CRM Modules

CRM Modules let you view and browse your Zoho CRM data directly from the Zepiq dashboard.

Available Modules

Module	Description
Contacts	Individual people in your CRM
Leads	Unqualified prospects
Deals	Ongoing sales opportunities
Accounts	Client companies or organizations

Common Features

Each module offers:

• Paginated table with column sorting
• Filters by owner, status, and other fields
• CSV, Excel, and PDF export
• Keyword search

Real-Time Data

Data comes from the dashboard's local IndexedDB cache, synced at each login. To force a refresh, reload the page.