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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  • CUSTOMIZATION
  • 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
Multi-page Layouts

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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Multiple layouts to collect and store different sets of data based on different products, services or sales process in your organization
Custom Components

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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custom fields, modules and buttons help manage data required for your business
Conditional Fields

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.

Conditional fields ease data collection by contextually displaying or hiding certain fields depending on other fields
Validation Rules

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.

Create custom views and filters to keep track of, as well as find the information you require effortlessly 
Views and Filters

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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Create custom views and filters to keep track of, as well as find the information you require effortlessly
Picklist History Tracking

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.

Make informed decisions on important deals or leads by tracking key updates in certain records with Picklist history tracking

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Subforms

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.

Subforms lets you manage intricate details like associating multiple products or items, the quantity and their aggregate in a singular form
Association

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.

Association helps provide a clear overview of a record by linking information spread across your CRM
Copy Customization

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. 

Replicate your customization settings on another CRM account with ease using Copy Customization
User Field

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.

With the User lookup field, share records between two users to help them collaborate easier
Translations

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.

Translations make global selling easy by letting your teams use Zoho CRM in a language they prefer
Multi-currency

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.

Eliminate the tedium of manual conversions when working with various currencies with Multi-currencies
Custom Function

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.

Eliminate the tedium of manual conversions when working with various currencies with Multi-currencies

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.

Brenna CraftBusiness analyst, Mogl
CUSTOMIZATION
  • 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