[Early Access - Updated to LIVE] Introducing the Canvas Design Studio.
Greetings Customers!
Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's coming.
Are you ready to transform the way Zoho CRM looks? Do you want to breathe new life into your CRM user interface?
Presenting Canvas for Zoho CRM, where data meets design.
Here's an overview video:
What is Canvas?
Canvas is a design garage built into Zoho CRM, where customers can reimagine the user interface of their Zoho CRM on a blank canvas.
Previously, Canvas enabled users to customise only the list view of various modules in Zoho CRM, which is already available in your CRM right now. Canvas for list view was the starting point for our quest to create a highly customisable CRM, and with the upcoming update, we'll be reaching new feat.
And with the next update, we're bringing Canvas customisation for the detail view of records as well. Using the new Canvas builder, you can give your Zoho CRM a complete redesign, to ensure that your needs and preferences are met.
Design is subjective and therefore, Canvas will empower you with a wide range of formatting options, to create a masterpiece that feels like your down to the last detail. There is a powerful editor in here, where so much is possible.
Here's an example of a standard contact page reimagined with the new Canvas builder.
Here are some sample screens!
Impressive, right? Oh, we're just getting started. We'll save the surprises for another day.
How does Canvas help?
Canvas enables customers to build a CRM that they prefer, period. One of the biggest challenges that businesses are tackling right now, is enforcing CRM adoption, and much of it has to do with the complexity of the user interface and the industry verticals. Salespeople have an aversion towards using CRM and tasteless designs are one of the main reasons.
Every CRM software looks the same; rows of data on a white background with one contrasting color at the top and the sides. It's just vanilla. And with Canvas, Zoho CRM is offering all the ingredients to help you find your flavor.
1) For your industry, and you.
Every industry is different, and every business is unique. Every CRM vendors' vertical solutions can never get offer something perfect; it all comes down to individual preferences. Canvas helps you design a version of Zoho CRM that represents your industry and work culture, that meets your standards and requirements.
With Canvas, your CRM will stand out.
2) For a cleaner, usable CRM interface.
Salespeople spend a significant portion of their working hours with Zoho CRM. It only makes sense to give them a CRM that they don't hate to use. With Canvas, you can build a CRM that's pleasant to work with, is easy to navigate, is not overloaded with information, is easy to sort and search, and more. This increases the team's productivity.
Canvas will come pre-loaded with design templates created by our in-house designers to help you work on top of something. If you're not feeling inspired, you can feel free to pick one of our templates and dive right in. You can edit these templates to suit your needs instead of having to build one from scratch.
We're also working on additional features to improve the overall Canvas experience such as conditional styling, where views can be loaded dynamically based on a set criteria. You will also copy customisation settings between accounts but without the data, so that your designs can be used by other organisations.
Register now for early access!
Canvas is unique proposition that Zoho CRM has to offer, which none of the competitors have. With Canvas, Zoho CRM will the best customisable CRM in the market. This is the new benchmark for CRM customisation, and we're excited to bring this to you in soon. While we're working on the launch date and options, we want to open Canvas for early access to customers who are interested in taking it for a test drive.
If you're using the Enterprise or Ultimate edition of Zoho CRM, then register your interest in the form below and we'll get back to you after holidays with the early access program.
Note: Canvas is available for CRM Plus and Zoho One users as well.
This January..
Canvas is all set to break the stereotypes that surrounds business software, particularly CRM in general. This January, we're going to show the world that aesthetics, colors, and more importantly, personalisation matters in software design. And it's all available in Zoho CRM.
So, don't wait up! Beat the queue and join our early access program to try Canvas.
We'd like to take this moment to wish you all a Merry Christmas and a Happy New Year. Take care.
-----
Have any questions or suggestions? Leave a comment below or email pilot@zohocrm.com, and we'll write back to you.
Best regards,
Zoho CRM team.
Update:
Registrations are closed for the Canvas Early Access Program.
