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Introducing Canvas for Zoho CRM, the industry's first CRM design studio. - Zoho Blog

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Zoho Blog</title><link rel="stylesheet" media="all" href="https://blog.zohowebstatic.com/sites/zblogs/theme/css/zoho-blogs-wp-theme.css" /><link rel="stylesheet" media="all" href="https://blog.zohowebstatic.com/sites/zblogs/common/css/zohodblogs.css" /><script type="text/javascript">(function(w,s){var e=document.createElement("script");e.type="text/javascript";e.async=true;e.src="https://zohotagmanager.cdn.pagesense.io/ztmjs/9e14ca550fb345518206a5a65a40a7a9.js";var x=document.getElementsByTagName("script")[0];x.parentNode.insertBefore(e,x);})(window,"script");</script></head><body site="zohodblogs" data-prdname="crm" data-prdname-display="Zoho CRM" class="post-template-default single single-post postid-1966 single-format-standard i18n-en category-crm path-node page-node-type-article-content"><div id="page" class="site"><div class="site-inner"><header id="masthead" class="site-header" role="banner"><div class="header-nav"><div class="brand-logo"><div class="hamburger-btn"><div class="hamburger-bar"></div></div><a href="/blog/" rel="home">Blog</a></div><div class="header-right-bar"><div class="header-search"><span class="btn-search fa fa-search icon-button-search"></span><form action="/blog/" method="get" role="search" id="searchform_topbar" class="search-top-bar-popup search-form"><label><span class="screen-reader-text">Search for:</span><input type="search" class="search-field-top-bar" id="search-field-top-bar" placeholder="Search&hellip;" value="" name="s" /></label><button type="submit" class="search-submit search-top-bar-submit" id="search-top-bar-submit"><span class="fa fa-search header-search-icon"></span><span class="screen-reader-text">Search</span></button></form></div><div class="language-selector header-lan-picker disabled"><span class="select-language"></span></div></div></div></header><div class="header-product-link"></div><div id="content" class="site-content container"><div id="primary" class="content-area row"><main id="main" class="site-main col-md-8 col-sm-12 col-xs-12" role="main"><article id="post-1966" class="post-1966 post type-post status-publish format-standard has-post-thumbnail hentry category-zoho-crm tag-crm"><header class="entry-header"><h1 class="entry-title">Introducing Canvas for Zoho CRM, the industry&#039;s first CRM design studio.</h1><div class="entry-info"><div class="posted-info"><span class="posted-on">Posted on <time class="entry-date published" datetime="21-08-10IST03:19:49+00:00">August 10, 2021</time></span><span class="posted-on updated-on">Last Updated On <time class="entry-date published updated" datetime="22-10-20IST23:05:08+00:00">October 20, 2022</time></span><span class="author-info"> by <a href="/blog/author/akilan-s">Akilan S</a></span></div><span class="read-info"><span class="read-time">3</span> Mins Read</span></div></header><div class="entry-content"><p data-textformat="{}" data-margin-bottom="0pt" data-line-height="1.2"><img decoding="async" loading="lazy" class="alignnone wp-image-90050 size-full" src="https://blog.zohowebstatic.com/sites/zblogs/images/crm/blog_banner-2021-08.jpg" alt="canvas blog banner" width="2400" height="1350"></p><p class="zw-paragraph" data-textformat="{}" data-margin-bottom="0pt" data-line-height="1.2">Today, <a href="https://www.zoho.com/crm/what-is-zoho-crm.html?src=zblogs" target="_blank" rel="noopener">Zoho CRM</a> is launching <a href="http://www.zoho.com/canvas"><strong>Canvas</strong></a>, our ambitious approach to create the gold standard of CRM experience. <strong>Canvas is a no-code, drag-and-drop design studio</strong> built into Zoho CRM where you can create contextual, immersive experiences for your entire team.