Communicate and collaborate with your team using Cliq
Every team in an organization work towards various goals for the brand, such as increasing awareness, generating leads, working on marketing strategies, creating a strong social media plan to widen the audience, and much more. All of these activities require proper communication and collaboration across various teams and with other departments, such as product, marketing, sales, and support. Effective communication within the team brings clarity to their roles and responsibilities and makes it easy for everyone to work together.
How can you achieve this? With the help of a communication tool that enables you to collaborate with your team across different geographies and time zones and eliminate silos.
Zoho Cliq—part of Zoho CRM Plus—simplifies team communication and collaboration by providing all of the communication tools you need in one place. You can chat, call, organize meetings, create groups and channels, and work together on various projects with your team.
Enhance team collaboration using Cliq
All users in your CRM Plus account will have access to Cliq and can easily communicate with anyone in the organization. Here are some ways Cliq can help various teams:
Connect with team members
Cliq offers various ways to communicate with your team. You can collaborate with your team via chat or an audio or video call, as well as share your screen, send attachments, send voice messages or video messages, or share a recording of your screen.Collaborate with team members
Cliq also comes with a lot of ways in which you can collaborate with your entire team and other stakeholders.
Channels
Channels on Cliq are the best way to collaborate with a large group in your organization and other external stakeholders such as partners or clients. The tool comes with various roles and permissions and access controls that you can configure based on your team's requirements. You can create the following types of channels:
- Organization: This space enables anyone in your organization to join and collaborate as one, but your admin can configure its visibility such that it's open to all or available only to specific invitees.
- Personal: These channels are private, and their members have to be invited to join.
- External: These channels can include collaborators who aren't part of your organization, such as clients, vendors, partners, and so on.
For example, let's say you want the marketing, sales, and support teams to collaborate and work on various tasks. To facilitate this, you can create an organization channel for both teams and use it to initiate various discussions. You can add the teams manually and keep the channel private, or you can keep it open for all and let interested team members search for and join the channel.
Or let's say you want to collaborate with your partners regarding various meetups and workshops. You can create an external channel called #Partner Discussions and invite all your partners to be part of the channel.
Continue your conversation as a thread: Since channels usually consist of numerous team members from various departments, not all of them are involved in every conversation. To continue conversations in a channel with only the concerned members, Cliq lets you create a thread so that interested participants can continue the conversation without bombarding the entire channel with messages and notifications. You can also create a call involving only the participants in the thread.
Groups
A group conversation on Cliq enables you to collaborate with selected members of your team. They're private and don't involve roles or permissions, unlike channels. You can create a group to collaborate with a small selection of team members on various tasks. For example, a social media marketer can create a group conversation with the design team to collaborate on various social media collateral.
Schedule meetings
Cliq enables you to schedule audio or video meetings. You can manually invite all the participants, add hosts, and speakers, or invite everyone from a group, channel, or a thread. You can also create an instant meeting right away and share the invite with your team.
Manage all your files
Cliq makes it easy to access all the files shared across conversations. In the Files tab, you can view all the images, videos, audio, and other files—including documents, compressed files, spreadsheets, presentations, and so on. You can also view all your audio and video meeting recordings in one place.
Advanced search
The search bar in Cliq helps you find what you're looking for, whether it's a conversation with a team member, a message in a specific channel, or a link or attachment someone shared. You can also search for messages based on a date and locate messages from a particular date and time.A remote work dashboard
When you're at the office, you start your day by checking in and meeting up with your team. Since you're seeing them in person, you know who's available for discussion, who's gone to lunch, and who's in a meeting. But how do you get this experience while working remotely?
Widgets and extensions
Cliq also enables you to create and set up various widgets based on your requirements. You can create bots to automate certain tasks, use slash commands as shortcuts to perform various tasks, configure message actions, set up custom functions, and much more. You can also install various extensions from the Zoho Marketplace to integrate Cliq with countless third-party applications.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Project Management
In every organization, there are different teams working on different projects. Each project needs to be efficiently planned to meet with delivery deadlines assigned by clients or within the organization itself. Zoho projects is an online project ...I am using the trial version of Zoho CRM Plus, and I am a paid user in one of the applications in the suite. What should I do if I am not able to map the applications in Zoho CRM Plus?
If you are using the trial version of Zoho CRM Plus and you are a paid user in any one of the applications, except CRM and SalesIQ, your user account will not be mapped to Zoho CRM Plus. However, you can click the Access Product link to access the ...Who are Lite Users in Zoho CRM Plus?
Users who are only assigned to CRM as Team Users*, Analytics, Projects, or as Light Agents in Desk are considered as Lite Users in CRM Plus. Here's what they can do in CRM Plus: CRM: User with the Team User profile. View records in any 10 ...Zoho CRM Plus - An Overview
Many organizations use different software systems to manage emails, calls, customer relationship management, etc. for their sales, marketing, and support teams. Since customer information is in silos, it's difficult to understand customer behavior, ...Social Media Marketing
Social media marketing, powered by Zoho Social, lets you create and share content, monitor what matters, collaborate with the team, and analyze the performance of your brand in social media. Using Social, you can link your Twitter, Instagram, ...
New to Zoho LandingPage?
Zoho LandingPage Resources