To get a video introduction to Canvas for Zoho CRM, watch this Zoho Canvas Introduction video.
How does Canvas for Zoho CRM help?
How Does Canvas for Zoho CRM Work?
Canvas for Zoho CRM is a drag and drop editor with no technical skills required – you don’t need to know how to code in order to use it effectively. Start from scratch or work from one of the pre-loaded templates it comes with, created by Zoho’s in-house designers so that you can hit the ground running.
If you want to get creative then Canvas for Zoho CRM has an easy-to-use page builder tool for designing CRM systems that will really make your people feel at home. A wide range of formatting options let you craft something truly personal. Edit font colours, adjust padding, switch to tabs, merge fields, refine spacing, and more.
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 colour coding for better visibility.
Limitations and Pricing
Since Canvas for Zoho CRM is included by default in some of Zoho’s CRM plans, there’s no added price for building it out. However, there is a limit to how many views (separate configurations) your organisation can deploy at a given time. These limits are based on the Zoho CRM plan you’re using, and they are:
Free: 0 views
Standard: 1 view per organisation
Professional: 3 views per organisation
Enterprise: 5 views per module
Ultimate: 25 views per module
About the Author
Muhammad Waheed Qadir is a Senior Zoho Functional Consultant at CCG. His passion is solving business case studies and recommending the right customer management solutions to clients.