Introduction of Canvas for Zoho CRM
All industries function in a way that is very different in many aspects. There is no one size fits all approach. The companies should be able to modify the CRM design to suit their needs after a purchase has been made. This is where customers can control their experience completely. Zoho CRM is a giant that has created a new benchmark for customization.
With Canvas, Zoho plans to offer the best possible consumer experience that there is. The customers can create their own experience using Canvas. Zoho introduces Canvas as a design so that the customers can redesign the visual interface of Zoho CRM services to suit their requirements.
Using Canvas, users can remodel the look and feel of their CRM without writing even a single line of code since a simple drag and drop interface is used. Canvas creations can immensely improve the end user’s experience that helps in increasing productivity and morale. It sets the precedent for users to experience autonomy where the user can control the experience with the product.
In this blog, we will get to know all about Canvas and everything it can do for CRM.
What is Canvas?
Canvas is a design studio that is built into the Zoho CRM. The customers can redesign the user interface from an entirely blank canvas using Canvas. It offers a better CRM user interface and supports a wide range of formatting options that help companies to re-imagine the look and feel of any module down to small details. This is how the data meets design.
The use of Canvas is similar to photoshop for databases but it is much more nuanced. Canvas completely understands how the modules, fields, buttons, and related lists in the interface get created. Hence, it offers a much more thoughtful and contextual designing experience for the customers.
You can think of Canvas as a unique tool by Zoho CRM, something that no other CRM vendor has ever considered creating. Zoho has actually pioneered the design autonomy movement allowing the customers to curate the user experience that they are looking for. With the use of Canvas, Zoho CRM has become the most customizable CRM in the market.
Canvas as a no-code design platform is one of the most powerful things to change your Zoho CRM user experience from a visual and a functional perspective. It is a simple user interface management platform that is created into the native CRM system and is applicable in various ways of the CRM. The UI can be customized with the following CRM pages using Canvas.
A unified user experience can be created at various engagement points across platforms with internal CRM, partner portals, and self-service customers. Finally, regardless of the fact if they are your customers, partners or employees, all of the groups that work with a consistent UI when it comes to page design, look and feel, yet the data organized in all layouts can be customized based on various functions and requirements.
Working of Canvas
Canvas helps companies create a custom view that is readily available as an option along with the default views. The customers can click to create a new Canvas view from a listing page or the record page so that a blank canvas is opened as the powerful editor. Some of the things that are responsible for making Canvas stand out are:
1. Right Information in the Right Place
Customers can look for all the related lists, fields, and buttons available on the left side of the menu in editor mode. This actually means that no information is lost and all associations will remain intact just the way they are.
Canvas plays the role of helping users change the appearance of Zoho CRM with multiple design variants.
2. Drag-and-drop Interface
There is no need to become a programmer or even a designer for using Canvas. You just need to have good design taste. Canvas is the first CRM design studio that also comes with a drag and drop interface to offer a much-simplified design experience for everyone.
With the editor, users can easily choose some components from the left menu, drag them on the interface, drop them at the desired location, and then finally click to see available formatting options. It only takes a couple of clicks to create a new design.
3. Formatting Options
Canvas provides many formatting options for playing around with so that the companies can find the exact style that fits their team the best.
Right from changing the shape of the contact image or the color of a button to changing the padding, the shadow, and the width, Canvas enables the users to make sure that all details are suitable for a personal view.
4. Templates
Canvas also comes with a set of templates that the customers can choose in case they want a good start with their design or in case they are looking for inspiration.
The templates can be easily customized to a wide range of industries and they can also be changed to suit the customers in an improved way.
5. Uniform Design All Over Modules
Canvas is a no-code design platform that can be easily copied to other modules for maintaining a uniform design and color style.
Almost any detail that is not associated with the new module can be easily reconfigured at any time. This leads to a uniform design across all possible modules.
How Does Canvas Help Users?
Canvas plays an excellent role in helping companies experiment seamlessly with multiple designs taking input from the salespeople and other end users. These are the people who end up spending a large amount of time using the Zoho CRM.
The admins can easily remodel the list page and detail page of all modules so that everyone’s needs are solved on the basis of suggestions. Canvas can effectively solve important challenges that businesses face in the present day including lack of personalization, employee experience, and complex implementations.
Canvas is the first CRM design studio that helps the users in the following ways:
1. Creating Personalized Instances:
Canvas is responsible for helping companies design a version of CRM that suits the industry and the working culture. Administrators can easily design views with fields, buttons, lists, and labels that are relevant to business so that the end-users can get the maximum results out of Zoho CRM. The customers can also enjoy tailored experiences of a vertical CRM that comes with all possible capabilities of a general-purpose CRM.
