See, change, and protect your Zoho CRM.
ConfigPilot gives you a clear picture of what's really in your CRM, a safer way to make changes, and early warning when something changes unexpectedly. Built for Zoho admins, CRM owners, and Zoho Partners who need control.
14-day free trial on subscription plans. No credit card required. Annual billing saves two months.
Zoho shows you the settings.
ConfigPilot shows you the system.
When a CRM grows, the hard part is no longer "can I edit this field?" The hard part is knowing what exists, what depends on it, what changed, who changed it, and whether the CRM is still fit for the way your team works. ConfigPilot gives you that picture in one place.
Working in Zoho alone
- ✕No cross-module dependency maps — you check fields manually, one at a time
- ✕No quick way to compare what the CRM looked like before and after a change
- ✕Configuration drift goes undetected when multiple admins make concurrent changes
- ✕No audit trail — when something breaks, you're guessing who changed what and when
With ConfigPilot
- ✓Full system visibility — every module, field, dependency and automation in one navigable view
- ✓Snapshot comparison — see exactly what shifted between any two points in time
- ✓Continuous monitoring — get alerted when something changes unexpectedly, before your team notices
- ✓Tamper-evident audit trail — every change logged, timestamped, and searchable
See what's really in your CRM.
Explore modules, fields, workflows, layouts, users, roles, dependencies, and snapshots in one navigable view. Run health checks, compare snapshots, and check Zia readiness so you know exactly where your CRM stands today.
- Every module, field, section and lookup relationship in a single unified view
- Automation tab: workflow rules, email notifications, webhooks, assignment rules
- People tab: all users, profiles, and roles — no more clicking through individual settings
- AI Health Report — spot configuration debt across 9 dimensions instantly
- Export your entire CRM setup to CSV in a single click
Make changes without losing control.
Use natural language tools, field and picklist editors, bulk import, and automation management with a change queue that lets you preview and approve before anything goes live. Every change is tracked, so you always know what happened and why.
- Tell ConfigPilot what you need in plain English — it builds the API call, you approve it
- Field Designer — create and configure fields without navigating Zoho's settings menus
- Bulk Field Editor — import a spreadsheet of fields and apply them all in one click
- Picklist Manager — add, edit, and reorder values in one place across all modules
- Every change goes through a queue — preview exactly what will happen before committing
Catch silent changes before your team does.
Schedule health checks, detect drift, and receive alerts when something changes unexpectedly. With a tamper-evident audit trail and detailed run history, you can spot problems early and prove what changed later.
- ConfigPilot checks your CRM on a schedule — team members, workflows, access, fields, webhooks
- Email alert the moment an unexpected change is detected in your live org
- Critical, Key, and Advisory checks — prioritised by structural risk
- Full run history with detailed findings — scheduled daily, weekly, or monthly
- Security & Access — roles, profiles, module access, permission simulation
See ConfigPilot
in action.
Connect your Zoho org in seconds and get a complete picture of your configuration — every field, workflow, layout, and user — with AI health scoring, change detection, and plain-English field management.
- Take a snapshot and detect exactly what changed
- Authenticate with Zoho in under 30 seconds
- AI Health Report across 9 configuration dimensions
- Full field audit with one-click CSV export
Is your CRM ready for Zia Agents?
ConfigPilot shows you which AI agents can run today, what is blocking the rest, and what needs attention before rollout. That turns AI readiness into a practical admin check instead of a vague promise.
Check Zia readinessWorks with Zoho CRM and Bigin. Runs on your live configuration — no data stored or shared.
Click 'Run scan' to simulate a Zia readiness analysis on your CRM configuration.
Target: your connected Zoho CRM orgReading fields list...
Choose the level of control you need.
Start with a one-off snapshot, move to permanent visibility, add safe change management, or protect your live CRM with continuous monitoring. Each tier builds on the last, so the upgrade path matches the way your CRM grows.
Annual pricing shown — billed upfront, 2 months free. Equivalent monthly rate shown for reference.
For migrations, consultant handover, and compliance audits. Take a record of your CRM, export what you need, and keep a clear baseline.
- Full platform access for 14 days
- CRM Structure explorer
- System Health Report
- Automation Explorer
- Automation Report
- Zia Agent Readiness score
- System Snapshot
- Extract All (CSV export)
Permanent visibility into your CRM. See the structure, export it, compare snapshots, and track how it evolves over time.
- Permanent CRM visibility (no expiry)
- CRM Structure explorer
- System Health Report
- Automation Explorer
- Automation Report
- Zia Agent Readiness score
- System Snapshots & comparison
- Dependencies map
For teams actively making CRM changes. Queue, approve, track, and reverse every change with full history.
- Everything in Explore
- NLP Configuration Builder
- Field Designer
- Bulk Field Editor (CSV import)
- Picklist Manager
- Automation Manager
- Change Queue & My Tasks
- Change History & Audit Trail
- Extract All (CSV export)
For teams who cannot afford silent surprises. Monitor for drift, run scheduled checks, and get alerted the moment something changes unexpectedly.
- Everything in Configure
- Scheduled CRM health checks
- Configuration drift detection
- Automated email alerts
- Security & Access analysis
- Full run history & reports
Why instead of Zoho alone?
Zoho helps you work in your CRM. ConfigPilot helps you understand, control, and protect what's inside it.
Managing multiple client orgs?
ConfigPilot has partner plans with portfolio-level visibility, client org management, and multi-org health monitoring — built for consultants and Zoho partners.
Start with clarity.
Don't have a CRM yet?
Free 14-day trial available · UK-based setup & support
