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

    • Being able to draw inside a module ?

      I was wondering if anyone know of a solution for this request. We would like to be able to draw directly from one module in the CRM and have it attached to that record. Here is an example. Paul would go to the customer once he as done the measuring, he
    • Holidays

      Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we
    • Delete a department or category

      How do I delete a Department?  Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.
    • Remove or hide default views

      I'm looking to only have the views pertinent to my organization.  Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...
    • Analytics Module: Can you move items from one dashboard to another?

      Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets to
    • Copy Widget to another Dashboard

      I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?
    • Introducing Record Summary: smarter insights at your fingertips

      Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplify
    • Suppress "spreadsheet will not be saved" message on published sheet

      I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet
    • Missing "Email Authentication" tab

      Backstage is alerting users about "Unauthenticated Domains" with a large prompt in the backend. It adds a link to learn more. On this tutorial page, it shows where to find the "Email Authentication" tab in this screenshot. However, in our Backstage, that
    • Show item Cost value on Item screen

      The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item
    • Integration with Moodle

      Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enroll
    • How to Record Loan with interest

      I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement  for each loan he give me 
    • Task status - completed - other options

      I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -
    • Task module and related-to field

      In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relate
    • Add Lookup Field in Tasks Module

      Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).
    • migrating from Zoho Invoices (CRM) to Zoho Books

      Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 years
    • Zoho MA and Custom Module

      I am trying to create a sync between Markting Automation and Zoho CRM. I am mapping a custom module from the CRM. The custom module has email field mobile phone field However I cannot finish the integration since the system keeps asking me for email or
    • When is partial reimbursement going to be launched?

      Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.
    • Year-End Wrap: Declutter Your Inbox Using Email Filters

      Ping!—an email drops in. And another. And another! It's finally that time of the year when your inbox will be bursting with messages from team members, clients, and marketing agents, leaving you feeling overwhelmed and distracted. Sounds familiar? Now
    • Unified Notes View For Seamless Collaboration

      To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily
    • Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone

      Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging
    • Formula fields - Request for dynamic recalculation / proper implementation

      Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula
    • Items attribute questions

      Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the
    • Organize and Track Phases with Phase Custom Views

      Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teams
    • Record Asset Received as Payment

      How exactly would you account for this in books? For example, I receive a mini computer for a review and I get to keep it after the video is published. Would debit my normal asset account (e.g. Computers) and credit an income account (e.g. Other Income).
    • Invoice Line Item Report

      Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.
    • Transform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ

      Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within five
    • Progressive Invoicing

      Progressing invoicing is needed for many industries. It would be great to see it implemented into Zoho Books as well. Set up and send progress invoices in QuickBooks Desktop (intuit.com)
    • Client Script - mapping data from different module

      Dear ZOHO Team Firstly I need to describe the need - I need to have data from Contacts module based on lookup field - the 5 map limit is not enough for me because I have almost 20 fields to copy So I have decided to make a Customer Script - and from unknown
    • DORA compliance

      For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience in
    • Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines

      Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File
    • Zoho Creator Upcoming Updates - December 2024

      Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi
    • Customer can't comment on SO or Invoice

      Hi I just saw that my customers are not able to submit a comment either on invoices or sales order. What happens if my customer hits submit is just nothing. only a red line appears on top of the page which probalby indicates an error. I'm not able to
    • Zoho Creator customer portal limitation | Zoho One

      I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
    • See Calendar When Creating Meetings On Record Page

      It would be a great user experience to see you calendar while you are creating a meeting on a record page. Here is how I imagine it could look:
    • Saved filters, layout rule support, related list quick navigation, and more

      Hello Everyone, We're excited to share some new features and enhancements in the Zoho CRM iOS and Android apps that will improve your mobile experience. These updates will make your CRM journey more efficient and user-friendly. Here's a look at what's
    • Power of Automation: Automatically send an email to all portal users with today's list of Open tasks.

      Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
    • Introduction of Robotics Process Automation in Zoho products

      It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding. Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, Omnipage
    • Lock a custom field on a deal record but keep all other fields editable?

      I have a custom field, which auto-populates a job number upon converting a lead to a deal but the automation breaks if someone accidentally edits that field. I want to lock that field but keep all other fields open. Is this possible? I've tried through
    • Add Feature To Hide Plugin Sections On Record View

      Hi team, I'm trying to help a client tidy up their CRM. When it comes to record view some sections and fields are visible no matter what Layout Rules are applies and they are not removeable from the layout editor. I would like to see an option to hide
    • Next Page