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Serrét Canvas

Less Typing. More Listening. Better Outcomes.

Drag-and-drop needs analysis that captures customer requirements without breaking the conversation flow. Visual, intuitive, effective.

80%
Less typing during calls
Visual
Needs capture
Instant
Summary generation
Key Benefits

Why teams love Canvas

  • Drag-and-drop needs capture
  • Visual representation of customer requirements
  • No typing during discovery calls
  • Automatic summary generation
  • Seamless handoff to quoting

Product Screenshot

What you can do

Powerful capabilities designed for how sales teams actually work.

Drag & Drop

Capture needs by dragging cards. No typing, no distraction from the customer.

Visual Summary

See all customer needs at a glance. Perfect for complex requirements.

Smart Categories

Pre-built categories for common needs. Customize for your products.

Export & Share

Generate summaries for quotes, emails, or handoffs to other team members.

Canvas Pricing

Choose the plan that fits your team. Upgrade anytime.

Free

Free
  • 5 sessions per month
  • Basic templates
  • PDF export
  • Personal use only
Most Popular

Professional

$15/user/month
  • Unlimited sessions
  • Custom templates
  • CRM integration
  • Team sharing
  • Analytics

Enterprise

$40/user/month
  • Everything in Professional
  • Custom categories
  • API access
  • Admin controls
  • Priority support
  • Dedicated success manager
Save up to 40%

Get Canvas as part of the Business Suite

All 5 standalone products plus Atlas AI, Connect, and CRM. One platform, one login, one price.

Experience Canvas configured for your team

During onboarding, we'll configure Canvas for your specific workflow and train your team to use it effectively.

Accelerator fee 100% credited to subscription • Learn how it works