This service customizes Zoho CRM interfaces for different user roles or teams. From tailored dashboards to filtered views and simplified layouts, your users will see only the most relevant data — making work faster, cleaner, and easier.
Note: The visuals depicted above are for illustrative purposes only and do not guarantee exact results or interface design.
What’s Included
Role-based workspace setup for selected users/teams
Custom dashboards with KPIs, charts, and lists
Page layout adjustments based on role needs
Module visibility rules for decluttered interfaces
Validation & testing to ensure accuracy
Additional Features You Can Add
Workspace variations for additional user profiles
Advanced layout rules (e.g., conditional field visibility)
Workspace refresh after CRM changes or restructuring
Onboarding video walkthrough per user group
Perfect for growing teams who need to reduce confusion and enhance productivity.
Prerequisites (Client-Side)
User roles & teams must already be defined in Zoho CRM
CRM must contain meaningful data to populate dashboards/views
A short call or list of team-specific needs (sales vs support, etc.)
Don’t worry about technical configuration — we do it for you.
Ideal For
Sales teams need clean pipelines & fast access
Managers who want oversight without clutter
Admins are tired of support tickets asking: "Where’s my module?"
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