Introducing the all new Zoho CRM mobile app - A daily planner, personal sales assistant, and much more.
Access customer information, stay connected with customers, and find everything you need to close a deal from anywhere, any time.
With this update, the Zoho CRM mobile app gets a refreshed look, more modules, and new features. We've thoroughly rethought the design to offer you best possible experience.
Here's what we have in store for you:
- Schedule and track business activities right from the home tab.
- Fewer taps to access our customer information.
- Locate prospects from anywhere in the world.
- Visualize key sales metrics and make informed business decisions with Dashboards.
- Email inventory templates: Send Quotes, Sales orders, Invoices, and Purchase orders to customers right from within the app.
- Collaborate and stay updated using feeds.
- Check in at your customer's location and keep a record of who you meet, every time.
- Create quotes, generate sales orders, file invoices, and manage your inventory efficiently.
- Attach files directly from Zoho Docs to your CRM records.
- Personalize your CRM both visually and functionally.
- Get instant notifications on new emails, invites, and events through push notifications.
If you haven't installed the app, download it from:
As always, we'd love to hear your feedback. Please share it by commenting on this post.