[Early Access - Updated to LIVE] Introducing the Canvas Design Studio.

[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.

      • Recent Topics

      • Blog Widget: Show recent blog posts on my homepage

        Hey there I am using the Zoho Sites Blog feature. On my homepage, on the bottom I'd like to have a featured content section where I show some of my blog posts (selected, most recent, filtered by category and so on...). It would be nice to have a blog
      • Zoho Desk: Q2 2025 | What's New

        Hello everyone, We are excited to announce Zoho Desk's 2025 Autumn updates. This release brings new features and enhancements that improve work management and enable businesses to provide a better overall support experience. Spanning from Zia Agents to
      • Resume Harvester: New Enhancements for Faster Sourcing

        We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built
      • Committed 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.
      • What if I dont see contacts on the left side list

        My CRM does not show the contacts tab. In order to create list this is needed and I cant find it.
      • Enable / show scroll bar when Mega Menu is opened

        Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole page
      • Open Activities view.

        I really like the new views for the open and closed activities inside the deals. But when you are in the tab view instead of the column view you can only complete and edit the open activity there isn't the 3 dot option to be able to delete the activ
      • Experience effortless record management in CRM For Everyone with the all-new Grid View!

        Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
      • Zoho Books | Product updates | October 2025

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple
      • Improved RingCentral Integration

        We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.
      • Has anyone integrated SMS well for Zoho Desk?

        Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing
      • Cannot reject empty expense report

        Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate
      • Having Trouble Opening The Candidate Portal

        Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.
      • Checkboxes not adhering to any policy in mail merge - data from CRM

        I want checkboxes to appear depending on whether the checkbox in the CRM module is ticked or not. However, the tickboxes that appear are either ticked or not, but don't correlate to the actual selections in the CRM module. This is is despite updating
      • Items Landed Cost and Profit?

        Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the
      • Posibility to add Emoticons on the Email Subject of Templates

        Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show
      • CC and/or BCC users in email templates

        I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted
      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

        The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses
      • Request for Clarity on Timeline for True GPT/Zia Auto-Response Capabilities

        I appreciate Zoho’s steady innovation, but I’m concerned that Desk and Zia remain well behind modern AI capabilities. For years, GPT-based tools have been able to generate and send contextual responses, yet Zoho Desk only supports summarization or suggested
      • Create Contract API Endpoint Unclear "inputfields" Requirements

        Hello, I'm trying to create a Deluge function that accepts inputs from a form in Zoho Creator and creates a barebones contract of a given type. See below for the current code, cleaned of authentication information. // Fetch form data // Hidden field client_name
      • Create custom rollup summary fields in Zoho CRM

        Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
      • Kaizen #46 - Handling Notes through Zoho CRM API (Part 1/2)

        Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss Handling Notes through Zoho CRM API. What will you learn from this post? Notes in Zoho CRM Working with Notes through Notes APIs 1. Notes in Zoho CRM 1a. Why add Notes to records? Notes are a great way to summarize your observations on customer and prospect interactions and outcomes. By saving notes as CRM data, a sales rep will always be able to keep track of how a sale is progressing. To know more about notes in
      • Marketer's Space - Why email marketing matters in ecommerce (and how to get started with Zoho Campaigns)

        Hello Marketers, Welcome to this week's Marketer's space post. Today, we'll discus why email marketing matters in ecommerce businesses. Running an online store is exciting but challenging. If you're running an online store, you've probably experienced
      • Zoho Campaigns Event timestamps do not propagate to Zoho CRM

        We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be found
      • Kaizen #121 : Customize List Views using Client Script

        Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is
      • Transitioning to API Credits in Zoho Desk

        At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give
      • Setting default From address when replying to request

        At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com.  The first two are really internal address that should never be seen by the customer and
      • In place field editing for candidates

        Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however
      • Explore Your Support Reach with Zoho Assist’s Geo Insights

        Understanding where your remote support sessions are happening can help you make smarter decisions, allocate resources effectively, and improve overall customer satisfaction. In this week's Zoho Assist's community post we will be exploring Geo Insights
      • Formula fields not refreshing until page is reloaded

        I need help/advice about the formula fields and how I can refresh the information in real-time. We have two formula fields on our deals page which show calculated prices: One formula is in a subform which calculates the subform total + 1 other field amount
      • Enhancements to finance suite integrations

        Update: Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in all the finance modules including Sales Order, Invoices, Purchase Order. We're also
      • Direct Integration Between Zoho Cliq Meetings and Google Calendar

        Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just
      • Change text in help desk

        Hi, Please let me know how can i change the this text, see screenshot.
      • Add additional features to Zoho Tables

        Zoho Tables is a really great tool, why not add features like diagramming capability into the tool from applications like Draw.io which I believe is open source, you should be able to do wireframes, process flow diagrams, network design, etc. Please note
      • The Social Wall: August 2025

        Hello everyone, As summer ends, Zoho Social is gearing up for some exciting, bigger updates lined up for the months ahead. While those are in the works, we rolled out a few handy feature updates in August to keep your social media management running smoothly.
      • The Social Wall: July 2025

        Hello everyone! July has brought some exciting new updates to Zoho Social. From powerful enhancements in the Social Toolkit to new capabilities in the mobile app, we’ve packed this month with features designed to help you level up your social media presence.
      • Two factor authentication for helpdesk users

        The company i work for wants use the helpdesk site in Zoho desk, as a place for their distribution partners to ask question and look for information about our product. The things there is suppose to go up there is somewhat confidential between my company
      • How to get the Dashboard page to be the first page when you open the app

        So when it opens on a tablet or phone it opens on the welcome page, thanks.
      • Use Zoho Creator as a source for merge templates in Zoho Writer

        Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from
      • Tagged problem !!!

        Damn it, we're one of dozens of construction companies in Africa, but we can't link purchasing invoices to projects. Why isn't this feature available?
      • Next Page