Kiosk Studio - An overview

Kiosk Studio - An overview

Kiosk Studio is a no-code customization tool in Zoho CRM. It allows admins to simplify work for their users, customers, and vendors by creating and embedding custom functionalities (called kiosks) across the CRM.

The problem

A brand new CRM comes with a set of standard modules and configurations. This default setup serves as a great starting point for most organizations. However, every organization has its own way of modeling customer relationships and doing customer-related work. To get the maximum value from Zoho CRM, admins can make changes to the standard setup by configuring custom modules, custom fields, multiple pipelines, canvas pages, wizards, translations, and more. Customizing the CRM in this way is something most admins are familiar with.

When it comes to customizing the CRM by adding capabilities to it, the story is different. In these cases, admins have to invest a lot of development effort and time to meet their needs. This acts as a barrier to admins and slows down the process of boosting the power of the CRM to their users, customers, vendors, and other stakeholders. It also slows down the process of making changes to the added capabilities.

Our solution

Admins can quickly create custom capabilities (called kiosks) and make them available for all CRM users. They can do this by using Kiosk Studio, a no-code interface that allows users to build capabilities by using some basic building elements.

The ease of building a kiosk does not mean there is a trade-off in power. In fact, a kiosk can bring in data from all modules in the CRM, have custom screens with fields not available in the CRM, perform actions for records across the CRM, fire webhooks, and execute custom functions. Once built, kiosks can be hosted in multiple places across the CRM. This gives admins a lot of options when it comes to sharing these capabilities with anyone related to an organization.

Here's a quick overview of Kiosk Studio:


Use cases

Some use cases include:
  1. A kiosk to quickly send vouchers to a bank's customers.


  2. A car dealer added a kiosk to their CRM's homepage to add a lead and book a test drive in one shot.


  3. This kiosk brings in all relevant data from the CRM to make insurance policy renewal easier.

  4. An education consultancy's CRM has a kiosk to fill out a single application, leaving the CRM to take care of creating records across modules, sending emails, and so on.

  5. A kiosk for sales development representatives to get their post-call actions done.

  6. A kiosk full of useful capabilities for CRM admins.

  7. A sales playbook kiosk providing tailored guidance to sales representatives.

To learn more about kiosks, please see:
  1. Elements of a kiosk
  2. Working with Kiosk Studio

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series


                                            • Digest


                                            • Functions


                                            • Meetups


                                            • Kbase


                                            • Resources


                                            • Glossary


                                            • Desk Marketplace


                                            • MVP Corner


                                            • Word of the Day


                                              Zoho Marketing Automation

                                                Zoho Sheet Resources

                                                 

                                                    Zoho Forms Resources


                                                      Secure your business
                                                      communication with Zoho Mail


                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times


                                                        Carry your calendar with you
                                                        Anytime, anywhere




                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now




                                                                        Zoho TeamInbox Resources



                                                                                Zoho DataPrep Resources



                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW


                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now









                                                                                                        • Related Articles

                                                                                                        • Working with Kiosk Studio

                                                                                                          Kiosks are not only convenient for your CRM users, they are also easy to build using the no-code Kiosk Studio in Zoho CRM. Before you start building a kiosk in Zoho CRM, it helps if you have a clear idea of the capability you want to provide. It's ...
                                                                                                        • FAQs: Kiosk Studio

                                                                                                          How is Kiosk Studio different from Blueprint, Wizards, CommandCenter, and Cadences? The fundamental distinction lies in the Kiosk Studio's ability to construct tailored UI screens featuring custom inputs—fields not necessarily confined to your ...
                                                                                                        • Elements of a kiosk

                                                                                                          You can build kiosks to cover multiple use cases, but in the end, they are all made up of a few basic elements that are added, configured, and connected in multiple ways. These basic elements are: Screen Decision Action Let's look at them one by one. ...
                                                                                                        • Module Views - An Overview

                                                                                                          Introduction Businesses, irrespective of industry, all have one thing in common—an ever-growing database. From customer information to transactional records, product portfolio, or even communication bytes—your data of all types grows at the same pace ...
                                                                                                        • Analytical Components - Overview

                                                                                                          Zoho CRM provides different types of analytics components for user dashboards. The list of components that the users can choose from is: Charts - Chart is a graphic representation of the user's data. It gives quick insights into records for easy ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace

                                                                                                            Resources

                                                                                                            Videos

                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                            eBooks

                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                            Webinars

                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                              Zoho Show Resources