Modules supported in the Zoho CRM iOS app

Modules supported in the Zoho CRM iOS app

In your mobile app, you can access standard modules, custom modules and team modules created in CRM web version.
  1. Standard modules - These are the default modules provided by Zoho CRM, such as Leads, Contacts, and Deals.
  2. Custom modules - These are modules you create in the CRM web version to capture information specific to your business needs.
  3. Team modules - A Team Module is a user-managed module for tracking work that doesn't necessarily fit into the standard CRM modules like Leads, Deals, or Contacts. These modules
Learn more
Notes
Modules creation is supported only in CRM web app.

Standard modules available in iOS app 

Module
Availability
Home
Yes
Calendar
Yes
Leads
Yes
Contacts
Yes
Accounts
Yes
Deals
Yes
Products
Yes
Price books
Yes
Vendors
Yes
Quotes
Yes
Sales order
Yes
Purchase order
Yes
Invoice
Yes
Cases
Yes
Solutions
Yes
Tasks
Yes
Calls
Yes
Meetings
Yes
Appointments
Yes
Feed
Yes
Mail magnet
Yes
My jobs
Yes
Analytics
Yes
Report
No
Campaigns
No
Services
No
 

Custom modules  and Team modules

You can access any custom modules or team modules created in your CRM web version directly from the iOS app.

Web tabs 

Web tabs let you view external web pages without leaving Zoho CRM, such as your intranet, company announcements, or a web application your team uses. Web tabs are created in the CRM web app and appear in the More list alongside your modules.

To access a web tab  

  1. Tap the More icon ().
  2. Tap the name of the web tab.
  3. The page opens with the web tab's name as the title.