Canvas is an innovative and easy-to-learn Zoho CRM interface customization solution . It allows you to create your own views in Zoho CRM, tailor-made, according to your specific needs. Setting up and using a CRM tool as complete as Zoho CRM can sometimes prove difficult to master. Daily use can quickly become laborious if the tool does not meet the needs of each employee. With Canvas, you can configure views adapted to the needs of each team in just a few clicks, and make the interface more dynamic and user-friendly.
Our opinion on Canvas by Zoho CRM Overview of Canvas for Zoho CRM Canvas features for Zohoh CRM Advantages and disadvantages of Canvas Offers and prices Our opinion on Canvas for Zoho CRM Overview of Indonesia Email List for Zoho CRM home zoho crm canvas Zoho offers more than 50 solutions for businesses of all sizes. Among them is Zoho CRM, a customer relationship management tool suitable for all types of activities. Today, Zoho is adding Canvas to its CRM tool.
Canvas features for Zohoh CRM
Canvas allows all professionals to fully customize the CRM interface. All companies have their own mode of operation, and specific needs regarding the use of their IT tools, in particular CRM. You can program views where your employees can find all the information that is really useful to them in just one click, whether it is according to their position or your professional activity. Since the design of your management tools is important for your teams, you also have the possibility of customizing the background colors, and the shapes of the windows, in order to make the interface of your CRM more pleasant.
In this way your CRM really looks like you, and will be more easily accepted by your employees who will enjoy discovering their work tool, and easily find the data they need. The great thing about Canvas is that it makes customizing Zoho CRM very easy, without using coding and without special knowledge. If you are not yet equipped with a CRM solution, consult our guide to choosing the right CRM software . Explore Canvas for Zoho CRM Canvas features for Zohoh CRM An editor easy to learn canvas products With Canvas, you edit your Zoho CRM interface using a “drag and drop” function. All you have to do is select the blocks of information that interest you, then place them in strategic places for your teammates, for customer files, suppliers, articles, etc.
Information tailored to your business
The editor is therefore easy to use, without any prior coding knowledge (no line of code is necessary to use Canvas). You design your Zoho CRM interface in a WYSIWYG mode (what you see on the screen is the end result of your creation). To make it even easier to get started with Canvas, many customizable interface models are available to you. These models are categorized according to different business sectors. This way, you will easily find ready-made templates that suit your way of operating. They are easy to modify, and serve as the basis for creating your own Zoho CRM interface. Information tailored to your business canvas insurance models
All the information available in Zoho CRM can be selected and displayed according to the needs of your teams, the way you work and the culture of your company. Every business is unique, and work habits are all different from one department to another. You do not necessarily need to see all the information on all customer files, for example, depending on your daily activity, you probably need specific data (telephone numbers, emails, cell phones, last purchases, etc.). Thanks to Canvas, you can configure a view that groups together the necessary information and makes it accessible in just a few clicks. A portal for sharing creations
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