From the Zoho CRM app on your Android device, you can access Zoho CRM modules and work on them right from your phone. This ensures that you can access the important data even when not connected to the network. The following modules are supported in Zoho CRM for Android:
|Vendors||Price Books||Quotes||Sales Orders||Purchase Orders|
|Invoices||All custom modules|
(Max: 15 custom modules)
Call Zia, your own sales assistant, 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
You can choose to chat with Zia instead of a call.
To chat with Zia
Imagine how handy it would be to see all the day's activities on your home screen at a glance. Widgets provide miniature application views that can be embedded on your home screen and give you periodic updates on your activities, tasks, etc. They also act as shortcuts for the app.
To add a Widget to the Home screen
Adding a Task, Event, or Account via the CRM mobile app involves series of steps. You can bypass these steps using app shortcuts, which let you access certain portions of an app directly from your home screen. Press and hold the Zoho CRM app icon to view the available shortcuts. You can also customize these shortcuts.
To customize App Shortcuts
Your smartphone probably receives countless app notifications, making it is difficult to spot the important ones, and if you miss a CRM notification, you could lose out on a lead or deal. We use notification channel support to combat this and help you stay in control of what notifications you receive. You can turn off notifications for a certain channel, specify their importance, set your preferred sound for a particular category of notifications, and which notifications should override DND (Do Not Disturb). Prioritize what you need to know and when you need to know it.
To customize Notification
Imagine you have a major lead and hope to convert that lead into a customer. You can pin records (Leads/Contacts) as shortcuts on your home screen to save time spent searching the record list.
To pin a shortcut to the home screen
You can send SMS to your Leads/Accounts/Contacts provided their contact number is available.
To send SMS
You can call your customers by selecting the record you wish to speak with. You can also log the call for future reference.
To make a call
To log an outgoing call
To log an incoming call
Using Google Maps, you can locate the address of the Leads, Accounts, and Contacts.
To view maps
In case you wish to meet customers near you when you are on a business trip, your mobile CRM app will instantly tell you which contacts are near you and how important they are to your business.
Using Google Maps in your Android device, you can find Leads, Contacts and Accounts a few miles around your current location as well as a custom location.
To locate Leads/Contacts,Accounts near you
When you go out with your family to a great restaurant or you are at the movies with your friends, you want to share the news with the world - and so you "check-in" to the location and share it on Facebook or Twitter. Similarly, from the Zoho CRM app for Android, you can now check-in to the location when you meet with a client. Sales managers can immediately be notified of the check-in and therefore can keep a track of their sales reps' client appointments.
Check-ins are closely tied to Events. For example, you have an event called "Demo for Product at Kevin's office". When you check-in to a location, say Kevin's office, you can either associate the check-in to the existing event or create an event upon the check-in. The check-in is automatically attached as a note to the event. You can create check-ins only for the Leads, Contacts and Accounts modules. You cannot create a check-in without it being associated to an event.
To Check-in an event
You can record your conclusions on a recent demo for a prospect or capture your thoughts about a meeting with a client through Voice Notes. You can associate these audio files with your records and download them whenever you need.
To record Voice Notes
Your customer's information is delicate and it's important to keep it safe from prying eyes. Confidentiality is the key to stay secure in this modern era. Zoho CRM has personalised settings which helps you protect your data by adding a layer of security.
When dealing with customer's data, high level of security is required. Zoho CRM provides an App Lock feature to keep the data secure. You can add a Pin or a Fingerprint to prevent unauthorized access.
To activate App Lock
Zoho CRM's Mobile Edition lets you work offline to add, modify, or delete records, which will be saved locally and synchronized with your account, when you come back online.
To attach files
For the events, you can view the list of records in two types of views: List view and Month View.
To view events in month view
You can create and associate the following to the various records from the Android phone:
In Leads: Notes, Tasks, Attachments, Products, Events, Calls.
In Accounts: Notes, Contacts, Tasks, Attachments, Potentials, Events, Calls, Products, Quotes, Sales Orders, Invoices, Cases.
In Contacts: Notes, Calls, Attachments, Potentials, Tasks, Events, Products, Cases, Quotes, Sales Orders, Purchase Orders, Invoices.
In Potentials: Notes,Tasks, Calls, Attachments, Events, Products, Quotes, Sales Orders, Cases.
In Products: Notes, Price Books, Tasks, Events, Calls, Attachments, Cases, Solutions, Contacts, Leads, Potentials, Accounts.
In Cases: Notes, Tasks, Events, Calls, Attachments.
In Solutions: Notes, Attachments.
In Vendors: Notes, Products, Purchase Orders, Contacts, Tasks, Events, Calls, Attachments.
In Price Books: Notes, Products, Attachments.
In Quotes: Notes, Sales Orders, Tasks, Events, Calls, Attachments.
In Sales Orders: Notes, Invoices, Tasks, Events, Calls, Attachments.
In Purchase Orders: Notes, Tasks, Events, Calls, Attachments.
In Invoices: Notes, Tasks, Events, Calls, Attachments.
To associate related records
You can search for records to quickly fetch what you are looking for. Each module has a search tool which looks for records in the particular module.
To search records
Feedback can be sent to the Zoho Mobile development team, using the feedback form.
To send feedback
For any troubleshooting and support you can reach the Zoho Mobile team using the feedback form (mentioned above) and submit your questions. You can also email your questions to firstname.lastname@example.org.
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