An Overview Of Zoho Cliq And Its Features

An Overview Of Zoho Cliq And Its Features

It comes off as no surprise that the implementation of Zoho CRM comes with much better and streamlined business operations. Zoho is known for making exceptional-quality and cloud-based business software applications that do not cost much. The team chat app of Zoho called the Zoho Cliq is no exception in this case.

A thoughtful and quick messaging app, Zoho Cliq borrows some of the best ideas from its competitors and adds a special paneled layout so that numerous interactions that go on between the members of an organization can be viewed. Zoho Cliq costs really less than any other application that might be in this space. Additionally, in terms of features and other integrations also, it is a great option to ensure maximum productivity and minimum costs within an organization.

In this blog, we will understand all the features that can come with Zoho Cliq. However, let us first begin by understanding Zoho Cliq in detail.

What is Zoho Cliq?

What is Zoho Cliq

Zoho Cliq is actually a chat platform that can be accessed for free with emails, the Zoho CRM, and the Zoho One subscription. One has the option to choose this team chat app separately but there won’t be any chance of using the platform for its true capabilities.

With the help of Zoho Cliq, organizations can streamline their communications and move their work forward. Communication gets much more organized and simple because it presents easy to find information by connecting the tools that you will love.

In the present time and age, there are so many platforms to choose from when it comes to chatting with your team members. The reason why Zoho Cliq stands out amongst all of them is because of the benefits that it offers. It brings everything that matters to an organization in one place.

Let’s look at the features offered by Zoho Cliq one by one:

1. Group Chats
The most important function of Zoho Cliq is the fact that it creates space for group chats. One can create an account, set up channels, and invite people to join. These channels become open to any member of the account for joining or inviting someone. Every channel gets represented by a name and a certain description which is optional. It is very common for companies to have these channels for departments, teams within the departments, projects, and socializing.

That being said, the channel feature is not the only way in which individuals can have a conversation. Zoho Cliq is a team chat app that also supports direct messages with individuals and groups. One of the most important aspects of Zoho Cliq is the columnar design with which it comes. As more and more channels begin to join and messaging with people gets opened, each chat opens its panel or column.

The more the number of chats you open the more columns are likely to fill your screen. The layout is actually simple and organized because it allows you to open more than one chat window at any particular time. You can reference any conversation while replying to another. However, the columns cannot be rearranged at will because that will feel like a big oversight.

With most of the other online apps that are using this layout, one has to drag and drop the column for reordering them. However, in Zoho Cliq, the only way in which the columns can fall in order is by closing all the windows and then opening them sequentially in a preferred order.

2. Tracking Conversions
A common problem that many messaging apps have struggled to solve is that tracking the conversions that happen between team members becomes hard. When someone asks a question or begins a conversation in a channel and if it might get delayed in the sense that the other person does not reply in timely then the conversation flow might get skipped.

Another scenario is multiple prompts in one conversation might lead to missing out on many questions asked by some team members. When your Zoho partner implements Zoho Cliq for you, one of the best features that you will discover is no ignored conversation. When a post that asks for additional follow-up separates from the rest of the channel, it can be forked to a private message.

The forked conversation, in fact, will appear as an independent selection in the list of channels and direct messages on the left with the annotation of Forked. This feature proves to be beneficial for people who work in different time zones and might feel the need to catch up on a day’s worth of conversation in one sitting only.

3. Apps and Integrations
Zoho Cliq is also available as a web app and desktop store app for Mac, Ubuntu, and Windows. There are mobile apps for iOS and Android. Zoho helps in making a wide range of online business applications from its popular CRM software to a project management platform. Zoho Cliq effectively works with other applications in the portfolio of Zoho CRM.

In addition to this, it also supports integration with some of the outside applications such as Dropbox, Google Drive, Trello, Zendesk, GitHub, etc. This actually signifies that you can take reports, contact information, invoices, or any other data you require and send the same with the help of Cliq. It only takes one-word commands for initiating the action and is an easy way to communicate important information.