2. Enhanced Employee Experience
Using Canvas as a no-code design platform, companies can easily build a CRM that is easy to work with. The users can create views with a minimal design and great colors that are soothing for the eye and the mind. The customers can also highlight, record, hide, and reposition fields, lists, and buttons for helping salespeople work much better.
3. Removes Complexity
Canvas makes it very simple for businesses to get started with the Zoho CRM. The implementation phases including extensive training, data prep, and onboarding experiences need less time and effort all thanks to a simple and customized design. Successful implementation is necessary for reducing any complexity of the system while ensuring that there is high usage and streamlined ROI.
Canvas Serves the Purpose of Everyone
Canvas is literally for everyone. It helps in the following things.
1. Collaborative Selling
The companies can effectively share their Canvas views with the vendors, consultants, and partners with the use of various portals. The sales process can also become increasingly collaborative where different parties need to get involved at various stages of a sale. Canvas helps in facilitating this collaboration.2. Superior Self-Service
It is a well known fact that millennial customers are highly protective of their data and the option of self-service is appreciated much more. The customers can fill in important information and review it directly in the company’s very own custom Canvas creation which improves the overall experience considerably.
3. Thriving Community
Canvas is a one of a kind first CRM design studio where the customers can create new Canvas views and share them with the community. In this way, other businesses can use them as well. With Canvas, Zoho CRM works to create a community of designers who can submit, edit, and implement templates very similar to the community WordPress created for websites.Canvas sets the precedence of UX Rich Autonomy
Zoho plans to introduce Canvas to the entire Zoho CX suite and finally to complete the product range. In this way, the companies can enjoy the Zoho environment with a design all across the board. When the companies have greater control over the user experience, the results are incredibly beneficial for the end-user, organization, and even the vendor.
Conclusion
Zoho CRM is on a mission to make sure that the specific needs of all industries, companies, and teams are met with the use of Canvas. As Zoho CRM continues its journey to pioneer the new era of personalized CRM, continuous work is being done on user experience enhancements focused on making it simple for end-users to keep using Zoho CRM. Canvas – the first CRM design studio is an example of that.
Zoho claims that this is a journey that never ends and it is in it for a long time. This is one of the major milestones of Zoho for creating a high standard of CRM experience and the company continues making changes.
I hope that you learned something new today :)
Stay Tuned for more!
Cheers!
Abhi
(Seasoned Zoho Authorized and Certified Partner)
Feel free to contact me if you have any queries
Email: abhishek(@)encaptechno(dot)com
Call: +1-416-405-8185
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
Abhishek - Zoho Partner
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 activitiesElevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithPresenting 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 deliversNimble 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 integration
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
Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked
Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this pleaseWant to use Zoho Books in Switzerland. CHF support planned?
Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? RoyWeekly Tips : Teamwork made easy with Multiple Assignees
Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate remindersBest way to share/download presentation files in Zoho without losing formatting?
Hello Zoho Community, I often work with PPT/PDF files in Zoho Docs and share them with colleagues. While PDFs usually give a direct download option, I’ve noticed that PPT/PPTX files sometimes only open in the viewer without a clear download link. Is thereCelebrating Connections with Zoho Desk
September 27 is a special day marking two great occasions: World Tourism Day and Google’s birthday. What do these two events have in common (besides the date)? It's something that Zoho Desk celebrates, too: making connections. The connect through tourismWhat is Resolution Time in Business Hours
HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistanceAdding Overlays to Live Stream
Hello folks, The company I work for will host an online event through Zoho Webinar. I want to add an overlay (an image) at the bottom of the screen with all the sponsors' logos. Is it possible to add an image as an overlay during the live stream? If so,Email Sending Failed - SMTP Error: data not accepted. - WHMCS Not sending emails due to this error
I have been trying to figure out a fix for about a week now and I haven't found one on my own so I am going to ask for help on here. After checking all the settings and even resetting my password for the email used for WHMCS it still says: Email Sending Failed - SMTP Error: data not accepted. I have no clue how to fix it at this point. Any insight would be lovely.Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?
Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?Zoho Flow - Update record in Trackvia
Hello, I have a Flow that executes correctly but I only want it to execute once when a particular field on a record is updated in TrackVia. I have the trigger filters setup correctly and I want to add an "update record" action at the end of the flow toAdd Comprehensive Accessibility Features to Zoho Desk Help Center for End Users
Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request to enhance the client-facing Help Center in Zoho Desk with comprehensive accessibility features, similar to those already available on the agent interface. 🎯 CurrentRename Record Summary PDF in SendMail task
So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in thisin zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Q
in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Quantity Returned\ pls check the recording fetch_salesorderEstimates with options and sub-totals
Hi It seems it would be great to be able to show multiple options in an estimate. For instance I have a core product to which I can add options, and maybe sub-options... It would be great to have subtotals and isolate the core from the not compulsory items. ThanksOptional Items Estimate
How do you handle optional items within an estimate? In our case we have only options to choose with. (Like your software pricing, ...standard, professional, enterprise) How can we disable the total price? Working with Qty = 0 is unprofessional....Important Update : Zendesk Sell announced End of Life
Hello Zendesk users, Zendesk has officially announced that Zendesk Sell will reach its End of Life (EOL) on August 31, 2027 (Learn more). In line with this deprecation, Zoho Analytics will retire its native Zendesk Sell connector effective October 1,Zoho Sheets
Hi, I am trying to transition into Zoho sheets, I have attached the issues encountered. Server issues, file trying to upload for more than 30 mins, even once uploaded my data aren't loaded. Simple calculations are not working I have attached the sample.Zoho CRM + Zoho FSM : alignez vos équipes commerciales et techniques
La vente est finalisée, mais le parcours client ne fait que commencer ! Dans les entreprises orientées service, conclure une vente représente seulement la première étape. Ce qui suit — installation, réparation ou maintenance régulière — influence grandementTop Bar Shifting issue still not fixed yet
I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstallingPower of Automation:: Automate the process of updating project status based on a specific task status.
Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > DeveloperBilling Management: #3 Billing Unbilled Charges Periodically
We had a smooth sail into Prorated Billing, a practice that ensures fairness when customers join, upgrade, or downgrade a service at any point during the billing cycle. But what happens when a customer requests additional limits or features during theNo bank feeds from First National Bank South Africa since 12 September
I do not know how Zoho Books expects its customers to run a business like this. I have contacted Zoho books numerous times about this and the say it is solved - on email NO ONE ANSWERS THE SOUTH AFRICAN HELP LINE Come on Zoho Books, you cannot expectCitation Problem
I had an previous ticket (#116148702) on this subject. The basic problem is this; the "Fetch Details" feature works fine on the first attempt but fails on every subsequent attempt, Back in July after having submitted information electronically and wasFailing to generate Access and Refresh Token
Hello. I have two problems: First one when generating Access and Refresh Token I get this response: As per the guide here : https://www.zoho.com/books/api/v3/#oauth (using server based application) I'm following all the steps. I have managed to getZeptomail 136.143.188.150 blocked by SpamCop
Hi - it looks like this IP is being blocked, resulting in hard bounces unfortunately :( "Reason: uncategorized-bounceMessage: 5.7.1 Service unavailable; Client host [136.143.188.150] blocked using bl.spamcop.net; Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.150Apply transaction rules to multiple banks
Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.How to bulk update records with Data Enrichment by Zia
Hi, I want to bulk update my records with Data Enrichment by Zia. How can I do this?How do I split a large CSV file into smaller parts for import into Zoho?
Hi everyone, I’m trying to upload a CSV file into Zoho, but the file is very large (millions of rows), and Zoho keeps giving me errors or takes forever to process. I think the file size is too big for a single import. Manually breaking the CSV into smallerClient Script Payload Size Bug
var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":lead convert between modules
Hello, The workflow we set up to automatically transfer leads registered via Zapier into the Patients module to the Leads module started to malfunction unexpectedly on September 25, 2025, at 11:00 AM. Under normal circumstances, all fields filled in theFlow Task Limits - How to Monitor, Understand Consumption?
So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,Cross References Do Not Update Correctly
I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only includingManage control over Microsoft Office 365 integrations with profile-based sync permissions
Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissionsHow to Track and Manage Schedule Changes in Zoho Projects
Keeping projects on track requires meticulous planning. However, unforeseen circumstances can cause changes to schedules, leading to delays. It becomes important to capture the reason for such changes to avoid them in the future. Zoho Projects acknowledgesIs there a notification API when a new note is addeding
Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?Collaborate Feature doesn't work
Hello Team. It seems that the collaborate section is broken? I can post something but it all appears in "Discussions". In there is no way how I would mark something as Draft, Approval, post or any of the other filter categories? Also if I draft a postEdit Permission during and after approval?
When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?Zoho web and mobile application not workingn
Both zoho forms web and mobile application aren't working. I have checked my network connections and they are fine.Introducing the revamped What's New page
Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the mainBulk Moving Images into Folders in the Library
I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missingNext Page