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CRM

Comprehensive CRM platform for customer-facing teams.

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Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

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CRM Plus

Unified platform to deliver top-notch customer experience.

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CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

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Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

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Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

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People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

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Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

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Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

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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, IBRS
  • 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 LLC
  • 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 more
    Mike Sigvaldason Corporate CRM Administrator, Arctic Spas
  • 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. SandvikAgency Owner, Sandvik Insurance Agency
  • 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 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, Ardento
  • 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 more
    Jack 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 more
    Jim 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.

    Ramy LativManaging Director / Return Trader of ATS Trading GmbH
  • 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 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 Consulting
  • 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, ForSalebyPete
  • 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 more
    Marc FishmanDirector of Sales and Marketing, Call Center Sales Pro
  • 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 KiadiiFounder/Co-owner, Atlanta Fresh Start
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