Tired of fighting with legacy systems just to collect the data you need? Zoho CRM makes it easy.
If you've ever tried adding a field in a legacy CRM like GoldMine or ACT!, you know the drill: shut everyone out, work directly on the server, rebuild the database, and hope nothing breaks. All that effort just to track one more data point.
That’s not how it should be.
The Pain of Legacy CRM Customization
Legacy CRMs were never built for fast iteration. Adding a new field meant navigating outdated interfaces, limited field types, and plenty of risk. You might get a simple text box or date field, but anything beyond that? Forget it.
And don’t even think about customizing modules like Tasks or Calls. Those screens are locked down tight.
Enter Zoho CRM: A New Way to Customize
In Zoho CRM, adding a custom field is fast and intuitive. You pick the module you want to edit, drop in the field from a drag-and-drop editor, and name it. That’s it.
Want to track a customer’s start date? Use the Date field. Need a clickable website link? Use the URL field. Prefer a dropdown to categorize tasks? Use the Picklist field.
Zoho offers field types you never had in GoldMine:
Currency
Auto-numbering
Multi-select picklists
Notes boxes
Phone and email validation fields
History tracking
And the best part: no downtime. No rebuilds. No one gets locked out while you're making changes.
Customize Beyond the Basics
This flexibility isn’t limited to Accounts or Contacts. In Zoho, almost every module supports custom fields—even Tasks.
Want to categorize tasks by type (Sales, Support, Marketing)? Just add a picklist to the Task module. Need to track who created the task or when it was escalated? You can build that in, too.
Legacy users know how big a deal that is. These “small” fields open the door to better reports, smarter automation, and cleaner workflows.
You Don’t Have to Settle Anymore
For years, business owners and admins have had to live with rigid tools. Zoho CRM flips that script. It gives you control without requiring a developer or a systems admin.
If your CRM feels more like a blocker than a tool, maybe it’s time to try something else.
