In the world of CRM software, Zoho CRM has long been a trusted name. Over the years, it has evolved to meet the ever-changing needs of businesses. However, as of the latest updates, one feature that some users have become used to is on its way out: the Activities tab. And it happens on November 1st 2023.
The Activities tab in Zoho CRM has been a staple for users, serving as a central hub for managing tasks, meetings, calls, events, and appointments. It allowed businesses to stay organised, ensuring that important follow-ups and meetings were never missed. But as technology advances and user preferences shift, Zoho has decided to retire this beloved feature. Here’s why:
1. Simplified Navigation:
Zoho CRM’s user interface has been streamlined to offer a more intuitive and efficient experience. The removal of the Activities tab is part of this effort, as it simplifies the navigation and reduces clutter. Now, users can access their tasks and events directly from the home screen, making it easier to manage their day-to-day activities.
2. Focus on the Kanban View:
Zoho CRM has embraced the Kanban view as a primary means of managing tasks and deals. This visual approach provides users with a clear, customisable view of their pipeline and tasks, enhancing productivity and collaboration. By phasing out the Activities tab, Zoho encourages users to adopt the Kanban view, which offers a more modern and flexible way of managing their work.
3. Integration with Zoho Calendar and Mail:
Zoho has been working tirelessly to integrate its various applications seamlessly. With the Activities tab out of the picture, Zoho CRM users can now benefit from tighter integration with Zoho Calendar and Zoho Mail, streamlining their workflow and communication.
While the retirement of the Activities tab may cause some initial disruption for long-time users, it’s important to remember that change often brings new opportunities. Zoho CRM remains committed to improving user experience and staying ahead of industry trends.
Read more about the changes on the Zoho official announcement FAQs.
Also, check out our guide to the steps you need to take ahead of this deprecation of the Activities tab.
In conclusion, as Zoho CRM says goodbye to the Activities tab, it ushers in a new era of simplicity, efficiency, and integration. Users are encouraged to explore the revamped interface, embrace the Kanban view, and take advantage of the enhanced integration with other Zoho applications. With these changes, Zoho CRM continues to evolve and adapt to the evolving needs of businesses, ensuring that it remains a trusted ally in managing customer relationships.
As ever, if you have any questions and want a no-nonsense, practical response, contact ICS without delay.