Effortlessly Link Records with Zoho CRM: Streamline Your Data Management

Enhanced Record Linking with Lookup Fields in Zoho CRM

Zoho CRM’s lookup fields enable seamless linking of records across modules, allowing users to connect related data like students and courses. This feature simplifies data management, improves efficiency, and provides instant access to important details across connected modules, streamlining workflows and decision-making.

Powerful Lookup Fields for Enhanced Data Management

Seamless linking between modules

Effortlessly connect records across various

CRM modules for smooth data flow.

Real-time cross-module view

Instantly access linked information from

any module without switching screens.

Efficient record management

Quickly locate, update, and manage related

records, improving overall productivity.

Automate record associations

Reduce manual data entry by automating connections between related records for more accurate data handling

Enhanced data visibility

Comprehensive view of related data within

a single module, reducing the need for searches

Customization flexibility

Tailor lookup fields and associations to match your

specific workflow and business needs for greater efficiency.

Schedule a Free Demo

Steps to Add a Field of Lookup in Zoho CRM

Why Choose Enhanced Record Linking with Zoho CRM?

Improved Efficiency

Reduce manual data entry and

management across different modules

Better Data Insights

Gain a full view of related records without

switching modules

Customization Flexibility

Tailor fields and relationships to meet your

specific business needs and workflow

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Ajid B.

We have been working with Bickert Management to convert our operating systems to Zoho. They took time to understand our requirements so the setup would be done correctly to improve our operations and increase efficiency. Their approach is phenomenal as we enjoyed working with the team.

Sham

I posted a job on upwork, looking for a developer that could send data from Zoho CRM to an online training platform using their API. From the beginning I felt that Bickert Management had a good understanding of my request. Their developers are very nice, helpful and patient. I'm glad I went with Bickert and would absolutely use them again in the future.

Laura T.

Upwork connected me with Bickert Management to solve my CRM needs. Bickert's staff was so great to work with and so affordable. 5-Stars all the way, we are so much more productive in our CRM because of their training and custom reports. Thanks Michael and Kevin. Great Job!

Diana N.

After weeks of searching for the right person/business to help us with our project, we eventually found Bickert Management. We had an initial meeting to lay down the plan and timeline; and from beginning to end we had constant collaboration and communication on the project. We have worked with other businesses, but nobody as responsive and timely as Bickert Management. They met our timeline even after we requested last minute changes and we are already making plans for more projects to come.

Left Brain Pro

The Bickert team quickly understood our company's needs and created professional, customized templates for our emails, newsletters, and webinar auto-responder sequences. Their expertise with Zoho One and email marketing best practices was evident throughout the process.

Within a short timeframe, they delivered excellent templates that have streamlined our communications and automated our webinar responses. I highly recommend Bickert Management Inc. for any small business looking to leverage Zoho One and improve their email marketing and automation.

Angela M.

I was so glad to find Michael and his team to help me set up my business email, cloud storage and work drive. From the initial interaction to the final completion of the project they were a delight to work with. They got on an initial call with me to understand my needs and make a plan with me, then one of their experts worked with me to execute. I had some questions along the way and they were happy to answer them even after they had me set up. I never felt rushed or like I was just a number. Their team is very responsive and professional and they know their stuff! It was so nice to have their expertise to help me with what was going to be a difficult task if I had to do it on my own.

Stuart W.

The Bickert team have been amazing to work with! They're very detailed orientated, communicative and are very knowledgeable. Specific shoutout to Kevin and Eric both of whom I've enjoyed working with immensely. We'll be using their services well into the future, I'd recommend anyone looking for high quality to work with them.

Tim E.

We hired the Bickert team to assist us with implementing the Zoho Recruit module (HR software). The team did an excellent job of listening to our requirements and refining the configuration based on our testing. Communications were excellent and the team was very quick to respond to our feedback. An excellent experience and a group I definitely recommend.

Denise R.

We worked with the Bickert Management team on a relatively small but unusual and super important project. They were flexible in service of our needs, and incredibly responsive unlike other tech support consultants we've used in the past; very prompt to respond and address our questions. We're already working with and reaping the benefits of what they created for us. When I say it was a real pleasure working with Jason and Michael, I mean it!

AED Advantage Sales Ltd.

We have very much enjoyed working with the Bickert team. They listen to our concerns and do everything they can to make our goals a reality. I would recommend Bickert to other businesses looking to streamline operations and increase efficiencies. Thank you Bickert team!

D P

BMI has been essential in the progress of setting up the internal structure of our computer systems within Zoho. This is and has been an evolving situation, and they have been able to adapt and get the results that we desire. They have exceeded my expectations. They have always been courteous, quick and responsive. We could not ask for a better partnership.

Kari M.

Having Bickert available in 2021 and 2022 to provide us with Zoho Support has been invaluable! Any time we have technical questions our dedicated contact person there can help us figure things out quickly. This saves me a lot of time and headaches to know I have an expert available. He's also able to explain things in a way that I can understand and learn from. Thank you to Bickert for providing a great service!

Mike M.

BMI has been great to work with. Their team is prompt and always follows up to ensure expectations are met. They helped me to integrate Zoho with my SAAS. I'll definitely use them in the future.

Nitzan H.

Everyone we've been in contact with at BMI has been extremely forthcoming and open to our questions and wishes. Clear communication and thinking actively with us to to find a way (both financially and expectation wise) to start a healthy collaboration. The team clearly understand the in's & out's of the products they are working with and we are looking forward to a long lasting working relationship.

Preston H.

I found BMI on Upwork and the experience has been amazing! They've been able to save me so much time & money with their extensive knowledge of the ZOHO platform and automations. Thank you!!

Mike S.

Great communication and great results on the Zoho forms/desk project they worked on for us. Will be doing more work with BMI!!

Fred L.

Extremely professional organization consumed with pleasing its clients.

Ashley L.

Great team, rapid response, fantastic experience!