Easy and contextual team collaboration
Bring your sales, marketing, and customer service teams under one roof and facilitate seamless collaboration with chat, audio calls, video calls, and screen-share features. Whether it's a marketing campaign, a sales pitch, or a customer ticket, enable your teams to work together and deliver the best customer experiences possible.
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Why choose Zoho CRM Plus for team collaboration?
- Seamless collaboration features
- Cross-functional visibility
- Close communication gap
- Unified customer experiences
- Seamless collaboration features
Connect with your team no matter where they're working from. Zoho CRM Plus brings together best-in-class features for team collaboration like chat, group chat, audio call, video call, screen share, feeds, forums, and more.
- Cross-functional visibility
Your customer-facing teams get the cross-functional visibility they need to create detailed profiles of customers and their preferences so they can improve campaigns, close deals, and resolve customer issues.
- Close communication gap
Pass on crucial customer information from one department to another and ensure that all your customer-facing teams are on the same page.
- Unified customer experiences
When your teams work in tandem and act on the same customer information across departments, they can serve your customers more effectively and deliver connected experiences.
Keep your teams on track and monitor progress
Align your teams and help them work towards a common goal: delivering exceptional customer experiences. With project management tools like milestone tracking, task lists, shared calendars, forums, and reporting, your team can stay organized and on track with their objectives—at every stage of the customer lifecycle.
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Enable cross-functional collaboration
Your sales, marketing, and customer service teams can work hand in hand to achieve a common goal. With CRM Plus's unified team collaboration features—like Feed, where your teams can make detailed posts on topics to discuss, and Documents, a centralized workspace for document creation and management—your teams can communicate with each other more easily and work more efficiently.
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Stay informed on important project updates
Stay updated on the projects and developments you care about most. Receive instant notifications for upcoming meetings, tasks or support tickets assigned to you, customer record updates, and more. Get immediate feedback from other team members by tagging them in a shared document or presentation.
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Team collaboration for every channel
Collaborate in real time across surveys, social media posts, support tickets, and more to achieve maximum engagement for every customer interaction.
- Survey
- Social Post
- Support Tickets
- Live Chat
- Survey
Involve collaborators from different teams and improve your surveys. For example, if you're working on a CSAT survey, you can share the survey with a customer service team member to help formulate questions. Share a preview of your surveys, invite reviewers, and share survey reports with colleagues.
- Social posts
Discuss posts with colleagues, share drafts with clients, and fine-tune your social media content to create the most effective campaigns.
- Support tickets
You can @mention team members from different departments on tickets and assign tickets to agents on a round-robin basis. When two agents open the same ticket, a notification bubble appears, informing them of other agents who are active on the ticket, as well as their actions—allowing you to avoid duplicating efforts.
- Live chat
Agents on shift can leave notes on chats for subsequent agents to continue conversations. With the message board, agents can quickly discuss ideas with peers, share updates, and assist customers effectively.
Collaborate across multiple teams in real time
As your business grows, so do your teams. You might end up spending a lot of time looking for information that's buried deep within long email threads. With Zoho CRM Plus, all your team communication is unified in one place. Connect with anyone in your organization in real time, create documents, share files, and make calls—right from your desk.
Learn moreQuickly and easily share your documents, spreadsheets, presentations, and PDFs with anyone in your organization.
Instead of setting up complicated video conferences, start a video chat with anyone in your organization.
Invite your entire team over for a group chat and eliminate the need for lengthy email threads. Cut to the chase with @mentions, and make your messages informal through emojis, GIFs, or photos.
Deliver exceptional customer experiences today, tomorrow, and forever
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