Screenshots

Description

Zoho’s mobile CRM helps you stay on top of all your sales activities. Be a pro lead manager by efficiently tracking and following up on leads or that sales manager that everyone envies with your top notch contact management. Turn your phone into your personal sales assistant to help you in your field sales. Increase sales efficiency with the mobile CRM by locating more leads, scheduling more meetings and closing more deals.

Features:

- Start your day with a clear overview of your scheduled tasks, events and calls.

- Stay up-to-date and gain insights on key metrics and sales trends with Dashboards.

- Log calls and schedule follow-up activities. Attach voice notes and files to deals with ease.

- Set reminders, get push notifications, and be sure to never miss an activity.

- Check in to record your visits at customer locations. Collaborate with your team through feeds using @mentions and much more.

- Access and modify your information even when you're offline. It gets automatically synced when you are back online.

- Manage your end-to-end sales cycle with Zoho CRM’s mobile app.

What’s New

Version 3.3.20

Siri meets Zia: Siri Shortcuts are here.

- Siri can help launch Zia, your personal sales assistant to help carry out actions like creating tasks, adding notes, converting leads, calling your customers and changing the status of your deals.
- You can also quickly access your activities for the day, deals for the month and dashboards via Siri, Spotlight search and also get suggestions via notifications.

Bug fixes:

- We've addressed a scenario wherein records were not displayed in the custom view when a user lookup field was set as the criteria.
- An issue 'Request pattern incorrect' which cropped up in the Home screen when the device's timezone was set to GMT has been fixed.
- A scenario where the message 'No cellular network' cropped up when a call was made from the app, even though carrier signal was full has been addressed.
- Fixed a few crash scenarios in this update as well.

Ratings and Reviews

3.0 out of 5
107 Ratings
107 Ratings
mjs776 ,

Meh

Functional on a small scale. Doesn’t match what’s online. Constantly have problems with sync and data accessibility. Not nearly customizable enough to be really valuable.

Developer Response ,

@mjs776, thank you for sharing your feedback. We would like to get an understanding of the issues that you've reported and iron them out. It would be great if you could elaborate the scenarios with regard to sync and accessibility for us to have them addressed.

Also, do let us know what we bring to the app to make your experience with the app better by sending over an email to crm@zohomobile.com. We look forward to hearing from you.

@akoraif ,

Please help!

First, there’s no introduction Video or written guid to explain the lead process and qualification criteria. Second, when I create an event and I invite customer by the email that was registered as a lead in Zoho, it’s just not working and has never been sent.

Please advise.

Regards,

Developer Response ,

@akoraif, sorry to hear that you are facing issues with the app. We would like to get to the bottom of the issue that you are facing. Do send over your contact info to crm@zohomobile.com and we will get right back to you.

With regard to the resources, please use this link (https://www.zoho.com/crm/help/) to get an overview and all the help documentation about CRM.

Also, feel free to write to us if you have any questions or if you need any assistance and we will get right back to you.

sandeld ,

Not the same as the web app

The web app of CRM includes a Projects tab, and I don’t want to download two apps to get the functionality of what should be one.

Developer Response ,

@Sandeld, we totally understand your concern. Sorry that currently we do not have the integration of the Zoho Projects service with Zoho CRM. We will keep you posted when we have this integration covered in the app. Thank you for your understanding.

Do send over an email to crm@zohomobile.com if you have any questions and we will get right back to you.

Information

Seller
Zoho Corporation
Size
103 MB
Category
Business
Compatibility
Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English, French, German, Japanese, Simplified Chinese, Spanish, Traditional Chinese
Age Rating
Rated 4+
Copyright
© 2017, Zoho Corporation Pvt. Ltd. All Rights Reserved.
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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