Organization Chart Extension for Zoho CRM

Identify the key decision makers to close deals faster by quickly viewing the hierarchy of your accounts and their associated contacts.

Org Chart for Zoho CRM

Organization Chart Extension for Zoho CRM

Identify the key decision makers to close deals faster by quickly viewing the hierarchy of your accounts and their associated contacts.

Org Chart for Zoho CRM

Organization Hierarchy Chart for Zoho CRM

Automatically build organizational charts within Zoho CRM in record time.

Sales teams still manually create organizational charts using Google Docs, Word, Excel, PowerPoint and Org Chart Software. Hereafter, you don't have to waste your time on creating an Org Chart for a company.

It is super easy to create an organizational chart in Zoho CRM with our Organization Hierarchy Chart Extension, which automatically creates Org Chart in your Zoho CRM's Accounts and Contacts Modules by leveraging your Zoho CRM Contacts records.

It has never been easier and more beautiful to view the company hierarchies in Zoho CRM. By using our extension, you can visually see the reporting relationships of the account’s contacts and identify the decision-makers easily in the form of a Tree Chart view (Org Chart).

What's the Purpose of an Organization Chart in Zoho CRM?

The key to any sales process is to ensure that you're talking to the right person in an organization when dealing with an opportunity/deal.

However, if you are a fast-growing business you would have multiple contacts for each account, keeping track and reaching out to them turns out to be an arduous and time intensive task -- For which account should I contact whom to seal the deal? Who manages each department? And who reports to them?

Identifying the true authority or decision-maker is essential to closing the deal and shortening the sales cycle. This is where our Organization Hierarchy Chart extension comes handy. Your sales teams can view the hierarchy of your Accounts and their associated Contacts visually in the form of a Hierarchical Chart within the contacts or accounts module, which helps your sales persons to quickly view the information about who is the influencer (influences sales decision) or the decision maker (makes sales decision) in a company.

Wanna check out how our Org Chart extension works in real time within your Zoho CRM account?

Benefits you get by using our Organization Hierarchy Chart extension in Zoho CRM


  • Creating organizational charts manually can be eliminated, saving time.
  • Visually structured org charts make it easier for employees to quickly understand the organization hierarchy of the client and collaborate better.
  • Viewing the reporting relationships of the account's contacts at a glance will help you close deals faster.
  • Complex hierarchies are handled effortlessly.
  • Increase the win rate of big deals by quickly identifying the decision makers and influencers in the organization.

Benefits you get by using our Organization Hierarchy Chart extension in Zoho CRM


  • Creating organizational charts manually can be eliminated, saving time.
  • Visually structured org charts make it easier for employees to quickly understand the organization hierarchy of the client and collaborate better.
  • Viewing the reporting relationships of the account's contacts at a glance will help you close deals faster.
  • Complex hierarchies are handled effortlessly.
  • Increase the win rate of big deals by quickly identifying the decision makers and influencers in the organization.

See how our Organization Hierarchy Chart extension works in Zoho CRM

See how our Organization Hierarchy Chart extension works in Zoho CRM

The organizational chart saves time for sales personnel, especially when working with customers having a multi-level hierarchy of contacts, helps them to view the hierarchy of contacts of an account and facilitates them to make better business decisions and close deals faster.

Create Org Chart in Zoho CRM

View your Org Chart in Zoho CRM Accounts Module

You can view the Org Chart for the account by clicking the Organizational Hierarchy from the Related list in Zoho CRM's Accounts Record.When you click over a contact's name from the Organizational Chart, you can navigate directly to the specific Contact record from the Hierarchy View itself.

Displaying Organizational Hierarchy in Zoho CRM Contacts Module

You can view the Org Chart for the company by clicking the Organizational Hierarchy from the Related list in Zoho CRM's Contacts Record.

View Org Chart in Zoho CRM
Reporting to field in Org Chart

The Org Chart is automatically created based on the "Reporting to" and "Account Name" fields in Zoho CRM Contacts and the charts are dynamic entities that change as the organization hierarchy changes.

If the 'Reporting to' field is left empty for the Contacts, an alert message will be displayed as shown below.

Org chart not showing if reporting to field is empty

Get in touch today to arrange a free personalized demo or to discuss your requirements further.

Get in touch today to arrange a free personalized demo or to discuss your requirements further.

Would you like us to customize this Extension according to your business needs?


Our Zoho developer utilizes Zoho Sigma (Extension Development Platform) to customize this extension based on your business requirements.

Would you like us to customize this Extension according to your business needs?


Our Zoho developer utilizes Zoho Sigma (Extension Development Platform) to customize this extension based on your business requirements.

Org chart icon+ circle icon Install
Org chart icon+ circle icon Install