A New look for your CRM

Zoho Canvas Builder

You might have heard that Zoho Canvas Builder has launched – so what does that mean for you and how can you use it to improve your CRM experience? Here are some of the new features!

Zoho Canvas Builder Has Landed

We wrote about Canvas Builder back when it was still in beta and we were already pretty impressed with it then. But now Zoho have officially launched their ‘CRM Design Studio’, Canvas Builder. So what does that mean for you and how can you use it to improve your CRM experience?

In terms of software, your CRM is the heart of your business. All your information across all your platforms can sync into that one database, which is probably what you bought it for. All of that information can be overwhelming, especially if only one or two sections are relevant to your department. That is why today Zoho have launched Canvas Builder – a fully no-code design studio to revamp your CRM.

The idea behind Canvas Builder is “Data Meets Design” and it has all the tools you need to make your CRM more aesthetically beautiful than ever. It’s simple, quick to use and requires absolutely no previous web design knowledge to use. The best part? It’s already included in your CRM.

Here are a handful of the key features:

Redesign your CRM

Let’s admit it – a basic CRM isn’t always the prettiest.

As a database, its primary function is to store information. Sure, Zoho CRM is certainly streamlined, but sometimes you want the interface to display information in a more engaging way. What Canvas allows you to do is 100% customise the interface. Change the colour, layout, and style of any page.

These can be dynamic as well. You want a page to change colour to get more red as increases in priority? You can do that! The limit is your imagination (as they say).

Ultimately, this makes it much less intimidating for new staff to use. No more walls of text, or infinite data fields, meaning your staff are much more likely to use the system.

No Coding Required

Canvas Builder is entirely drag-n-drop based.

Simply find the asset you like, and drop it onto the page. From there, you can resize it and edit the layout to your hearts content! There is no coding involved in Canvas Builder. No matter what your experience with web design, you can still make a beautiful custom design for your CRM.

If you don’t have an eye for design, that’s okay! Canvas Builder has its own template library that’s constantly expanding. You can use one of those as default, or customise those with just a few tweaks here and there.

Custom Views

With Canvas Builder, you can tie different views to different user profiles. So, if you want Marketing to have their information front and centre, you can adjust their display accordingly. This way, everyone only sees what they need to do their job efficiently – increasing both productivity and data security.

Available Now!

Long time users of Zoho probably know that they don’t charge for upgrades like this. Canvas Builder is already part of your CRM from today and you can start playing with it now!

 

 

Learn more about Zoho Canvas Builder

If you'd like to learn more about these changes, get Zoho Canvas Builder for your business, or anything else, don't hesitate to click on the button!