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CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
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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Marketplace
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Canvas comes free with Zoho CRM

Sign Up For FreeView Zoho CRM Pricing
USD
StandardUS$14/user/month billed annuallySTART YOUR FREE TRIALtry now
ProfessionalUS$23/user/month billed annuallySTART YOUR FREE TRIALtry now
EnterpriseUS$40/user/month billed annuallySTART YOUR FREE TRIALtry now
ULTIMATEUS$52/user/month billed annuallySTART YOUR FREE TRIALtry now
 MonthlyYearly

save up to 34%

StandardUS$14/user/month billed annuallySTART YOUR FREE TRIALtry now
Show FeaturesHide Features

Everything in Free +

  • Canvas (1 view/org)
  • Scoring Rules
    Prioritize prospects with positive or negative scores
  • Workflows
    Automate record conversion using Workflow rules
  • Multiple Pipelines
    Build custom pipelines to suit your unique sales processes
  • Mass Email
    Send bulk emails to reach a large number of your customers
ProfessionalUS$23/user/month billed annuallySTART YOUR FREE TRIALtry now
Show FeaturesHide Features

Everything in Standard +

  • Canvas (3 views/org)
  • SalesSignals
    Get real-time customer notifications
  • Blueprint
    Manage every stage of your offline and online business process
  • Web-to-Case Forms
    Convert support tickets to cases and ensure follow-up
  • Validation Rules
    Ensure better quality of incoming customer information
EnterpriseUS$40/user/month billed annuallySTART YOUR FREE TRIALtry now
Show FeaturesHide Features

Everything in Professional +

  • Canvas (5 views/module)
  • Zia AI
    Conversational AI assistant, prediction and suggestions
  • CommandCenter
    Personalize your customer journeys at every stage of the lifecycle
  • Multi-user Portals
    Customer, vendor and partner portals
  • Mobile SDK & MDM
    Build and distribute custom mobile apps
MOST POPULAR
ULTIMATEUS$52/user/month billed annuallySTART YOUR FREE TRIALtry now
Show FeaturesHide Features

Everything in Enterprise +

  • Canvas (25 views/module)
  • Advanced BI - bundled with Zoho Analytics
    Bundled with Zoho Analytics' Premium Edition: Best-in-class BI and analytics software
  • Enhanced Feature Limits
    Highest possible feature limits - API, territories, rules, data enrichment, page layouts, portals, web forms, roles, profiles, social brands, etc.
  • 30-day Trial

Local taxes (VAT, GST, etc.) will be charged in addition to the prices mentioned.

Join 250,000+
other businesses

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We love the new Canvas feature which has been especially beneficial for our more data heavy modules with numerous related modules. Being able to split our data into different formats suited to our needs has been excellent, and it's a great move on Zoho's part.

Linda Kennerley

UBT Regional Sustainability

We have been using it live in our agency. It has allowed us to have our Clients / Prospects pertinent information easily accessible without having to scroll the entire CRM looking for it. And the ease to update and change is a great addition.

Bradley K. Sandvik

Agency Owner, Sandvik Insurance Agency

What I personally like about Canvas is how it allows me to be a minimalist. 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. I believe that with Canvas, Zoho has rewritten the book on customization and no-code CRM.

Chris Kiadii

Founder - co - owner, Atlanta Fresh Start

Frequently Asked Questions

Expand AllCollapse All
Do I have to pay extra to get Canvas for Zoho CRM?

No, you do not have to pay anything extra to access and use Canvas. This feature comes free with all paid editions of Zoho CRM, CRMPlus and Zoho One.

How does Canvas help me?+

Complete control of data organization and operations

Reorganize data on your record detail pages the way you want them, to offer better visibility for key fields and sections. Add only actions relevant to your business operations on your page. The Canvas Builder gives you complete control over the record detail page.

Business data made attractive

Data no longer needs to "look" boring and cluttered. Make your record detail page look as attractive as you can. If you have an eye for art, the Canvas Builder is yours to make the best use of.

Quicker access to key business data

You can declutter your page by adding only relevant fields and sections. You can use images, icons for visual representation of numeric data such as, a dollar icon for amount related fields, business card icon for the contact details section and so on. A picture represents a thousand words — you can use appropriate icons, space out details and remove irrelevant data to declutter your page and help your users find exactly what they need as soon as they open the detail page. The time spent on hunting for information is largely saved.

I have created a simple detail page with Canvas Builder. Can I switch back to the default page at any time? +

Yes, you can.

When you design a new record detail page using Zoho CRM Canvas, you will be offered the option to assign the new page to the desired profiles. For each profile you can select which view is applicable — whether the Standard (Default) View or the new user created view. The Canvas you created will be activated only for the profiles you have selected here. You can always deactivate the view at any point and revert to the Standard View of the record detail page if you so wish.

What is Canvas for Zoho CRM? +

With Canvas, you can design your own record detail page by tailoring it to your exact needs. If you think that the default detail page looks boring and cluttered, you can change that completely with the Canvas Builder. You can organize your fields and sections better, make the page look more attractive and reorganize key details so that it becomes easier for your organization users to find what they are looking for on a detail page.

Is the Canvas view applicable on mobile app? +

The Canvas view for any record detail page is currently not supported in the mobile app yet.

Can I drag and drop fields in bulk, as section by section?+

You cannot drag and drop fields in bulk, section by section. However you can create your own section and add the relevant fields.

As an alternative, you have an All Fields tab option, which will house all the fields in the module. This will make sure that even if you have missed out on adding any field elsewhere in the Canvas, a user can still navigate to the All Fields tab and access what they need.

What is the eligibility to use Zoho CRM Canvas?+

To be able to use the Canvas Builder, a user should have Module Customization permission enabled in their profile.