</p><p class="zw-paragraph" data-textformat="{}" data-margin-bottom="0pt" data-line-height="1.2">Every industry is different, and every business is unique. Zoho CRM is often used by several teams within an organization, and each team has different goals, <a href="https://www.zoho.com/crm/what-are-sales-pipelines.html?src=zblogs" target="_blank" rel="noopener">different sales methods</a>, and different requirements. So, how can one <a href="https://www.zoho.com/crm/cx-platform/?src=zblogs" target="_blank" rel="noopener">CRM experience</a> meet everyone’s needs?</p><p class="zw-paragraph" data-textformat="{}" data-margin-bottom="0pt" data-line-height="1.2"><strong>Have you ever wondered what your <a href="https://www.zoho.com/crm/crm-essentials.html?src=zblogs" target="_blank" rel="noopener">ideal CRM</a> would look like?</strong></p><p class="zw-paragraph" data-textformat="{}" data-margin-bottom="0pt" data-line-height="1.2"><strong>Do you have ideas about how your Zoho CRM should look and feel?</strong></p><p data-textformat="{}" data-margin-bottom="0pt" data-line-height="1.2"><img decoding="async" loading="lazy" class="alignnone wp-image-90026 size-full" src="https://blog.zohowebstatic.com/sites/zblogs/images/crm/image-in-33-slide-of-canvas-deck-v2-2021-08.gif" alt="a better crm experience" width="1000" height="563"></p><h2 class="zw-paragraph" data-textformat="{}" data-margin-bottom="0pt" data-line-height="1.2">Take it to the drawing board with Canvas!</h2><p class="zw-paragraph" data-textformat='{"type":"text"}' data-margin-bottom="0pt" data-line-height="1.2">We sat down to come up with ways to offer a highly personalized user experience for everyone, and we came to a simple conclusion: <strong>to each their own.</strong></p><p class="zw-paragraph" data-textformat='{"type":"text"}' data-margin-bottom="0pt" data-line-height="1.2">Every team prefers to have fields, buttons, widgets, and other UI elements displayed in a certain way, which can be radically different from what another team wants. This difference of opinion becomes even larger when we compare different companies and industries. Trying to create a user interface that has a universal appeal isn’t the best idea. <strong>So, why not try giving customers the power to change how their software looks?</strong></p><p><a href="http://www.zoho.com/canvas/our-story.html">That’s how Canvas came to be.</a></p><h2 class="zw-paragraph" data-textformat='{"type":"text"}' data-margin-bottom="0pt" data-line-height="1.2">Here’s an overview…</h2><p><a href="https://www.youtube.com/watch/bOgh1arTPQw" target="_blank" rel="noopener"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-122686" src="https://blog.zohowebstatic.com/sites/zblogs/images/crm/sddefault-13-2021-08.jpg" alt="" width="640" height="480"></a></p><h2 class="zw-paragraph" data-textformat='{"type":"text"}' data-margin-bottom="0pt" data-line-height="1.2">How does Canvas for Zoho CRM work?<span data-range-char-type="end" data-bookmark-info='{"id":"toc_k7fiao7eol73","type":"bookmark"}' data-bookmark-id="toc_k7fiao7eol73"> </span></h2><p class="zw-special-list zw-list zw-paragraph heading0" data-header="0" data-margin-left="0.5in" data-text-indent="-0.25in" data-margin-bottom="0pt" data-hd-info="0" data-line-height="1.2" data-list-id="47410090" data-list-info='{"id":47410090,"l":0}'><strong><span class="zw-list-char">➤ </span>Drag-and-drop editor:</strong> You can redesign Zoho <a href="https://www.zoho.com/crm/crm-software.html?src=zblogs" target="_blank" rel="noopener">CRM</a> without writing a single line of code. Canvas is a no-code editor where anyone with no developer skills can create Canvas views with the intuitive drag-and-drop creation process. You can also choose to start from scratch or pick a template and dive right in.</p><p><img decoding="async" loading="lazy" class="alignnone wp-image-90040 size-full" src="https://blog.zohowebstatic.com/sites/zblogs/images/crm/image-in-35-slide-of-canvas-deck-v21-2021-08.png" alt="canvas template" width="3082" height="1625"></p><p style="text-align: center;" data-header="0" data-margin-left="0.5in" data-text-indent="-0.25in" data-margin-bottom="0pt" data-hd-info="0" data-line-height="1.2" data-list-id="47410090" data-list-info='{"id":47410090,"l":0}'><strong>Draw inspiration from templates!