Introducing swipe actions in the Zoho CRM Android app
Hello everyone, How much time do you spend each day on your list view? Probably quite a lot. Since it's such an important part of your work, wouldn't it be easier if you could take action directly from your list view instead of opening each record oneZoho CRM Android app updates: Kiosk and multiple file upload support for subforms
Hello everyone, We've rolled out new enhancements to the Zoho CRM Android app to bring better mobile CRM experience and efficiency. Let's take a quick look at what's new: Kiosk Multiple file uploads for subforms Kiosk Kiosk is a no-code tool in Zoho CRMZoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform
Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho SurveyZoho CRM Android app updates: record sharing, user image upload, Zoho Survey integration, and more
Hello everyone, We've made some important improvements to Zoho CRM's Android app, and we'd like to walk you through the latest updates. Here's what's new: Record sharing with org users User image upload Zoho Survey integration support Venue preferenceZoho CRM mobile: Support for rich text in multi-line fields, Image upload field, and more
Hello everyone, We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here's what's new: Rich text support for multi-line fields (iOS) Image upload field support (iOS and Android) Tool tip markdown (iOS) Rich text supportZoho CRM mobile app feature update: home page widgets, field tooltips and user image upload
Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick lookIntroducing teamspaces and team modules in Zoho CRM mobile app
Hello everyone, We have an exciting update to share in the Zoho CRM mobile app. As part of CRM For Everyone—a new set of features that reflect our vision to democratize CRM and make it accessible for all—teamspaces and team modules are now available onIntroducing Dynamic Display in Zoho CRM mobile apps
Hello everyone, We're happy to announce that Dynamic Display is now available in the Zoho CRM mobile app for both iOS and Android devices. Mobile apps have become synonymous with convenience and flexibility. As more and more businesses rely on mobileZoho CRM mobile: support for record images, predefined WhatsApp messages, and multi-select lookup field
Hello everyone We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here’s what’s new: Extended record image support for modules (Android) Predefined text support for WhatsApp messages (Android) Multi-select lookup fieldMulti User Lookup field on the Zoho CRM iOS app.
Hello all! Hope you are all safe and sound. We have now brought in support for the Multi User Lookup field on the Zoho CRM mobile app. Below are the enhancements that are supported in this update: * Multi User Lookup field can be added through the2024 recap: Key updates to Zoho CRM's mobile app
Hello everyone, 2024 has come to an end, and as we welcome 2025, let's take a moment to look back at the updates that made Zoho CRM's mobile app even better last year. Here's a quick feature recap! Share record URL (Android) Users can now easily copySaved filters, layout rule support, related list quick navigation, and more
Hello Everyone, We're excited to share some new features and enhancements in the Zoho CRM iOS and Android apps that will improve your mobile experience. These updates will make your CRM journey more efficient and user-friendly. Here's a look at what'sZoho CRM mobile updates: improved lead conversion, voice-to-text, assignment threshold, and optional blueprint fields
Hello everyone! We’re delighted to bring you some exciting updates in Zoho CRM that will make your mobile experience even better.Take a look and see how these new iOS and Android additions can make your CRM journey even better. 1. Identifying and mergingNew Zoho CRM mobile updates: date sync, Zia analytics support, and subform permissions
Hello Everyone! Hope you're doing great! We’re excited to share some new updates to the Zoho CRM Mobile app that are designed to make your experience even smoother and more efficient. We've included a summary of these updates so that you can take a closerAccount suggestions for Leads, record sharing via extensions and more
Hello all, At Zoho, we're constantly working to make our CRM better and improve its mobile functionalities. Over the past few months, we have introduced some exciting new features and enhancements to the Zoho CRM Mobile app. We've included a summary ofMeeting Cancellation feature on the Zoho CRM Android app
Hello all! Hope you are all safe and sound. We have all been in a situation where a meeting has been cancelled for numerous reasons. Let's be honest, cancelling a scheduled meeting is never an easy task and it requires a lot of formalities. However, itRevamped List view is now available in the latest version of Zoho CRM Android mobile app!
