Collaboration and Communication
Working with Meetings in Zoho CRM iOS app
Meetings are an integral part of any business, whether it is with your team, customers, or prospects. The meetings module in Zoho CRM helps you keep these interactions well organized and associated with the right record, so you never lose context. ...
Working with Zoho surveys in CRM iOS app
Your business often needs feedback from your customers to understand their experience, improve your services and to build stronger relationship. By integrating Zoho Surveys with CRM, you can send surveys directly to your customers as emails and also ...
Telephony in Zoho CRM iOS app
Zoho CRM’s built-in telephony support lets you easily make and receive calls directly from the CRM, automatically log call details, and access customer information during interactions.You can quickly look up their purchase history, review previous ...
WhatsApp business messaging in Zoho CRM iOS app
WhatsApp is one of the most widely used communication platforms, with over 2.7 billion unique users globally. By integrating WhatsApp with Zoho CRM, you can accelerate your customer communication, keeping everything organized in one place and ...
Collaborate using feeds in Zoho CRM iOS app
Using Feeds in Zoho CRM, you can communicate clearly with your team and share ideas on important business aspects. Feeds also give you updates on the important records that you follow, such as who updated a record and what changes were made to a ...
Communicating with customers through iPhone
Make and log calls You can call the records (e.g. Leads, Contacts) and also log the outgoing call details in CRM. In order to log the call information, you will have to enable Call Logging in Zoho CRM App settings. Make Calls You can call your ...
Chat or call Zia with using iPhone
Call Zia, your own sales assistant, to get instant answers for all your questions in Zoho CRM. She can also perform actions that you specify. For example, "Get me the list of my overdue tasks" and she displays the result you need. You can also choose ...