Final Update: Canvas for Zoho CRM is LIVE!
Dear customers, we're happy to announce that Canvas for Zoho CRM is now LIVE. Canvas is available in all paid editions, right from the Standard edition to the Ultimate edition. That's right! Canvas is available in your account right now.
You can read all about it and more in our announcement here: https://help.zoho.com/portal/en/community/topic/canvas-for-zoho-crm-is-live-try-the-industrys-first-crm-design-studio
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Akilan S
Kevin Flynn
vibhav VS
Mark
David Haddad
Sticky Posts
Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesTwo new enhancements in Zoho CRM: Introducing new criteria for user fields and displaying group information in users page
Announcement moderated on 14th June, 2023. Dear All, These enhancements are opened for all users in all DCs. ------------------------------------------------------------------------------------- Dear All, Hope you're well! We are here with two usefulNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversConsumers are talking about your business. Are you listening?👂
A loyal customer might be praising your product in a forum. A frustrated user could be posting a harsh review on a public site. An excited partner may have left a comment on your campaign. A domain expert might be deconstructing your product. A prospect
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
New features in Zoho Vault
We’re thrilled to introduce a wave of powerful updates in Zoho Vault, designed to enhance security, streamline workflows, and improve your overall experience. Let’s dive into what’s new! Folder creation restrictions Limit who can create folders in yourJoin our World Password and Passkey Day expert Q&A 2025
Hey everyone! World Password and Passkey Day is almost here, and there's no better time to talk about something we all rely on daily—secure authentication. Did you know that a staggering 60% of hacking-related breaches are tied to weak or stolen passwords?Dashlane discontinued its free plan: Here's why Zoho Vault's free plan is worth the switch
Hey everyone, Dashlane password manager has officially announced that its free plan will be discontinued starting September 16, 2025. This change means that current free users will need to either upgrade to a paid subscription or export their data andIntroducing SecureForms in Zoho Vault
Hey everyone, Let’s face it—asking someone to send over a password or other sensitive data is rarely straightforward. You wait. You nudge. You follow up once, twice—maybe more. And when the information finally arrives, it shows up in the worst possibleClickjacking: Zoho Vault's Response
Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, IndependentFree webinar: Security that works: Building resilience for the AI-powered workforce
Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.Free webinar—Redefining workforce security with Zoho Vault: Passwords, passkeys, and multi-factor authentication
Hi everyone! Did you know that in Q2 alone, 94 million data records were leaked globally? Behind every breach is a combination of poor password habits, phishing attacks, privilege misuse, and simple human error. The fallout—including reputational damage,In arattai received message can't be deleted
The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a receivedFill Colors
Hello, Just curious, is it possible to manage the Used and standard colors in the fill drop down menu ? I would like to change/edit them is possible to colors I frequently use. Thanks for you reply, BruceIs there a way to generate a virtual meeting for a group service in Zoho Bookings?
Are virtual meetings not supported for group services/meetings? I have integrated Zoom with one-on-one services, but I need a way to create an online group meeting. ThanksItems Below Reorder Point Report?
Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something sClient scripts for Zoho Books ?
Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having functionFillable template with dynamic tables?
Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figureInvoicing multiple expense items as a single line item
My client would like me to invoice them for multiple expense items on a single line item on an invoice. Can this be done? I know I can import billable expenses to an invoice, but I don't know how to show them as a single line item or have themZoho Books | Product updates | November 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax DigitalTables improvement ideas / features
Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from oneAnnouncing offline payment modes for event tickets
Hello everyone, Collecting ticket payments from prospective attendees can be a tricky part of event planning. While Zoho Backstage has always allowed you to collect payments online as people buy tickets from your event microsite, we have now enabledGmail is ramping up its email sender policy from November 2025
Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, weDeluge Error Code 1002 - "Resource does not exist."
