By Zoho Corporation
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Following up with trade show attendees is now quick and easy, and you never have to worry about bulky lead-tracking devices or importing data into your CRM.
The Leads app captures attendees’ information directly into Zoho CRM. It’s simple – just scan the QR code in the attendee’s badge, or take a picture of their business card (available as in app purchase). Keep your team in sync and increase the chances of converting leads to potentials by assigning lead owners, adding tasks and notes, right from the app. Automatically links leads to campaigns to identify campaigns that generate quality leads.
• Extract lead information from QR code in badges or Business Card (available as in app purchase) and add them as CRM leads. Workflow, if any, will also be triggered for the same.
• Swap parsed texts across fields to make corrections to the lead detail.
• Email the lead from the app with the templates already created in CRM.
• Assign Lead Owner, add Tasks and Notes from the app.
• Add Campaign and link it to the leads within the app.
• Scan business cards in 11 languages - English, Dutch, Swedish, Russian, French, German, Spanish, Chinese Simplified, Chinese Traditional, Japanese, Korean and Polish (available after purchasing card scanner engine)
• Export leads as a CSV file.
If you have any technical issues or questions about the app, we’re here to help. Please send us an email to:email@example.com
What's New in Version 2.0.2
Great Help - Timesaver!
This is a great app if you are a ZoHo user. We used this app on a large international Tradefair to scan the business cards of our Leads. At the same time we made photo’s of our visitors and everything was uploaded to ZoHo CRM with ease.
The card-scanner works pretty good, with every now and then a few characters that needs to be checked, The scanner marks any questionable characters in red so it is easy and quick to go through and correct them. At the end of the day we were able to sent of our first email to our Leads.
The app save us many hours of work, overall I am very happy with this app!
- Category: Business
- Updated: Mar 13, 2015
- Version: 2.0.2
- Size: 14.9 MB
- Languages: English, Bokmål, Norwegian, Catalan, Czech, Danish, Dutch, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Polish, Portuguese, Romanian, Russian, Simplified Chinese, Slovak, Spanish, Swedish, Traditional Chinese, Turkish
- Seller: Zoho Corporation
- © 2013 Zoho Corporation
Compatibility: Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch. This app is optimized for iPhone 5.
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