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 3.4.2

We've now brought in support for adding File upload option as a field while customizing your module.

Ratings and Reviews

3.4 out of 5
206 Ratings

206 Ratings

Matthew.R.Ray ,

Improving

This app is getting better, however there is still some ways to go. The List of features don’t quite work as described or perhaps the descriptions are not accurate as to how the features actually work. I’ll give an example logging phone calls that one would think that being told that is a feature that all phone calls are logged that it would log all the phone calls made on the device however that is not true and does not do that. It takes a little time to get to learn however it can be very useful for advance contact management on your device that you can reference a desktop version of.

Developer Response ,

@Matthew thank you for sharing your feedback. Currently, calls initiated from the app can be logged via the Zoho CRM app. We would love to hear your feedback on what we could do to simplify and improve your experience. Do send over an email to crm@zohomobile.com and we will get right back to you.

DJ Freko ,

Great concept, Needs improvement

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.

AOANLA ,

Broken on iphone X

The developers have placed the search icon in the "horn" area of the iPhone X's notched screen, but failed to hide the phone's default reception/battery display; instead, they overlay each other. This makes the search icon nonfunctional and renders the entire app basically unusable. It is a very obvious problem and makes me wonder what other aspects of the app's programming are also substandard.

Also, the search function itself—on phones where it even works at all—is, shall we say, quirky. By which I mean, it is badly implemented and often cannot find the record I'm looking for unless it's phrased just right.

Finally, it has a really obnoxious tendency to reset itself to its home screen if I leave the app even for a moment. This is very annoying especially if I'm trying to transcribe information from a record into another app, such as for instance if I'n trying to find a customer's contact info and copy it into an email.

Overall I would say the app gives an impression of having been made by amateurs, except that would be an insult to the many fine programs made by amateur programmers. Instead, I'd say it gives an impression of having been made by incompetents.

Developer Response ,

@Aoanla, thank you for taking the time to write to us and for sharing your honest feedback. We understand that these issue can be frustrating and we will have them looked into and taken care of soon. We appreciate you taking the time to let us know.

With regard to the search functionality, once the search criteria is set within the respective modules, you should be able to search for the records without having to type in the complete phase. Do send over an email to crm@zohomobile.com if you still face issues.

We will keep this thread updated as and when we have these issues addressed.

Information

Seller
Zoho Corporation
Size
146.2 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

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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