How Can You Use Zoho CRM Mobile App to Manage Sales on the Go?
The Zoho CRM mobile app gives sales reps access to their leads, tasks, emails, and location-based check-ins—all from their mobile devices.
Download and Sign In:
Install the Zoho CRM app from the App Store or Google Play.
Log in using your Zoho account credentials.
Access Records:
View, search, or edit Leads, Contacts, Deals, and Tasks.
Use offline mode to access data without internet; changes sync when online.
Use Geo-Tracking & Check-Ins:
Enable location services to log visits with the Check-In feature.
View nearby clients on a map using "Near Me".
Log Calls and Notes Instantly:
Call directly from a contact record and log call outcomes.
Add voice notes or quick text updates immediately after meetings.
Why This Workflow Matters:
The mobile app empowers field sales teams to stay productive, update records in real time, and never miss critical follow-ups while on the move.
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