[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

Notes
[Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here!
[Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call scripts!

Hello folks!

Kiosk Studio, which was in early access, is now available to all customers in all DCs!

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. Here's a quick look at how Kiosk Studio can help you:


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

With Kiosk Studio, admins can quickly create custom capabilities (called kiosks) and make them available for all CRM users. They can do this by using the kiosk builder, 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.

Use cases

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

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

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

  • 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.

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

  • A kiosk full of useful capabilities for CRM admins.

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

To learn more about Kiosk Studio, please use the following resources:
Do let us know your feedback!

    • Recent Topics

    • How to restrict user/portal user change canvas view

      Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?

    • Introducing parent-child ticketing in Zoho Desk [Early access]

      Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

    • How to add to Subforms via Zapier with Zoho Writer?

      I have the following layout for a Zoho Writer Document. As you can see there is a repeating subform taking in "Items". I am trying to make a Zapier integration with it, and I can see there is 1 field saying: "Items", but it does not specify how I'm supposed

    • Contrôles administratifs granulaires : un atout pour la sécurité des e-mails

      La moindre erreur dans votre système de messagerie peut coûter très cher à votre entreprise, tant en argent qu’en conformité et en image de marque. Pour beaucoup d’organisations, ce risque est bien réel. Les e-mails véhiculent quotidiennement des informations

    • Marketer's Space: Why mobile optimization deserves a place in your email strategy

      Hello Marketers, Welcome back to Marketer's Space! Today, we'll talk about the importance of creating mobile-friendly email designs. While mobile phones were once used only to make phone calls, today they're used for almost everything, including texting,

    • Collections Management: #6 Realign Customers who gets back In-Term

      Arun stared at the subscription list on his dashboard. Another account had just been moved to Cancelled status after completing the whole dunning process. Nothing unusual, just that payment failures happen, retries fail, and cancellation is the expected

    • Zoho Mail IP Blacklist

      I need problems with send mails: Error: junk mail rejected - sender4-op-o10.zoho.com 136.143.188.10, is in RBL. Spamcop. Please remove FQDN for blacklist. Regards.

    • I can receive but not send emails

      Hello, I've been not able to send emails for almost a year now. I been using alternate email to do this. I want to know how to fix this so I can use my zoho account normally again.

    • The challenge of 24/7 connectivity: Being present and meeting customer expectations

      Before television entered our homes, radio was our window to the world. We had to tune carefully to catch voices from distant places. When television arrived, the world began to grow smaller. We can watch rocket launches, see the goal that wins our favorite

    • How to download all attachments from inbox, send, other folders in one go

      Hi All, Appreciate if anyone could help me with steps for below requirement. How to download all attachments from inbox, send, other folders in one go. Even mapping to new folder will help me. Thanks in advance.

    • Cannot connect mail accounts to Thunderbird

      Hi Support - I'm attempting to add my mail accounts to Thunderbird but I'm getting an unable to login to server error. I tried to use the password associated with my account I received the unable to login error. So I went into Zoho Accounts and generate

    • Alias Email Id already exists

      Hi, I just verified my domain sesque (dot) com and now I am trying to create the admin account using admin (at) sesque (dot) com, but I am getting an error saying "Alias Email Id already exists". I used to have another Zoho account with this email address,

    • Unable to connect to smtp server, connection timed out

      Hi Team, I am facing below issue, while sending out emails from thunderbird client. It used to work, facing this issue from morning. Error: Sending of the message failed. The message could not be sent because the connection to Outgoing server (SMTP) smtp.zoho.com

    • javax.mail.authenticationfailedexception 535 authentication failed

      Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

    • Client Portal ZOHO ONE

      Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

    • Zoho Creator customer portal users

      Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

    • DKIM Verification Failed (Namecheap)

      Hi! I have already set up the TXT records in Namecheap but I keep getting the "Verification Failed" pop up. Was wondering if I'm the only one who has this problem and can anyone help me with this? Thanks!

