Zoho CRM just got a couple new cool features: integrated IM and group chat. This, along with our CRM+Mail integration means that if you are a serious CRM user, you need not leave the same browser tab to accomplish all you need to do.

Instant Messaging (1-on-1 Chat)
A sales rep might want to quickly check some technical information with his pre-sales/technical-sales counterpart. Or maybe he is checking for availability. Or the sales rep might want to check with his manager about approval for some special deal.These are the kinds of situations that the instant messaging in Zoho CRM addresses.

Instant Messaging in Zoho CRM works just like you’d expect, and if you already use other Zoho products, you’ll be familiar with it already. You can check if any of your contacts are online and instantly chat with them from the bar at the bottom of the screen. And of course that chat window stays with you as you navigate throughout your CRM system.

 

Chat Topics/Group Chat

In addition to 1-on-1 instant messaging, we are also introducing Group Chat and Chat Topics for Zoho CRM. This means that you can setup different topics inside your organization – for example, a chat topic for the Western sales region. Or a topic for all the people involved in that key customer account. You can then invite multiple people to that chat topic, and they will all be able to collaborate in real-time without having to leave their CRM screen.One additional benefit of the group chat, is that chat users who were not online during a particular discussion can catch-up about the discussion when they log back in.



This new functionality is available now. If you don’t see it enabled, ask your CRM administrator to turn it on for you.Rodrigo

  1. Reynaldo

    can someone tell me if you need to have mail ad on to activate chat? I cant figure out how to activate chat but also do not have mail ad on

  2. timoto

    I can’t see any way to activate this Chat add-in onto our free version of Zoho CRM. Is this feature only for paying CRM accounts ? Or can somone please point me in the right direction (https://www.zoho.com/crm/help/… seems to suggest you need to turn it on under “profiles” section, which I don’t have 🙁 )

  3. Just Information

    The only feature i can’t see is support of other IM networks within CRM account. Our partners usually have different IM systems inside their companies.And it would be really useful to have all the network fields inside Account entry, not only Skype.

  4. Just Information

    The only feature i can’t see is support of other IM networks within CRM account. Our partners usually have different IM systems inside their companies.And it would be really useful to have all the network fields inside Account entry, not only Skype.

  5. Pragadeesh

    I need some latest informations on ZOHO CORP….
    Can u help me out pls??????

  6. Pragadeesh

    I need some latest informations on ZOHO CORP….
    Can u help me out pls??????

  7. power ixir

    How about integration/syncing with Google Calendar. That’s where people really start to say “maybe later”. I know you get lots of requests, but I’d think Google Calendar integration is more important than chat…

  8. power ixir

    How about integration/syncing with Google Calendar. That’s where people really start to say “maybe later”. I know you get lots of requests, but I’d think Google Calendar integration is more important than chat…

  9. sesli sohbet

    Amazing! That’s really amazing, guys! I remember asking you these features about two-three weeks ago and now they are here!
    Thank you very much. Long live Zoho Team!The only feature i can’t see is support of other IM networks within CRM account. Our partners usually have different IM systems inside their companies. One, for example, uses MSN, another uses Jabber so on. And it would be really useful to have all the network fields inside Account entry, not only Skype.
    If so i would just click on the MSN ID of the account and chat with him using Zoho Chat. People would love this feature if it was there, imho.

  10. sesli sohbet

    Amazing! That’s really amazing, guys! I remember asking you these features about two-three weeks ago and now they are here!
    Thank you very much. Long live Zoho Team!The only feature i can’t see is support of other IM networks within CRM account. Our partners usually have different IM systems inside their companies. One, for example, uses MSN, another uses Jabber so on. And it would be really useful to have all the network fields inside Account entry, not only Skype.
    If so i would just click on the MSN ID of the account and chat with him using Zoho Chat. People would love this feature if it was there, imho.

  11. rbrdatasolutions

    How about integration/syncing with Google Calendar. That’s where people really start to say “maybe later”. I know you get lots of requests, but I’d think Google Calendar integration is more important than chat…

  12. rbrdatasolutions

    How about integration/syncing with Google Calendar. That’s where people really start to say “maybe later”. I know you get lots of requests, but I’d think Google Calendar integration is more important than chat…

  13. Rodrigo Vaca

    @Andrew -Thanks! We do like to move fast. But, to be honest, we had been working on this for a bit longer 😉 As much as we would like to, we just can’t churn out every feature requested in such a short time. Because, well… we get a lot of features requested!Regarding the chat part, yeah, that is available right now inside the Zoho Chat main window(log into chat.zoho.com). I do understand what you want though. Keep tuned for news on that! :)Rodrigo

  14. Rodrigo Vaca

    @Andrew -Thanks! We do like to move fast. But, to be honest, we had been working on this for a bit longer 😉 As much as we would like to, we just can’t churn out every feature requested in such a short time. Because, well… we get a lot of features requested!Regarding the chat part, yeah, that is available right now inside the Zoho Chat main window(log into chat.zoho.com). I do understand what you want though. Keep tuned for news on that! :)Rodrigo

  15. Andrew

    Amazing! That’s really amazing, guys! I remember asking you these features about two-three weeks ago and now they are here!
    Thank you very much. Long live Zoho Team!The only feature i can’t see is support of other IM networks within CRM account. Our partners usually have different IM systems inside their companies. One, for example, uses MSN, another uses Jabber so on. And it would be really useful to have all the network fields inside Account entry, not only Skype.
    If so i would just click on the MSN ID of the account and chat with him using Zoho Chat. People would love this feature if it was there, imho.Thank you!

  16. Andrew

    Amazing! That’s really amazing, guys! I remember asking you these features about two-three weeks ago and now they are here!
    Thank you very much. Long live Zoho Team!The only feature i can’t see is support of other IM networks within CRM account. Our partners usually have different IM systems inside their companies. One, for example, uses MSN, another uses Jabber so on. And it would be really useful to have all the network fields inside Account entry, not only Skype.
    If so i would just click on the MSN ID of the account and chat with him using Zoho Chat. People would love this feature if it was there, imho.Thank you!

  17. MDO Tecnología

    Excelente noticia Rodrigo, creo que la integración de las herramientas de Zoho las hace cada vez más útiles y poderosas.

  18. MDO Tecnología

    Excelente noticia Rodrigo, creo que la integración de las herramientas de Zoho las hace cada vez más útiles y poderosas.