Use a CRM mobile app and have your employees check in wherever they go. Associate a mobile check in with a meeting in your CRM. Using Zoho CRM’s mobile app you can quickly see your calendar, choose a meeting day and time, then check in. Set access to who can delete or edit comments on these check in events.
Get exact geo-tag coordinates (Latitude and Longitude down to 6 decimal places) where the employee clicks the check-in button. The information is automatically collected and added to the meeting’s details. Generate multiple reports about check ins and filter the results according to your needs using the build in Zoho CRM Reports Module.
Zoho CRM Mobile App for Employee Check Ins – Topics Covered on This Page:
A) Zoho CRM with Mobile App for Employee Check Ins - Standalone Pricing:
- STANDARD - $12/user/mo Billed Annually
- PROFESSIONAL - $20/user/mo Billed Annually
- ENTERPRISE - $35/user/mo Billed Annually
- ULTIMATE - $45/user/mo Billed Annually
B) Zoho One - All 40+ Zoho Business Cloud Applications, Including Zoho Meeting:
- $30/mo/user - All employees must have an account for this price
- $75/mo/user - For any number of users
All Applications Come At Enterprise Tier
Create A Meeting In Your CRM
You can make a new activity in your Zoho CRM manually or by other methods such as a Zoho Bookings integration. Any Check Ins must be associated with a meeting in your CRM.
The image below shows the Open Activities section of a particular Contact. This activity is the meeting we want to associate a mobile check-in with.
Employee Visits Meeting Location
Once your employee is at the meeting they open up the Zoho CRM mobile app, browse to their Home Screen or Calendar, then select the Meeting to Check In to. If there is no existing meeting available to check in to, you can create a new meeting on the fly and check into that one.
The image on the right shows the Check-In screen and place to add a note/description for the check-in. This screen is only available on the mobile app version of Zoho CRM, not the desktop version.
Check-Ins Are Recorded with The Associated Lead/Contact & Meeting
After your employee hits the check-in button, the geo tag information is automatically recorded.
Analytics & Reports for Mobile Check-Ins and Meetings
The image below shows how a report can be generated for the "Number of Check-Ins by Salesperson". All reports have the advanced filter option as well, so you can find exactly what you need.
Below shows the "Number of Check-Ins by Locality" report, generated in Zoho CRM.
Below shows the "Check-Ins for Leads" report, generated in Zoho CRM.
Below shows the "Check-Ins for Accounts" report, generated in Zoho CRM.
Below shows the "Check-Ins by Locality" report, generated in Zoho CRM.
Burkhardt & Company specializes in helping businesses setup enterprise resource planning software including Zoho CRM with Mobile Check-Ins.
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