Are you using your CRM to its full potential? Does it still feel like you’re not fully tapping into all it has to offer? Many businesses use a CRM but get stuck with basic, limited features and don’t take advantage of all the powerful tools available.
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.
1. Zoho CRM: Beyond Sale
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.
AI-powered Zoho CRM
3. Canvas in Zoho CRM
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.
Zoho CRM
4. Zoho CRM’s Kanban View
Zoho CRM’s Kanban view allows you to better manage your sales pipeline by organizing records based on their stage. You can create multiple Kanban views, each categorized by different fields. This enables you to switch between views effortlessly and focus on the specific records that matter at any given moment without having to adjust the layout each time.
My leads
5. Lookup Filters in Zoho CRM
Zoho CRM’s lookup filters help you connect records accurately by allowing you to filter the ones you need, the system adjusts the available records based on the data you’re working with showing only the relevant records. This makes it quicker and easier to associate the right records without needing to adjust filters manually.
Lookup Properties
6. Workplace Connectivity
Feeds feature in Zoho CRM features using in 2025 allows team members to have ongoing conversations. It functions similarly to a mini internal messaging platform; as a result, it becomes easy to keep everyone in the loop. In addition, you can send direct messages for private conversations. Moreover, it allows you to leave text or audio notes on records to discuss specific deals or projects efficiently.
