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 3.3.11

- We've updated the privacy settings in the app.

- We've brought in support for the user field in this update. You can now set multiple owners for a record using the user field.

- An issue wherein the lead/contact field was not auto populated while logging a call has been fixed.

- We've also addressed a few technical glitches and crash scenarios in this update.

- We are working on bringing in new updates which would require iOS 10 or higher to function. Please update to the latest OS to access the upcoming features and enhancements.

Note: Users on versions below iOS 10 will still be able to access the app, but they will not be able to update and access the latest features.

Ratings and Reviews

2.8 out of 5

79 Ratings

79 Ratings

Great concept, Needs improvement

DJ Freko

Zoho has been part of the CRM revolution with an app and service that has potential.

The latest update seems not to fix any issues, but made things worse: One thing I’ve noticed is that it’s not saving the data properly. This is very frustrating, especially after working for hours on gathering leads and accounts information - you go and enter the data, hit save and call it a night. When you come back to resume where you left off or you need to go back and retrieve the data: it’s not there. You only find what you’ve entered the first time you created the item months ago, and not what you’ve entered and updated since.

Another downfall is trying to export all your data from Zoho CRM to Outlook. ‘Cause let’s face it: one can not rely on your data being 100% safe and accessible anywhere. You always must have a back up. But the problem here is that when you export from Zoho CRM to Outlook: the data doesn’t appear in the fields where they supposed to be. It’s all scattered in odd fields, even the most basic info like a company’s address or phone number, making the whole thing useless. It just needs a much better Outlook integration.

It leaves you to think: If this basic CRM plan is unreliable, you think I’ll want to upgrade to the next tiers??

This is why I give the app a two-star rating, which means that Zoho Corp has more and better work to do.

Needs work.

thomastragic

I began to use this app on my iPad Pro, but quickly became frustrated. I was using my the app on my iPad with the Apple Smart Keyboard when I clicked login and was forced into landscape mode, causing me to have to collapse the keyboard and flip the device around.

Once I logged in and the interface went back into landscape, I began to add a contact. I normally use the tab key to navigate between entry fields (and I’m pretty sure this is common practice), but the app would not allow me to do this. I quickly grew tired of the cumbersome navigation. Luckily I had my MacBook with me today otherwise I would have to keep using the app.

I would really like to see all of Zoho’s apps optimized for use with the iPad Pro.

Developer Response

Thank you for taking the time to write to us and for sharing your experience with the app. We appreciate it. We will definitely have this looked into and will keep you posted when we have these scenarios covered.

Do send over any feedback/questions that you have to crm@zohomobile.com and we will have them looked into and will get back to you.

Decent but Lacking Commonsensical Sync

Sirocki

The most glaring issue I have with the app is that it currently does not instantaneously sync with the desktop/web version. Using a mobile app, I should not have to manually sync in order to see changes made to field layouts in module — let alone have to log completely out and then log back in to see any modules that have been recently created. This app is nearly unusable during the creation & development of our CRM layout, which makes it impossible to use for testing and to see how our changes look on mobile. Please bring the sync capability into the 21st century!

Information

Seller
Zoho Corporation
*WEA.AppPages.Size*
98.8 MB
Category
Business
Compatibility
Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English, Czech, Dutch, French, German, Indonesian, Italian, Japanese, Korean, Polish, Portuguese, Russian, Simplified Chinese, Spanish, Swedish, Traditional Chinese, Turkish
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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