Zoho CRM Customization
Zoho CRM Customization
Fields are used to store data about a record. There are a variety of predefined fields in CRM including autonumber, text , currency, and decimal. Users can also add custom fields to store picklist values, images, or files or use lookup fields to refer to values in other modules.
Custom Fields
Create custom fields to capture unique information about your leads, contacts, and deals.
Form Builder
Form Builder
Design custom forms to collect data and build applications without coding.
Reports and Dashboards
Generate custom reports and visualize data using interactive dashboards.
Automation
Automation
Set up recurring invoices, payment reminders, and automatic bank feeds for streamlined financial management.
Help Center Customization
Help Center Customization
Create a branded self-service portal with knowledge base articles and FAQs.
Email Templates
Email Templates
Design custom email templates using a drag-and-drop editor or HTML code.
