Voice Notes and Attachments in CRM App for Android & iOS Devices

If you are traveling or in a meeting, collaborating with your team is important. Keeping that in mind the Zoho CRM app for Android, iPad and iPhone gives you the option to log calls, add notes, tasks and events. A significant addition to this list is the option to attach documents to CRM records.

Brochures, PDF docs, RFPs, invoices, comparison docs, presentations, forms… these are just some of the many documents that sales teams use frequently in business. Using the Attachments option, you can now attach these documents to your leads, accounts, contacts, potentials and cases, from the Zoho CRM app.

What more? You can pull in documents from other third party apps that you use in your android, and iOS devices.

Another very useful feature we are introducing is Voice Notes. Taking down notes is not convenient for you, then simply record voice notes.

While driving or walking, record your conclusions on a recent demo for a prospect or capture your thoughts about a meeting with a client. You can associate these audio files with your records and download them to refer to the notes whenever you need.

Go ahead and try these options and let us know your feedback.

If you need any assistance, just write to us at support@zohocrm.com or leave your comment below.

Regards,
Pavitra J.