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.

See everything in your setup

Connect your Zoho CRM or Bigin org and get instant visibility across every module, field, automation, user and layout — organised in one place, not buried across a dozen settings menus.

Every module, field, section and lookup relationship 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
AI Health Report with 9-dimension scoring and AI-written improvement recommendations
Export your entire CRM setup to CSV in a single click

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

🗂️

Setup Explorer

247 fields · 18 workflows · 6 users · synced just now

ContactsModule84 fieldsActive

Lead Auto-AssignWorkflowActiveRunning

Legacy Region CodeContacts0 usesOrphaned

Gavin SmithUserAdminActive

Health ScoreAI Report9 dims74 / 100

Manage your configuration in plain English

Tell ConfigPilot what you need and it translates your instruction into a Zoho API call — confirming every change before anything executes.

Create custom fields across any module with a simple text command
Field Designer — build and configure fields directly from ConfigPilot
Bulk Field Editor — import your field structure from CSV and apply new fields in one click
Picklist Manager — add, reorder or remove options without navigating Zoho's buried settings
Every change goes through a queue — preview exactly what will change before committing

⚠️

Change Preview — "Lead Source"

This change will affect 6 downstream objects

🔴

Workflow: Lead Auto-Assign

Field is used as a trigger condition — removing it will deactivate the workflow silently.

🟡

Custom Function: Score Calculator

Field referenced in 2 places — script will error on execution.

🟢

Page Layout: Enterprise View

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

Catch drift before it causes damage

ConfigPilot monitors your CRM backend on a schedule — running structured checks across users, workflows, access, fields and automations. When something unexpected shifts, you'll know about it.

Critical, Key and Advisory checks — prioritised by structural risk, not just data entry
Detects: new users added, workflow failures, access changes, webhook errors, field deletions and more
Automated email alerts the moment an unexpected change is detected
Scheduled daily, weekly or monthly runs — or trigger a full audit on demand
Full run history with detailed findings and a printable report for every check

🔍

Monitor — Latest Run

Critical · Key · Advisory · run 2 hours ago

🔴

Critical — Access & Users

2 new admin users added since last run. No matching provisioning record found.

🟡

Key — Workflow Health

1 webhook returning 4xx errors. Lead assignment workflow has not executed in 6 days.

🟢

Advisory — Field Quality

All checks clear. No orphaned fields or duplicate picklist values detected.

Keep a full audit trail

Every configuration change is logged, timestamped and searchable. Compare snapshots to see exactly what shifted — and export change reports for client sign-off or compliance records.

Full change log across all configuration dimensions — fields, workflows, layouts, users and more
Point-in-time snapshots — capture your CRM state before and after any change
Compare any two snapshots, or snapshot to live, to surface exactly what shifted
Export change reports to CSV for client sign-off or internal audit records
Security and access controls — track who has access to what across your org

📋

Change Log — Last 7 days

12 changes detected · 3 require review

Closing DateDealsModifiedReview

New User AddedUsersAddedChange

Welcome EmailTemplatesUpdatedLogged

SMB PipelineLayoutModifiedLogged

Old Campaign IDLeadsDeletedReview

Simple, honest pricing.

Start with a one-off audit, or explore the full platform free for 30 days.

Snap

A complete configuration snapshot you keep forever

One-off

£49one-off

or £29 with a testimonial

Start Audit — £49

Connect 1 Zoho CRM or Bigin org
Full setup explorer — modules, fields, layouts, users, profiles & email templates
Export everything to CSV
AI Health Report with 9-dimension scoring
AI-written recommendations
Single configuration snapshot
14 days full access

Explore

Download, audit and baseline your CRM configuration

£14/ mo · months 2–6

✓ Free 30-day trial included

Month 7+ £29 / mo

£276/ year

Equivalent £23 / mo

Annual billing from month 7 — start with a 30-day free trial

Start Free Trial

Connect your Zoho CRM or Bigin org
Full setup explorer — modules, fields, layouts, users, profiles & email templates
Export everything to CSV
AI Health Report with 9-dimension scoring
AI-written recommendations
Configuration snapshots
14 days full access

Configure

Explore, audit and actively manage your CRM setup

£39/ mo · months 2–6

✓ Free 30-day trial included

Month 7+ £79 / mo

£756/ year

Equivalent £63 / mo

Annual billing from month 7 — start with a 30-day free trial

Start Free Trial

Everything in Explore
Natural Language Field Management
Field Designer — create fields directly from ConfigPilot
Bulk Field Editor — import fields via CSV
Picklist Manager
Change queue for all configuration changes
Audit history, change tracking, security and access controls

Monitor

Complete configuration intelligence — the full platform

Flagship

£64/ mo · months 2–6

✓ Free 30-day trial included

Month 7+ £129 / mo

£1,236/ year

Equivalent £103 / mo

Annual billing from month 7 — start with a 30-day free trial

Start Free Trial

Everything in Configure
Continuous backend CRM monitoring
Configuration drift detection
Automated alerts on unexpected changes
Full audit trail across all configuration dimensions

Monitor Standalone

Backend monitoring only — for orgs already well configured

Standalone

£19/ mo · months 2–6

✓ Free 30-day trial included

Month 7+ £39 / mo

£372/ year

Equivalent £31 / mo

Annual billing from month 7 — start with a 30-day free trial

Start Free Trial

Continuous backend CRM monitoring
Configuration drift detection
Automated alerts on unexpected changes
No configuration or audit features included

Subscription plans: 30 days free · 50% off months 2–6 · full rate from month 7 · cancel any time.

Privacy & Data Safety

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