Review baseline: 10 October 2026. Existing capability is distinct from tested production readiness. This roadmap covers the supplied Zoho reference pages and their principal tutorial summaries, not every Zoho document or edition.
| Area | DigiVista baseline | Next work and acceptance |
|---|---|---|
| Learning and onboarding | 40 searchable bilingual activity guides; first screenshot tutorial. | Capture every workflow and role with numbered arrows; verify every step against the current release. Track screenshot date and privacy review. |
| Billing integration | Reviewed external invoice imports, version checks, payment balance and overdue overview. | Select billing provider; authenticated incremental sync, stable IDs, retry queue, reconciliation and sync logs. Test duplicate delivery, refunds, cancellation, downtime and permission isolation. |
| Sales and process control | Lead stages, qualification, opportunities, quotations and follow-up rules. | Configurable pipelines and enforced transitions with required fields, approvals and history. Server must reject bypasses and invalid transitions. |
| Automation | Assignment rules and reminders. | Persistent server scheduling independent of browser sessions; event conditions, delays, deduplication, retries and monitoring. Each action must be idempotent. |
| Communication and telephony | Inbox and call workflows; connection-dependent capabilities. | Verify real inbound/outbound email. WhatsApp Business API and telephony require authorized providers. Add signed webhooks, consent rules, call history and hourly reporting only from verified events. |
| Reports and BI | Filtered exports and sales summaries. | Reconcile KPI definitions with source transactions; saved filters, trend charts and drill-down. Separate estimates from revenue and exclude cancelled invoices from active totals. |
| AI assistance | Built-in guide answers; AI availability depends on configured service. | Approved provider, minimal data sharing, access filtering and human review for suggestions. Record model/version and evaluate accuracy; no autonomous customer promises. |
| Customization and migration | Master data, templates, reviewed imports and custom fields. | Field mapping, migration dry run, duplicate reconciliation, rollback and source totals. Conditional layouts and reusable process templates require separate implementation. |
| Security and privacy | Named accounts and role-scoped operations. | Independently verify tenant isolation, MFA needs, restore drills, retention/deletion, incident response and provider agreements. Obtain legal review for applicable obligations; no blanket compliance certification. |
| Scale | No verified 10,000 concurrent-user result. | Define workloads, pagination, connection budgets and background jobs; run authorized isolated load tests and establish latency/error thresholds before a capacity claim. |
Recommended order: reliable imports and integrations → background automation → process controls → reporting and AI. Pharma inventory remains separate from Sales CRM.
References: Why Zoho CRM · Use cases · Tutorials · Features. DigiVista guides and layouts are original; reference capabilities are not copied content.