The core of Zoho CRM’s functionality is lead and contact management, but also sales pipeline management and purchase control. You can already assume what these features can do when bundled together, especially when placed on a revamped and easy-to-use interface that is so typical about Zoho. The home screen now includes 10 different components, with the main module navigation panel still placed on top for easier searching. Nevertheless, the user is always welcomed to customize the dashboard and make it look more business-specific.
It works well regardless if you’re a small business, an entrepreneur, or a large enterprise. Zoho CRM can automate daily business activities, track sales, and engage customers in different platforms. Likewise, its mobile platform lets you take CRM on location so can get updates fast and real-time, and close more deals even when on the go.
ZOHO CRM MOBILE APP
The Zoho CRM mobile app allows you to take your CRM, wherever you go. It gives you the same access to the data that you have on your desktop, but organized to help you finish your tasks on the go. The mobile experience offers a clean user interface, optimized for easy access of data that you need. The app allows you to work offline. You can access records that are stored locally, and add, modify, and delete records. When you reconnect with your network, any changes made offline will be automatically synchronized.
KEY FEATURES OF THE CRM MOBILE APP
Zoho CRM app offers various features which allows you to easily manage your data on the go. Listed here are some of the mobile centric features in the Zoho CRM application. Click to know more about the features available for Android and iOS platforms.
Zia Voice
Zia, Zoho’s built-in artificial intelligence, acts as your sales rep. Need any help? Just ask Zia. You can talk to Zia and ask questions about data in your CRM or via chat. She can also carry out simple tasks such as creating a record, making calls, or adding tasks, events, or notes. Only users with CRM Plus, Enterprise and Zoho One editions can access Zia on their iOS devices.
Check-in to a location
Check-in to a location when you meet with a client. The manager can be notified when a check-in is done to keep track of all the sales reps’ appointments. You can check-in to an event or create a new event upon check-in.
Locate leads or contacts near you
If you want to get in touch with customers when you are on a business trip, your CRM app can instantly show you the list of Leads, Contacts and Accounts near you.
Stay connected
You can send an SMS or email, or make a call with your clients. Feeds allow you to discuss matters with your team to collectively aid in decision-making. It also gives you periodic updates on the important leads you follow, such as who updated the record and changes made to a record.
Messages
Email interaction with your leads and contacts plays a vital role and missing messages can prove costly. Messages allow you to view all the interactions with your client in a single window. Never miss a message again.
