Canvas is awesome! I've been able to prototype a much more relevant set of screen for our teams using canvas, putting the most important information exactly where it is needed. Conditional formatting also draws attention to vital info.Joseph SweeneyAdvisor, IBRSPLAY
Canvas builder is a pretty innovative and exciting change giving users the ability to customize how they use their CRM. It has really changed the record view while I still can interact with the record in the same way that I normally wouldSam Daynes CEO, ArdentoPLAY
You’ll see there’s just so much you can do with Canvas view for Zoho CRM. One of the things I really like is that they’ve given you these templates and added share views over portal so you can actually have a little static view of things.Brett MartinPresident, Zenatta ConsultingPLAY
Today, with the introduction of Canvas for Zoho CRM there is no learning curve or adjustment period. Thank you to the Canvas team. You've made transitioning to Zoho CRM even easier.Kevin ChieffPrincipal Consultant, Cloud Skills LLCPLAY
Canvas allows us to customize the user interface the exact way we do business. Being able to customize the data components not only where I want them but to also use them in a workflow is tremendously helpful.Pete EnglishManaging Director, ForSalebyPetePLAY
The ability to present data the way you envision it in your head, like physically putting pen to paper, is effortless. I would definitely recommend Zoho Canvas to any CRM user (not just a Zoho CRM user, as this could be a reason to switch to Zoho!)Read moreJack WelshCRM Developer & Business Insights Associate,
Portman Asset Finance Ltd.
Zoho CRM is the main tool that we use to collect, organize, and track a ton of information on our web leads. I have tried a lot of different options to keep data organized and easy to find but it has always been difficult to ensure the most relevant information is where it needs to be. With my introduction to Canvas, I was able to build a view for my leads that shows all the pertinent information in one place and if the page fills up, you can create tabs.
Canvas has been super easy to use, very easy to navigate, and makes life a LOT easier for all my users. I definitely recommend Canvas to anyone who wants to make simple work out of a difficult task.Read moreMike Sigvaldason Corporate CRM Administrator, Arctic Spas
While I am now Director of Sales and Marketing, my background was (and remains) as a pixel-pusher. With over 20+ years professionally as a graphic designer, having Canvas at my disposal allowed me to tackle reorganization of our CRM from the perspective of a user interface and user experience designer. This toolset allowed me to tap into my roots, meet with my Sales Team associates, and develop modules that cut out the filler and place the most relevant information and actions all above the fold. In time, we know this will enhance and improve reaction time, as well as shave seconds off each lead interaction made by the team.Read moreMarc FishmanDirector of Sales and Marketing, Call Center Sales Pro
Canvas has helped us minimize the length of calls with students. By ensuring that all questions are covered in the first call, it helps build confidence in our organization and has ultimately helped increase the number of clients actually booking onto courses.Read moreJim HincksDirector, Skills2Work
There is certain information that I always want to have at a glance above so that I don't always have to scroll. We get a lot of graphics with attachments and pictures and being able to rearrange them is a great thing. For example, we can add a link and the link can then lead to another location. It's like painting our own surface.
Canvas was something where we said interesting, this can make our work much easier and visualize it better - graphicallyRamy LativManaging Director / Return Trader of ATS Trading GmbH
We have been using Canvas live in our agency. It has allowed us to have all our clients' and prospects' pertinent information easily accessible without having to scroll the entire CRM looking for it. And it's so easy to update and change; a great addition.Bradley K. Sandvik Agency Owner, Sandvik Insurance Agency
What I personally like about Canvas is how it allows me to be a minimalist. I have a module in my CRM for the Real Estate Professionals that refer us. Using Canvas and one of the pre-built templates provided in the Gallery, I was able to customize and completely redesign my user interface to view only the relevant data I desired. This took little to no time and was surprisingly easy and enjoyable. As a MarTech enthusiast I believe that with Canvas, Zoho has rewritten the book on customization and no-code CRM. For that, we in the business community thank You!Chris Kiadii Founder/Co-owner, Atlanta Fresh Start
While I like the old layout of our Zoho CRM account, our team found searching for information a bit overwhelming due to all the information. But with Canvas in Zoho CRM, I am completely free, and I can take control over the whole design. I can now customize the layout for my business needs by dragging and dropping elements. This allows our team to focus on the most important information, while hiding fields that are less important. The auto-align feature allows for easy customization, and the copy style feature helps us easily adapt a style to other elements on the canvas. Our CRM now has a cleaner interface, personalized for our users, which has improved our team's productivity.Michael Krautwasser Founder, Flint
In my company, we have different teams for data input and data checking. With the previous monotonous layout, it took us a lot of time to find out what was filled in. With Canvas for Zoho CRM, the data view is more focused, which reduced the confirmation time and made the checking process more fun.Chie Kusama Division Digital Advisor, Digital Creative Net
We've been wanting to enhance the display of our CRM for quite some time and with Canvas, that will be a reality! Canvas makes visualizing all our data easy, drawing attention to essential information quickly and efficiently. We look forward to seeing productivity gains once we can push it to our entire sales team.Julie DorisDirector of Sales and Operations, Rain for Rent
Once we started using Canvas in our Zoho CRM account, we were able to get the most important data onto the top part of the screen. Canvas ensures that the most relevant customer information is prominent for our team, and allowed us to make our dashboards more visual for them. What I really like about this feature is the ability to be in control of our business processes with a cleaner CRM interface. There is no longer a one-size-fits-all approach for every business and Canvas from Zoho CRM offers just the flexibility we needDarren Burn Managing Director, OutofOffice
Canvas has allowed us to have unique views for different departments in our company. While our client success team requires the license details of a current client, our training team wants to view the training details associated with that specific client. Canvas has enabled us to implement this customization, and also to edit the views to match our branding. Another area where Canvas stands out is the ability to add tabs and sections to modify our layouts, which has made it easier for us to view the required information quickly.Nicole Lynch Process Specialist, Blue Light LLC
Canvas is the greatest feature I've ever used in any CRM. This greatly improves productivity and streamlines our processes all while reducing the intimidation factor that we had before with the enormous form style record.Vince MitchellInternational Trade Officer, Dundee and Angus Chamber
We love the new Canvas feature which has been especially beneficial for our more data-heavy modules and those with multiple related modules. Being able to split our data into formats that better suit our needs has been excellent, and it's a great move on Zoho's part.Linda Kennerley UBT Regional Sustainability
Congrats on putting together a true crm differentiator with Canvas! There really is nothing quite like this anywhere and the possibilities really are endless on what kind of marketplace of design and functionality this can create. Great job to the whole team! Enjoy and be proud of your launch!Seth CampbellCFE Strategies, Founder and CEO
The ability to "craft" a module screen to display the data where we want it, is gamechanger. The means to take elements and create a layout similar to what I can do with webpage designs is great.Spaulding Pool & Spa
We work with several brands in our agency and, in addition to the different CI layouts, also have corresponding individual requirements for the input masks in CRM. Due to the wide range of customization options, we therefore like to work with Zoho's CRM. With the new canvas, we now also have the option of giving each of our brands their own layout with the corresponding input masks.
In this way, the layout can be adapted very well to the respective CI. I like it very muchJörg KoperManaging Partner, Koper & Koper GbR
I looked at it and understood how flexible the future views will be able to get build. Wow.Andreas FeikeSenior Advisor DACH, Protonet, Inc.
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