    • Emails stuck in Queue

      Hi there, Since yesterday I have a few out going emails stuck in a queue. It say it will auto retry sending however nothing is happening. It seems to be affecting roughly 50% of my outgoing emails. Please help Thanks

    • Soft Bounce from transational emails from BREVO (Sendinblue)

      I manage the website of a client who uses your EMAIL service for the domain floranativadobrasil.com. And I use the BREVO email service, previously called SendinBlue, to send transactional emails about events specific to the website. All emails sent to

    • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

      Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the

    • Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

      We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,

    • Getting an error Address not found Your message wasn't delivered

      Hey, I'm trying to configure zoho mail for my website https://businessentity.org/ The email is meredith.karter@businessentity.org I'm able to successfully send the mails but when someone sends an email to above mail, this error shoots up: Address not

    • Support Uploading YouTube Videos Longer Than 60 Minutes

      Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “API

    • Need Faster Help? Try Live Chat Support

      Hello there, We understand that sometimes, whether you’re facing an issue, exploring a feature, or need quick clarification, sending an email and waiting for a response just doesn’t cut it. You need answers, and you need them now. That’s exactly why we

    • Can't deactivate Spell Check

      Hi Community, right now I'm using the Zoho Mail Desktop-Software. So far, so good.. many possibilities. Overall very nice. What is extremely annoying right now, is that we are not able to deactivate the Spell Check feature. And we are barely able to focus

    • Zoho Toolkit Email Signature Generator

      I'm having real issues with the email signature generator with no matter where I host the photo, Zoho doesn't seem to show the photo on the link provided?

    • Company Policy Upload - Request All EE to review and sign

      How can I upload policies into Zoho People and have the employees review them and sign off saying they agree, etc.? Also, if I make a revision to a policy, I would like that changed or updated policy to be distributed or have the employees notified that

    • Zoho Sign Global Settings vs. Template and Document

      Hello, We are running into an issue on a current use case. We already use Zoho Sign. Now that KBA is available, we want to begin using it in our tax delivery process, by allowing clients to sign electronically, but also download a copy of their return

    • Zoho Mail Desktop Crashes on Linux - Ubuntu 24 LTS

      Hi, I have been trying to run the desktop app on Ubuntu for the past few day with no luck. I have tried both the .deb package and the appImage. When I attempt to open the app. It just crashes immediately. The crash error dialog appeared once and I cant

    • Can't login to Zoho mail

      I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a few

    • Zoho IP blocked by SpamCop

      Hi, Many of my emails are blocked and I receive this:  INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :spamcop.mimecast.org Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.51. - https://community.mimecast.com/docs/DOC-1369#550 [DGwIYPPSOfWI

    • Differences between Zoho Books and Zoho Billing

      Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks

    • Custom validation in CRM schema

      Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'

    • No Ability to Rename Record Template PDFs in SendMail Task

      As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and

    • Server error when trying to Data > Sort > Custom Sort

      Been using Data > Sort > Custom Sort for a while, now it has suddenly stopped working. When selecting the same data range and trying to execute, I get "Sorry! There was a problem saving your last edit. Please try again."

    • To Assign a genrated pdf to a file upload field using delug

      content = "<html><body>HTML Content on page One <div style='page-break-after:always'></div> HTML Content on page Two </body></html>"; file = zoho.file.convertToPDF(content); file.setFileName("Name of the file"); <variableName> = <FormLinkName>[ID == input.ID];

    • TArgets To Accounts (Modules)

      How can i set sale target to Customers (Accounts Module)

    • Breaking barriers with multilingual WhatsApp templates in IM

      Ever wondered what it feels like to be greeted in your own language by a brand you love? A “Welcome!” feels nice, but a “¡Bienvenido!” or “स्वागत है!” feels personal. In today’s global world, conversations often need to cross both time zones and cross

    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

    • How to share private Opportunities with whole org at an account level

      Opportunities are currently set to private, so our sales team only sees their own opportunities, along with their manager and upper leadership. The need is the ability for the rest of the Org to see the opportunities at an account level, not within the

    • Next Page