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 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 for each new process.Learn more
Trigger custom actions.
Add custom buttons for your most frequently recurring processes. For instance, include a button in your deals module and quickly mark customer payments as monthly, annual, or one-time only. Create shortcuts to display the details of an account, send a survey, or access a list of invoices.Learn more
Get the right information in the right place.
Customize the information you want to see inside your CRM. Write your own functions to generate related lists that fetch relevant information about your leads, deals, or contacts. Get an overview of everything that has been happening with them so you can refine your pitch.Learn more
Custom applications for any process.
One size doesn't fit all. Many industries require special apps that can communicate with core CRM modules to improve their business's efficiency. Zoho Creator allows you to build custom apps with an intuitive drag-and-drop interface and integrate them with CRM.Learn more
Extend your CRM.
Your business needs more than just sales automation to manage all of its activities. You might use different applications for everything, from accounting and analytics to email and event management. Zoho CRM’s integrations let you collaborate, communicate, and share information with hundreds of external apps.