Zoho CRM empowers a global network of over 250,000 businesses in over 180 countries. It
helps businesses engage with customers, convert more leads, and grow their revenue by
closing more deals.
Oversee your sales on the move with the Zoho CRM mobile app.
Whether you’re a sales rep making calls, a sales manager monitoring the sales pipeline, or a
business owner nurturing your business, approach your workday efficiently with a state-of-the-
art mobile CRM system.
Your mobile CRM app not only covers your CRM software requirements on the go but also
helps boost mobile sales productivity with features like search, call, email, check-in, near-me,
and notifications. With a highly fluid, interactive interface, offline access, and the ability to sync
data across all your devices automatically, Zoho’s mobile CRM is perfect for field sales.
Features:
- Have a clear overview of your scheduled tasks, meetings, and calls. Set reminders so that you
never miss out on a single one.
- Use the powerful global search to locate anything you need.
- Review notes and attachments before heading out for important meetings.
- Locate customers and sales opportunities nearby and navigate.
- Check in at a client’s location to record your visit.
- Know who’s calling with the Caller ID feature.
- Log calls and capture the details of your conversation with ease by attaching voice notes.
- Visualise sales and marketing trends and make decisions while you’re away from your desk.
- Collaborate with your team in real-time using Feeds and @mention colleagues on posts.
- Sync your data automatically across all platforms without worrying about network connectivity.
If you have any questions or comments, please write to us at crm@zohomobile.com. We’ll be
happy to help.
Privacy Policy:
https://www.zoho.com/privacy.html
Terms of Service:
https://www.zoho.com/terms.html
The application is really good allowing an instant snap shot of how the team is performingThe annoying issue is deal analytics is always a day behind . If you login to the web version and do. A manual update the sales figures get corrected. If not you need to wait until the next dayThere needs to be a manual update button in the app allowing instant access to new sales numbers from the app
It’s pretty good but....
loobloo
You can’t choose the order you see things in. Eg search for a contact and all the Sign records come up first which doesn’t make sense - if you searching for a contact you want the contact not the related records. Doesn’t always pick up desktop settings. Eg send an email and they go out without a signature even though you have specified same as desktop settings in the options.Other frustrations include:- modules re order every time app updates so I have to back and change to my preferred order. - poor telephony integration eg I can’t make calls via RingCentral app on my device. I have to copy the phone number and paste into RC and then make the call. However the backend integration does mean the call is logged as an activity - BUT no means of storing notes about the call u less you go back to CRM, find the activity record and then enter the notes.
Developer Response
@loobloo, thank you for sharing your feedback. We would like to discuss with you on these points and have them addressed for you. Please do send over your contact info to crm@zohomobile.com and we will get right back to you. We look forward to hearing from you.
Zoho CRM (Professional) Review
PatBrad26
I have been responsible for finding a suitable CRM system for my business to help us achieve our goals with absolute ease whilst being cost effective. Zoho CRM ticked every box and from a functionality and cost perspective was head and shoulders above even the market leading CRM’s. It is incredibly user friendly, competitively priced and has a plethora of support available as well as excellent social media integration. I would highly recommend Zoho CRM.
Key features missing from app
deefsound
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.
We've squashed a few bugs in this update.
Version 3.19.6
The developer, Zoho Corporation, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Location
Contact Info
Contacts
User Content
Search History
Identifiers
Usage Data
Diagnostics
Other Data
Privacy practices may vary based, for example, on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
