The Zoho CRM mobile app is a powerful tool that allows you to manage your sales on the go. Whether you are a sales representative, a sales manager, or a business owner, this state-of-the-art mobile CRM system can help you efficiently approach your workday. With features like search, call, email, check-in, near-me, and notifications, this app not only covers your CRM software needs but also boosts your mobile sales productivity.
The app has a highly fluid and interactive interface, making it easy to use. It also offers offline access and the ability to automatically sync data across all your devices. This makes it perfect for field sales, as you can access important information even without an internet connection.
Some of the key features of the Zoho CRM mobile app include a clear overview of your scheduled tasks, meetings, and calls, as well as the ability to set reminders so you never miss an important event. The powerful global search function allows you to quickly locate any information you need, and you can review notes and attachments before heading out for important meetings.
The app also has features specifically designed for field sales, such as the ability to locate customers and sales opportunities nearby and navigate to them. You can also check in at a client's location to record your visit, and the Caller ID functionality lets you know when a lead or contact is calling you. Additionally, you can log calls and capture details of your conversations with ease by attaching voice notes.
With the Zoho CRM mobile app, you can also visualize sales and marketing trends and make decisions while you're away from your desk. It also allows for real-time collaboration with your team through Feeds and @mentioning colleagues on posts. And with automatic data syncing across all platforms, you don't have to worry about network connectivity.
If you have any questions or comments about the app, you can reach out to the Zoho team at crm@zohomobile.com. They will be happy to assist you. Additionally, the app has a Privacy Policy and Terms of Service, which can be found at the links provided.