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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
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 Chieff Principal Consultant, Cloud Skills LLCPLAY
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.
Read moreMike Sigvaldason Corporate CRM Administrator, Arctic SpasWe 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. SandvikAgency Owner, Sandvik Insurance AgencyIn 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 KusamaDivision Digital Advisor, Digital Creative Net
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 would
Sam DaynesCEO, ArdentoPLAY
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.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, Skills2WorkThere 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.
Ramy LativManaging Director / Return Trader of ATS Trading GmbHWhile 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 KrautwasserFounder, Flint
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 Martin President, Zenatta ConsultingPLAY
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 English Managing Director, ForSalebyPetePLAY
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 ProWhat 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 KiadiiFounder/Co-owner, Atlanta Fresh Start
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