Android
WhatsApp business messaging in Zoho CRM Android app
WhatsApp is one of the most widely used communication platforms, with over 2.7 billion unique users globally. For businesses, being accessible on WhatsApp is increasingly important, as around 85% of customers prefer to connect with brands directly on ...
Tags in Zoho CRM for Android
Tags in Zoho CRM serve as unique identifiers or keywords, helping users organize their records effortlessly. By adding tags to records, users can easily classify and group their records based on various attributes such as status, priority, or ...
Data Privacy
HIPAA Compliance The Android version of the Zoho CRM is HIPAA compliant. HIPAA, the Health Insurance Portability and Accountability Act, is a law that makes specific requirements for protecting sensitive health information from being disclosed ...
Organize your home screen
Organize your Home Screen Zoho CRM for Android welcomes you with an attractive home screen that displays your activities for the week. You can prioritize your work for the day based on the activities that are displayed. You can also check off ...
CRM App Settings
Configure Calendar Settings Tap the icon in the Zoho CRM app. Tap Settings. Tap Week Starts On in the Calendar section of the Settings page. Select the day of the week you want the week to start on in the pop-up. Configure Call Settings Go to ...
Locate people near you
If you want to meet up with other customers in the area when you are on a business trip, you can check your Zoho CRM mobile app to instantly check which contacts are near you and how important they are to your business. Using Google Maps on your ...
Communicating with Customers
Make Calls You can call your customers directly from their records in Zoho CRM. You can also log the call for future reference. To make a call Go to the module (e.g., Leads, Accounts, Contacts, etc.) Tap a contact you want to call. Tap the (Call) ...
Customization
Customizing buttons Zoho CRM lets you create custom-defined buttons that initiate actions you define to meet your business requirements. Custom buttons can only be created and accessed in the web application of Zoho CRM. Read more. To access custom ...
Managing Process
Understanding Approval Process Sometimes, for a process to take place, you need approval from people at higher levels in an organization. This type of formal approval requires input from multiple roles. The approval processes created in the web ...
Actions Performed on Records
Convert Leads Once the lead status has reached a certain stage, (i.e. when there is a chance of further negotiations), it can be qualified as a potential. You can then convert the lead into an account, contact, and potential. To convert a lead Tap ...
Executing Blueprints
Blueprints that you have configured in your Zoho CRM web account can be executed from the mobile app. Suppose you are out on a field visit to meet a customer about a deal and the deal progresses from Qualification to Negotiation. If you have a ...
Working with Analytics
Dashboards in CRM are an effective way to view summaries of your sales data. The dashboards created in the Zoho CRM web application can be accessed and shared from the mobile app. To view a dashboard Tap the icon in your Zoho CRM app. Tap Analytics. ...
Collaborating using Feeds
Feeds in Zoho CRM for Android let you collaborate with your peers and keep track of your organization's activities, both your own and your colleagues. Feeds lets you post and view status updates, add comments, attach files, and filter updates by ...
Configuring Module-Specific Settings
The module-specific settings decide the order in which records are displayed in a selected module's list view. Module-specific settings also influence other aspects of a module, such as record search in the module, synchronisation with desktop ...
Installing the App
The Zoho CRM Mobile Edition allows you to access and work with your online Zoho CRM data from anywhere on Android devices. You can also perform actions like adding, modifying, or deleting records in offline mode. These updates will be saved locally ...
Ask or Chat with Zia
Call Zia Call Zia to get instant answers for all your questions in Zoho CRM. She can perform actions such as creating records, adding notes, converting leads, calling customers and changing the stages in deals. To call Zia In the Zoho CRM home ...

Access your files securely from anywhere

Start tracking your website metrics today

Use PageSense to understand what your visitors are looking for, how they are behaving, and where they are facing problems on your website.

Ready to improve your website's performance?

Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.

Track and measure every business goal

Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

Record real visitor interactions on your website

Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

Test and optimize webpages for better conversions

Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

Give each customer a unique website experience

Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.

Grow your business through customer feedback

Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

Send timely updates that customers love

Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.

Advertise your business to website visitors

Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.

Access more advanced settings in PageSense

Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.

Try easy-to-use extensions

Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.

Discover your favorite integrations with PageSense

Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.