Zoho CRM - Sales & Marketing
By Zoho Corporation
This app is only available on the App Store for iOS devices.
Stay in touch with prospects and close more deals on the move. Engage with peers and collaborate with them in real-time. Zoho CRM mobile app for iPhone and iPad is a versatile tool that helps salespeople acquire, retain, and delight more customers.
- Manage your end-to-end sales cycle with access to Leads, Contacts, Accounts, Potentials, Tasks, Events, Calls, Inventory, and Custom modules in CRM.
- Access or modify customer information offline and automatically sync when you go online.
- Get insights into key sales metrics and trends with Dashboards.
- Get instantly notified as you receive emails from customers.
- Collaborate with your team in real time using Feeds by posting comments, @mentioning peers, and much more.
- Locate leads, contacts, and accounts on maps.
- Schedule and track all your events, tasks, and activities.
- Check in and record your visits at customer locations.
- Log outgoing calls instantly.
- Use voice notes for hands-free notetaking.
- Attach files directly from your device or Zoho Docs.
- Receive push notifications for reminders set on Tasks/Events.
What's New in Version 3.2.11
The Zoho CRM app is all set and iPhone X ready.
• Drag and Drop: Managing and moving around your files, notes and contacts is now a piece of cake with the all new Drag and Drop functionality.
• Attachments: You can now attach files to records from the device's Files app.
We've taken down a few tough bugs in this update as well.
Key features missing from app
The CRM allows for the creation of module layouts used for creating records, which is excellent for different record types e.g Contacts: Client or Applicant. However, the app doesn’t allow you to choose the appropriate layout when creating a new record, which means either adding the contact using the wrong layout (and by extension missing all of the fields for that record) or creating a reminder on my phone to do it later, which hugely defeats the point of the app in the first place.
I can’t overstate how frustrating this makes the app to use.
- Category: Business
- Updated: 05 November 2017
- Version: 3.2.11
- Size: 64.5 MB
- Languages: English, French, German, Japanese, Simplified Chinese, Spanish
- Developer: Zoho Corporation
- © 2017, Zoho Corporation Pvt. Ltd. All Rights Reserved.
Compatibility: Requires iOS 8.0 or later. Compatible with iPhone, iPad and iPod touch.