Capture contextual data, one screen at a time

Simplify how you collect data from your leads and customers by using sequential screens to collect contextual data. Define rules, logic, and conditions for each sequence and screen, and customize them for better UI and UX.

Where forms meet function

Make it easy for sales reps to input lead data into your CRM. Break down long-winded forms into a series of screens to collect contextual data. Create a logical sequence for screens and hardcode it into the wizard.

Drag, drop, and create a screen

Creating a custom screen just got simpler with wizards—all you have to do is drag and drop the fields you need into its intuitive builder. You can even customize each element—fields and buttons—on your screen.

Drag-and-drop fields to customize wizard screens

Simplify screens for better UX

Make it easy for sales reps to navigate through your screens. Display, hide, enable, or disable fields and buttons in each screen based on the information added. Provide your reps with a clean, clutter-free record-creating experience.

SImplify data capture using Zoho CRM's wizards

Unify customization

Do you use multiple layouts, layout rules, conditional fields, and validation rules to set up forms? Replace them all with a single wizard screen in just half the time—no IT or admin help required.