With Zoho Cliq login, you can also make custom integrations with Zoho flow, an integration service that is very similar to the IFTTT, Zapier, and Integromat. You can use Zoho Flow and the drag and drop feature that it comes with for creating integrations with other applications and services. In case you do not know how to code, even then you can create simple integrations. However, in case you wish to get much more advanced, a little knowledge of coding might be helpful.

4. Use Taz and Bots For Reminders
Chatbots are extremely convenient tools to work with. As a default feature, Zoho Cliq comes with a bot called Taz which is made by Zoho natively. You can use Taz for sending messages to yourself for saving important things, setting reminders for important events, and creating events that you would want to attend otherwise.

There are other bots available as well such as Deskbot which is tied with the Zoho Desk application only. The bot actually sends reminders when a ticket is assigned to you or when a customer replies to a ticket and needs to take some action on a ticket.

It must be understood that customer service is everything and Deskbot helps in staying up to date with your tasks. You can also add more bots if you please.

5. Ease of Access: Zoho Cliq comes with the ability to be accessed in multiple ways. One can access it via desktop applications, mobile, tablets, or browsers. Not just this, in case you are working with a number of Zoho applications, you are likely to find the Cliq bar at the bottom of your browser so that you can begin to communicate while working with other applications simultaneously.

In fact, you can also begin a conversation on your mobile, continue the same on the tablet and then finish it from the desktop itself. This way, you will not lose any chats and you will also not have any hassle downloading the chats because you will be able to see all your chats instantly.

As opposed to any other applications, adding a new user to any of your Zoho Cliq channels means that the new user will be eligible to access any older chats prior to the time at which they were added. All that a user has to do is scroll in the upwards direction and it will become possible to access the complete chat history. This additionally means that finding the messages will become very easy.

6. Extensions
With the Zoho Cliq login, you can be sure about downloading a variety of extensions from the Zoho Marketplace. You can also connect your Google Drive, other Zoho applications, Dropbox, etc. with the integration of relevant extensions. In addition, you can also download extensions such as the meme extension that allows you to post interactive memes in your chat quickly.

An entire list of the extensions that can be integrated is easily accessed on the website of the Zoho marketplace. Zoho makes sure that the extensions are published and created for the Cliq Marketplace.

7. Video Calls and Screen Sharing
In addition to all the features offered by Zoho Cliq, there is one other feature and that is video calling screen sharing. This makes connecting with your team members much easier and more interactive. You can talk to a team member sitting across the world thinking that he/she is sitting right in front of you.

All you need is a stable internet connection and you will be able to make video calls, and audio calls, and share your screen effectively with your peers. This can also be done with group chats.

8. Additional Features
Zoho Cliq comes with a feature called PrimeTime that enables anyone with the right permissions to host a one-way video stream that can be seen by anyone in the organization. This feature is extremely useful for all the town hall meetings, announcements, and presentations.

Some of the fine details assist Zoho Cliq to stand out from other business messaging applications as well. When you have a private chat with someone who might be on a mobile device, you spot a smartphone icon next to that person’s chat. This ends up being extremely helpful for exploring how soon a response might be delivered.

Moreover, when you are using a mobile device, you can choose a location feature that tells your colleagues about your location. You can also adjust the setting for alerting them to find the specific location or the city.

Zoho Cliq dashboard


Conclusion

As it is evident from all of the information mentioned above, Zoho Cliq is actually an extremely functional and helpful team chat app that streamlines communication. There are multiple integrations that can be used with the help of Zoho Cliq and it can also be used for setting reminders.

As a platform, it comes with ease of accessing from different devices, be it a PC, tablet, or mobile. You can switch between the devices very easily and access the older chats of different groups that you were not present in before.

Zoho Cliq comes with a good combination of effective business and communication which makes it great assistance for building effective culture within an organization.

