Zoho CRM for Android Phones | Online Help - Zoho CRM

Zoho CRM for Android Phones

Zoho CRM for Android is a native application that enables you to access and work with your Online Zoho CRM data from your Android phones. With this mobile application you can access and manage your Leads, Accounts, Contacts, Potentials, Cases, Vendors, Tasks, Events, Products, Quotes, etc. and custom modules.

Availability
Permission Required
Administrators need to activate it for users in other profiles.

Features

  • Zia Voice - Call or Chat with Zia to get answers for all your questions in Zoho CRM.
  • Widgets - They provide miniature application views that can be embedded on your Home Screen and helps you receive periodic updates of your Activities, Tasks etc. It also acts as a shortcut for the app. 
  • App Shortcuts - App-specific shortcuts makes it easier to access certain portions of the app directly from home screen. Zoho CRM allows the user to customize these shortcuts. 
  • App Lock - When dealing with customers' data, high level of security is required. Zoho CRM provides an app lock feature to keep the data secure. You can add a Pin or a Fingerprint to prevent unauthorized access.
  • Notification Channel support - With the introduction of notification channels, users can get a fine control of what they want to be notified about. They can specifically turn off notifications for a certain channel, specify the importance as well as the preferred sound for a particular category of notifications and whether or not to override DND (Do not Disturb).
  • Shortcut Pinning - You can now pin Leads/Contacts as shortcuts to the home screen. This promotes easy access to a particular Lead/Contact.
  • Log your calls in Zoho CRM - You can log both incoming and outgoing calls made to Leads, Contacts etc. from your android mobile. This will also give you options to add other details such as PurposeCall Owner, etc.
  • Voice Notes - You can record your conclusions on a recent demo for a prospect or capture your thoughts about a meeting with a client through Voice Notes. It acts as your personal secretary. 
  • Access your CRM data on the go - You can access your Zoho CRM data from your Android mobile on the go, anytime and anywhere.
  • Synchronize your data modifications - You can add, modify and delete records from within your Android mobiles. The changes will automatically get synchronized with your account online.
  • Work offline - You can continue to work with the application even when your mobile is offline or out of network coverage. You can access the CRM records stored locally in your Android phone and also add, modify and delete records. The application will automatically synchronize the changes made while offline into your online account, when your mobile device reconnects to the network.
  • Make calls from within Zoho CRM application - You can instantly call your Zoho CRM contacts, leads and accounts from within the application and log the calls into Zoho CRM afterwards.
  • Locate Leads, Contacts and Accounts near you - Using Google Maps, Zoho CRM can locate and show you the leads/contacts/accounts near you.
  • Send emails to contacts - You can easily send emails to your Zoho CRM contacts from the email account configured in your device.
  • Filter records based on List Views - You can use all the available pre-defined and custom list views in your device to filter records based on specified criteria.
  • Update the Related Lists in each record - You can add update or delete the Tasks, Events, Calls, Notes, Attachments, and other releated records associated to each record in your Android phone.
  • View Records in alphabetical order - The records in Contacts, Leads, and Accounts modules are listed in alphabetical order for an easy search. Under Settings, you can also change the display format (i.e. First Name and Last Name) for Leads and Contacts.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • 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 ...
                                                                                                              • Zoho CRM Analytics App

                                                                                                                Dashboards in CRM represent your data in graphical format, allowing you to take a quick glance at various important metrics for your business. They consist of the following types of components: charts, ...
                                                                                                              • CRM App Settings

                                                                                                                Configure Calendar Settings Tap the icon in the Zoho CRM app. Tap Settings. Tap Week Starts On in the Calendar section of the Settings page. Select the day of the week you want the week to start on in the pop-up. Configure Call Settings Go to ...
                                                                                                              • FAQs: CRM Analytics App

                                                                                                                1. What is the Zoho CRM Analytics app? Dashboards in CRM represent your data in graphical format, allowing you to take a quick glance at various important metrics for your business. They consist of the following types of components: charts, KPIs, ...
                                                                                                              • Installing the App

                                                                                                                The Zoho CRM Mobile Edition allows you to access and work with your online Zoho CRM data from anywhere on Android devices. You can also perform actions like adding, modifying, or deleting records in offline mode. These updates will be saved locally ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources