CRM Help

Zoho CRM for Android Phones

Zoho CRM for Android is a native application that enables you to access and work with your Online Zoho CRM data from your Android phones. With this mobile application you can currently access and manage your Leads, Accounts, Contacts, Potentials, Cases, Vendors, Tasks, Events, Calls, Products and Quotes present in your Zoho CRM account.

Availability

Permission Required: Administrators need to activate it for users in other profiles.

Features

  • Access your CRM data on the go - You can access your Zoho CRM data from your Android mobile on the go, anytime and anywhere.
  • Synchronize your data modifications - You can add, modify and delete records from within your Android mobiles. The changes will automatically get synchronized with your account online.
  • Work offline - You can continue to work with the application even when your mobile is offline or out of network coverage. You can access the CRM records stored locally in your Android phone and also add, modify and delete records. The application will automatically synchronize the changes made while offline into your online account, when your mobile device reconnects to the network.
  • Make calls from within Zoho CRM application - You can instantly call your Zoho CRM contacts, leads and accounts from within the application and log the calls into Zoho CRM afterwards.
  • Locate Leads, Contacts and Accounts near you - Using Google Maps, Zoho CRM can locate and show you the leads/contacts/accounts near you. You can set the radius as 10, 25, 50 or 100 miles
  • Log your calls in Zoho CRM - You can log the outbound calls made to leads, contacts etc. from Android mobiles. This will also give you options to add other details such as Purpose, Call Owner, etc.
  • Send emails to contacts - You can easily send emails to your Zoho CRM contacts from the email account configured in your device.
  • Search on server - You can search for records present in your Zoho CRM online account using the powerful server search feature. With this option you can access any record (from the supported modules) that is not available in your Android application. Under Settings, you can specify the search criteria where you can select up to 4 fields. This option applies only when you search in device.
  • Filter records based on List Views - You can use all the available pre-defined and custom list views in your device to filter records based on specified criteria.
  • Update the Related Lists in each record - You can add update or delete the Tasks, Events, Calls, Notes, Attachments, and other releated records associated to each record in your Android phone.
  • View Records in alphabetical order - The records in Contacts, Leads, and Accounts modules are listed in alphabetical order for an easy search. Under Settings, you can also change the display format (i.e. First Name and Last Name) for Leads and Contacts.

Installation

Install for Android from Google Play

Usage

Create Records | Associate Records | Make Calls | Log Calls | Send Emails | Search Records | Change List View

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