Software that works the way you do
Zoho's configurations and customizations help you adapt your CRM to the way your team works. Control how information passes through your pipeline with custom modules, fields, and buttons. Pick and choose the features you need most with native and third-party apps available through the Zoho Marketplace. Your CRM should be as flexible and dynamic as your business demands: Ours is.
Here's how we can help you
- Custom fields help collect and manage industry specific information
- Optimize your sales process with buttons that perform custom actions
- Add custom modules to collect custom data sets
Customize your modules
Modules are designed to help you organize subsets of information. Zoho CRM comes with 15 standard modules to serve your sales and marketing needs. For a personalized CRM, add custom modules to narrow in on what matters for your industry.
A field type for every kind of data
The kind of important customer data varies by business. Just like how a customer's age is important for an insurance company, the location is important in the real-estate industry. Add fields that are needed for your business and never miss out on capturing crucial customer information.
Trigger custom actions
As a salesperson, there may be a number of occasions where you perform multiple actions across multiple screens. An easier way to do this would be to add buttons to your modules, define specific actions, and accomplish tasks faster. Add a button to mark a deal as recurring in the Deals module, and focus your attention on new business.