Zoho CRM for iPhone and Android - Release announcement

Zoho CRM for iPhone and Android - Release announcement

We are happy to announce the Mobile Edition of Zoho CRM (Beta) for iPhone and Android devices. This is available for all editions (Free, Professional and Enterprise). 

How to access?

You can access Zoho CRM from mobile.zoho.com with your existing Zoho CRM credentials. After logging in, choose CRM from the list of applications.

Feature Highlights

  1. Access to Leads, Accounts, Contacts, Potentials (Opportunities), Tasks and Events modules.
    You can View, Create, Edit and Delete records in all these modules.

  2. Integration with E-Mail, Phone and Map applications in mobile.
    You can send emails, make phone calls and view address information in Map by tapping the corresponding record fields in the supported modules.

  3. Search and Custom views
    You can also view records based on the default custom views and user defined custom views in the available modules, except for Tasks and Events.







Supported Devices/Browsers
  • iPhone and iPod touch device browsers
  • Android mobile device browsers (G1, HTC Hero and others)

Upcoming features

  • Accessing related data from Leads, Accounts, Contacts and Potentials
  • Displaying customized tab names
  • Displaying look up data in pop up for user defined look-up fields

While we are incessantly working on adding more features, we request your feedback to help us serve you better. You can use the 'Feedback' link on the top right-corner of the interface, or you can email your comments and feedback to support@zohomobile.com.

Sathish Rajagopalan


    • Sticky Posts

    • Zoho Mail For iPad

      We are happy to announce the release of Zoho Mail for iPad. More details here: https://blogs.zoho.com/general/zoho-mail-is-now-optimized-for-ipad. Do try this out and share your thoughts. You can mail to support[at]zohomobile[dot]com, post responses in this thread, hit feedback or simply 'like' the application to let us know what you think.  PS: Dont forget to check out the themes. Regards, Gopalakrishnan V Zoho Mobile Team

    • Zoho CRM for iPhone and Android - Release announcement

      We are happy to announce the Mobile Edition of Zoho CRM (Beta) for iPhone and Android devices. This is available for all editions (Free, Professional and Enterprise).  How to access? You can access Zoho CRM from mobile.zoho.com with your existing Zoho CRM credentials. After logging in, choose CRM from the list of applications. Feature Highlights Access to Leads, Accounts, Contacts, Potentials (Opportunities), Tasks and Events modules. You can View, Create, Edit and Delete records in all these modules.

    • Android App for Zoho CRM - Release announcement

      We are pleased to announce the release of our Android app for Zoho CRM in  Google Market (Google Play). The App is free to download from the App store but you need to activate the "Mobile Add-on" in your CRM account to use the app. The app comes with a 15 day trial period after which users have to subscribe to the mobile add-on package at $3 per user per month (as is the case with our CRM native apps across other platforms like iPhone and Blackberry) to continue using the app. More details on activating

    • Zoho CRM app for iPhone - Release announcement

      We are glad to inform the release of our iPhone app for Zoho CRM in the iTunes app store. More on this announcement is covered in the following blog post. https://blogs.zoho.com/general/introducing-the-zoho-crm-app-for-iphone-and-mobile-web-access Do use our app(s) and keep us posted with your feedback (either through this forum or by emailing us at support[at]zohomobile[dot]com). Shanthivardhan

      • Recent Topics

      • Tip 14: How to iterate a set of Deluge code a specific number of times.

