Zoho Voice places a phone system inside Zoho CRM and Desk

Do you find your sales and support tasks overwhelming for making you jump out of your apps to make calls? Zoho Voice inside Zoho CRM and Desk can save you from these hassles. Make your ambitious sales and help desk agents more productive by skipping one less app they tend to use each day.

Zoho Voice’s native integration with Zoho CRM and Desk comes into full effect with ZDialer, which enables you to handle both incoming and outgoing calls in CRM and Desk web apps the smart way.

Double your call volume without leaving CRM, Desk, or any web page

Call your target customer or prospect with a single click. ZDialer helps you auto-detect any telephone number on CRM, Desk, or any web page and instantly place calls using a click-to-call icon next to them. Reach more customers with less effort while staying engaged in your sales and help desk operations.

Personalize your customer interactions

Empower your agents to address queries in an improved manner by presenting caller details from CRM or Desk in screen popups. Bring this into effect by linking the phone numbers you use with CRM and Desk.

Track call records in a single place

Let your agents access call detail records for respective leads or customer entries directly from CRM and Desk by linking your phone numbers. Even if your agent misses calls, the call logs present in the Logs tab in ZDialer enables them to take appropriate action later.

Handle large teams with ease using bulk imports

Import your agents in bulk from CRM and Desk so they can be seamlessly created as Voice users. Enhance productivity when dealing with large teams.

Get easy access to call recordings

You can instantly download and play call recordings from CRM and Desk. Identify problem areas and see how your customer interactions are impacting your business. However, recordings and voicemails cannot be accessed through the ZDialer widget.

Call your leads directly

Make fast and easy calls to unsaved numbers directly from CRM and Desk using ZDialer’s dial pad widget without opening the Voice app.

Customize your call settings

Choose if you want to receive calls in all active tabs or just in Zoho tabs. Mute call notifications using silent mode and disable incoming calls using Do-Not-Disturb.

Without installing ZDialer, call handling can be done only from the Zoho Voice interface and not in CRM, Desk, or any web page. ZDialer is currently available only for Chrome and Firefox browsers.

Zoho Voice integration with CRM and Desk is available under all the plans in our Business Phone and Enterprise Telephony editions. See the full instructions for setting up the integration in our guide.

With this native integration, Zoho Voice keeps you ever-ready to handle your calls even as you switch through any tab in your browser. Sign up now and let us help you enchant your prospects and customers with great customer experiences.

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