When a setting or a field is not enough, a widget is. We build custom Zoho CRM widgets that sit on the record, on a button or in a tab: a phone, a Send SMS window, a template picker, a screen that talks to another system. We have launched them in Zoho CRM for several clients.
900+ integrations completed · We sign BAAs
How a widget works
From a button, the record page or a web tab
Reads the lead, deal or contact it was opened from
A function calls the other system, with credentials kept on the server
The result is written back to Zoho CRM
A widget is a small web app that runs inside Zoho CRM. It can sit behind a custom button, in a related list, on a dashboard or in a web tab, and it reads and writes Zoho CRM records through Zoho's JavaScript SDK.
Widgets are how you get a real screen into Zoho CRM: a list to pick from, a form with rules, a live phone. The heavy work runs in Deluge functions, so API keys stay on the server and out of the browser.
We build our widgets to be reused. The same Send SMS window and phone widget have gone live for several clients, wired to each client's texting and call platform.
What's included
The CallTrackingMetrics phone inside Zoho CRM, so reps make and take calls without leaving the record, and the lead opens when a call is answered.
Pick the number to send from, a phone on file or another number, and a template. Send now or schedule it, with the text history below.
Saved SMS templates your team picks from, so common texts go out the same way each time.
Inbound texts associated with the right lead, and a new lead created when a text comes from an unknown number.
The widget checks the Approved to SMS field before it sends.
Custom buttons that send a record to another system, start a re-admit, or post a summary to a team channel.
The server-side functions behind each widget, with error handling and credentials stored in org variables.
Each widget packaged, uploaded to your account and documented, so it can be maintained later.
The real thing
A screen from a live Zoho CRM build. The location name and number are replaced with sample data.
Pick the tracking number to send from, a phone on file or another number, and a template. Send now or schedule it, with the text history below.
The CTM phone and Send SMS window inside Zoho CRM, with calls and texts on the record
A custom send window and Deluge function, with inbound replies logged
Every texting option for Zoho CRM in one place
A button that sends the admission to the EMR from the record
Calls, texts and recordings on the Zoho CRM record
The automation behind and around each widget
Every system we connect to Zoho CRM
On a free call we look at what your reps do outside Zoho CRM today, and show you what a widget for it would look like.
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How it works
We look at your Zoho CRM account, what your team needs from it, and what is not working today.
What we will build or fix, written down, with a project quote you approve before we start.
Built in Zoho CRM and tested with real records before your team relies on it.
Live with your team, with written steps and support when something changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
No. The widgets are built for your Zoho CRM account and connected to your own accounts with the other systems.
Behind a custom button, in a related list, on a dashboard or in a web tab.
Yes. The widget calls a Deluge function, and the function holds the credentials. They are not exposed to the browser.
Yes. Our phone widget and Send SMS window have been launched in Zoho CRM for several clients.
Yes. Our Zoho CRM widget development guide walks through the setup we use.
By project, not by the hour. The first call is free, and you get a project quote after it.
