Zoho CRM Wizards

 An intelligent way to progressive, controlled data entry for your work team. 

You cannot exist without complete and often extensive information needed for your business or any other work process.

The wizards help all users navigate quickly through the workflow and create simple and clear interfaces.
This breaks down barriers and enables faster and more efficient use of the system.

 Sequential acquisition of data in context. 

Collecting and entering different types of customer information into a CRM system can be a complicated process, especially if you only use one standard form to capture and create records.
Adapt the process to real life and use the functionality of the individual steps, which can build on each other, create alternatives to the process, or condition each other in different ways to respond to the information and responses you gather over time.

 Intuitive visual creation of interfaces and settings. 

The intuitive form builder allows you to drag and drop form components and define the form flow using wizards. Conceptualize the sequence, build the wizard and start collecting data.

Bring clarity and simplicity to every step of the process. 

Create simple interfaces for each step of the process for exactly the information you want to find out.

Customize the size and type of the fields to your needs, set different actions on the buttons, and display or hide these parts differently as you progress through the process.

 Standardise the rules for access to individual data. 

CRM allows you to set a number of different settings such as data templates, conditional fields, data validation and access rules, and more. With Wizards, you simply unify all these rules and subordinate them only to your need to go through the process in a given wizard. So you don't have to worry about checking all the other rules.