Viewing Contacts in an Organisation Chart in Zoho CRM

Is There a Way to View Contacts in Zoho CRM in an Organisation Chart?

Yes, Zoho CRM supports viewing Contacts in an organisation chart, and the way you access this depends on your edition.

Native Support on Ultimate Edition

Zoho CRM Ultimate edition includes native organisation chart functionality built directly into the product, without needing to install a separate marketplace extension. If you're on Ultimate, this capability is already available to you.

Marketplace Extensions for Other Editions

If you're on Enterprise edition or below, several org chart extensions are available on Zoho Marketplace that add this capability, typically requiring Enterprise edition and above to install. These extensions generally work the same way:

  • A chart is generated automatically based on the Reporting To field, and often the Account Name field, on your Contacts records.
  • Access is typically added as a button or related list item on the Accounts and Contacts modules, such as an "Organizational Hierarchy" related list.
  • Clicking a contact's name within the chart navigates you directly to that Contact's record.
  • Charts update dynamically as your underlying contact and reporting data changes, rather than needing to be manually redrawn.

Why This Is Useful

Seeing an account's reporting structure visually helps sales teams quickly identify the actual decision-maker within a company, understand who influences a purchasing decision, and see where a specific contact fits relative to others, rather than needing to ask around or infer this from separate notes and conversations.

Note: Some extensions extend beyond the standard Accounts and Contacts modules to work with any standard or custom module that has a Reporting To style field, and offer additional customisation such as switching between horizontal and vertical layouts, colour-coding nodes based on field values, or choosing how many hierarchy levels display at once.
Need help? 1 Cloud Consultants can help you set up organisation chart visibility in Zoho CRM, whether through Ultimate's native feature or a suitable marketplace extension. Book a discovery call with 1 Cloud Consultants.