    • Sticky Posts

    • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

      With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find
    • New in Zoho Chat: Threaded conversation at its finest best

      Perform effective team communication in Zoho Chat with our new 'Reply' option.   Converse and stay focussed on the parent conversation, rather than getting entangled in the web of several, never-ending sub threads.   To reply to a certain message, all you need to do is hover to the left hand side of the message. Then, click on the three dots to open a pop up menu. Here, click on the Reply button and type the reply to the message in the compose box and press Enter.   Voila, that was pretty simple. 
    • Changes in Cliq iOS app notification due to iOS 13 and Xcode 11

      Hello everyone! With the iOS 13 update, Apple has updated its policy on usage of VoIP push notifications. Over the past few months, we tried our best to provide a similar experience with the updated policy.  Changes in iOS 13:  With iOS 13, Apple mandates all VoIP push notifications to be reported to the CallKit framework as a new call. If a VoIP push notification is not reported to the CallKit within a designated time window, iOS will terminate the app. If enough VoIP push notifications are not
    • What's new in Zoho Cliq - June 2020 updates

      Hello again, everyone! I'm back to share with you the recent feature improvements and updates that we've pulled together for enhancing your experience in Cliq. Here's what's new this June for you all in Cliq's web and iOS app! New on Cliq Web: Drag and drop files to a chat in your left side panel   Now you can drag and drop attachments from your open conversation window to a specific chat or channel in the left side menu without opening it. Swift up actions and collaborate efficiently with Cliq's
    • 4 Things You Should Do Once You Get Started with Cliq

      Hey there, new user!  You've successfully logged in and set up your organization and you're all set to start working. What's next? Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience:   1. Invite your colleagues   Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them?   To invite your colleagues to Cliq, head on over to the Admin Panel which
    • Recent Topics

    • Losing description after merging tickets

      Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.
    • in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books

      in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID
    • Generate a link for Zoho Sign we can copy and use in a separate email

      Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
    • Syntax for URLs in HTML Snippets

      What are some best practices for inserting a URL in an HTML snippet? I've looked at Zoho Help articles on navigation-based and functional-based URLs, but I'm still unclear on how to incorporate them in an HTML snippet. For example, 1. How do I link to
    • Rate Limiting in Zoho Flow (OpenAI API)

      Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a
    • Placing a condition before converting the LEAD

      Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using
    • it is possible to open a widget via deluge script function

      I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution
    • Creator - Portal Custom Domain

      I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to).  Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong.  Some datapoints Domain name itself unimportant, can be a string of numbers.  I need to know what registrars are working for you because GoDaddy does NOT.  Do I need hosting? I've tried both ways and nothing works.  I pushed through Cloudflare
    • Translation support expanded for Modules, Subforms and Related Lists

      Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended
    • Transitioning to API Credits in Zoho Desk

      At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give
    • steps and options to change Domain DNS/Nameservers settings

      Please share the options or steps to change  Domain DNS/Nameservers settings 
    • Unable to explore desk.zoho.com

      Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different
    • Employees in Leave Policy exceptions

      In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc
    • Searching customer field

      Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words
    • Transition Criteria Appearing on Blueprint Transitions

      On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't
    • How I set default email addresses for Sales Orders and Invoices

      I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments
    • Modular Permission Levels

      We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other
    • When dispatched to crew, assigning lead missing

      Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned
    • Kaizen #157: Flyouts in Client Script

      Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script
    • How get stock name from other column ?

      How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock
    • Adding a developer for editing the client application with a single user license

      Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
    • Download an email template in html code

      Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create
    • Attachment is not included in e-mails sent through Wordpress

      I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated
    • Upcoming Changes to the Timesheet Module

      The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next
    • Best way to schedule bill payments to vendors

      I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have
    • Cant update image field after uploading image to ZFS

      Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make
    • Billing Management: #4 Negate Risk Free with Advances

      In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last
    • Is there an equivalent to the radius search in RECRUIT available in the CRM

      We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
    • Zoho CRM Inventory Management

      What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?
    • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

      Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)
    • How to add application logo

      I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing
    • Get Workflow Metadata via API

      Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation
    • Zoho Projects - Q2 Updates | 2025

      Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth
    • FSM setup

      So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.
    • Upcoming Updates to the Employees Module in Zoho Payroll (US)

      We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where
    • Possible to Turn Off Automatic Notifications for Approvals?

      Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account
    • ZOHO Creator subform link

      Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked
    • Allow Resource to Accept or Reject an Appointment

      I have heard that this can be done, is there any documentation on how?
    • Create new Account with contact

      Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?
    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
    • Next Page