STAND ALONE IPHONE APP FOR ZOHO CRM LIKE HIGHRISE : the when and the how...??

STAND ALONE IPHONE APP FOR ZOHO CRM LIKE HIGHRISE : the when and the how...??

(This message has also be posted in the conversation with the general topic "iPhone App ?" in Zoho Mobile forum and also in Zoho CRM Forum -- feel free to respond or comment here or there, thank you)


Hi Sathish and other members of Zoho mobile team,

I would like to suggest some important features which any Zoho CRM app for iPhone should have :

- stand alone native iphone App, where all major data for each contact (phone numbers, emails, notes or logs about conversations, etc.) is available when off-line (no internet connection) ;

- integration with iphone : taping a phone number in Zoho CRM for iPhone enables the call, same thing with email

These two points are very important, and are very well covered by the recently launched native iphone app for Highrise from 37 signals, which is in my opinion the only competitor to Zoho when we talk about collaborative easy going low cost CRM.

I REALLY LACK A REAL AND FUNCTIONAL ZOHO CRM IPHONE APP, as most contact info results ON THE GO during meetings, and being able to work on such data when on the GO WITHOUT NEEDING INTERNET CONNECTION would be INDEED GREAT !
 
I have to tell that if HIGHRISE was less expensive as for a luxurious online address book, I would fully use it (i have a free account since years when they launched) because of it's less clutered GUI than Zoho, easy hierarchy and rules level definition, and TAGS feature which makes it very easy to customize contacts management and tailor it to ones needs.

But I LOVE email integration with Zoho CRM and also some real CRM features that HIGHRISE lacks (email campaign is a basic),
still, the point is 37 signals app is EASIER AND MORE PLEASANT TO USE, which makes a lot when we talk about COLLABORATIVE TOOL : it is only useful if the people use it.

I haven't succeeded to make the other team members of my little Non Profit organization use ZOHO...

Are you guys trying to work on these features these days ?
Or do you think that they are irrelevant?

I still miss my killer app for having all important contacts data in sync everywhere from phone, to computer to clouds, and getting a bit desperate about it.

Thank you for commenting, suggesting, and following up the conversation about this topic.

Jerome































    • Sticky Posts

    • Tip #3: Use Check-in to geo-tag your client visits instantly

      Hello everyone!We are back with a new tip for this week. In case you missed our previous tip on layout based conversion mapping, you can read about it here. This week's tip goes out to all the sales reps and sales managers out there.  Tip #3: Use Check-in to geo-tag your client visits instantly  Done with your client visit? Yay!  But wait, here comes your next bit of boring yet important things that you do: Call your sales manager and inform him/her that you are done with the meeting. Create/update

      • Recent Topics

      • import data from Apollo.ai into zoho crm via zoho flow

        I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.

      • Woocommerce Line Item Information

        I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.

      • Synching changes to Stripe when changes are made in Zoho Billing

        We have a situation where we have merged customers in Zoho BIlling and then found out later that the payment in Stripe was not updated and still associated with the old customer record. The card gets updated and billed, but that payment is still associated

      • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

        How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

      • Disable Smart Filters By Default

        The smart filters "feature" is causing confusion for Zoho Mail users. New emails should be delivered to the inbox unless they have specifically opted to redirect them somewhere else. People don't understand that new emails might be waiting in a random

      • ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

        Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408

      • Client Script | Update - Client Script Support For Custom Buttons

        Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.

      • Zoho Mail not working

        Zoho Mail not working

      • I can't add a new customer in Zoho invoice? Anyone had this issue before?

        Ive been using Zoho invoice for over 6 years. Today I wanted to add a new customer to send an invoice to but it doesn't save when I try to access it from the pulldown menu when you go to send a new invoice.

      • Spreadsheet View click & focus issue in Arabic (RTL) localization

        Hello Zoho Support Team, I am facing an issue in Zoho Creator Spreadsheet View when using Arabic localization (RTL). Scenario: My app supports English (LTR) and Arabic (RTL). I created a Spreadsheet View for a form. In English, everything works correctly.

      • Customer address in Zoho Bookings

        Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking

      • Ghost email notification on a form

        Hello, We have recently encountered an error where I can not see a email notification set up for a form which I am currently the owner, although neither the form nor the notification were created by me. However, neither can the Super Admin access the

      • bulk edit records and run internal logic

        hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work.  how can i turn on logic to work as programmed - for mass editing records via bulk edit?

      • Limitations on editing a message in Cliq

        Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message via

      • email address autocomplete

        Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. Thanks

      • How to use MAIL without Dashboard?

        Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.

      • How can i download and secure all my mails from the archive folders?

        Hi, i would like to download all my mails from my archive folders and secure it on my external HDD. Is this possible? Thx. amir

      • How to open filtered report in popup using Zoho Creator Deluge?

