See, change, and protect every client org you manage.
Everything on the ConfigPilot platform — CRM structure explorer, safe change management, and health monitoring — scaled across your entire client portfolio. One partner dashboard, one login.
30-day free trial · no credit card required · annual billing saves 2 months
Same three things. Across your whole portfolio.
The same See / Change / Protect intelligence your clients get — with a partner layer built for multi-org delivery at scale.
See — full visibility into every client org
Connect every client Zoho org under your partner account. Switch between client accounts instantly — no logging in and out.
Change — safe config management at scale
Use the NLP builder, field designer, bulk editor, and change queue on any client org. Every change is tracked, queued, and approved — no accidental breaks.
Protect — catch issues before clients do
Schedule automated Monitor checks across your entire portfolio. Configuration drift detection and instant alerts mean you're never surprised by a silent break.
Branded reports, client-ready
Run structured health reports that impress clients from the first engagement.
Earn recurring commission
Share your referral link. Every client you refer earns you recurring commission — automatically tracked through your partner account.
Why 
for Zoho Partners?
It adds a control layer across every client CRM, helping you manage complexity, reduce risk, and maintain quality as your portfolio grows.
Choose the plan that fits your practice.
From single-client assessments to fully managed, monitored multi-org portfolios. Each plan builds on the last — upgrade as your client base grows.
Assess and audit client CRM configurations. Up to 5 active client orgs — remove one to add another.
- Up to 5 active client orgs
- Full Explore suite per client
- MetaData Centre
- System Health Report
- Automation Explorer
- Configuration Snapshots
- Zia Agent Readiness
- Extract All
Build and configure client CRM setups at scale. Unlimited clients.
- Unlimited client orgs
- Everything in Assess
- NLP Configuration Builder
- Field Designer
- Bulk Field Editor (CSV import)
- Picklist Manager
- Automation Manager
- My Tasks & Change Queue
- Audit Trail & Change History
Full platform — includes continuous health monitoring across all client orgs.
- Unlimited client orgs
- Everything in Build
- Continuous Monitor (per client)
- Configuration drift detection
- Scheduled health checks
- Automated alerts
- Security & Access analysis
Everything in Manage plus dedicated support, custom SLA, and volume pricing for large practices.
- Unlimited client orgs
- Everything in Manage
- Dedicated account manager
- Custom SLA
- Volume commercial terms
- Priority onboarding
- Direct support channel