Zoho CRM Features You Should Be Using in 2025

Zoho CRM is designed to do much more than just manage contacts and track sales. It’s packed with advanced features. But if you're only scratching the surface, you're missing out on a lot of its potential.

Over the years, Zoho CRM has evolved from a simple sales tool into an all-in-one business operating system, capable of replacing several standalone software solutions. In this blog, we’ll highlight some of our favorite Zoho CRM features that you should definitely start using in 2025. 

While CRMs are often seen as sales tools, Zoho CRM is designed to support every department in your organization. It goes beyond contact management and sales tracking to help marketing, customer support, product development, and even delivery teams improve their processes.

You can track marketing campaigns, manage customer support tickets, assess team performance in real-time, and even improve delivery management. 

2. AI-Powered Features in Zoho CRM  

Zoho CRM integrates advanced AI tools to enhance your workflow and decision-making. With built-in generative AI capabilities, you can easily access features like automatic email and call summaries, insightful business performance analysis through the Strategy Influencer, and helpful subject line suggestions for your emails. Plus, Zoho CRM connects with OpenAI via the Smart Prompt feature, giving you the advantage of both platforms in one integrated solution.

Canvas in Zoho CRM is a tool that lets you personalize your CRM interface without needing coding skills. It allows you to design custom views for different modules, With Canvas, you can change the layout, fields, and style of records, emphasize key information, and align everything with your company’s branding. 

CommandCenter is a process management tool in Zoho CRM  that helps you design and automate journeys for business entities like customers, products, and services. For example, if a customer shows interest but doesn't respond, you can automatically send a follow-up email or offer. This automation simplifies processes, improves engagement, and saves time for your team. 

Zoho CRM's integration with the Zoho Finance Suite allows to instantly generate quotes, sales, or purchase orders from Zoho CRM. The CPQ (Configure, Price, Quote) tool lets you automate processes at the line-item level of your quotes. This means you can set up automatic calculations for each product or service included in a quote. It displays all the details in a table format, showing the items, quantities, and the prices with any discounts applied.

Zoho CRM’s Wizards help you gather the data more efficiently. Instead of using a single, complex form, Wizards allow you to design a series of forms that guide your team step by step. This ensures the right information is collected at the right time.

Zoho CRM’s calendar helps you plan time effectively, whether for the day, week, or month. With a few simple clicks, you can easily organize schedules and coordinate with colleagues by viewing their available time slots, eliminating the need to wait for confirmations. You can make calls directly from the platform, Plus, by syncing with Google, Office 365, and Apple calendars, all your appointments and events are consolidated in one place, accessible from any device, at any time.