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Skip to content Empower your team with the Zaris CRM Mobile App. Fully integrated with your Zaris servers, it delivers complete, real-time visibility into leads, opportunities, billing, and projects directly from your phone.
Seamlessly connected to your Zaris CRM server. No data sync delays, no missing follow-ups.
Every module from your desktop CRM, optimized for your phone.
Capture prospects, track status & source, follow up, and convert to Contacts, Organizations & Opportunities
Track deals with amount, sales stage, probability. Move through pipeline from Qualification to Closed Won
Manage people and companies. Link contacts to orgs so quotes, tickets & invoices stay connected
Create commercial offers with products, quantities, prices, discounts & tax. Generate invoices and track payments
Manage product catalog, price books, and confirm accepted offers with sales orders
Create support cases with priority & severity. Link to customers and track until resolution
After login, access your entire CRM from five intuitive tabs at the bottom of your screen.
Your personalized greeting, KPI cards (Total Leads, Pipeline, Won Deals), and one-tap shortcuts to create Leads, Opportunities, Tasks, and Quotes instantly.
View All Leads, My Leads, or Follow-ups. Use filters for status and source, search by name, and convert qualified prospects into deals.
Track deals with amount, sales stage, and probability. Move through the pipeline from Qualification to Closed Won with built-in AI assistance.
Search by name or organization. View full contact profiles, linked opportunities, and activity history to maintain strong relationships.
Access Organizations, Products, Quotes, Orders, Invoices, Projects, Documents, Tickets, Calendar, Reports, AI, and Settings from one central hub.
The Home dashboard summarizes your day with personalized greetings, real-time KPI cards, and one-tap shortcuts into every module.
✅ Time-based greeting with your name
✅ Total Leads, Opportunities, Pipeline Value, Won Deals
✅ Revenue & Outstanding amounts by role
✅ Quick Actions: Lead, Opportunity, Task, Quote, Org, Contact, Invoice, Event
✅ Pull-to-refresh for real-time numbers
✅ Notification bell with unread badge
Four end-to-end sales processes, ready inside your Zaris CRM app from first contact to closed deal to customer support.
Built-in FAQs and Help Center accessible from the app's More → Help & Support menu
Reach our team at [email protected] for account, sync, or technical issues
Use the in-app "Report a Problem" or "Contact Support" options for quick issue resolution
Ask the AI assistant for CRM help anytime. Summarize a deal, get suggested next steps, or draft follow-up ideas right from your phone.
🧠 Summarize any deal or opportunity
💡 Get smart next-step suggestions
✍️ Draft follow-up emails & messages
🔗 Access AI from any Opportunity record
Get executive-level visibility into your pipeline, sales performance, outstanding invoices, and team productivity.
Give every stakeholder secure access and the visibility they need to stay connected.
Manage assigned properties, handle leads, and track deal progress all from their personalized dashboard with limited data access for privacy and accuracy.
Enjoy full control over CRM data, configurations, and user roles. Admins can monitor system activity, generate reports, and oversee performance across all modules.
Access the dedicated customer portal to upload property documents, review verification status, and stay informed about ongoing sales or rental progress.
Log in to view recommended listings, check visit schedules, and monitor purchase or rental progress directly from their personalized buyer portal.
Here are answers to the most common questions about starting with ZARIS Mobile App, migrating your data, and understanding our core functionalities. Click on a question to see the answer.
companyname or user@companyname).Leads, Opportunities, Contacts, Organizations, Activities, Calendar, Tasks, Tickets, Quotes, Sales Orders, Invoices, Products, Price Books, Projects, Documents, Reports, ZARIS AI, and Settings.
Tap the "More" tab on the bottom navigation. All other modules are organized under categories like Sales, Work, and Insights. Use "Search modules" to find anything quickly.
Your changes may be lost. Always tap the Save button (not just the back arrow) after editing any record.
Open the lead record, tap "Convert" from quick actions. This creates linked Contact, Organization, and Opportunity records. Only convert when the lead is qualified.
Yes! When a deal is won, you can create a Project from the Opportunity so delivery starts with prefilled customer data.
ZARIS AI is a built-in assistant that can summarize deals, suggest next steps, and draft follow-up ideas. Access it from the More menu or directly from any Opportunity record.
Pull down on the Home screen to refresh KPI cards and dashboard numbers after creating new records.
Check your Username format (companyname or user@companyname), verify your Access Key, and ensure you have internet connectivity. Ask your admin to regenerate your Access Key if needed.
The module may be hidden by CRM permissions. Contact your administrator to check your role's access settings.
