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Zoho CRM driven engagement

From data to actionable insights.

Convert your CRM data into actionable intelligence. Score prospects on your website based on data present in the 'Lead', 'Contact' & 'Potential' sections in Zoho CRM. Identify high-value prospects, track them as they browse through your website and focus your energy on those who need your attention.

CRM data based pro-active triggers.

Stay on top of your sales numbers by never missing an opportunity to connect with a 'Hot' or 'Warm' prospect returning to your website. Be armed with the customer intelligence to increase your sales conversions exponentially through triggers based on your CRM data.

Convert chat to lead and add potential.

Maximize the value of live chats with your website visitors. Interacting visitors are prospects for your business. Automatically convert your live chats into leads or contacts and add potential. Push them directly into Zoho CRM, right from your chat window.

Hot prospect alert.

Never miss an opportunity to live chat with a hot prospect returning to your website for more information. Receive an alert in Zoho CRM the moment they land on your website.

Automate grouping of hot potentials and route them to your top agents. Infer number of potentials in pipeline, total potential value, and lead status right from your live chat window.

Assign follow-up actions.

Most website visitors do not convert into a customers during their first visit. An effective follow-up mechanism ensures proper lead management.

Zoho SalesIQ allows you to assign follow-up tasks available in Zoho CRM without leaving the chat window. Optimize your follow-up process and sell smarter.

Previous interactions.

Gain instant access to a prospect's previous live chats and build a stronger, personalized relationships.

Track relevant information like previous questions, agents interacted with, feedback and chat history. Enable agents to access centralized interactions and respond accordingly.

All Features