Hello, All! In the latest version of the Zoho CRM mobile app (v3.5.25), we have revamped the list view of all the modules both in its appearance and functionality. You'll now be able to sort the records in the same order as on the web app in the mobileGrouping of multiple record pins on the 'Nearby me' maps
Hello everyone, In the latest version (v3.6.23) of the Zoho CRM Mobile app, we have revamped the 'Nearby me' maps feature. In this version, the pins will display a number depicting the total number of records present around that location. This number'In-app purchases' feature is now supported in the Zoho CRM iOS app
Hello everyone, We are delighted to let you know that we now support 'In-app purchases' feature in the latest version (v3.6.23) of the Zoho CRM Mobile app. You can now subscribe to the Zoho CRM editions (Standard, Professional and Enterprise editions)iOS14 Menus, New Date pickers and Wind down shortcuts are now available in CRM iOS app
Hello All, As a part of iOS 14 compatibility, we have now brought in support for iOS14 Menus, New Date pickers and Wind down shortcuts in the Zoho CRM iOS app. iOS 14 Menus: We have now incorporated the Pull-down menus in the CRM iOS app. Now allLine items in inventory records can now be viewed as Subforms in the Zoho CRM iOS app
Hello All, In Zoho CRM iOS app (v.3.6.5), we have enhanced the user experience of working with products in the inventory records. The product line items will now be displayed in Subforms in the 'Details' view of the inventory record. You can add/editMessages section on the CRM iOS app now support IMAP accounts
Hello All, In the latest version of the CRM iOS app (v3.6.3), the MailMagnet/ Messages functionality now supports the IMAP configuration as well (i.e when the email account is configured via IMAP on the desktop site). To know more about MailMagnet featureSales reps can now set timezone from within the CRM Android app
Hello All, In the latest version of the CRM Android app (v3.5.4), we have brought in support for an option to set preferred timezone from within the app on the move. You can do so by going on to CRM app settings > Timezone > Set preferred timezone. WhenRevamped Analytics module is now supported in the latest version of Zoho CRM iOS mobile app!
Hello All, In the latest version (v3.6) of the Zoho CRM iOS app, we've completely revamped the Analytics (Dashboards) module both in its appearance and functionality. You can now get a complete overview of your entire sales process and also drill downRevamped Analytics module is now available in the latest version of Zoho CRM Android mobile app!
Hello All, In the latest version (v3.5.0) of the Zoho CRM app, we've completely revamped the Analytics (Dashboards) module both in its appearance and functionality. You can now get a complete overview of your entire sales process and also drill down the finer details on the go. We now display all the Analytics (Dashboard) components in the CRM mobile app. The newly added components are: Quick Charts KPI Heat Map Line chart Comparator Anomaly detector Target meter Funnel Cohort QuadrantsMultiple organizations and deep linking feature (for multiple organizations) is now available in the CRM mobile app
With the Multi-organization feature, you will now be able to easily switch between the Orgs from the mobile app without having to log out of the app and log in to the other org. If you are a part of multiple organizations with the same email address, all the Orgs will be listed in the 'Choose an Organization' list in the CRM mobile app Settings. You can choose a particular org to switch to the desired org. You can switch between the organizations in the mobile app by following the steps below:Zoho CRM sports an all new logo and Checklists in Blueprint is now supported in Zoho CRM iOS app
Hello everyone! We have officially changed our Zoho CRM app's logo! Our new minimalistic icon signifies the infinite possibilities via CRM and the building of everlasting customer relationships. I have attached a screenshot of the new logo for your reference: You can update the app to the latest version (v3.5.23) from the App Store directly or using the link given below, for the new logo to get displayed in the mobile app: https://apps.apple.com/in/app/zoho-crm-sales-marketing/id444908810Multiple Sales Pipeline to meet your business requirements in Zoho CRM mobile app
Every business has a unique sales process. If you are selling different products or targeting different types of markets, multiple pipelines can help you capture each deal's journey. With Multiple Sales Pipelines, you can accurately track multiple sales workflows for all of your products and markets. This feature helps us in defining the sales process for every deal. Let's say, you sell different products and you would like to set unique stages for each product, you can use the multiple pipeline'Sign in with Apple' is now supported in Zoho CRM iOS mobile app
Dear users, In the latest version (v3.5.23) of the Zoho CRM iOS app, we have brought in support for an additional mode of gaining access to the CRM app. You can now sign in to the app using Apple ID by clicking on 'Sign in with Apple' option. It's easier than ever for businesses to manage their customer relationships. You can update the app directly from the App Store or using the link given below: https://apps.apple.com/us/app/zoho-crm-sales-marketing/id444908810 I have attached a GIF below'Events' module will now be renamed as 'Meetings' in the CRM mobile app
Hello All, We have now renamed the 'Events' module in the CRM app as 'Meetings' as it is often misinterpreted for user conferences, social occasions etc. This change is applicable to both iOS (v3.5.19) and Android (v3.4.8) app. You can download the app directly from the respective App/ Play store or using the links given below: App Store: https://apps.apple.com/in/app/zoho-crm-sales-marketing/id444908810 Play Store: https://play.google.com/store/apps/details?id=com.zoho.crm&hl=en_IN AllExecute a Blueprint on the move!
