A module in Zoho CRM is a category of data. If you picture a spreadsheet with rows and columns, a module is roughly equivalent to a column, a distinct type of information that is kept separate from other types so it can be found, tracked, and managed on its own.

Why separating data into modules matters

Take a Non-Profit as an example. It will typically need to keep details on prospective donors, current donors, beneficiaries, and volunteers. Each of these groups needs to be tracked and maintained separately, since mixing them together would make it far harder to find the right information or get in touch with the right person at the right time. Modules solve this by giving each type of record its own dedicated space.

How modules work in Zoho CRM

Modules are the building blocks of Zoho CRM. They let you categorise, track, and maintain data relating to different aspects of your business, and in the interface they appear as tabs, such as Leads, Contacts, and Accounts. Each module can hold thousands of individual records, and comes with a range of built-in options for sorting, filtering, and viewing those records however you need to.

What you can do within a module

Beyond simply storing records, each module supports a set of actions you can carry out on the data it holds, including:

• Creating macros to run a set of actions automatically
• Mass updating fields across many records at once
• Sending mass emails to the records held within the module