Installing the Zoho CRM Mobile App | Zoho CRM Mobile Help

Installing the CRM Mobile App

Zoho CRM Mobile Edition gives you the option to access and work with your Online Zoho CRM data from your mobile devices. The Zoho CRM native app is available for the iPhone, iPad, and Android phones. Additionally, you will be able to use the web app in other mobile devices. You can access data from CRM modules such as Leads, Accounts, Contacts, Deals, Cases, Tasks, Events, etc. wherever you go. Also, you can work in the offline mode to add, modify, or delete records which will be saved locally and synchronized with your Online Account, when you connect to the network.

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.


Email interaction with your leads and contacts plays a vital role and missing messages can prove costly. Messages allow you to view all the interactions with your client in a single window. Never miss a message again.

Access your Zoho CRM data from your iPad.
Install Native App for iPad | Features | Usage

Access your Zoho CRM data from your iPhone.
Install Native App for iPhone | Features | Usage

Access your Zoho CRM data from your Android phone.
Install Zoho CRM for Android Phones | Features | Usage

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