        First report: There is so many records in Report, If I click one record, pop up is occur. Second report (Pop up): there is also so many record data, and this pop up is also Report, not Form. First report: It has got "Sales Order" field. when I click any

      • Can you default reports/charts to report the current week?

        Our data table maintains two years of data. Management wants certain report to automatically filter the report to the latest calendar week. I know I can do this manually with filters but I want the report to automatically default to the latest calendar

      • Rendering PDF to view on page

        My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded.  (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)

      • Overlapping Reports in Dashboards

        It's rare, but occasionally it would be a good feature if I were able to overlap reports, either fully or partially in the Dashboards. Also, then having the ability to move objects to the front or rear, or make them transparent/translucent would be good

      • Feature request - pin or flag note

        Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important

      • Admin guide: Handling Mailbox Settings for better user management

        Managing day-to-day email scenarios, such as supporting users with multiple email addresses, ensuring uninterrupted email access during employee absences, enabling secure mailbox sharing, and enforcing organizational security and compliance, can be challenging

      • Cisco Webex Calling Intergration

        Hi Guys, Our organisation is looking at a move from Salesforce to Zoho. We have found there is no support for Cisco Webex Calling however? Is there a way to enable this or are there any apps which can provide this? Thanks!

      • Designing a practical Zoho setup for a small business: lessons from a real implementation

        I recently finished setting up a Zoho-based operating system for a small but growing consumer beauty business (GlowAtHomeBeauty), and I wanted to share a practical takeaway for other founders and implementers. The business wasn’t failing because of lack

      • DKIM (Marketing emails) UNVERIFIED (Zoho One)

        I'm having a problem with Zoho One verifying my Marketing Email DKIM Record for MYFINISHERPHOTOS.COM. I have removed and re-entered the ownership, DKIM (Transactional emails), SPF and Marketing DKIM and all of them come back verified except the DKIM (Marketing

      • Zoho Recruit Community Meet-up - India

        Namaste, India. 🙏🏼 The Zoho Recruit team is hitting the road—and we 're absolutely excited behind the scenes. Join us for the Zoho Recruit India Meet-up 2026, a morning designed to make your recruiting life easier (and a lot more effective). Date City

      • Generate a Zoho Sign link

        From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

      • Is it possible to create a word cloud chart in ZoHo Analystics?

        Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able

      • How to Fix the Corrupted Outlook 2019 .pst file on Windows safely?

        There are multiple reasons to get corrupted PST files (due to a power failure, system crash, or forced shutdown) and several other reasons. If You are using this ScanePST.EXE Microsoft inbuilt recovery tool, it only supports the minor corruption issue

      • [Webinar] A recap of Zoho Writer in 2025

        Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for January 2026: A recap of Zoho Writer in 2025. This webinar will provide a recap of the features and enhancements we added in 2025 to enhance your productivity. Choose your preferred

      • How to drag row(s) or column(s)?

        Hi. Selecting a row or column and then dragging it to a new position does not seem to work. Am i missing something or this is just not possible in Zoho Sheet? Cheers, Jay

      • Building Toppings #5 - Creating and configuring custom service connections in Bigin Toppings

        Hello Biginners, Integrating Bigin with external applications extends its capabilities and enables customized functionalities. In our last post, we saw how to create a default service connection. Today, we'll see how to create a custom service connection

      • Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary

        Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,

      • Marketing Tip #15: Rank better with keyword-rich URLs for product pages

        Your product page URL is a small detail that can make a surprisingly big difference. Clean, readable URLs help in two ways: They’re easier for customers to trust and remember (no one likes clicking a link that looks messy or random). They help search

      • Conditional fields when converting a Lead and creating a Deal

        Hi, On my Deal page I have a field which has a rule against it. Depending on the value entered, depends on which further fields are displayed. When I convert a Lead and select for a Deal to be created as well, all fields are shown, regardless of the value

      • ATE Session on Payment Gateways: Our experts are live now. Post your questions now!

        Hello everyone, Our experts are all excited to answer all your questions related to payment workflows. Please feel free to join this session and learn more about this topic. If you have a query at anytime, please post them here.

      • Upload data deleted all Zoho form data that we manage

        Good morning. Let me introduce myself, I'm Iky from Indonesia. I'm experiencing an error or problem using Zoho Forms. I manage Zoho Forms, but I previously encountered an error when I misclicked the delete button in the upload format. It apparently deleted

      • ZOHO FORMにURL表示ができない

        初心者です。 ZOHO FORM で宿泊者名簿を作っています。 ゲストが、URLをクリックするとStripeで支払いができるようにURLを表示をしたいのですが、 上手くできません。 やり方が分かる方、ぜひ教えてください。

      • Custom module - change from autonumber to name

        I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.

      • Next Page