The Zoho CRM app for iOS brings the full power of your CRM to your iPhone and iPad. Designed for sales professionals who need to manage relationships and deals whilst on the move, the iOS app covers the breadth of Zoho CRM's functionality in a mobile-optimised experience.
The Getting Started section of the iOS app guides new users through the initial setup and orientation of the application. This covers how to sign in, navigate the main menu, and understand the layout of the app so you can begin working with your CRM data quickly and confidently.
The iOS app supports a range of customisation options to tailor the experience to your workflow. You can configure which modules appear in your navigation, adjust display preferences, and personalise the app to reflect the way your team works. Customisations made within the app complement any configurations applied in the desktop version of Zoho CRM.
You can control how records are displayed within each module. The iOS app allows you to switch between list views, apply filters, and sort records to find the information you need without unnecessary scrolling. Custom views configured in the desktop version of CRM are also accessible through the mobile app.
The iOS app includes location-based features that are particularly useful for field sales teams. You can view contacts and accounts on a map, navigate directly to a client's address using your device's mapping application, and log location-based check-ins when visiting customers. This helps field representatives plan their routes efficiently and maintain accurate visit records.
Staying connected with your team and your clients is straightforward through the iOS app. You can make calls, send emails, and use Zoho CRM's built-in collaboration tools directly from within the application. Call logs and emails sent through the app are automatically associated with the relevant CRM record, keeping your data accurate and up to date.
The app gives you full control over your CRM records from your iPhone or iPad. You can create, edit, and delete records; add notes and attachments; associate records with one another; and perform bulk actions where needed. All changes synchronise automatically with your Zoho CRM account, so your data remains consistent across all devices.
Workflows and automation configured in your Zoho CRM account continue to operate when records are updated through the mobile app. In addition, you can interact with approval processes, progress records through Blueprint stages, and trigger actions from the app, ensuring that your business processes function consistently regardless of the device being used.
The Zoho CRM iOS app takes advantage of platform-specific capabilities available on Apple devices. These include integration with Siri for voice-activated actions, support for iOS widgets on the home screen and lock screen, and optimised layouts for iPad users who benefit from the larger display. These features enhance productivity and make the CRM experience feel native to the Apple ecosystem.