From your iPhone, you can access a set of Zoho CRM modules and the data in them which will be stored in a local database on your phone. This ensures that you can access the important data even in the offline mode when no network connection is available. The following modules are supported in Zoho CRM for iOS:
Leads |
Contacts |
Accounts |
Deals |
Tasks |
Events |
Calls |
Products |
Cases |
Solutions |
Vendors |
Price Books |
Quotes |
Sales Orders |
Purchase Orders |
Invoices |
All custom modules
(Max: 15 custom modules) |
Dashboards |
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Call Zia, your own sales assistant, to get instant answers for all your questions in Zoho CRM. She can also perform actions that you specify. For example, "Get me the list of my overdue tasks" and she displays the result you need.
To call Zia
You can choose to chat with Zia instead of a call.
To chat with Zia
Spotlight Search helps you find the information that you are looking for right from your home screen.
To enable Spotlight Search
To perform Spotlight Search
Often, we don't like to answer calls from unknown numbers, which means that if a lead calls and you don't have their phone number in your address book, you may ignore the call and miss the chance to connect with your lead. This scenario can be prevented by Caller ID. Caller ID allows you to see who the caller is, if their number is associated with a contact in your Zoho CRM.
To enable Caller ID
3D Touch allows the user to take certain actions directly from their home screen. With the force touch feature, you can search for and call contacts, add tasks, and more from the Zoho CRM icon on your home screen. You can also customize these pop-up actions.
To customize 3D Touch
Imagine how handy it would be to see all the day's activities on your home screen at a glance. Widgets provide miniature application views that can be embedded on your home screen and give you periodic updates on your activities, tasks, etc. They also act as shortcuts for the app.
To add a widget
Imagine you are at a music show, your friend spots you there and calls you to let you know. You can't hear your phone because of the loud music playing. So, your friend comes to you and taps your shoulder to gain your attention. That tap is similar to haptic feedback. It uses vibration to discreetly give you the information you need. You may have noticed small vibrations when scrolling through the date picker or toggling a switch, going beyond visual cues to provide feedback.
To disable haptic feedback
The information you collect from your users is delicate and it is important to keep it safe from prying eyes. Confidentiality is key tin the modern era. Zoho CRM has personalized settings to help you protect your data by adding an extra layer of security.
When dealing with a customers' data, a high level of security is required. Zoho CRM provides an App Lock feature to keep data secure. You can add a PIN or a fingerprint to prevent unauthorized access.
To activate app lock
Along with calling options, you also have the option to send SMS to Leads and Contacts.
To send SMS
You can make calls to your customers easily by selecting the record in Zoho CRM and initiating the call. Once the call is complete, you can also log the call.
To make a call
After making calls to your customer, you can instantly log your calls with the log a call feature. You can log Outgoing calls.
To log an outgoing call
Using Google Maps, you can locate the address of the Leads, Accounts, and Contacts.
To view map
In case you wish to meet customers near you when you are on a business trip, your mobile CRM app will instantly tell you which contacts are near you.
Using Apple Maps in your iOS device, you can find leads, contacts and accounts a few miles around your current location as well as a custom location. Please note that the necessary location service should be switched on in your device.
To locate leads/contacts/accounts near your current location/custom location
When you go out with your family to a great restaurant or you are at the movies with your friends, you want to share the news with the world - and so you "check-in" to the location and share it on Facebook or Twitter. Similarly, from the Zoho CRM app for iOS, you can now check-in to the location when you meet with a client. Sales managers can immediately be notified of the check-in and therefore can keep a track of their sales reps' client appointments.
Check-ins are closely tied to Events. For example, you have an event called "Demo for Product at Kevin's office". When you check-in to a location, say Kevin's office, you can either associate the check-in to the existing event or create an event upon the check-in. The check-in is automatically attached as a note to the event. You can create check-ins for any module that has events associated to it.
To check-in to a location
You can record your conclusions on a recent demo for a prospect or capture your thoughts about a meeting with a client with Voice Notes. You can associate these audio files with your records and download them whenever you need. The voice notes will be counted as part of the storage limit in Zoho CRM.
To record voice notes
You can create and associate the following to the various records from your iPhone:
To associate related records
To attach files
You can search for records to quickly fetch what you are looking for. Each module has a search tool which looks for records in the particular module.
To search records
For the events, you can view the list of records in two types of views: List view and Month View.
To view events in month view
Feedback can be sent to the Zoho Mobile development team, using the feedback form.
To send feedback
For any troubleshooting and support you can reach the Zoho Mobile team using the feedback form (mentioned above) and submit your questions. You can also email your questions to crm@zohomobile.com.
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