cliq
  • Version 6.0 goes live
• Zoho Webinar
  • On-demand feature added
• Zoho Payroll
  • Now Supports all 50 states

December

• Bigin
  • New integrations to Zoho Sign, SalesIQ, and Marketing Automation for Bigin
• Zoho Sign
  • Enhanced Security with Witness Signing
• Zoho Practice
  • Version 2.0 Released
• Zoho FSM
  • Adds Equipment Management

2024 Wishlist

• Granted
  • Rich-text mulit-line field added to CRM
• Almost
  • Increase bandwidth and compute across datacenters
  • Simplify Zoho Voice pricing structure to remove per-minute charges
  • Permission configuration updates in Zoho Sign, Forms, and Survey
• Denied
  • Add native SMS functionality to Zoho Voice
  • Simplification of Zoho Bundles and application suite
  • Integrate Zoho CRM, Forms, and SalesIQ so that Zoho Form submissions can connect a CRM Lead to a SalesIQ Visitor

2025 Wishlist

• Integrate Zoho CRM, Forms, and SalesIQ so that Zoho Form submissions can connect a CRM Lead to a SalesIQ Visitor
• Implement instant sync for Zoho Analytics with core apps (CRM, Desk, Projects, Books)
• API Updates
  • Allow bulk operations in Zoho Projects
  • Record Creation and Updates in Zoho Learn

2024 Zenmy Winners

Favorite Zoho Application

Favorite Marketplace Application

Favorite Telephony Application