Zoho CRM – Sales & Marketing 3.3.55
The Zoho CRM app helps you manage your clients and business while you are on the move. Turn your phone into a personal sales assistant to simplify your daily activities and focus on what matters the most. Manage your schedule, track your sales visits, collaborate with your team to grow your sales, and nurture client relationships with timely customer support. Become a pro lead manager by following up on leads or the sales manager that everyone envies with top-notch contact management. Locate more leads, easily schedule meetings, and close even more deals using the mobile CRM app.
Start your day with a clear overview of your scheduled tasks, activities, and calls. Plan your day better with these insights, and set reminders for your activities so you'll never miss out. Log calls to capture the finer details of your conversations, and mark activities as complete once you're done.
Be at the top of your game by reviewing notes and attachments before you head out for your important meetings. Check-in to record your customer visits and update the deal details after every single meeting. Save time by attaching voice notes, and close deals with ease.
Stay up-to-date with real time reporting and dashboards. Gain sales insights on key metrics to make informed decisions from anywhere. You can even access and modify information when you're offline. Don't worry – it gets automatically synced when you're back online.
Connect with your colleagues instantly no matter where you are. Notify and engage other team members with the '@' mention. Attach photos and files directly to your feeds for easier access and improved business efficiency.
With Zoho CRM's Mobile App, you can connect with your customers on the move and manage your end-to-end sales cycle.
– Visualize sales and marketing trends to make decisions while you're away from your desk.
– Schedule tasks and calls right from your app, and set reminders to stay on track.
– Plan more efficiently using geo-location to recognize a sales rep's position and provide a map of clients and sales opportunities in that vicinity.
– Record customer visits, and add voice notes and files to Deals with ease.
– Log calls and create follow-up activities.
– Collaborate in real time with your team with Feeds.
– Sync your data automatically across all platforms without worrying about network connectivity.
If you have any questions, please write to [email protected] .
✦ Tax feature enhancements carried out in the web such as setting multiple values for the same tax field, modifying tax rates directly in the Inventory module, and auto populating taxes for easy association is now supported in the mobile app.