Customize Zoho CRM to fit your business
A truly customizable solution that can be modified as needed to fit your business. Use custom fields, buttons, and layouts to capture various information from your prospects, create custom views, relate information, test customization before rolling out, and even localize the language and currency to fit your users.
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- Multi-page Layouts
- Custom Components
- Conditional Fields
- Validation Rules
- Views and Filters
- Picklist History tracking
- Subforms
- Association
- Copy Customization
- User Field
- Translations
- Multi-currency
- Custom Function
A layout for every process
Manage sales for multiple products, geographies, or processes from one CRM system. Page layouts help your sales representatives view and access personalized data, and create workflows to function independently. With fields, links, and buttons, you get everything you need to design your own layouts as well as unique quick create pages, business card views, and related lists for each new process.
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Collect and manage all the data you require with ease
If your business requires you to collect and store information that doesn't fit into the standard modules and field offerings of Zoho CRM, you can customize it with the fields you need to broaden the types of information that you can store.
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Simplify adding CRM data
When your organization has multiple products, it can be challenging to show all the optional features within each product. With Conditional Fields in Zoho CRM, you can make filling out forms easy. The only fields the user works with are ones they select, resulting in a faster, clutter-free experience for your sales team.
Ensure the right data enters your CRM
The quality of your CRM data directly impacts your overall efficiency. Make sure the right information enters your CRM, with condition checks across multiple criteria that are specific to your industry and needs.
Find the right data with custom views and filters
Build customized views and use Zoho CRM's advanced filters to cut through all the data in your CRM to focus in on the prospects that matter the most. Quickly identify hot prospects or prospects that match a defined criteria, and act on them with the necessary followups.
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Stay in the loop by tracking key updates
Track key information related to every record, like the duration a record spent in a specific stage, the monetary value of a deal at various stages, and more, with picklist history tracking. It helps identify stagnation issues in your prospects, and helps you make data-informed decisions.
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Forms within forms for better detail
Forms are needed to capture customer information, but sometimes a basic form isn't enough—especially when there are many levels of detail to be captured. Use Subforms to associate multiple items to one customer, like adding accessories to the primary sale. You can also add quantity and aggregate functions, so all relevant info stays within a record.
Link your data to give better context
Data doesn't mean much without context, and most of the time, your CRM data is spread across different modules. Provide more context to your data by linking records across modules. Link Campaigns with Leads, Contacts with Accounts, and vice-versa.
Replicate your custom settings with ease
Set up one CRM account and simply copy the settings to any other accounts that need the same settings. This customization duplication lets you save time and effort in setting up multiple accounts without having to customize each of them individually.
Co-ownership of records for better collaboration
Assign sales reps as co-owners of a record with the user look-up field to let them collaborate on a particular prospect. Reps get access to records they need to work on without having to change their roles or permissions.
Sell from anywhere, in your own language
When you're targeting a global audience, it helps your sales team to have software that works in the local language. Zoho CRM comes with built-in support for multiple languages and allows you to translate modules, allowing for localized sales.
Global transactions made easy
If your business deals in international sales, Zoho CRM can help facilitate transactions with vendors and customers with multi-currency support. This helps you eliminate manual conversions, improves efficiency, and lets you consolidate your financial data from your company's various locations.
Build advanced business logic with functions
With low-code scripting, you can build functions that execute complex business processes. Functions allow you to pull information that's spread across multiple applications, like ERPs, accounting, and order management software, into Zoho CRM.
Zoho changed everything for us. Customization within Zoho CRM was flexible and helped us get a CRM system of our own. We used Zoho CRM for both B2B and B2C sales processes.
- Multi-page Layouts
- Custom Components
- Conditional Fields
- Validation Rules
- Views and Filters
- Picklist History tracking
- Subforms
- Association
- Copy Customization
- User Field
- Translations
- Multi-currency
- Custom Function