I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label viaItem images
Can we get an "On hover" expanded image for items please ?Ability to Create and Manage YouTube Video Chapters in Zoho Social
Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that would allow users to create and manage YouTube video chapters directly within the platform. Currently, Zoho Social does not support manually adding chaptersWhat happens to my current site SEO if i opt for zoho creator?
I have an existing website and I need to use Zoho creators for the rapid creation of my webpage creation. Currently, my IT team is creating the web pages, but I am concerned about the SEO of my current website if I shift to zoho will i loose it all?Automatic Portal invite
We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?Preview Emails with Merge Fields before sending
Hello, Are there plans to preview an email with merge fields before sending out? Currently, all you see in the preview are the merge field values, but before I send out the email I want to make sure the merge is working. Also, the saved emails only showUser Filter not selecting All Items
We are encountering 2 issues when using the user filter. When users are trying to search using the filter option, the OK button is grayed out. Users have to unselect or make a change before it filters properly. 2. When filtering and the OK button works,Support Nested JavaScript Variables in PageSense Pop-up Targeting
Hello Zoho PageSense Team, I hope you're doing well. I’d like to request a feature enhancement for the PageSense pop-up targeting functionality. Current Limitation: Currently, PageSense pop-ups can be triggered using simple JavaScript variables. However,Cannot Invert Axis for Rankings
Hi there I want to be able to create a ranking graph in Analytics/BI, with 1 at the top of the Y axis, but I am unable to invert the axis. Super simple example in Excel below. Higher rankings need to be higher up on the graph to give the correct visualHow to copy value from a single line field into a picklist field within a module's subform?
Hello there, I have a single line field in a module's subform. I would like the value in the field to automatically update a picklist field within the same subform (both have items with the same names). Is this possible via function? Unfortunately, workflowsCommitted Stock and To Be Received Stock via API?
Is it possible to retrieve Committed Stock and/or To Be Received Stock for an Item via the API? I want to use this information for calculating the amount of inventory needed to be purchased.Creating Email template that attaches file uploaded in specific field.
If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templatesMarketer’s Space - Automate a Personalized Holiday Workflow with Zoho Campaigns
Hello marketers, Welcome back to another post in Marketer’s Space! From Thanksgiving through Christmas, you have a flurry of opportunities to connect with your audience. In this post, we’ll see how you can plan an entire month-long automated workflowService Account Admin for API Calls and System Actions
Hello, I would like to request the addition of a Service Account Admin option in Zoho product. This feature would allow API calls and system actions to be performed on behalf of the system, rather than an active user. Current Issue: At present, API callsZoho Inventory Custom Field Update
Hello All, In this post I am describing how can we Update the Custom Field Value in Zoho Inventory. // Get Org ID orgid = organization.get("organization_id"); // Field Value resvp = ifnull(item.get("purchase_rate"),null); // Record ID iid = item.get("item_id");Sorting columns in Zoho Projects
Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,Zoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries
Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to rememberZoho Inventory - How to pay a supplier up front then receive multiple deliveries
How do we manage situations where we pay a supplier up front, then the receive the products in increments? Example Workflow: Create Purchase Order > Receive Bill for full amount > Receive Items 2 or more deliveries. Currently, once a Bill is created againstHow can I add or change the active customer in Zoho Projects?
I'm trying to change the customer in an active Zoho project. Is it possible to add or change the customer?What happens when someone clicks 'unsubscribe' in a zoho CRM email
Hello, As per, i am going round in circles trying to find an answer to these 2 question. I have an email template that has an unsubscribe link in the footer in zoho CRM. First, what happens when someone clicks it - where does the contact get unsubscribedZoho CRM - Scheduled Reports Which Contain Chart
Hi Zoho CRM Team, I'm requesting that the Report Export and Scheduling feature be enhanced to include a chart, if one has been created on a report. At the moment I have a report which shows Sales This Week by Deal Owner and a pie chart at the top of theCan I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letterNext Page