[vc_row][vc_column][vc_column_text]Zoho presentó su nuevo estudio de diseño para personalizar el CRM acorde a las necesidades de cada rubro, puesto y empresa sin necesidad de programar. Permite crear experiencias contextuales e inmersivas para todo el equipo. Adaptando distintas partes de Zoho CRM a tus procesos y preferencias.

What is your differential?

Zoho CRM is often used by several teams in an organization, and each team has different goals, methods and requirements. So, to think that a single experience can satisfy everyone's needs is utopian.

Each team prefers to display fields, buttons, widgets, and other UI elements in a certain way, which may be radically different from what other teams want. This difference of opinion becomes even greater when we compare different companies and industries.

It is the best way to say goodbye to the old flat designs of databases and customer records in the CRM.

Introduction to Canvas (English language video)

How does Canvas for Zoho CRM work?

Drag and drop editor

Redesigning Zoho CRM without writing a single line of code is possible. Anyone can create views with the intuitive drag-and-drop creation process. It allows you to start from scratch or choose a template and speed up the process.

Visual design

Canvas includes a wide range of formatting options. It is very simple to edit font colors, adjust padding, create tabs, combine fields, refine spacing, among others, with the Canvas editor.

Order in the CRM

I chose what fields and options to show and what to hide. This helps users find information quickly. In addition, it is possible to decide where each field goes and how it looks.

Widgets also take center stage to display important information from your contacts.

The best part? Share views based on roles, company area, group or position. This way everyone will have what they need. You can also share these customized views with your customers, through Zoho CRM portals.

Dynamism and topicality

The new ways of working demand to keep the tools as updated as possible, and for this reason Zoho Canvas is designed to be a solution that adapts and supports the dynamic style of today's companies. At Etixen we custom-configure Zoho solutions and train users. Do you need help to create it?

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