FAQs on Modules | Online Help - Zoho CRM

What is a 'module' in Zoho CRM?

Modules are categories of data in the CRM. Consider the rows and columns of a spreadsheet. A CRM module is analogous to a column in a spreadsheet.

Let's take an NGO for example. NGOs maintain details of prospective donors, current donors, beneficiaries, and volunteers. These details have to be tracked and maintained separately so that it's easier to find relevant information or contact them.

Modules in Zoho CRM let you categorize, track, and maintain data belonging to various aspects of your business. They are the building blocks of CRM and are represented as tabs like Leads, Contacts, Accounts, etc. 

Each module can collect and store thousands of records with a range of built-in options that help you sort, filter, and view the records as required. Modules also provide you with options to perform actions like creating macros, mass updating fields, and sending mass emails. 

Here's a video on how to structure your data using modules and layouts in Zoho CRM:

For more information on customizing module, click here.

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