Zoho CRM Mobile App and its Key Features

Zoho CRM Mobile App and its Key Features

The Zoho CRM mobile app allows you to take your CRM, wherever you go. It gives you the same access to the data that you have on your desktop, but organized to help you finish your tasks on the go. The mobile experience offers a clean user interface, optimized for easy access of data that you need.

Facing network issues?

No problem! The app allows you to work offline. You can access records that are stored locally, and add, modify, and delete records. When you reconnect with your network, any changes made offline will be automatically synchronized. See also Zoho CRM Mobile Edition

Supported Devices

The Zoho CRM app is available on Android and iOS devices, and can be downloaded from Google Play and the App Store. It's also available as mobile web in supported mobile browsers.

Operating SystemVersion
Android4.1 and above
iOS10.0 and above
Mobile web
AndroidChrome (Recommended)
iOSSafari (Recommended)

Supported Modules

You can access a set of Zoho CRM modules from your device. The data they contain will be stored in a local database on your device. Supported modules differ based on the edition of CRM you are subscribed to. The following modules are supported in your device.

LeadsContactsAccountsDealsTasks
EventsCallsProductsCasesSolutions
VendorsPrice BooksQuotesSales OrdersPurchase Orders
InvoicesAll custom modules
(Max: 15 custom modules)		Dashboards--

Key Features

Zoho CRM app offers various features which allows you to easily manage your data on the go. Listed here are some of the mobile centric features in the Zoho CRM application. Click to know more about the features available for Android and iOS platforms.

Zia Voice

Zia, Zoho's built-in artificial intelligence, acts as your sales rep. Need any help? Just ask Zia. You can talk to Zia and ask questions about data in your CRM or via chat. She can also carry out simple tasks such as creating a record, making calls, or adding tasks, events, or notes. Only users with CRM Plus, Enterprise and Zoho One editions can access Zia on their iOS devices.

Check-in to a location

Check-in to a location when you meet with a client. The manager can be notified when a check-in is done to keep track of all the sales reps' appointments. You can check-in to an event or create a new event upon check-in.

Locate leads or contacts near you

If you want to get in touch with customers when you are on a business trip, your CRM app can instantly show you the list of Leads, Contacts and Accounts near you.

Stay connected

You can send an SMS or email, or make a call with your clients. Feeds allow you to discuss matters with your team to collectively aid in decision-making. It also gives you periodic updates on the important leads you follow, such as who updated the record and changes made to a record.

Messages

Email interaction with your leads and contacts plays a vital role and missing messages can prove costly. Messages allow you to view all the interactions with your client in a single window. Never miss a message again.

SEE ALSO

    • Related Articles

    • Zoho CRM Mobile App

      Zoho CRM Mobile Edition gives you the option to access and work with your Online Zoho CRM data from your mobile devices. The Zoho CRM native app is available for the iPhone, iPad and Android phones. Additionally, you will be able to use the web app ...

    • Zoho FSM Mobile App

      The  Zoho FSM mobile app enables on-the-go field technicians to update their appointment statuses as they progress with their work. Key Features The field technician can communicate with the customer through call, email, and SMS Field technicians ...

    • Using the Zoho CRM Mobile App for iOS

      Organize CRM Home Screen Zoho CRM for iOS welcomes you with an attractive Home screen that displays the Activities for the week. You can prioritize your work for the day based on the activities displayed. You can also check off completed activities ...

    • Frequently Asked Questions - iOS Mobile App

      1. What are the benefits of the Show Mobile App for iOS? The Show app lets you import, view, and deliver slides right from your iPhone or iPad. With this presentation app, you can: Add presentations from various cloud storages(No sign in required) ...

    • Configuring Zoho Motivator's features in Zoho CRM

      Zoho Motivator was created to encourage positive sales behaviors in a fun way. Sales behaviors are activities which influence your sales, such as making more calls or attending more meetings. Zoho Motivator helps identify these behaviors using ...