TG CRM · Customization
Customizable CRM — TG CRM
Shape the CRM around your business with custom modules, fields, layouts and automation — no coding required.
- Custom modules and fields
- Drag-and-drop page layouts
- No-code automation builder
- Role-based views
Why TG CRM
Customization that’s connected to your whole business
TG CRM gives sales, marketing and service teams one view of every customer. AI scores leads, suggests next actions and automates follow-ups so reps spend more time selling and less time updating records.
Explore TG CRMSales force automation
Leads, deals, quotes and forecasts in a pipeline your team will actually use.
AI insights
Lead scoring, deal-risk alerts and next-best-action recommendations.
Omnichannel inbox
Email, phone, WhatsApp, web chat and social conversations in one timeline.
Journey orchestration
Trigger personalised campaigns and tasks based on customer behaviour.
Ask about customization in plain language
Type a question and get the answer from your own data, with alerts when something needs attention. It works across every other TG CRM module. The panel shows example questions with sample data.
Which deals are most likely to close this month?
8 deals have a win probability above 70%, worth ₹2.3 Cr. Two have had no activity for 9 days — I drafted follow-ups.
Summarise my last call with Al Noor Trading
They want a 3-branch rollout by March, are price-sensitive on licences and asked for an Arabic interface. Next step: proposal by Friday.
Capabilities
What you can do with Customization
Custom modules and fields
Drag-and-drop page layouts
No-code automation builder
Role-based views
Part of TG CRM
Explore more TG CRM modules
CRM Analytics
Dashboards and reports show pipeline health, conversion rates and team performance in real time.
Learn moreSales Performance
Set targets, track attainment and motivate teams with leaderboards and incentive tracking.
Learn moreJourney Orchestration
Create personalised, multi-step customer journeys triggered by actions, dates or data changes.
Learn moreGood to know
Customization — frequently asked questions
What is Customization in TG CRM?
Shape the CRM around your business with custom modules, fields, layouts and automation — no coding required.
What are the key features of TG CRM Customization?
Key features include custom modules and fields, Drag-and-drop page layouts, No-code automation builder and Role-based views.
Does Customization work with the rest of TG CRM?
Yes. Customization shares one database with CRM Analytics, Sales Performance and Journey Orchestration and every other TG CRM module, so data flows automatically without duplicate entry.
Can I get a demo of TG CRM Customization?
Yes. Book a free consultation and a TechGlobal Technology specialist will show Customization configured for your business.
Free consultation
Get started with TG CRM Customization
See how customization works with your data and processes in a free, personalised demo.
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