How teams actually use it

A financial services company embedded a kiosk on their CRM home page to prevent duplicate leads. When a representative enters an applicant's details, the kiosk instantly checks for an existing record, and then either creates a new lead with one click or surfaces the existing one with quick actions like tagging, scheduling a follow-up, or notifying the record owner. No searching, no accidental duplicates.

An optics manufacturer uses a kiosk as their interface for creating sales orders. A custom button in the Accounts module opens the kiosk, which collects product names, quantities, and promo codes, and then feeds everything to a function that generates the sales order, with all the right lookups already linked. What previously required navigating between accounts, products, and promotions now happens in a single flow.

These Zoho CRM customers use Kiosk Studio alongside features like Blueprint and custom functions to solve real workflow problems. Explore our CRM use cases page and filter by "Kiosk Studio" to get a fuller picture.

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Everything you need to know

Whether you're evaluating Kiosk Studio or ready to start building, these four resources cover the fundamentals:

What is Kiosk?

Understand what Kiosk Studio is, what problems it solves, and how it's different from other Zoho CRM process tools like Blueprint and Wizards. Start here if you're new.

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Core Building blocks

Screens, decisions, actions, and GetRecords—these are the elements every kiosk is made of. Learn what each one does and how they connect to create a working flow.

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Build Your First Kiosk

See instructions for everything from opening Kiosk Studio to deploying a working kiosk. Covers creating, testing, associating, and managing your kiosks.

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Common Questions

Practical answers on topics like profile permissions, where kiosks can be placed, and how they work with other CRM features.

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See it built, step by step

Each tutorial walks you through a real scenario—the problem, the kiosk design, and the output. Pick one that's close to your industry or workflow, follow along, and you'll have a working kiosk by the end.

Banking

A relationship manager needs to cross-sell products to existing customers—but that means jumping between modules, filtering records, and sending emails manually. This tutorial builds a kiosk that puts the entire cross-selling flow on a single screen.

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Lending

Loan officers review applications one by one, opening each record, checking details, and making decisions across multiple screens. This tutorial builds a kiosk that lets them review and act on applications in rapid succession.

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Hospital

Patients booking appointments shouldn't need to navigate a complex portal. This tutorial builds a kiosk that gives them a simple, guided booking experience designed for customers who may be using it for the first time.

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Frequently Asked Questions

Quick answers to the questions we hear most—from people evaluating Kiosk Studio and people already building with it.

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What is Kiosk Studio and why would I need it?

Kiosk Studio is a no-code builder in Zoho CRM that lets you create interactive, guided flows called kiosks. A kiosk can pull data from any module, present it on screen, collect input, make decisions, and trigger actions—all in a single pop-up experience. You need it whenever your team is performing a task that requires jumping between multiple CRM screens, or when you want to give users a structured, error-proof way to complete a process. Think of it as building a small purpose-built app inside your CRM—except without writing code or filing a developer request.

How is Kiosk Studio different from Blueprint and Wizards?

Blueprint governs how a specific record moves through stages by enforcing process compliance on individual records. Wizards simplify data entry when creating or editing a record by showing only the relevant fields. Kiosk Studio is different because kiosks aren't tied to any single record; kiosks operate independently by pulling data from across modules and acting on multiple records, and can be embedded on your home page, list views, record pages, Canvas pages, or even in a portal. If Blueprint is about controlling a record's journey and Wizards are about simplifying a form, Kiosk Studio is about building entirely new capabilities for your team.

Which Zoho CRM editions support Kiosk Studio and are there any limits?

Kiosk Studio is available across all paid editions of Zoho CRM: Standard, Professional, Enterprise, and Ultimate. The number of kiosks you can create depends on your edition. All users with the Module Customization profile permission can build and manage kiosks.

Where can I place a kiosk once I've built it?

You can embed kiosks on the CRM home page, record detail pages, list view pages, and Canvas pages. Kiosks can also be launched inside Blueprint transitions, so you can require users to complete a guided flow before advancing a record to the next stage. You can also trigger kiosks through Client Scripts and place them in CRM portals for external users like customers or vendors.

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Community

Explore the Zoho CRM community to share builds, post walkthroughs, and pitch ideas for where Kiosk Studio should go next. Running into an issue? Raise a request and our support team will get back to you.

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What's new in Kiosk

Kiosk Studio has been updated steadily since its launch. Here are some of the most recent enhancements—with more on the way. For the full list, visit our release notes page and search for "Kiosk".

Standard Edition support

Kiosk Studio is now available across all paid editions of Zoho CRM, including Standard. Previously limited to higher tiers, this means more teams can start building kiosks without upgrading their plan.

Improved record selection experience

The GetRecords element now supports pagination, search, filters, and higher selection limits, so users can find and select records faster, even when working with large datasets.

SlyteUI support within Kiosk

You can now reuse any display component you’ve built in SlyteUI without recreating it in Kiosk Studio. This saves time, reduces repetitive work, and gives you access to richer UI elements that aren’t available in kiosks today.

Sequential action execution

Actions in a kiosk can now run in a defined sequence rather than all at once. This gives you precise control over execution order, which is essential for workflows where one action depends on the result of the previous one, such as creating a record and then immediately updating a related field.

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Roadmap

Here's what we're working on right now and what's coming next. We update this as priorities shift, so check back regularly.

In progressPlanned

In Progress

  • Kiosk support in pages

    Kiosks will be embeddable in custom CRM pages (previously "Web tabs"), so you can place them beyond the home page, list views, and record detail pages. This gives you even more flexibility in where your team accesses them.

  • Loop Actions

    Repeat a set of actions for multiple records in a single kiosk execution, like updating every line item in a sales order or sending notifications to a list of contacts.

  • Path Connector

    Connect separate branches of your kiosk flow back into a shared path so that diverging decision branches can converge again into common steps. This reduces duplication in your kiosk design.

  • Translation support for Kiosk

    Build a kiosk once and execute it in multiple languages. This enables you to extend kiosks to teams working in different regions.

Planned

  • Back/Pause buttons in Screens

    Let users go back to a previous screen or pause and resume a kiosk mid-flow. This addresses one of the most requested features: the ability to correct a mistake without restarting the entire kiosk.

  • Client Script Phase 2

    Phase 1 (shipped December 2025) let you launch kiosks from anywhere in Zoho CRM using Client Scripts. Phase 2 extends this further by opening up more advanced scripting capabilities to give developers finer control over when and how kiosks are triggered based on business logic.

  • Clone elements

    Clone individual elements within a kiosk—screens, decisions, or actions—rather than rebuilding them from scratch. Useful when building kiosks that have similar but slightly different branches.

  • GetRecords: Admin scope, optional conditions, and UI revamp

    Three improvements to how GetRecords works. Admin scope means a kiosk can fetch records with admin-level access—so even users with restricted permissions see the data the kiosk needs to show them. Conditions are no longer mandatory, so you can pull all records from a module without defining filter criteria first. Finally, a revamped configuration interface makes setting up GetRecords faster and more intuitive.

Ready to build?

Start with a simple data-entry flow, see the impact, and expand from there. Every paid edition of Zoho CRM includes Kiosk Studio—no add-ons, no extra cost.