Zoho CRM for BlackBerry

From your BlackBerry, you can access a set of Zoho CRM modules and the data in them which will be stored in a local database on your phone. This ensures that you can access the important data even in the offline mode when no network connection is available. The following Zoho CRM modules are supported for BlackBerry:

• Access your CRM data on the go - You can access your Zoho CRM data with your Blackberry mobile on the go, anytime and anywhere.
  
  
• Synchronize your data modifications - You can add, modify and delete records from within your Blackberry application. The changes done will automatically get synchronized with your account online.
  
  
• Work offline - You can continue to work with the application even when your mobile is offline or out of network coverage. You can access the CRM records stored locally in your Blackberry device and also add, modify and delete records. The application will automatically synchronize the changes made while offline into your online account, when your mobile device gets back the network connectivity. Please note that you should be logged in to the app at least once to access Zoho CRM offline.
  
  
• View current day's tasks and events - In your Dashboard, you can view the list of current day's  tasks and events. The recent 5 items will be available. However, you can view an entire list of 30 tasks/events by using the More option.
  
  
• Make calls from within Zoho CRM application - You can instantly call your Zoho CRM contacts from within the application and log the calls into Zoho CRM thereafter.
  
  
• Log your calls in Zoho CRM - You can log the inbound and outbound calls made from your BlackBerry devices. This will also give you options to add other details such as Purpose, Call Owner, Call Related To etc. You can log calls in two ways:
  
  • Log calls directly from BlackBerry's call list - You can directly go to your call list and log a recently called number's details (Call owner, call date, time and duration, etc.) in Zoho CRM.
    
  • Log calls from within the Zoho CRM modules (Leads, Accounts, Contacts etc.) - You can log the call details right after making calls to a lead or contact.
    
    
• Send emails to contacts - You can easily send emails to your Zoho CRM contacts from the email account configured in your device.
  
  
• Save contacts to Address Book - You can save any of your Zoho CRM contacts into the Blackberry Address Book for anytime access
  
  
• Search on server - You can search for records present in your Zoho CRM online account using the powerful server search feature. With this option you can access any record (from the supported modules) that is not available in your Blackberry CRM application.
  
  
• Close tasks in a single click - You can save a few clicks by using the Close Task option in the menu.
  
  
• Filter records based on List Views - Two list views, All Views and My Views are supported in all the modules. Additionally, the following list views are support based on the modules.
  

  Tasks Today's Tasks Tomorrow's Tasks Overdue Tasks Closed Tasks Next 7 days +Overdue Tasks Today +Overdue Tasks

  Events Today's Events Open Events Past Events This Week Events Contacts New This Week New Last Week

  Accounts New This Week New Last Week Potentials New This Week New Last Week Closing This Month Closing Next Month

  
  
• Add & Update the Related Lists in each record - You can add, update or delete the related lists such as Tasks, Events, Notes, Calls, Contacts and Potentials that are associated to each record in your BlackBerry device. The following Related Lists will be available in each module.
  
  • For Leads - Related Tasks, Events, Calls and Notes can be accessed
    
  • For Accounts - Related Tasks, Events, Notes, Calls, Contacts and Potentials can be accessed
  • For Contacts - Related Tasks, Events, Notes, Calls and Potentials can be accessed
  • For Potentials - Related Tasks, Events, Calls and Notes can be accessed
  • For Cases - Related Tasks, Events, Calls and Notes can be accessed
    
    
• View renamed modules  - When you rename the modules in your CRM account, the changes will be reflected in the native application accessed through your BlackBerry device.
  
  
• Sort records in ascending or descending order  - Sort leads, accounts, contacts, potentials, events and tasks based on the following:
  • For Leads - Lead Name
  • For Accounts - Account Name
  • For Contacts - Contact Name
  • For Potentials - Closing Date
    
  • For Tasks - Due Date
    
  • For Events - Start Time
  • For Cases - Created Time
    

Note: User's Zoho account user name & password are encrypted and stored in the phone to enable continuous access.

Activation  Prerequisite | Subscribe to Mobile Edition | Activate User License

Installation Download & Install the Native App for BlackBerry

Usage Create Records | Convert Leads | Associate Records | Make Calls | Log Calls | Send Emails | Search Records Change List View | Add Contacts to Address Book