</strong></p><p class="zw-special-list zw-list zw-paragraph heading0" data-header="0" data-margin-left="0.5in" data-text-indent="-0.25in" data-margin-bottom="0pt" data-hd-info="0" data-line-height="1.2" data-list-id="47410090" data-list-info='{"id":47410090,"l":0}'><strong><span class="zw-list-char">➤ </span>Fine tune every detail: </strong>Canvas comes with a wide range of formatting options to help craft something truly personal. Edit font colors, adjust padding, switch to tabs, merge fields, refine spacing, and more with the Canvas editor.</p><figure id="attachment_90020" aria-describedby="caption-attachment-90020" style="width: 680px" class="wp-caption alignnone"><img decoding="async" loading="lazy" class="wp-image-90020 size-full" src="https://blog.zohowebstatic.com/sites/zblogs/images/crm/image-in-27-slide-of-canvas-deck-v2-2021-08.gif" alt="drag and drop interface" width="680" height="460"><figcaption id="caption-attachment-90020" class="wp-caption-text"><center></center></figcaption></figure><p style="text-align: center;" data-header="0" data-margin-left="0.5in" data-text-indent="-0.25in" data-margin-bottom="0pt" data-hd-info="0" data-line-height="1.2" data-list-id="47410090" data-list-info='{"id":47410090,"l":0}'><strong>Create views that increase adoption.</strong></p><p class="zw-special-list zw-list zw-paragraph heading0" data-header="0" data-margin-left="0.5in" data-text-indent="-0.25in" data-margin-bottom="0pt" data-hd-info="0" data-line-height="1.2" data-list-id="47410090" data-list-info='{"id":47410090,"l":0}'><strong><span class="zw-list-char">➤ </span>Keep it efficient: </strong>Choose what to show and what to hide, reducing clutter and helping users find key information quickly. You can also decide where each field goes and how they look, like color coding for better visibility.</p><p><img decoding="async" loading="lazy" class="alignnone wp-image-90033 size-full" src="https://blog.zohowebstatic.com/sites/zblogs/images/crm/products-2021-08.png" alt="canvas for portals" width="4320" height="3225"></p><p style="text-align: center;" data-header="0" data-margin-left="0.5in" data-text-indent="-0.25in" data-margin-bottom="0pt" data-hd-info="0" data-line-height="1.2" data-list-id="47410090" data-list-info='{"id":47410090,"l":0}'><strong>Share your views over Portals!</strong></p><h3 class="zw-special-list zw-list zw-paragraph heading0" style="text-align: center;" data-header="0" data-margin-left="0.5in" data-text-indent="-0.25in" data-margin-bottom="0pt" data-hd-info="0" data-line-height="1.2" data-list-id="47410090" data-list-info='{"id":47410090,"l":0}'>Assign views based on roles | Create Canvas rules | Edit fields in-line | Utilize widgets</h3><p><img decoding="async" loading="lazy" class="alignnone wp-image-90067 size-full" src="https://blog.zohowebstatic.com/sites/zblogs/images/crm/health-care-2021-08.png" alt="crm for everyone" width="4320" height="2649"></p><p style="text-align: center;" data-header="0" data-margin-left="0.5in" data-text-indent="-0.25in" data-margin-bottom="0pt" data-hd-info="0" data-line-height="1.2" data-list-id="47410090" data-list-info='{"id":47410090,"l":0}'><strong>For every industry, for every process, and for you.</strong></p><h2 data-header="0" data-margin-left="0.5in" data-text-indent="-0.25in" data-margin-bottom="0pt" data-hd-info="0" data-line-height="1.2" data-list-id="47410090" data-list-info='{"id":47410090,"l":0}'>Try Canvas for Zoho CRM</h2><p class="zw-special-list zw-list zw-paragraph heading0" style="text-align: left;" data-header="0" data-margin-left="0.5in" data-text-indent="-0.25in" data-margin-bottom="0pt" data-hd-info="0" data-line-height="1.2" data-list-id="47410090" data-list-info='{"id":47410090,"l":0}'>Canvas is <strong>available by default in all paid editions of Zoho CRM</strong>, from Standard to Ultimate, <strong>at no extra cost</strong>. Canvas is also available for Zoho CRM in Zoho CRM Plus and Zoho One. For more information on availability and limits, check out the <a href="http://www.zoho.com/canvas/pricing.html">pricing page</a>. If you need help getting started with Canvas, check out our curated list of <a href="http://www.zoho.com/canvas/resources">resources</a> for tutorials and documents.