Customization and Configuration
Build a CRM That Works Exactly the Way Your Business Does
o two businesses operate the same way, so why should your CRM? WHSuites delivers powerful Customization and Configuration capabilities that let you shape every workflow, field, pipeline stage and notification to match how your team actually works. From field level tweaks to full process redesigns, this is CRM customization software built around your business, not the other way around.
- Configure Fields, Forms & Modules Instantly
- Custom Pipelines & Workflow Automation
- Role-Based Access & Permission Control
Businesses Configured
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Setup Satisfaction Rate
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From Default Setup to Fully Tailored CRM — in 5 Steps
The process for Configuring and Customizing WHSuites is well-defined and systematic, allowing your team to tailor the entire CRM experience to meet your business needs without any technical knowledge or assistance from a developer.
Define Your Business Requirements
To begin with, figure out the business requirements for your CRM implementation. This will include identifying different sales phases in your sales process, defining which data fields your team collects as part of the normal course of business, and identifying which of the tasks you do daily are repeated.
Configure Your Modules & Fields
Using the Admin panel of WHSuites, create, change or delete fields within any of your modules i.e. leads, contacts, deals, tasks and more. You can also create any type of field that you want including custom drop-down options, date pickers, checkbox fields and text fields, which helps you collect all necessary data.
Set Up Pipelines & Workflow Rules
Generate your custom sales pipelines that use your stage names and progress rules as they relate to your sales process. In addition there is the ability to create automated workflows to trigger follow-up actions, provide notifications, or automatically move deals based on predefined criteria.
Assign Roles & Configure Permissions
Determine who can view & do what within WHSuites. Create custom roles for users and set data access permissions on the module or field level. This allows you to maintain the security of sensitive information while ensuring that every user has access to everything they need to perform their duties efficiently.
Test, Review &
Go Live
WHSuites includes a sandbox-style review environment where you can preview your system prior to implementation. All workflows, forms, and permissions can be tested. Once you're satisfied with your customized CRM system, you can activate it with a single click enabling your staff to begin utilization on day one.
Ready to Tailor Your CRM?
Join 10,000+ businesses already running on a fully configured WHSuites CRM.
Everything You Need to Configure a CRM Built for Your Business
WHSuites is NOT a rigid, "one-size-fits-all" system. It is a flexible customization and Configuration Tool that enables your team to have complete control over how the data is organized & how the processes flow through & the way your CRM operates.
Use unlimited custom fields on any module in your crm – text, number, date, dropdown, file upload, multi-select, etc. You can easily change the order of fields on forms, create section groups of related fields, and hide fields that do not apply to certain teams or roles. The data structure of your CRM mirrors your business’s data and is not a generic template. Customizing fields in WHSuites CRM is easy and simple to do using point and click.
You can create multiple sales pipelines in WHSuites by defining custom stage names, probability percentages for each stage, and setting automated progression rules. You can also set up automated triggers that will automatically assign a follow up task or send an email notification when a deal moves from one stage to another. WHSuites allows for pipeline configuration to automate manual steps for you, so you can continue moving deals forward without human intervention.
You can setup custom roles based on your users’ needs/types in your organization. You can configure read, write, edit and delete permissions at the module level, record level and each individual field level for WHSuites users. By using user permission configuration in WHSuites, you will have complete control of the information your team members can access based on their roles, providing security and maintaining clean operations.
Smart Configuration Engine — Adapt Your CRM Without Writing a Single Line of Code
Many companies shy away from personalizing their customer relationship management (CRM) software because they think it will take an IT developer to do so. However, WHSuites has completely changed this view. The WHSuites CRM Customization and Configuration Engine was built specifically for business users not IT teams to use. Every single change is visual, can be reversed, and goes live within seconds of being made.
- Visual field builder with drag-and-drop functionality — add, move and remove fields with immediate results.
- Create your own custom module — create new data modules directly related to your business.
- Configure conditional field logic — show or hide fields based on the value of other fields.
- Create multiple pipelines — run different pipelines to support separate products, geographic locations and sales team members.
- Enable real-time configuration previews — see how your configuration changes will appear before you save them.
Automation Configuration — Let Your CRM Work While Your Team Sells
The most powerful aspect of CRM configuration isn't about creating new fields; it is with the time you save when those fields automatically trigger workflows. The WHSuites automation configuration layer links your data to your business processes so routine tasks can happen automatically without requiring any manual input from your sales team.
- Triggered automation using rule-based actions based upon field changes, date conditions, or deal stage changes
- Multi-step workflows which aggregate multiple actions into one automated workflow chain
- Notification delivery through automation that automatically sends notifications to the correct team member based on rules defined in the workflow automation system
- SLA timers through automation that automatically escalates overdue tasks or stalled deals based upon elapsed time
- Integration webhooks that enable real-time data transfer via API to third-party systems
Data That Proves What Proper Configuration Can Do for Your Business
Real Results from Real Teams Utilizing WHSuites Customization and Configuration daily:
70%
Faster CRM Adoption
Organizations that use WHSuites to create a customized workflow to match their existing work processes have reported being 70% faster to train new users and have adopted the system than those that use a rigid standard CRM application.
3x
Greater Pipeline Visibility
Sales Managers with customized pipelines that contain correctly named stages have reported having three times more visibility into their deals than they do using rigid standard CRM applications, allowing them to see exactly where revenue is located.
55%
Less Manual Data Entry
WHSuites custom fields and workflow automation rules have decreased total data entries to WHS by 55%, enabling sales representatives more time for conversations, rather than for administrative tasks, which results in less manual data entery.
10,000+
Businesses Rely on WHSuites
From emerging startups to mid-sized companies, WHSuites is the preferred customization and configuration software used by many organizations in industries such as pharmaceuticals, real estate, manufacturing, SaaS, education, etc.
Configure Your CRM from Anywhere — Desktop, Tablet or Mobile
WHSuites doesn’t stop working just because you aren’t at your desk; you can manage your entire WHSuites CRM configuration panel from any device. You can change or add new fields, make adjustments to existing ones, or edit your users’ permissions from anywhere.
Desktop
You can view all of the configurations in one place through the WHSuites configuration dashboard. This will help you with bulk configurations, onboarding new team members, and building workflows.
Tablet
You can check and update the configuration of fields and pipelines while you are out of your office. The tablet version of WHSuites makes it easy to approve configuration changes and check what permissions your team members have during meetings or while at a potential site.
Mobile
You can make small changes to your configuration quickly as you walk from one place to another. Whether you are using an iOS, Android, or web app device, WHSuites is only a few seconds away from wherever you are!
- iOS
- Android
- Web App
- Chrome Extension
FAQs About WHSuites Customization and Configuration
Everything you need to know about tailoring WHSuites to your business.
CRM modification and configurability allows you to customize your CRM solution to fit your business processes, data, and team requirements. WHSuites allows you to quickly build your CRM solution without having to rely on technical resources by using an easy-to-use no-code admin panel for creating fields, modules, workflows, and settings.
No. With WHSuites, you are able to design your own CRM workflows, fields and other CRM elements without writing code (or having to pay for a developer).
Yes. WHSuites has no limit on the number of custom fields and modules that you can create for Leads, Contacts, Deals, Tasks and other Industry Specific requirements for any part of your business.
Yes. WHSuites provides role-based access control and allows you to create custom permission settings for different levels of data view, edit, and management.
Yes. WHSuites allows you to create multiple pipelines of sales with customized stages, automated rules and workflow processes that support different products, regions or sales practices.
Yes. WHSuites can be customized for any type of business in the following industries: Pharma, Solar, Education, Real estate, Insurance, and IT Services.
