Follow along with the video below to see how to install our site as a web app on your home screen.
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Also, from the app, you can pull up leads/clients and make outbound calls.
But does it show your cell number when you call out or a different number you have entered into Zoho, like a Google Voice number? It would be great if a CRM could default to your Google Voice number.
Pipedrive does this. It's great. You can also pull up a map in the field and it will show you where all of your nearby prospects are.I know there's been several CRM discussions, but I'm looking for something that I can use that will show which customer is calling without having to enter every one into my iPhone contacts.
Does that even exist?