Multi-page Layout

Show Every Team Exactly the Fields They Need

Build multiple layouts for the same record so different teams, processes and stages see only the relevant fields — reducing clutter, errors and data-entry time.


The Right View for Every Context

Per-team Layouts

Sales, support and finance each get their own view.

Stage-based Views

Surface the fields that matter at each stage.

Cleaner Screens

Hide noise so reps move faster.

Role Permissions

Control who sees and edits which fields.
GetBiz CRM multi-page layouts

More Process Management Tools

Multi-page Layout works with the rest of GetBiz CRM process management.

Sales Blueprint

Pair layouts with a guided, staged process.
CRM sales blueprint

Validation Rule

Enforce valid data on every layout.
CRM validation rule

Review Process

Show reviewers a focused, relevant layout.
CRM review process

Assignment Rule

Route records to the team whose layout fits.
CRM assignment rule

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Pricing

Simple CRM Pricing, All the Features You Need

Standard

₹499 /user / month

For small teams getting started with CRM.

  • Lead & contact management
  • Deal pipelines
  • Email integration
  • Basic reports & dashboards
  • Web forms
Start 15 Days Trial
MOST POPULAR

Professional

₹999 /user / month

For growing sales teams that need automation.

  • Everything in Standard
  • Workflow automation
  • Sales cadences
  • Revenue forecasting
  • Advanced analytics
  • Multi-channel (SMS, WhatsApp, chat)
Start 15 Days Trial

Enterprise

Custom

For large teams with advanced needs.

  • Everything in Professional
  • Advanced process management
  • Multiple currencies
  • Custom roles & permissions
  • Dedicated success manager
  • Priority support
Book A Demo

Prices are billed annually. Need something custom? Talk to sales.


Less clutter, faster work

See why teams tailor layouts in GetBiz CRM.


Tailor your CRM to every team.

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CRM Customization Guide: Fit the CRM to Your Process, Not the Reverse

A practical guide to customizing your CRM — fields, layouts, pipelines, and automation — so it matches how your team actually sells, and adoption follows.
GetBiz Solutions
August 24, 2026
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CRM Page Layout Customization: Tailor Records to Every Team

Learn how customizing CRM page layouts per team and process removes clutter, speeds data entry, and boosts adoption — without separate systems.
GetBiz Solutions
August 24, 2026

Frequently Asked Questions

What is a multi-page layout?

Multiple layouts for the same record so different teams, processes or stages see only the fields relevant to them.

Can layouts differ by team?

Yes. Sales, support and finance can each have their own view of a record.

Does it support permissions?

Yes. You can control who sees and edits which fields per layout.