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Zoho CRM

Customizing your CRM is one of the new challenges in the B2B sector. Many software packages’ interfaces are criticized as being somewhat limited, unlike the interfaces of some of their competitors. In the case of Zoho, they continuously develop their products to improve the customer experience. Your Zoho CRM experience will no longer be dominated by the same design everyone else has.

Without involving IT or developers, Canvas helps businesses create CRM interfaces tailored to each employee’s role without compromising security. Each record view looks like you hired a website developer to design it. You can display the data you want, where you want, and in an aesthetically pleasing format. More than 100 different section options, color schemes, fonts, related lists, buttons, and more are available.

Using The Canvas Builder

  • User-friendliness and ease of use are significant strengths of the builder. These features allow you to easily group multiple items and align them, so it’s not as complicated as it seems.
  • With the ‘Tabular’ element, you can add related lists as a ‘tab’ or create a blank ‘tab’ to add fields. The tab container and tab bar are also fully customizable! Rather than having to scroll down the page to see ‘Notes,’ for example, you can now find them next to the important record information.
  • Besides setting one default view based on a user profile, you can have multiple Canvas Builder Views across various modules. It lets you create views for each profile and set them as their respective defaults. For example, this helps marketing users to see social media handles and marketing sources at first glance. On the other hand, a sales user may be interested in activities, opportunities, and financials.

Why do you need the Canvas Builder?

An important challenge of CRM deployment is poor user adoption, leading to incomplete data within the system. Using Zoho Canvas can help companies avoid these problems. Having visually appealing CRM pages makes your users more inclined to adopt the tool into their daily routines as they can easily see the data they are viewing.Zoho CRM

Pricing and Availability

Canvas is available across all editions of Zoho CRM at no additional cost. Zoho believes that every CRM user deserves a better experience and stands for supporting the CRM community.

Conclusion

We, CRM Masters, are Zoho Premium Partners. And thereby hold deep expertise in Zoho. Solutions tailored by our experts for your business will surely leverage the power of Zoho for you. Let us know if we can help you or provide assistance in any case.

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