[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 Canvascustomisation 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.
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. With
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 Workflow
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 delivers
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
We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universities
In our company i bit the bullet and ran with FSM for a whole week. Service calls, deliveries and surveys. Covering about 30-120 miles a day to domestic properties. Loved the appointment list and satnav integration. Loved the timer to measure the appointments.
When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?
September has been a different month for Zoho Backstage. Instead of rolling out a long list of new features, we focused on something just as important: Performance, reliability, and stability The event season is in full swing, and organizers are running
Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head. IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>
It would be nice if we could download security and mutual fund prices from Yahoo Finance (or?) in order to maintain an up to date investment portfolio on Zoho. Any chance?
Hello, Does anyone on this Forum can help me with the question whether the ZOHO CRM (Invoices) or ZOHO Book can be linked to software that is used for Belgian Bookkeeping/accountancy? By linking, I mean either with the help of a middleware program or either by the ability to export the custom made reports as CSV-files... If someone has an experience with online CRM-Accountancy in Belgium, with ZOHO (or other), it would be great to read it... Thank you
Hi there, I've been trying to create a newsletter from the template "Business 4". Everything looks great in the preview, but when I send it to my Outlook inbox, the layout doesn't seems to stick. More particularly: - The line-height is way more reduced, even though I used the line-height tool from the template - Columns but they are sometimes misaligned - Font size is not always the one I've selected. Could you help? Thanks!
We were told to whitelist IP addresses from Zoho CRM. (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated? Everything I could find is over
I am trying to find out, how do I create a drop down option in Zoho sheet. I tried Data--> Data Validation --> Criteria --> Text --> Contains. But that is not working, is there any other way to do it. Thanks in Advance.
Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
This feature is now available for users in the AU, JP, and CN DCs. This feature is now available for users in CA and SA DCs. New update: This feature is now available for users in all DCs. Hello everyone, We're excited to announce that you can now deploy
So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one. Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research
Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But
Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit
It is my understanding that a maximum of 100 items can be selected in a multi-select lookup field, and that a total of 200 items can be selected in total between both subforms in a given module. Are there any ways to work around this limitation if we
Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM
We have one user that can't login to projects even though access has been granted. This user can login to accounts.zoho.com but when login to https://projects.zoho.com/portals.do we get this error: Unauthorized login to this portal Permission denied to access this portal. Check your portal URL again. Sometimes we also get "server too busy". We have tried killing sessions (in accounts.zoho.com) and we have deleted cookies; and tried different computers and still the same problem. All others use can
Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly
Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank
Hey, Is it possible to set a default custom view, list view and detail view for a module for every user? We are onboarding a lot of non technical people that struggle with these things. Setting the views as default would really help. Btw: also setting
Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding
How do I GET only specified CONTACTS based on created time or modified time in Zoho Books using POSTMAN. In the api documentation, it is written we can apply filters but I need a sample request.
We use an internal intranet site which has a short DNS name which Zoho CRM will not accept. When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.
Dear all, I just want to ask if anyone has been experiencing slow issues with Zoho Creator in the past two weeks? I worked with the ISP to improve network quality by changing routes and upgrading bandwidth, but nothing changed. I am in Vietnam.
Dear Users, After an amazing response to our roadshows in 2024, we are excited to be back for the second year in a row! Join our team of experts as they walk you through the most-used features in Zoho Projects, explore powerful automation capabilities,
Imagine a customer shuffling across multiple subscriptions, a streaming service, a music app, cloud storage, and a design tool. Each one charges a flat monthly fee, regardless of how much or how little they use. Some months, the customer barely opens
Dear all , I just wanted to ask is there anyone who was planning on taking the Zoho Creator Developer Certification Test in the past 2 weeks and have been facing errors stating that the website is under maintennance and also not allowed to access the
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
Marketing Automation could be a much more powerful platform if you were able to sync activities into the platform (e.g. purchase, donation, etc) outside of a user doing something on your website. I'd love it if you could sync Custom CRM Modules as activities,
Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
Hello everyone! It’s time to transform how you manage projects. Define the processes. Automate the tasks. Streamline the workflows. Let us dive into automation in Zoho Projects — from configuring workflows and custom functions to building triggers, using
Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to
I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries