Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio.
Canvas is LIVE!Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all.
Canvas is available by default in all paid editions of Zoho CRM, from Standard to Ultimate, at no extra cost. Canvas is also available for Zoho CRM in Zoho CRM Plus and Zoho One. For more information on availability and limits, check out the pricing page.
So, pause reading this, open your Zoho CRM account, and check out the surprise.
Website: https://www.zoho.com/canvas/
What's Canvas?
Canvas is a no-code, drag-and-drop design studio built into Zoho CRM where customers can create contextual, immersive experiences for the entire team.
Every industry is different, and every business is unique. For context, Zoho CRM is used by several teams within an organization, and each team has different goals, different methods, and different requirements. How can one CRM experience do justice for them all?
So, we sat down to think of ways to offer a highly personalized user experience for all, and we came to the obvious conclusion: "to each their own".
Every team prefers to have fields, buttons, widgets, and more displayed in a certain way, which can be radically different from something another team wants. This intrinsic difference becomes much larger when we compare different companies and industries. Trying to create a user interface that has a universal appeal isn't the best idea. So, why not try giving customers the power to change how their software looks?
Here's an overview...
How does Canvas for Zoho CRM work?
Drag-and-drop editor: You can redesign Zoho CRM without writing a single line of code. Canvas is a no-code editor where anyone with no developer skills can create Canvas views with the intuitive drag-and-drop creation process. You can also choose to start from scratch or pick a template and dive right in.
Draw ideas from templates!Fine tune every detail: Canvas comes with a wide range of formatting options to help craft something truly personal. Edit font colors, adjust padding, switch to tabs, merge fields, refine spacing, and more with the Canvas editor.
Create views that increase adoption.Keep it efficient: Choose what to show and what to hide, reducing clutter and helping users find key information quickly. You can also decide where each field goes and how they look, like color coding for better visibility.
Share your views over Portals!Assign views based on roles | Create Canvas rules | Edit fields in-line | Utilize widgets
For every industry, for every process, and for you.If you need help getting started with Canvas, check out our curated list of resources as well, for FAQs, tutorials, and documentations.
We'd like to thank the members of the Early Access Program for the feedback, suggestions, and queries, which helped make Canvas so much better than what it was at the start of the program. We're thrilled to open Canvas to all our customers, and we'd love to hear your feedback.
Check out our announcement on Twitter. Do spread the word!
Happy designing!
If you have any queries or if you're in need of help, do write to us at support@zohocrm.com, and we'll get back to you as soon as we can.
Also, Canvas for Zoho CRM is on ProductHunt now. Do head over there and tell us about your experience.
Link: https://www.producthunt.com/posts/canvas-for-zoho-crm
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