SETKI Grid for Zoho CRM

Your Zoho CRM list —
now fully editable

Edit any record inline. Bulk-update dozens of rows at once. See trends right in the list — no extra pages, no exports, no switching tools.

Install free on Zoho Marketplace See it in action ↓

Free for teams up to 3 users. No time limit.

SETKI Grid in Zoho CRM

Zoho CRM is powerful.
Updating it shouldn't take hours.

Every field update means opening a record, making the change, saving, closing, and moving on to the next one. For a team that processes 50+ records a day, that's an hour of repetitive work — per person.

SETKI lets your team edit directly in the list view.
What used to take an hour now takes minutes.

For Sales Teams

Update 50 records
in 5 minutes

Double-click any cell to edit it inline — no record card, no page reload. Picklists, lookup fields, dates, checkboxes, multi-select — all editable directly in the list.

Need to update the same field across multiple rows? Select them, change the value once, and it applies to all.

  • ✓ Inline edit for all field types — including picklists, lookups, and multi-select
  • ✓ Bulk edit: select rows → change one field for all at once
  • ✓ Instant save with rollback on error
  • ✓ Sort by any column. Filter by any field.
  • ✓ Admin can preset default filters and sort order for the whole team

✏️

[ Screenshot: inline edit picklist ]

⚙️

[ Screenshot: admin settings panel ]

For CRM Admins

Configure once.
Everyone sees exactly what they need.

Your sales reps, managers, and team leads work differently — but they all see the same default CRM list.

With SETKI, you set up role-based views once. Each Zoho profile gets its own column set, filters, and permissions. No one touches configuration they shouldn't.

  • ✓ Role-based presets — different views for Admins, Managers, Reps, Viewers
  • ✓ Preset columns, filters, and sort order for each role
  • ✓ Read-only mode — prevent edits for view-only users
  • ✓ Live settings preview — see changes before saving
  • ✓ Settings stored in Zoho CRM — nothing leaves your org

For Sales Leaders

Spot trends without
leaving CRM

Seeing what's happening across your pipeline usually means exporting to Excel or opening a separate analytics tool. With SETKI, the data tells its story right in the list.

  • ✓ Sparklines — mini line charts built from related module data, right in the cell
  • ✓ Color thresholds — cells change color when values cross your limits
  • ✓ Deadline highlighting — today = yellow, overdue = red (colors configurable)
  • ✓ Stock mode — ▲/▼ trend arrows for numeric fields
  • ✓ Progress bars for percent fields
  • ✓ Column totals — Sum or Average at the bottom of any numeric column

📈

[ Screenshot: sparklines + color thresholds ]

SETKI pays for itself in the first week

Without SETKI

2 min

per record update

With SETKI

10 sec

per record update

Savings

50 min

per person per day

Team size Annual savings SETKI Pro cost ROI
5 people $22,875 $540 42×
10 people $45,750 $1,080 42×
20 people $91,500 $2,160 42×

$108/year per person against $4,575 in recovered time.

* Based on 50 record updates/day × 1 min saved × 220 working days × $25/hr. Industry data: sales reps spend 41–66 min/day on CRM data entry (DevRev 2026, HubSpot / Nuclear Research).

Configure with AI —
describe what you need, get the config

SETKI is configured through a JSON schema that's fully documented and publicly available. This means any AI assistant — Claude, ChatGPT, or others — can generate a complete configuration for you.

Just describe what you need in plain language:

"Set up SETKI for our Deals module: pin the Amount column, add sparklines from related Invoices, highlight red if Amount is under $1,000."

Paste the output into SETKI's config editor — done in seconds.
No technical knowledge required.

Read the documentation →

Simple pricing. Full functionality from day one.

Both plans include everything. The only difference is team size.

Free

$0

forever

For teams up to 3 users

Install free →

Pro · Monthly

$15

/ user / month

For teams of 4 or more

Get seats →
Save 20%

Pro · Annual

$12

/ user / month

For teams of 4 or more

Get seats →

Questions? dev@setki.dev

Your data stays in Zoho

✓

No external storage

SETKI reads your CRM data through the official Zoho API and stores nothing outside your Zoho organization.

✓

Reviewed by Zoho

Every extension on Zoho Marketplace passes a security and quality review before it's listed publicly.

✓

Open about what we do

What SETKI accesses, why, and what it doesn't touch — documented in our Privacy Policy.

Ready to get your time back?

Install SETKI free for your team of up to 3.
No credit card. No setup calls. Just install and start editing.

Install free on Zoho Marketplace

Questions about Pro? dev@setki.dev