Zoho CRM - Sales & Marketing

Zoho Corporation

About this app

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.
- 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 [e-mail]. We’ll be happy to help.

Privacy Policy:
https://www.zoho.com/privacy.html

Terms of Service:
https://www.zoho.com/terms.html

Ratings and reviews

Very cluttered, most of the content on your screen at any given point is not relevant. Biggest issue - when someone responds to the form on my website it goes directly into the Zoho CRM... But the app doesn't give me a notification. This is incredibly annoying. Edit - they responded asking me to 'elaborate on my issue via email'. I think I was specifically clear. Too cluttered, and doesn't notify. Those are the issues.

I wish it had a few tweeks though.... I notice that you can't search the whole database like you can in desktop mode. Could use a better way to take down customers calls but all in all a good application. Update: the statement provided below 👇 is a waste of time. Obviously no one still cares. Dozen skipped scheduled appointments, long holds times of hours even days to talk to someone and when you get someone they are usually the wrong person and need to transfer you to another long que.

The functionality on iOS and Android is inconsistent, features on iOS are not on Android and it seems like the development and deploying speeds of features are not even. Its really disappointing because it is overall ok, but as a company if I need to have 2 different instructions to employees depending on the phones they use and 1 of them completely cannot complete a said task, that's extremely annoying and lacking as a paid user.

What's new

In this update, we've supported roll-up summary fields for quicker access to the relevant data.