Kiosk Studio in Zoho CRM: An Overview

Kiosk Studio in Zoho CRM: An Overview

Kiosk Studio is a no-code customisation tool in Zoho CRM that lets admins simplify work for their users, customers, and vendors by building and embedding custom capabilities, called kiosks, across the CRM.

Availability: Standard, Professional, Enterprise, and Ultimate editions.

The problem Kiosk Studio solves

A new Zoho CRM account starts with a standard set of modules and configurations, which works well as a baseline, but every organisation models its customer relationships and internal work differently. Admins are usually comfortable adjusting the standard setup, adding custom modules, custom fields, multiple pipelines, canvas pages, wizards, translations, and so on. Adding genuinely new capabilities on top of the CRM is a different matter, and traditionally required significant development effort and time, which slows down how quickly admins can extend the CRM for their users, customers, vendors, and other stakeholders, and makes later changes to those capabilities harder too.

How Kiosk Studio addresses this

Kiosk Studio lets admins build these custom capabilities themselves and roll them out to CRM users, using a no-code interface built from a small set of basic elements. Despite being simple to build, a kiosk isn't limited in what it can do: it can pull in data from every module in the CRM, present custom screens with fields that don't otherwise exist in the CRM, carry out actions on records anywhere in the CRM, fire webhooks, and run custom functions. Once built, a kiosk can be hosted in several different places across the CRM, giving admins flexibility in how they share it with users, customers, or vendors.

Example use cases

  • A kiosk to quickly send vouchers to a bank's customers.
  • A car dealer's kiosk on the CRM homepage, letting staff add a lead and book a test drive in a single flow.
  • A kiosk that pulls in all relevant CRM data to make insurance policy renewals easier.
  • An education consultancy's kiosk to fill out a single application, with the CRM handling record creation across modules and sending emails behind the scenes.
  • A kiosk for sales development representatives to complete their post-call actions.
  • A kiosk packed with useful capabilities for CRM admins themselves.
  • A sales playbook kiosk offering tailored guidance to sales representatives.
For worked, step-by-step examples built for specific business scenarios, see our Kiosk Studio Sessions: example kiosks and how they're built. To go deeper on the fundamentals, see Elements of a Kiosk in Zoho CRM and Working with Kiosk Studio in Zoho CRM.
Need help? 1 Cloud Consultants can help you design and build your first kiosk, or extend an existing one to cover more of your process. Book a discovery call with 1 Cloud Consultants.