The functionality and customization of the ZOHO CRM system are built from three main components:
Admin Interface – Administration/Setup Functions, from which you can access various add-ons for installation with the system.
Standard modules and the associated functions for each module.
Forms and the functions associated with the form.
Views and the functions associated with the view.
Customization capabilities for the specific needs of each organization.
Customization of standard modules, creation of new and unique modules without developer tools, as well as application building through the Zoho Creator app builder.
User customization through an advanced permission system.
Optional add-ons and integration capabilities with other systems. Among the many add-ons, we highlight the advanced and flexible automation builder and the project management system tailored for small and medium businesses.
Ability to work in 20 languages.
Report customization.
Forms You can edit the structure of any form. In the form, you can add or remove fields (Customization), and mark several fields as required by the system. In the free version, adding fields to the form is not possible. This feature is of the utmost importance because, through the fields, you can define the topics to be considered and also transfer methodological topics to the attention of employees who may sometimes forget them in the rush of daily work.
Views (Cuts/Views) Views allow you to manage the information stored in all the forms of the module, analyze it, and present it in cuts/views that allow drawing conclusions from the information. Control over the creation of cuts/subviews and the ability to create views based on predefined characteristics using boolean operators. In many ways, views act as reports that reflect the information present in the module and also the missing information (if the field is empty, which is sometimes even more important).
