How to Customize Sangam CRM with the Low-code Admin Panel

 Welcome to Day 20 of our 30-day journey exploring Sangam CRM! Yesterday, we explored the OPR Dashboard and Activity Management. Today, we dive into one of the most powerful features that sets Sangam CRM apart—the Low-code Admin Panel (Studio) . This is where Sangam CRM transforms from a standard CRM into a solution tailored precisely to your business needs.

At JMD eSolutions (www.jmdes.in) , we help businesses unlock the full potential of Sangam CRM through expert customization. As the Sangam Gurukul explains, the Studio module "provides flexibility and control over CRM modules and fields" , and this flexibility is what makes the platform truly powerful.

What is the Low-code Admin Panel (Studio)?

Sangam CRM is built on a low-code, no-code platform , meaning it can be customized without extensive coding, making it adaptable to diverse industries and specific business needs . As one expert noted, this low-code nature allowed them to "design additional reports to ease payment collection" and quickly adapt the CRM to client requirements .

Key Benefits:

• No Technical Expertise Required: Configure the CRM through an intuitive interface

• Adaptable and Scalable: Scale your cloud platform to meet changing business requirements

• Custom Modules: Create your own modules as per your specific requirements

• Quick Implementation: Businesses like Acumen Business Catalyst adopted Sangam CRM "within a mere 2 weeks" due to its flexibility 

Key Customization Capabilities

1. Module Management

The Studio module provides complete control over your CRM modules .

Key Capabilities:

• Enable/Disable Modules: Activate or deactivate modules for web and mobile platforms

• Rename Modules: Change module names to fit your business terminology

• View All Modules: See a complete list of available modules in one place

2. Field Management

Field customization is where the real power of Studio shines. You can add, remove, and modify fields to capture exactly the information your business needs .

Key Capabilities:

• Add New Fields: Create custom fields with various field types

• Remove Existing Fields: Remove fields that aren't relevant to your business

• Edit Field Properties: Modify labels, make fields required, and change other properties 

Field Types Available:

• Text fields

• Dropdown/Select fields

• Number fields

• Date fields

• Calculated fields

• And more

3. Calculated Fields (Formula Builder)

Sangam CRM supports Calculated Fields through the Formula Builder, enabling automatic calculations within your CRM .

How It Works:

1. Navigate to Admin > Studio

2. Click the options icon next to your module

3. Select Formula Builder

4. Choose the field where the calculation result should appear

5. Select a formula type:

   • Simple Formula: Single operation (e.g., Expected Payment - Received Payment = Balance Payment)

   • Advanced Formula: Multiple operations within a single formula 

6. Select functions like Subtract, Add, or Multiply

7. Build your formula and save

Example Use Cases:

• Calculate commission based on deal value

• Calculate remaining contract value

• Calculate discount totals

• Calculate age of leads

4. Layout Customization

You can change and configure the layout of your modules to suit your needs .

Key Capabilities:

• Field Order: Rearrange fields in the order that makes sense for your workflow

• Field Grouping: Group related fields together

• Layout Configuration: Design forms that match your business processes

5. Custom Modules

Beyond modifying existing modules, Sangam CRM allows you to create Custom Modules as per your requirement .

What You Can Create:

• Industry-specific modules (e.g., "Attendance," "Payment Collections," "Assets")

• Business process modules (e.g., "Project Approvals," "Quality Checks")

• Any module that fits your unique business needs

Real-World Example:
Nature Care Fertilizer used custom modules for attendance, activity tracking, and payment collections to track field employee performance and manage payment recovery efficiently .

Real-World Customization Success Stories

Acumen Business Catalyst: Customization in 2 Weeks

Acumen Business Catalyst, a business consulting and training firm, adopted Sangam CRM "within a mere 2 weeks" due to its low-code flexibility .

Customizations Implemented:

• Grouping companies and assigning them to salespersons

• Designing additional reports to ease payment collection

• Creating charts for better cash flow understanding

• Tailoring the CRM to match their specific business processes

Results:

• Visible improvement in customer communications

• Shorter sales cycle, particularly in proposal preparation

• Significantly improved understanding of cash flow dynamics

• Monday review meetings became effective and productive

Shatakshi Automation: Expert Customization Support

Shatakshi Automation, a distributor of NAS, Network Switches, and Routers, faced challenges configuring CRM modules to suit their unique workflow .

Challenges Before:

• Complexity of configuring CRM modules for their business model

• Need for customization to fit their workflow

• Staff hesitation to fully engage with CRM tools

Solution with JMD eSolutions:

• Expert guidance in setting up configurations that optimized processes

• Quick resolution of data issues

• Hands-on training for team members

Results:

• Sangam CRM became a central part of operations

• Staff gained "newfound enthusiasm for the CRM"

• Improved productivity and a stronger, more united approach to customer engagement

How to Get Started with Studio

Step-by-Step Access

1. Navigate to Admin: Go to the Admin menu in Sangam CRM

2. Search for Studio: Type 'Studio' in the search bar

3. View Your Modules: See a list of all available modules 

Common Customization Tasks

Adding a New Field:

1. In Studio, click the '+' icon to create a new field 

2. Select the field type from the dropdown

3. Change properties according to your need (label, required, etc.)

4. Click Save

Managing Dropdown Values:

1. Access the field properties

2. Update dropdown options as needed

3. Save the changes

Changing Layout:

1. Select the module you want to customize

2. Drag and drop fields to reorder

3. Configure the layout to suit your needs

Best Practices for Customization

1. Plan Before Customizing: Map your business processes before making changes

2. Start with Core Modules: Customize the modules you use most frequently first

3. Use Calculated Fields: Automate repetitive calculations with Formula Builder

4. Create Custom Modules: Build modules for unique business requirements

5. Test Changes: Test customizations in a test environment before deploying

6. Train Your Team: Ensure users understand new fields and workflows

7. Leverage Expert Support: Work with partners like JMD eSolutions for complex customizations

The No-Code Advantage

Sangam CRM's low-code nature provides several advantages over traditional CRM systems:

Aspect	Traditional CRM	Sangam CRM (Low-Code)
Customization	Requires coding	Point-and-click interface
Implementation Time	Weeks to months	Days to weeks
Cost	High development costs	Lower cost
Flexibility	Rigid	Highly adaptable
User Control	Limited to IT team	Business users can customize

Why Choose JMD eSolutions for Your CRM Customization?

At JMD eSolutions (www.jmdes.in) , we specialize in helping businesses customize Sangam CRM to fit their unique needs. As our partnership with Shatakshi Automation demonstrates , we provide:

• Expert Configuration: We help you set up configurations that optimize your processes

• Custom Module Creation: We design custom modules for your unique requirements

• Field and Layout Optimization: We tailor the CRM to match your workflow

• Team Training: We ensure your staff confidently uses the CRM

• Ongoing Support: We provide continued support as your business grows

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