We are pleased to announce that a Blueprint can now be executed right from your Zoho CRM mobile app! Suppose you are on a field visit to meet a prospective customer, and you land a deal. You don't have to wait until you get back to your desk to update the status of the deal. If the deal is part of a Blueprint, you can execute the required Transitions and update the deal's Stage right from the Zoho CRM Mobile app. Simply go to the Detail View of a record within a process, tap on the TransitionEmpower sales reps to sell with Zoho CRM, now with iOS 13 experience
Hello iOS CRM mobile app users, iOS 13 is here and we are thrilled to announce about the new features in the latest version of the Zoho CRM app. I hope you are as excited as we are! Below are the features that are supported in the latest update of the app: Dark Mode: This has been a long time coming. For all the users who love to burn the mid-night oil, we are now turning off the lights and rolling out the 'Dark theme' in the mobile app. You can enable Dark theme in the mobile app by followingSandbox (Testing) Environment is now supported in Zoho CRM iOS mobile app
Hello Folks, Zoho CRM mobile app (v3.5.3) now offers Sandbox, an environment to test your Zoho CRM settings before you can take it to your production setup. Zoho CRM Sandbox environment mimics the production environment. More info on Sandbox is given in the link below: Zoho CRM - Sandbox feature Once the necessary tests are carried out, you can deploy the Sandbox changes to Production environment. Sandbox environment can be created on the desktop site (crm.zoho.com). To create SandboxRelated Emails in Zoho CRM iOS app (v3.4)
Dear Customers, We are happy to announce that the much asked for 'Related emails' is now made available in the latest version of the Zoho CRM iOS app (v3.4) in the Appstore. With 'related emails' you can now keep track of customer emails within records and stay on top of all interactions. You can also send out contextual emails to your customers right from the app. Please update to the latest version of the CRM app directly from the Appstore or from the link given below:- https://apps.apple.com/in/app/zoho-crm-sales-marketing/id444908810Revamped Tax section is now available in the newer version of the CRM app!
Hello All! We are here to announce about our all new revamped 'Tax' section of the Zoho CRM mobile app. In the latest version of the Zoho CRM mobile app (Android and iOS), we have brought in support to display the customized tax rates and to select multiple tax rates for the inventory records. You can customize the tax rates on the desktop site and the same will be reflected in the mobile app. To customize the Tax Rates: 1. Log into desktop site (crm.zoho.com) with Administrator privileges. 2. GoZoho CRM Android App: Multi-language Support
Hello everyone! We are glad to announce about the new features and enhancements that we've brought into the latest update of the Zoho CRM Android app (v3.3.52). ** Zoho CRM App is now multilingual with support for 20 languages. Below is the list of languages that are supported in the app. • English [British] • French (Français) • German (Deutsch) • Spanish (Español) • Japanese (日本語) • Chinese [Simplified] (简体中文) • Dutch (Nederlands) • Portuguese [Brazil] (Português [Brasil]) • TurkishCall Leads/ Contacts via RingCentral
Hello Folks, For all those of you who've been looking to make calls to your CRM leads/ contacts using the RingCentral app on your device, we have a quick tip on how you can go about with it. For the calls made through RingCentral to be synced with the CRM application, you will have to integrate the RingCentral app in CRM application. You can refer to this help document for a step by step walk through. Steps to be followed to log the calls made through RingCentral: iOS: In iOS, you can make calls
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Introducing swipe actions in the Zoho CRM Android app
Hello everyone, How much time do you spend each day on your list view? Probably quite a lot. Since it's such an important part of your work, wouldn't it be easier if you could take action directly from your list view instead of opening each record oneZoho CRM Android app updates: Kiosk and multiple file upload support for subforms
Hello everyone, We've rolled out new enhancements to the Zoho CRM Android app to bring better mobile CRM experience and efficiency. Let's take a quick look at what's new: Kiosk Multiple file uploads for subforms Kiosk Kiosk is a no-code tool in Zoho CRMZoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform
Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho SurveyZoho CRM Android app updates: record sharing, user image upload, Zoho Survey integration, and more
Hello everyone, We've made some important improvements to Zoho CRM's Android app, and we'd like to walk you through the latest updates. Here's what's new: Record sharing with org users User image upload Zoho Survey integration support Venue preferenceZoho CRM mobile: Support for rich text in multi-line fields, Image upload field, and more
Hello everyone, We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here's what's new: Rich text support for multi-line fields (iOS) Image upload field support (iOS and Android) Tool tip markdown (iOS) Rich text support
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GPS tracking only or Check out facility
Dear Team, Zoho CRM is quite robust CRM but till date i was waiting for the feature of having GPS tracking of Sales employees which is a common demand by all customers for thier field sales executives. We cover them by saying that CRM provides Checkin
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