Zoho offers a mobile phone and tablet app that allows you to access your Zoho CRM data when out of the office…even if you don’t have Internet or wireless access. It’s also great to have available if your Internet goes out. You can do most everything you need to from the phone (except for admin functions).
It is DEFINITELY worth installing the app.From the Android Google Play or iPhone App Store, search for and install Zoho CRM.
Zoho CRM Mobile Features
- Great home page of activities for the day.
- Only a few taps to access all your information.
- Easy download of all records.
- Check in and geotag you customer visits (records time and physical location)
- Create Quotes, Sales Orders and Invoices right from the phone.
- Attach files (think location photos)
- Control of fields you can use for searching on the mobile device
While you are there downloading, you might want too look at also downloading the Zoho Card Scanner app which allows you to scan business cards and send them to your Zoho CRM account. You can read more about that app here: