We just released two exciting updates to our Zoho CRM product line: the Zoho CRM Mobile Edition and support for mobile web browsers in Zoho CRM. With these two new updates, we’re making it easier than ever to manage your deals and increase your sales while on the go – even if you’re in an airplane with no WiFi.
Zoho CRM Mobile Edition is an iPhone app that allows sales teams to get instant access to their Leads, Accounts, Contacts, Potentials and Activities information stored in Zoho CRM. Once installed on your phone, the app automatically downloads your CRM information so that it is available for you even when your device is offline. You can create, edit or delete records, and those changes will be reflected in your online Zoho CRM account for others to see as soon as you bring your device online. You can even search for records while you’re offline. The best part is, it all works on the background. We’ve made it very easy so salespeople can focus on selling.
Of course, having your records available offline is not all. Through the integration with other apps in the iPhone you can also do other cool things. For example, you can locate directions to visit your customer using the ‘Show Map’ feature. You can send emails to customers and prospects and not only can you make calls – but you can also have those calls be automatically logged as an activity inside Zoho CRM.
In addition, if you are using the Zoho CRM Mail Add-on
, you can also have the e-mails you send from your iPhone be automatically logged and reflected in your CRM account, even if you sent them from the iPhone mail app.
In addition to the installable iPhone app, we also released the web app for mobile phones. I know this might confuse some people… but here’s the difference: the Zoho CRM Mobile Edition is something you install on your phone. The web app is something you access on your phone using your browser. There’s nothing to install – and there’s nothing to pay either! The web app is entirely free for all Zoho CRM customers. The main difference between the two is that with the web app – if you don’t have internet connectivity you’re out of luck – there’s no offline access.
You can access the web app right away by going to m.zoho.com in your phone’s browser. We currently support the iPhone and Android mobile browsers and Opera Mini in BlackBerry. Although we haven’t tested them, any other phones with a decent mobile web browser will work as well.We have of course been using these apps internally at Zoho for some time now, and many customers have helped us by being beta users. So far it seems everyone is happy. We look forward to your feedback as well.
Zoho Docs, our Online Document Management application is now available on iPad (
). The 2.0 version of the application is now a universal app that works on iPhone, iPad & iPod Touch. Similar to the iPhone version, the iPad app lets you view your documents, spreadsheets, presentations etc within the app.
We have also made a few enhancements to the iPhone version. The look is crisp with added support for Retina display. We have also added options to share files with different permissions within the app.
We do have several more enhancements planned. Keep watching this space!
If you are a Zoho Invoice user, we have some good news. Zoho Invoice application is now available on AppStore (iTunes link) for free.
The applications is rich in functionality. It includes 5 modules – Invoices, Estimates, Customers, Expenses & Items. In all these modules, you can create, edit or view your existing data within the iPhone app. Additional contextual actions are also available for each module.
If you are accessing Zoho Invoice from devices other than iPhone, a
mobile optimized version of Zoho Invoice is available @ mobile.zoho.com.
Please do give this app a try and let us know your comments.