Different companies have different business processes and needs, so a CRM system that can be customized is required when selecting a model. Let's talk about the functions and advantages of the CRM system that can be customized .
How to achieve personalized customization?
Zoho CRM supports personalized customization. You can create custom function modules, fields, and business processes, and you can also define data display methods, interface languages, etc. Recently, Zoho CRM also launched the Canvas function, and you can even modify the UI interface of the system to fully meet your individual needs.
Which features can be customized?
1. Multi-page layout
If you have multiple product lines or businesses, different product businesses, regions or processes can be managed through the multi-page layout of the CRM system. For example, if your company has three different product lines, you can create three page layouts in Zoho CRM and define different product parameters.
2. Custom components
If the default functional modules and fields of Zoho CRM cannot meet your needs, you can modify or recreate new modules and fields according to the needs of your business to make data management more flexible.
3. Condition field
When there are many data items, some fields may need to be displayed or hidden according to certain judgment conditions. With conditional fields, you can create flexible data forms that make data entry easier and more efficient.
4. Custom functions
Through custom functions, you can effectively customize complex business processes, perform internal operations or obtain data from external systems, such as ERP, financial systems, order systems, etc.