A stat band
The figures that matter on the record, such as amount and closing date, across the top with an icon each.
Design your Zoho CRM record pages by describing them
Canvas Studio designs the deal, account and contact pages your team sees inside Zoho CRM. Start from a page built from your own fields and related lists, change it by hand or by describing what you want, and publish it to the profiles you choose.
Included on every plan for a limited time. Building pages for your client portal instead? That's the AI page builder.
The whole page in one studio
Pick a module and layout and Canvas Studio lays out a page from its sections, fields and related lists. The outline on the left, a live preview on one of your real records in the middle, and every change listed with an undo.
Any field, a few clicks away
Search every field on the module by name. Each one shows its type and where it already sits on the page, so you can see at a glance what's in the header, the stat band or a tab, and add what's missing.
- Arrange cards in up to three columns, narrow or wide
- Drag cards between columns, in the outline or on the preview
- Drafts save as you work, so closing the tab loses nothing
Publish to the profiles you choose
Replace a page and the one it replaces is kept as a backup, or save a new page next to it. The publish step shows the page each profile sees now, so nobody's page changes by surprise. Every version is kept, and every publish and profile change goes in the audit log.
Every record page in your CRM, in one list
Each module's pages, which profiles see them and who changed them last, including pages made in Zoho's own builder. It works through the Zoho CRM you've already connected, so there's nothing to install in Chrome or in Zoho.
What a page can hold
The pieces you'd otherwise place by hand in Zoho's own builder.
A header with buttons
The record's name, its status pills and buttons: Edit, Clone and your own custom buttons, such as Send with Zoho Sign.
Cards of fields
Any field on the module, in groups, one to three across. Add one by typing part of its name.
Tabs
Fields in one tab and related lists such as open tasks, meetings and notes in the others, so a long page fits one screen.
Related lists and subforms
Notes, attachments, emails, activities and your related records, as tables on the page.
The stage path
The deal's stages across the page, on Deals and on any module with a pipeline.
Your records stay in Zoho
When you ask for a change, the AI sees your field names and the page design, never your record values. The record in the preview is read from Zoho to draw it and isn't stored.
Included for a limited time
Canvas Studio is an add-on, always included on Enterprise and, for a limited time, included on every plan. In the free trial you can build one canvas. All it needs is your Zoho CRM connected to SecureSync.
Security built in
Bringing your data together only works if it's kept safe, and if each client sees only their own.
How we protect your data- A database of your ownEach customer's data is kept apart, never in a shared table.
- Only their own recordsEach client sees their data, down to the field, and nothing else.
- Two-factor sign-inPortal users and your team can sign in with an authenticator app.
- A full audit logEvery change, sign-in, export and restore is recorded.
See your own CRM pages in a demo
Book a demo and we'll build a record page on your own Zoho CRM while you watch, or start a 7-day free trial with no credit card needed.
Have a question first? Send us a message