Installing the CRM Mobile App
Zoho CRM app offers various features which allows you to easily manage your data on the go. Listed here are some of the mobile centric features in the Zoho CRM application.
Zia Voice
Zia, Zoho's built-in artificial intelligence, acts as your sales rep. Need any help? Just ask Zia. You can talk to Zia and ask questions about data in your CRM or via chat. She can also carry out simple tasks such as creating a record, making calls, or adding tasks, events, or notes. Only users with CRM Plus, Enterprise and Zoho One editions can access Zia on their iOS devices.
Check-in to a location
Check-in to a location when you meet with a client. The manager can be notified when a check-in is done to keep track of all the sales reps' appointments. You can check-in to an event or create a new event upon check-in.
Locate leads or contacts near you
If you want to get in touch with customers when you are on a business trip, your CRM app can instantly show you the list of Leads, Contacts and Accounts near you.
Stay connected
You can send an SMS or email, or make a call with your clients. Feeds allow you to discuss matters with your team to collectively aid in decision-making. It also gives you periodic updates on the important leads you follow, such as who updated the record and changes made to a record.
Mail Magent
Email interaction with your leads and contacts plays a vital role and missing emails can prove costly. Mail Magnet allow you to view all the interactions with your client in a single window. Never miss a message again.
Install Zoho CRM for Android Phones | Features | Usage
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