Zoho CRM for iPad - An Overview

Zoho CRM for iPad - An Overview

Zoho CRM for iPad is a native application that enables you to access and work with your Online Zoho CRM data from your iPad. With this mobile application you can currently access and manage your Leads, Accounts, Contacts, Potentials, Tasks, Events, etc. 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 iPad on the go, anytime and anywhere.
  • Synchronize your data modifications - You can add, modify and delete records from within your iPad. The changes done will automatically synchronize with your account online.
  • Work offline - You can continue to work with the application in your iPad, even when offline or out of network coverage. You can access the CRM records stored locally in your iPad device and also add, modify and delete records. The application will automatically synchronize the changes made (while offline), into your online account, when your device reconnects to the network.
  • Send emails to contacts - You can easily send emails to your Zoho CRM contacts from the email account configured in your device.
  • Make calls using Skype - You can instantly make a Skype call to your Zoho CRM contacts from within the application and log the calls into Zoho CRM afterwards.
  • Locate Leads, Contacts and Accounts near you - Using Maps provided by Apple, 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.
  • Filter records based on List Views - You can filter records based on list views available in each module. The custom list views are also accessible in the iPad.
  • Update the Related Lists in each record - You can add, update or delete the the records associated to a record, (for example: Tasks. Events, Calls, Attachments, Notes etc.)
    • Related Articles

    • Installing App in iPad

      You can download and install the Zoho CRM application from the App Store.  Before you install, take a look at the prerequisites. Zoho CRM requirements: You must have: A valid and active Zoho CRM Account. Mobile Edition activated for your account. In ...
    • Using Native App for iPad

      Supported Zoho CRM Modules From your iPad, you can access a set of Zoho CRM modules and the data in them which will be stored in a local database on your iPad. This ensures that you can access the important data even in the offline mode when no ...
    • Which edition will the new CRM account be subscribed to?

      Zoho CRM allows users to access multiple organizational (CRM) accounts using the same email address. This is especially useful for organizations who maintain different CRM accounts to manage their business, such as a franchisee or a subsidiary. The ...
    • I am unable to create new CRM organizations. Why is this?

      In the following cases, you will not be allowed to create a new organization: If you are already associated with 10 org accounts.  If you are a Super Admin in five org accounts. You can be associated with up to five more accounts through invitation ...
    • Is it possible to book appointments in Zoho CRM using Zoho Bookings?

      Yes, you can . You need Zoho Bookings ,   which can be integrated to your CRM account from the marketplace.   Let's see how Zoho Bookings can be used in order to book appointments.   A use Case : There is a tour and travels company called Go India ...