What is Zoho CRM Canvas and why do I need it?
Zoho CRM is a powerful system that houses all of your key business data including customer information, employee details, business contracts, sales activities and so on. It helps you streamline business processes, automates routine tasks and enables customer engagement via multiple communication channels, supports integration with a range of third-party systems, among a lot of other incredible capabilities.
A system with such powerful possibilities, Zoho CRM now also comes with yet another game changing feature — the Canvas Builder, where you are given complete control to decide how your CRM pages should look.
With the Zoho CRM Canvas Builder, 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.
Here are the top three reasons why you should give using the Canvas Builder a try:
1. 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.
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.
2. 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.
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.
3. 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.
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.
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