CRM Objects or Modules Creation

CRM objects or modules refer to the different sections or areas of your CRM. For instance, Leads is a module that contains records with fields where you can store, maintain, and utilize data.

If you're using an off-the-shelf solution, some modules come pre-built with their own preset functionality, which can have advantages but also limitations. When you reach these limitations or need something custom for your business, it's time to customize.

This product combines several of our offerings, including Fields, Validations, and Layout, to create the object or module you require. If you want to enhance the functionality and data collection of your existing objects or need a bespoke solution, this product is perfect for you.

This product complements our CRM Automations product since a new object or module creates new automation possibilities. Check it out here.

If you're unsure which CRM products you need, try our CRM Audit product. We'll assist you in identifying issues, areas of growth, and mapping out how we can assist as CRM experts.

Still uncertain about what you require? Contact us, and we'll schedule a brief discovery call.