        Hello folks, As you might already know, recursive functions are used to perform a particular action a specific number of times. We had explained this in detail in our Tip #2. Similarly, there is another way in which you can iterate a set of Deluge code 'n' number of times. All you need to do is to create a List and use the For each index task to iterate it for a specific number of times.    Here are a few use cases where this would be useful to you:  To create 'n' number of duplicate records for

      • In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote

        In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote Pls help how i fix this

      • Beyond Email: #3 Organize effortlessly with Bookmarks

        With her team’s details now neatly saved under Contacts, Sarah is feeling more settled in Zoho Mail. As she begins exploring her new workspace, she remembers the collection of useful links she has saved on her browser—project trackers, client portals,

      • [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

        Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM

      • Installment plans

        Hi I am looking for a way to allow my customer to make equal monthly payments. For instance if I create an invoice for customer Y for $1000 I want to allow them to make equal monthly payments for the next 6 months. I need those payments to be auto charged

      • Notification based on created/updated sales order that contain certain line items.

        Hi, I am finding the workflows within Books somewhat difficult to setup, so I am thinking that a custom function may be the best way to go about this. I want to be able to send a notification to a team member that any sales order that has been created

      • Conditional Layouts On Multi Select Field

        How we can use Conditional Layouts On Multi Select Field field? Please help.

      • Drawings in forms

        I do a lot of drawings during my consultations and I’d like to add  body maps or stencils that I can draw on in different colours and add explanations etc. I need to be able to erase mistakes etc. Ideally in a form that I can prepopulate with client details and a few questions/ client signature and then save as a form. is this currently possible? if not, is it in the pipeline? thanks, Dennis

      • Choice-based Field Rules on Global Lists

        Hi, The new Choice-based Field Rules should also be able to work with Global Lists not just local lists. Thanks Dan

      • Error message that says only images and no text

        I filled out a template for a weekly newsletter with text and images throughout but when I click save and next an error message comes up that says "Campaign content has only images and no text" which is not true at all. I have no idea how to fix this issue and don't know where the problem is. 

      • How can I populate dropdown data with information from another source or app?

        I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?

      • How do I modify the the incoming/current call popup? I can modify other call pages but not that one.

        I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the main

      • Workplace - Zoholics Europe Customer Awards

        Dear Zoho Mail Community! 📣 We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! Workplace - Zoholics Europe Customer Awards This is your chance to shout about the amazing

      • Zoholics Europe Customer Awards

        Dear Zoho Workplace Community! 📣 We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! Workplace - Zoholics Europe Customer Awards This is your chance to shout about the amazing

      • Change Default Currency in Zoho Reports

        Is it possible to default all currency fields in my Reports and Tables to my local currency without having to reformat them every time?

      • [Webinar] Deluge Learning Series - Master Conditional & Operational Logic in Zoho Deluge

        We’re excited to bring you the next session in our Deluge Learning Series—a focused one-hour webinar where you’ll level up your skills in conditional and operational logic using Deluge scripting. From writing clean if-else conditions to implementing powerful

      • How do you make tabs and place certain leads in them?

        I am trying to figure out how to make a tab for my Florida contacts, California contacts and New York contacts. I make a new view named "Florida Leads" but when I click on it, ALL of my leads pop up in the same view... Is there a way to move leads into different categories? Thanks, Wayne

      • Analyze the Name of the Deal Owner and Created by

        I need to display the Name of the User who created a deal and the Deal Owner. Since both fields are lookups to the same table (Users), it defaults to the user record of the Deal Owner and I cannot display the name of who created it. I can generate the

      • Can you sync your Apple Calendar with Bigin Activities/calendar?

        I've searched everything I can find and nothing is coming up... I've got a number of things in my calendar for the future, and it would be easiest if I can sync between them to update my availability for my booking page (also syncing the other way would

      • UPI QR Code in Invoices

        Hi, It would be easier to make payment, if UPI Qr code is generated by Zoho Books and shown in the invoice itself.  This will promote digital payments and also makes it easier for customers to pay. It would be even helpful, if QR code contains the invoice

      • Validation Rule (Date)

        Hi There,  Can any anyone help me with the validation rule? I'm trying to fire a rule whereby the End Date cannot be before Start Date.  Any takers?  Manoj Nair

      • Multi-currency in Zoho CRM Forecast and Reports

        As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales

      • Action requested: Retain your sales journey configuration in Path Finder

        Dear Customers, We hope you're well! As you might know, we're completely overhauling our journey management suite, CommandCenter, and are in the last leg of it. As a means of getting ready to go live, we will be announcing a series of requests and updates

      • WebDAV support

        I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?

