Zoho Hints and Tips - March 2016

17 Mar 2016 11:38 AM By Paul

Work Smarter from Wherever You Are - New Mobile Apps   

Zoho recently released updates for its Android and iPhone apps. The interface has been completely redesigned and the app is now easier to use. All of your crucial information from the CRM is available at your fingertips.

There is also an available called Leads, where you can add leads to your CRM by scanning a business card or a QR code. Stop hoarding business cards and input them into your CRM from wherever you are. Find out more here.

Zoho Calendar CalDav/iCal Integration

Are you tired of having to check multiple calendars when setting up a meeting? You can now have all of your events and meetings in one place. Sync your Zoho Calendar with your Apple device using CalDav. Manage events from your Apple device through iCal and stop having to check multiple calendars. Find out more here.   

Chat Within the CRM

Tired of sending a short email when you want to have a quick conversation? The Enterprise version of Zoho CRM offers a feature similar to Skype or GoToMeeting. You can instant message, voice call, video call, share screens, and share files with anyone who is a user of Zoho CRM.


The Chat toolbar is located in the bottom-left corner of any instance of Zoho CRM. It includes tabs for settings, notifications, active chats, groups, and contacts. Adding new contacts requires only an email address.


Zoho Meeting within the Zoho CRM is also great to utilize with clients and is available in all editions of the CRM. It is easy to share screens with clients to meet remotely. From a contact or lead record, go to the 'more options' tab and select "Meet Now!" They do not have to be a user of the CRM. 

Make Selling Fun!

In our last hints and tips letter we introduced Zoho Motivator. Zoho Motivator offers advanced dashboards and analytics that make your KPI visible to everyone in your company. In addition, individual employees or sales teams can easily see if they are meeting their targets and exceeding their goals. If you would like to learn more about Motivator, watch this video, which introduces Motivator and explains all of its excellent functions.