Zoho CRM for iPad

Zoho CRM for iPad

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 ...
    • Python SDK - An Overview

      Python SDK offers a way to create client python applications that can be integrated with Zoho CRM. This SDK makes the access and use of necessary CRM APIs with ease. In other words, it serves as a wrapper for the REST APIs, making it easier to use ...
    • Using Native App for iPad

      How Can I... Create Records Convert Leads Import Leads and Contacts from Address Book Save Leads & Contacts to Address Book Edit Records Delete Records Upload Photo Locate Leads/Contacts/Accounts Near You Send Emails Use MailMagnet in Mobile Make ...
    • Zoho CRM Mobile Edition

      Zoho CRM Mobile Edition gives you the option to access and work with your Online Zoho CRM data from your mobile devices. The Zoho CRM native app is available for the iPhone, iPad and Android phones. Additionally, you will be able to use the web app ...
    • Getting Started with Zoho CRM

      Zoho CRM serves to be a one-stop solution for managing your business, which brings together a host of different aspects into one integrated unit. Going beyond the conventional definition of a Customer Relationship Management software, Zoho CRM is ...