- Customization
- Layouts and Components
Software that works the way your business does
With Zoho CRM, you have complete freedom to modify your default CRM system into one that's effective for your business. Experiment with a wide range of customization options like fields, layouts, modules, processes, and languages to transform Zoho CRM into something that's unique to your business.
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A field for every piece of data
Work with all the information you need regardless of your industry or business model. Capture different types of data using Zoho CRM's wide range of custom fields so you have all the information you need on hand to connect with customers.
Conditions that free the way you work
Work with the data you want and simultaneously keep your interface clean. Set up various conditions that, when met, change how fields behave: hide or show fields or entire sections, make certain fields mandatory, and more.
Streamline how you group your data
Organize the data you work with to maintain context and coherence. Help your team capture, organize, and highlight business-critical information effectively with custom modules in Zoho CRM.
Custom actions at the click of a button
Push the boundaries of what's possible in Zoho CRM. Write some code and let your team easily perform highly specific custom actions at the click of a custom button.
One module, multiple processes
Set up different combinations of fields in the same module using layouts. Enable users to switch between layouts easily to focus on information that's relevant to their responsibilities or the services or products at hand.
Context in every line item
Link important information from across your CRM with your customers. Use subforms to associate multiple items to one customer, as well as add quantity and aggregate functions, so that all relevant info stays in one record.
Connect records across your process
Link records from across your CRM to inform your team how they're relevant to each other. Use lookup fields to connect deals to contacts, contacts to accounts, and quotes and invoices to deals and enable your team to gather context at a glance.
