CRM
CRM Interface Configuration

Design the CRM experience your teams deserve

Tailor layouts, sections, and tabs by team and lifecycle stage. Standardize pipelines and define required fields to keep data clean.
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A CRM with customizable dashboards, pipelines, and forms for different teams, showing clean, organized data.

Make the interface fit your process.

Use drag-and-drop editors to reorganize fields, add conditional sections, and set visibility by role—without code.

Record layout editor

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  • Group fields into logical sections.
  • Show different fields by stage or status.
  • Highlight key insights above the fold.
A customizable CRM with a record page showing tailored layouts, sections, and tabs, with clear data fields and a clean pipeline view.

Pipelines and stages

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Stage definitions

Standardize entry and exit criteria for consistency.

Required fields

Capture critical data at each step.

Permissions

Control who can create, edit, or move records.

A pipeline UI showing stages with defined criteria, required fields for data capture, and clear permission settings for user control.

Navigation and defaults

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Set team-specific default views and tabs so users land where they work most often.

A UI mockup showing a dashboard with customizable default views and tabs for different teams, allowing quick access to relevant work areas.

Governance at scale

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Apply changes in sandbox, review with stakeholders, then publish safely to production.

A dashboard showing a "sandbox" with pending changes, a "review" panel with stakeholder comments, and a "publish" button for production.

Have a question for our sales team?

Give us a call and we'll walk you through it.

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Frequently asked questions

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Related features

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CRM Customization

Customize your CRM to access essential data quickly, minimizing distractions and enhancing team efficiency for customer focus.

Flexible CRM Views

Visualize your data any way you want with table, kanban, calendar, map, Gantt chart, or report views.

Custom Objects

Add custom fields to your CRM contacts to automate workflows and dive deeper into your data.

User Management

Control user permissions for CRM records, content, and tools so each user has access to the right assets.
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Role-Based Permissions

Control who sees and changes data with roles, field-level permissions, and team scopes that mirror your organization.
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Dashboards and Reporting

Empower your team with a single source of truth for your marketing, sales, and service data.
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