Creates a new custom CRM module designed around your internal process. Includes up to 30 fields, field-level rules, layout logic, and reporting. Built for clarity, control, and compliance — and delivered with SOP and a how-to video.
Note: The visuals depicted above are for illustrative purposes only and do not guarantee exact results or interface design.
What’s Included
One custom CRM module (linked or standalone)
Up to 30 fields with required data types (lookup, picklist, formula, etc.)
Layout customization (hide/show rules)
Field validations to improve data accuracy
Basic reporting and view setup
Internal SOP + demo walkthrough video for your team
Optional Add-Ons (Not Included by Default)
Complex automation (Blueprints, Functions)
Third-party integration logic
Territory management or advanced scoring logic
Prerequisites
Access to Zoho CRM with admin rights
Simple written description of the module’s purpose
A sample list of key fields or data points needed
Ideal For
Ops teams replacing spreadsheets or manual tracking
Admins organizing niche or compliance workflows
Businesses scaling custom internal processes
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