Standard and Custom Modules

Standard Modules

Zoho CRM ships with more than 10 predefined standard modules covering sales, marketing, customer support, and inventory management. Standard modules cannot be deleted. Key standard modules include:

Sales modules:

• Leads – Unqualified prospects; can be converted to Accounts, Contacts, and Deals.
• Contacts – Individual people associated with accounts.
• Accounts – Organizations or companies.
• Deals (Potentials) – Active sales opportunities with stage-based pipeline management.
• Activities – Tasks, Meetings (formerly Events), and Calls.

Inventory modules:

• Products – Catalog of goods and services.
• Price Books – Custom price lists.
• Quotes – Sales proposals sent to customers.
• Sales Orders – Confirmed purchases.
• Invoices – Billing documents.
• Purchase Orders – Procurement documents.
• Vendors – Supplier records.

Marketing:

• Campaigns – Email or offline campaign records.

Support:

• Cases – Customer support tickets (deeper via Zoho Desk integration).

Sources: (Zoho CRM help: Customize Modules), (Zoho CRM FAQ on SFA).

Custom Modules (User-Generated Modules)

Custom modules allow organizations to extend the CRM data model beyond the standard set. They are created using a WYSIWYG Module Editor with no programming required (Zoho CRM help: Customize Modules).

Custom module limits by edition (updated Q1 2025):

Important: The limit now counts Organization Modules and Team Modules combined (e.g., an Enterprise account has a shared pool of 200 across both types) (Zoho community announcement). User-based restrictions have been removed—limits no longer scale with the number of licensed users.

What custom modules support:

• Full field customization and layout editor
• Role and profile-based access control
• Data import/export
• Workflow rules, Blueprints, and approval processes
• Mass email and schedulers
• Macros
• Module relationships (linking with standard or other custom modules)
• Autoresponders

Custom Modules vs. Custom Apps: Custom Modules behave like standard CRM modules (tabs, CRUD, reports, workflows). Custom Apps (powered by Zoho Creator) are full-fledged applications embedded as tabs—a more heavyweight option (Zoho CRM help: Customize Modules).

Team Modules (Introduced: CRM for Everyone, 2024–2025)

Team Modules are a new category of custom module introduced with the Zoho CRM for Everyone initiative (Zenatta CRM for Everyone analysis). They are scoped to a specific team's Teamspace rather than the entire organization, and feature four user personas with distinct permission levels:

Team Modules support automation (workflows, Blueprints) using team module fields, enabling departmental process automation without relying on central admins (Zoho CRM community: Team Modules).

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