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Thank you for participating in the 2021 Early Access Program

Presenting Canvas for Zoho CRM

Where data meets design

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Previously, Canvas enabled users to customize only the list views of various modules in Zoho CRM. Organizing data based on vertical needs and preferences was difficult.In the new update, we're introducing Canvas customization for the detail view of records. It comes with a powerful editor that allows you to design your CRM just the way you like it.New UIOld UI

Canvas is a design studio built into Zoho CRM where you can redesign the user interface of your CRM to ensure that your needs and preferences are met. Canvas has a wide range of formatting options to empower you to create a masterpiece down to the last detail.

What's New in Canvas

Previously, Canvas enabled users to customize only the list views of various modules in Zoho CRM. Canvas for list view was the starting point in our quest to create a highly customizable CRM.

In the new update, we're introducing

  • Canvas customization for the detail view of records as well.
  • Canvas comes with a powerful editor, where everything is possible.
Note: Canvas is available for the Enterprise and Ultimate edition of Zoho CRM, CRM Plus, and Zoho One

Get Creative with Canvas

Canvas helps you experiment with multiple designs, and experimentation is best with input from your sales team and other end users. Admins can remodel the list and detail pages in Zoho CRM to suit everyone on your team.

For your industry, and you

Design a version of CRM that fits your industry and work culture. Administrators can design views with components, terminology, and integrations that are relevant to their business, so that their end users can make the most out of Zoho CRM.

Canvas helps you design a version of Zoho CRM that represents your industry and work culture, and meets your requirements.

For a cleaner, more usable CRM interface

Build a CRM that’s pleasant to work with. You can create views that have minimal design, nice colors, and are easy on the eye and the mind. When the screen is not cluttered with too many items, users will feel more comfortable working with it.

Build your CRM in a way that works best for you. Create views with minimal designs and beautiful colors.

For organized data and maximum productivity

Reorder and hide fields, related lists, and buttons to help salespeople work faster. When the right components are easier to find, it’ll be easier for your team to use and they'll spend less time navigating and searching.

Help salespeople work faster with just the information they need. Best time to contact, activities, open tasks, conversation history, related documents, and more.

Canvas,
for better design
experiences

Canvas comes with four design templates created by our in-house designers to help you get started. If you're not feeling inspired, you can pick one of our templates and dive right in. You can edit these templates to suit your needs, instead of having to build from scratch.

We're also working on additional design templates based on industry preferences and features to improve the overall Canvas experience such as conditional styling, where views can be loaded dynamically based on a set criteria.

Here's what
our customers
have to say!

1/2

We have been using it live in our agency. It has allowed us to have our Clients' and Prospects' pertinent information easily accessible without having to scroll the entire CRM looking for it. And the ease to update and change is a great addition.

Bradley K. Sandvik
Agency Owner,
Sandvik Insurance Agency

What I personally like about the new Canvas Builder is that it allows me to be a minimalist as I would like to be. I have a custom module in my CRM where I only need to view the data & related list. There's not much manual editing or updating of the records in this module.

Chris Kiadii
Founder - co - owner,
Atlanta Fresh Start
1/2

More info

How-to video
Webinar

If you have any questions or need help

designing and implementing Canvas
for your business

Contact us
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Thank you for your interest in Canvas. To request implementation support please fill this form.

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