Intuitive CRM Customizations

to create custom views and fields

Customize the CRM to fit your business by automating specific actions, collecting information on the need, adding on-demand features to keep your business on track.

Intuitive CRM Customizations

CRM Customizations to Make Changes

Create & manage customizable features such as custom fields, buttons, and layouts to tailor the system

customizations leave note
page layouts

Page Layouts

Use the page layouts feature to get an excellent visual representation of the data. It allows you to see how different lead stages are making progress quickly.

custom fields

Custom Fields

Collect and store information that doesn't fit into CRM.io's standard modules and field offerings. It is possible to customize it with the fields you need to broaden the types of information that can be stored within this system.

advanced filters

Advanced Filters

Create custom views and utilize CRM.io's powerful filters to sift through all of your CRM's data and focus on the most important prospects. Identify hot prospects or prospects who meet a set of criteria quickly and follow up with the necessary updates.

optional leads module

Optional Leads Module

Choose leads as an optional module. Leads module can be enabled or disabled based on the business type and requirement.

custom stages

Custom Stages

Customize the stages of leads, contacts and deals according to the requirements of the business. These custom stages are helpful to narrow in on what matters for your industry.

What are CRM Customizations?

CRM Customizations are the process of customizing business software to meet specific needs. CRMs are often customized to meet the needs of the company for which it is being used. Customizations can be made by modifying existing features, adding new features, removing existing features, and creating entirely new features.

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