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ZOHO CRM CUSTOMIZATION
Customize the Zoho CRM to suit your business process
Build custom Layouts
Create your own layouts for each new process & setting up the workflows to take the desired action.
Create Secondary Form
Relate your data for the right context. Associate multiple entries within a single record using subforms.
Association
Link record across multiple modules, and establish unique relationships between them.
Develop Custom Functions
Set up the functions, when it matches certain criteria, it automatically triggers the necessary action and automates your process.
Create Views and Filters
Views are useful for lists & use more than once. Filters can be used to choose & change conditions in-order to get the desired data.
Build Custom components
Customize the data you would like to work out inside CRM with custom modules, fields, and buttons.
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Fully dedicated to the best solutions
When it comes to business optimization and performance improvement, Zoho customization is the solution.Being a certified Zoho Partner,we know that off-the-shelf Zoho CRM Software cannot suffice your unique business needs and not able to give the desired outcome,it has to be customized.
ZOHO CRM CUSTOMIZATION
We understand that every business is unique and requires customization to suit your needs. We work collaboratively and customise the Zoho CRM system that works best for your business. Our CRM customization process combines the best practice and best fit approach.
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Our Zoho CRM Specialist can help you to extend the functionality of your Zoho CRM account by providing the following levels of Zoho CRM Customization services which includes;
- Modules Customization
- Page Level Customization
- Page Layouts Customization
- Field Setting Customization.
- Templates Customization
- Customize Dashboards,Views & Reports
- Workflows & BluePrint Customization
