How customizing your homepage can improve team focus and highlight what's missing from your CRM
Most Zoho CRM users don’t think twice about the homepage. They log in, see the default widgets, and move on. But that homepage what you see first, what your team returns to every day could be doing a lot more.
A Missed Opportunity
I've seen plenty of teams dive deep into custom modules, automation, and dashboards. Yet when it comes to the homepage, they leave it untouched. The irony? It’s the single most viewed screen in the whole CRM.
If you're using Zoho daily, that homepage is prime real estate. A smart setup can show you exactly what needs attention, from open deals to overdue tasks.
What You Can Actually Add
Zoho lets you place two main types of components on the homepage: dashboards and custom views. That means charts, KPIs, task lists, and filtered data all within easy reach.
You can:
Add components from any analytics dashboard
Drop in filtered views like “New Customers This Week”
Reorder and resize items to suit how you work
There are more advanced options like widgets and kiosks, but for most users, dashboards and views are plenty.
The Real Value: Team Conversations
Once you start customizing, something interesting happens. Teams begin to realize:
“We don’t collect that field, but we should.”
“This view would be useful if people actually filled in that data.”
“Why don’t we have a dashboard for this?”
So this isn’t just about visuals. It’s about alignment. It’s about making sure your CRM reflects what your business actually needs to know.
Don't Let the Default Win
Your homepage sets the tone. If it’s static, outdated, or irrelevant, that’s a signal. But if it’s smart, clean, and tailored to your day-to-day, it reinforces good habits.
It’s a small change that leads to bigger shifts in how your team sees and uses Zoho CRM.