</p><p data-header="0" data-margin-left="0.5in" data-text-indent="-0.25in" data-margin-bottom="0pt" data-hd-info="0" data-line-height="1.2" data-list-id="47410090" data-list-info='{"id":47410090,"l":0}'><strong>Here’s the website:</strong><a href="http://www.zoho.com/canvas">www.zoho.com/canvas</a></p><p class="zw-special-list zw-list zw-paragraph heading0" style="text-align: left;" data-header="0" data-margin-left="0.5in" data-text-indent="-0.25in" data-margin-bottom="0pt" data-hd-info="0" data-line-height="1.2" data-list-id="47410090" data-list-info='{"id":47410090,"l":0}'>We’re thrilled to open Canvas to our customers, and we’d love to hear your feedback.</p><p class="zw-special-list zw-list zw-paragraph heading0" style="text-align: left;" data-header="0" data-margin-left="0.5in" data-text-indent="-0.25in" data-margin-bottom="0pt" data-hd-info="0" data-line-height="1.2" data-list-id="47410090" data-list-info='{"id":47410090,"l":0}'><strong>Happy designing!</strong></p></div><footer class="entry-footer clearfix"><span class="cat-tags-links"><span class="cat-links"><span class="cat-icon"><i class="fa fa-folder-open"></i></span><span class="screen-reader-text">Categories</span><a href="/blog/crm" rel="category tag">Zoho CRM</a></span><span class="tags-links"><span class="tags-icon"><i class="fa fa-hashtag" aria-hidden="true"></i></span><span class="screen-reader-text">Tags</span><a href="/blog/tag/crm" rel="tag" > #CRM</a></span></span></footer><div class="entry-author-info clearfix"><div class="author-avatar"><img width="72" height="72" src="https://blog.zohowebstatic.com/sites/zblogs/images/author_profile/akilan-s.jpg" class="avatar avatar-72 photo" alt="" loading="lazy" sizes="(max-width: 72px) 100vw, 72px" /></div><div class="author-description"><p class="author-title"><a href="/blog/author/akilan-s" title="Posts by Akilan S" rel="author">Akilan S</a></p><p class="author-bio">Akilan works as a Product Marketer for Zoho CRM, specializing in content marketing. He's a passionate creator, a tech enthusiast, a small business advocate, an avid gamer, and a dog dad. He's always up for a cup of coffee, 24x7.</p></div></div><div class="section-container contact-sales-form-wrap blog-form-container"><div class="freeze_layer" style="display: block;"></div><div class="formSec " style="transition: all 0.75s ease 0s;"><div class="formInner"><span class="form-close"></span></div></div></div></article><div id="block-zoho-comments" class="block block-ctools-block block-entity-fieldnodefield-comments"><h2>Comments</h2><div id="comments" class="comments-area"><h3 class="comments-title">1 Replies to Introducing Canvas for Zoho CRM, the industry's first CRM design studio.</h3><ol class="comment-list"><li id="comment-7882" class="comment odd alt thread-even depth-1"><article id="div-comment-7882" class="comment-body"><footer class="comment-meta"><div class="comment-author vcard"><img title="" alt="" src="https://blog.zohowebstatic.com/sites/zblogs/images/author_profile/avatar.png" class="avatar avatar-60 photo" height="60" width="60"><b class="fn"><a href="https://digital-magazin.de/" rel="external nofollow ugc" class="url">Alexander Noack</a></b><span class="says">says:</span></div><div class="comment-metadata"><a href="/blog/crm/canvas-for-zoho-crm.html#comment-7882"><time datetime="21-08-10T11:42:33+00:00"> August 10, 2021 at 11:42 PM </time></a></div></footer><div class="comment-content"><p> Really Cool - thanks.</p></div><div class="reply"><a rel="nofollow" class="comment-reply-link" href="#comment-7882" data-commentid="7882" data-postid="1966" data-belowelement="div-comment-7882" data-respondelement="respond" aria-label="Reply to Alexander Noack">Reply</a></div></article></li></ol><div id="respond" class="comment-respond"><h3 id="reply-title" class="comment-reply-title"> Leave a Reply <small><a rel="nofollow" id="cancel-comment-reply-link" href="/blog/crm/canvas-for-zoho-crm.html#respond" style="display:none;">Cancel reply</a></small></h3><p class="comment-notes"><span id="email-notes">Your email address will not be 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