      • Zoho Notifications - Received two notifications for one message and none for the other

        We had a client reply to a ticket twice in one minute. The ticket owner received two emails for the second message but none for the first (which was crucial content and unfortunately was therefore missed). I'm assuming this created a race condition -

      • Desk - CRM Integration: SPAM Contacts (Auto Delete)

        SPAM contacts is a useful feature, but when the CRM sync is used, it is very frustrating. When a contact is marked as SPAM on Desk, I wish to do the same on CRM. When a SPAM contact is deleted, I would like it deleted from CRM. The feature looks half-baked.

      • Backorder For Composite Items

        Hello If i released SO for composite item and use backorder feature of zoho inventory then it should backorder child item items of composite and not composite item.This is basic of backordering.I conveyed this to zoho call center but no solution yet.

      • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

        Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,

      • Zoho Inventory Feature Roadmap Visible To All

        Hello, please consider making your feature roadmap visible to us users so that we know what to expect in future. This may appease current users who are seeking clarification on feature implementation dates, so that they can make an informed decision whether

      • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

        We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

      • Multi-Select lookup field has reached its maximum??

        Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

      • Sorry to inform you that currently we cannot access the subform fields through writer deluge (zoho.writer.mergeAndSend).

        This is the premium support answer from zoho. It means we cannot merge and send thru deluge related records (sub forms) items... Has anybody suffered from the same ordeal ? DO you have a workaround ? If not can you vote for this feature to be added to

      • Zoho Inventory Item History

        Hi Zoho Inventory Team, I 've been testing the History feature on Inventory Items in a demo system and I noticed that when I changed the value of a field to a new value, the history just says "updated by - user1", it doesn't say what what field was changed

      • Importing a contact with a linked product

        Hi, I'm trying to import my contacts from an excel spreadsheet and each of those contacts have fields that relate to products. Is there a way that I can import the contact with their linked product? Some of the contacts in my spreadsheet have multiple products. When importing contacts and trying to map the fields, it doesn't let me map to any of the product fields. Is there any way around this? Or would I have to import all of the contacts, then import all of the products and manually link each contact

      • Filter Images in Work Drive

        Hi, what is the best way to be able to filter files by multiple descriptions, for example, the name of a person in the photo as well as, an item in the photo and other descriptions? With labels it looks like you can only select one label at once but this

      • Flow not working when trying to Create a Merged Doc with info from a custom CRM module w/ subform

        I am having a problem creating a flow that gets its info from a webhook connected to a button in a custom module in Zoho CRM. I have made a template in Writer that follows: This is a clone of  the template in the CRM mail merge which works perfectly if i do it manually through there. My flow gets the custom module entry id through a webhook, then fetches the module entry data, and creates a merge document from that data. I know the webhook and the fetch work because if i replace the "create merge

      • Smart Scheduling via Agent Confirmation

        We’re excited to introduce a smarter and more streamlined way to manage dispatched service appointments in Zoho FSM! Feature Highlights Field agents can now approve or reject service appointments assigned to them—helping reduce unnecessary workload and

      • How to delete Inactive users?

        We want to delete inactive users from our system, but went you deactivate still the names are shown at the inactive section. How to get really rid off these names? Thanks for your response! Fabian van den Barselaar

      • Can i integrate bigin with google voice?

         I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad

      • Custom Field for Customer ID in Zoho Commerce's Customer Section

        Hi everyone, I’m wondering if it’s possible to add a custom field in the "Customer" section of Zoho Commerce. Specifically, I need to include a "NIF" or "Customer ID" field, as it's mandatory for invoicing in Spain. I know this can be done in Zoho Inventory,

      • Next Page