The problem

Zoho CRM grows fast.
Visibility doesn't.

After a few years of customisation, no-one truly knows what's connected to what — until something breaks in production.

🕸️

Hidden dependencies

A field feeds a workflow that triggers a function that updates a related record. Delete the field, break the chain — silently.

🗑️

Technical debt everywhere

Unused fields, redundant workflows, and abandoned layouts accumulate over time, slowing your CRM and confusing your team.

🎲

Changes feel like guesswork

Without visibility into what touches what, every change to your CRM setup is a calculated risk — or worse, an uncalculated one.

Natural Language Field Management

Tell ConfigPilot what you need in plain English. It translates your instruction into a Zoho API call — and confirms before anything changes.

Create custom fields across any module with a simple text command
Import your field structure from CSV and apply new fields with one click
Preview exactly what will change before committing — no surprises
Manage picklist values across any field — add, reorder, or remove options without navigating Zoho's buried settings

⚠️

Impact Preview — "Lead Source"

Deleting this field would affect 6 objects

🔴

Workflow: Lead Auto-Assign

This field is used as a trigger condition. Deleting it will deactivate the workflow silently.

🟡

Custom Function: Score Calculator

Field referenced in 2 places within this function. Script will error on execution.

🟢

Page Layout: Enterprise View

Field appears in layout but removal will only hide it from the form. No logic impact.

Intelligent Setup Recommendations

Describe your business or paste your current setup — ConfigPilot uses AI to analyse your CRM structure and surface actionable improvements.

Generate a full CRM setup health report with an AI‑written recommendations section
Ask for custom field suggestions in plain English — ConfigPilot shows you exactly what to create in your setup
Health scoring across 9 dimensions: fields, workflows, layouts, users, picklists, and more
Explore every module, field, automation, user, and layout in one unified view — all exportable to CSV in a single click

🔍

Field Audit — Contacts

247 fields · 14 orphaned · last scanned 2 min ago

Deal ProbabilityDeals12 usesActive

Legacy Region CodeContacts0 usesOrphaned

Payment TermsAccounts3 usesReview

Onboarding StageContacts8 usesActive

Old Campaign IDLeads0 usesOrphaned

Complete Setup Explorer

See everything in your Zoho CRM setup — the whole blueprint of how it works — organised and searchable, instead of buried across a dozen settings menus.

Every module, field, section, and lookup relationship in your CRM setup visible in a single unified view
Automation tab: workflow rules, email notifications, webhooks, assignment rules, and scheduled functions
People tab: all users, profiles, and roles — no more clicking through individual settings
Org tab: company info, timezone, currency, and data centre in one place
Email templates, custom views, tags, and page layouts — all in one screen
Export your entire CRM setup to CSV in a single click with Full Setup Export

In simple terms: ConfigPilot shows you how your Zoho CRM is built — all the behind‑the‑scenes settings — not the customer data inside it.

🗂️

Setup Explorer

Modules · Automation · People · Org · Templates

ContactsModule84 fieldsStandard

Lead Auto-AssignWorkflowActiveRunning

Gavin SmithUserAdminActive

Welcome EmailTemplateCRMActive

SMB Deal ViewCustom ViewDealsActive

Configuration Snapshots & Change Detection

Take a point-in-time snapshot of your entire field configuration, then compare it after changes to see exactly what shifted.

Capture a full field snapshot across all modules in one click
Compare any snapshot to your live configuration to surface added, removed, and modified fields
Export a change report to CSV for client sign-off or internal audit records

🗺️

Dependency Map

Showing: Lead Source → 6 downstream connections

📋 Lead Source

📊 Industry

⚡ WF: Assign

🔧 Fn: Scoring

📐 Layout: SMB

⚠ Orphaned field

Simple, honest pricing.

Start with a one-off audit, or get full access free for 3 months.

For CRM & Bigin Admins

Protect

Always-on setup monitoring for your Zoho org

Freefor your first 3 months

Months 4–12 £39 / org / mo

Year 2+ £78 / org / mo

Request Beta Access

Everything in One-Off Audit
Unlimited reconnects & ongoing access
Weekly configuration snapshots
Snapshot comparison & change detection
Natural Config Builder — AI field suggestions in plain English
Field Designer — create fields directly from ConfigPilot
Bulk Field Editor — import fields via CSV
Picklist Manager

One-Off Audit

A complete configuration snapshot you keep forever

Reads only what it needs to.

Only accesses your CRM setup — fields, workflows, layouts, users and other behind‑the‑scenes settings
Never touches leads, contacts, deals, emails, notes or any record data
Every change is confirmed before it executes

Setup only. No customer record data accessed.

UK Credentials & Compliance