If you’ve ever thought “Why does my CRM have to look so... boring?” — I’ve got a surprise for you.
Zoho CRM actually lets you completely redesign how your CRM looks and feels. And no, you don’t need to know how to code.
Let’s talk about Canvas View — one of Zoho CRM’s coolest hidden gems.
Watch How To Transform Your CRM with Zoho Canvas View
What is Canvas View in Zoho CRM?
Canvas View is a drag-and-drop layout editor that lets you build beautiful, custom views of your CRM data.
You can:
- Highlight important data with colors and formatting
- Add icons, logos, or brand elements
- Reorganize your fields to show what matters first
- Create layouts that are easier to scan and understand
In other words: you make the CRM look and work your way.
Why I Use Canvas View for My Clients (and Myself)
I’ve used Canvas View with all kinds of small businesses — from service pros to sales teams — and the results are always the same: Less clutter. Better user experience. More adoption.
If your team avoids the CRM because it’s too messy or confusing? Canvas View can help fix that.
Here are a few examples of what we’ve done:
- Highlighting deal stages with bold colors and large headers
- Creating “quick-glance” cards for Leads and Contacts
- Designing visually guided layouts for customer service reps
- Bringing in logos and brand styles to make it feel like home
How to Use Canvas View in Zoho CRM
Want to try it for yourself? Here’s how to get started:
- Open any module (like Deals, Leads, or Contacts)
- Click the View dropdown > Choose Create Canvas View
- Use the drag-and-drop editor to rearrange, style, and brand your layout
- Save and assign the view to yourself or your team
You can even create different views for different roles — so your sales team sees something different than your service reps.
Pro Tip: You can also copy an existing Canvas View and tweak it. No need to reinvent the wheel every time.
Don’t Want to DIY? Let Me Help.
At TechnoMap, I work with small businesses to build Canvas Views that fit your exact workflow. Whether you want a colorful pipeline tracker or a simplified customer profile, I can help you design a CRM your team actually wants to use.
TL;DR: Canvas View = CRM That Doesn’t Suck
It’s time to stop settling for clunky, confusing CRM screens. Zoho CRM gives you the tools to make your data work for you — Canvas View just happens to be one of the most fun and flexible ones.
Want help building a Canvas View for your business? Reach out to TechnoMap — your small biz tech guide.
