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Recent Launches

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Payroll software with automated tax payments and filing.

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New

Robotic process automation software to automate high-volume, rule-based tasks.

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New

Low-code IoT platform and solutions for connected businesses.

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New

Business formation service to launch and grow your businesses.

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New

Privacy-friendly application analytics solution.

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Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

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CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

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Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

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Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

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People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

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Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

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Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
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Working with Custom Modules

Zoho Developer offers more than 10 standard modules for Sales, Marketing, Customer Support and Inventory management that will be available for your Vertical CRM application. You can include all or some or none of these modules in your application at the time of creation based on your needs. These modules have predefined business logic, including page layout, reports, and workflow automation, which cannot be completely modified to accommodate your other business processes. Every business has a set of requirements that may not fit into these standard modules. You may require modules that are unique to your organization; that would cater to the needs of your organization, store data that is relevant to your business process and most importantly, be linked with the other standard modules in your account.

For example, if you are creating a vertical application for real-estate industry, your subscribers would like to track not only leads, contacts and prospects but would also want to tightly link with properties, buildings, etc.

To address these unique business requirements, you can create your own modules. With the Custom Modules functionality in Zoho Developer, you can develop new modules using built-in tools that need no programming skills. These custom modules can seamlessly integrate with core CRM modules and need not be stand-alone modules. What more, you can:

  • Add fields and modify the page layout as per your needs.
  • Use roles and profiles to define access controls for the custom modules and its fields.
  • Create workflow rules to automate your business process.
  • Build module relationship by linking custom module with standard modules.

 Add Custom Modules

To add custom modules

  1. Log in to Zoho Developer Console and click Vertical Solutions.
  2. In the Vertical CRM page, select the application in which the custom module has to be created.
  3. In the App Details page, click Modules in the left pane.
  4. In the Modules page, click Create New Module.
  5. Click the edit symbol [] to enter the module name.
  6. Enter the singular and plural form of the module name in the respective text boxes and click Save.
  7. Add custom fields and sections (if necessary) and click Save Layout.
  8. Select the profile(s) and click Save. Users in the selected profiles will have access to the custom module.

    On creating the module, Record NameRecord Owner, Currency, Exchange Rate, Last Activity time, Email and Secondary Email fields will be automatically added. You can further create fields for the custom module and customize the page layout. See Also Add Custom Fields .

 Edit Custom Modules

To edit custom modules

  1. In the App Details page, click Modules.
  2. In the List of Modules page, hover over the module that has to be edited and click Edit icon.
  3. In the Edit Module page, make the necessary changes and click Save.

 Link Custom Modules With Other Modules

By linking a custom module with a standard or another custom module, you can build module relationship and help your customers connect their data easily. This is very useful in creating a variety of reports based on the data in your custom module. This cross module linking can be done using Lookup Fields. Similarly, you can also link standard modules with custom modules but creating a lookup field in the standard module.

To create lookup field in custom module and link it to another module

  1. Log in to Zoho Developer Console and click Vertical Solutions​.
  2. In the Vertical CRM page, select the application in which the field has to be added.
  3. In the App Details page, click Modules in the left pane.
  4. In the Modules page, click the name of the module you want to link with other module.
  5. Drag and drop a Lookup field from the New Fields panel.
  6. In the Lookup Properties pop-up, enter the following details:
    • Enter the name of the lookup field in the Field Label text box.
    • Select a module from the Field Label in Related Module drop-down. In the field, data from the module selected here, will be listed. (Eg. Contacts. The lookup field will list all the contacts)
    • Enter the Related List Title.
      A related list will be created for the records in the Contacts module.

 Manage Modules

  1. Log in to Zoho Developer Console and click Vertical Solutions
  2. In the Vertical CRM page, select the application you want to edit.
  3. In the App Details page, click Modules.
  4. In the Modules page, click Organize Modules.
  5. Use the horizontal arrows to move the tabs from the Unselected Tabs list to the Selected Tabs list and vice versa.
  6. Click Save.

Note

  • The Home tab cannot be hidden.
  • Irrespective of the profiles, hidden modules are not displayed to any user.

 Delete Custom Modules

When there is a need to delete a custom modules make sure that it is not linked to another module. Before deleting make sure you have checked the following:

  • The module is not liked with any other custom or standard modules.
  • Workflow rules that are configured for the custom module are deleted.

To delete custom modules

  1. In the App Details page, click Modules.
  2. In the List of Modules page, hover over the module that has to be edited and click Edit icon.
  3. In the Edit Module page, make the necessary changes and click Save.
    Make sure to read the instructions in the pop-up box and then click Yes, Delete now to delete the module.