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?

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.

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.

• Topic Participants

• Abhishek - Zoho Partner

  

• Manuel

• Sticky Posts

• 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

• 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

• Recent Topics

• New Search Function

  Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which

• New permissions for accessing emails sent via Zoho CRM

  Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email compose

• Mind Mapping

  Will Zoho consider a mind mapping application? I have seen some discussions that are some 10 years old. What is the status now?

• is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

  so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

• Unable to send emails

  I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?

• Request for Alerts on Workflow and Function Changes.

  I want to get an alert whenever a new workflow or function is added or an existing workflow or function is edited. Is there any way to do that? I need to log all changes whenever updates are made or new ones are added.

• Overwrite Option for custom modules

  Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25

• Transfer Amount from One Vendor to Another Vendor

  One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But

• Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

  it is really annoying.

• How to make Branch compulsory in Zoho Books invoice?

  How I make Branches compulsory in Zoho Books invoice?

• Regarding GST Report Issue in Zoho Books

  Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.

• Function #57: Automatically group items in invoices based on categories

  Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and

• Fixed asset management

  I want to know if there is any individual module for fixed assets management

• Suppress "spreadsheet will not be saved" message on published sheet

  I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet

• Zoho Forms Unable to Save Account Numbers with a Leading Zero

  We are using Zoho Forms to for rental applications. It is working well, except for one thing:  when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value without

• Profit on Sales order

  Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to get

• How to include GST% in PO amount?

  Currently when I raise PO, the basic price of the item is used. However, the GST is not calculated and added along with the basic amount. I have added a Custom field for GST in the PO but I need Zoho Inventory to calculate the GST amount and add it with the Basic price to give me the final PO price.

• sitemap in zoho sites not updating

  I checked my sitemap and it has not added any updates. Do I have to generate one manually all the time or is zoho sites suppose to generate and update it?

• I trying to connect our PM tool but API shows failure

  Hi All, in ZOHO CRM when an enquiry stage is moved to WON then I have created a rule to trigger POST URL to thrid party AP and then create a function for mapping with below code void automation.kytesfunctions(String enquiryId) { // Fetch enquiry details

• 2 serial numbers for 1 item (Mac address and Serial number)

  There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbers

• Sample Ticket - Created from Bot Preview

  Why is Zoho desk adding bot created tickets?

• Webhook data is not being received

  We’ve set up the webhook with a public URL that returns a 200 status on Postman. However, when we ran a test, we didn’t receive anything in the req.body object or see any data from the POST request. As a team of freshers still learning the ropes of development,

• Number of Workflow runs

  Is there a way in Zoho desk to see statistics regarding workflows, rules and other automation objects? Would be nice for several reasons: You could ensure that your workflows are actually running. You could determine which ones weren't being used so you

• Mail is no longer populating CRM contacts

  Hi! For the last few days, my mail hasn't been populating my CRM contacts. Even people I email multiple times per day. In fact, it keeps trying to send mail to myself. Notice, I started typing Amy and only got as far as, "Am" and it suggested myself.

• Zoho Support is indeed shocking and difficult to get a response with

  All our business emails have an auto-foward set up on them so that they also go to our GMAIL accounts so that we receive them to the relevenat people. The emails are indeed auto forwarding and arriving to our GMAIL accounts but when you log into your

• Chart with Filtered Data vs Unfiltered Data

  I am looking to create a chart view that displays the full data set vs a subset of the data filtered by user filter. However I do not seem to find any method by which to exclude a plot from the applied filter or any other method by which to display the

• How to get a list of selected records into a button-function? Here is how!

  So, you might know already how to get a button on a page somewhere and perform actions with a function when pressed, but how about a button that only works with the records you selected in the list view? The button selected is a custom button in the modules

• How to Add Break line / Return on button click

  I need to return the text concate with difference field from lead with line break i try "\r" ,"\n" "<br>" return "ali \r\n <br> baba"; None of above work.  i expected result something like this  ali baba but got this  ali \r\n <br> baba so, how can i

• How to get batch number of item by api?

  Hi there, Is there any way to get batch number of item by api? Batch number is the batch reference number in https://www.zoho.com/inventory/help/advanced-inventory-tracking/batch-tracking.html . When I call the https://www.zoho.com/books/api/v3/#Items_Get_an_item

• Filter embedded report

  How to filter embedded report in a page, below code is not working. dateField => startDate & dateField=< endDate The report should print on page containing records from startDate to endDate. params='zc_Header=true&amp;Service_Date__gte=<%=startDate%>&amp;Service_Date__lte=<%=endDate%>'

• Serious question: Are there actually "solo-preneurs"/small business owners who made Zoho-one work well for them?

  L.S. After already many years of continued struggle with Zoho-One, I am seriously wondering if there are actually solo-preneurs (one person small business owners - without a large, dedicated IT dept.) who got it (Zoho-One) to work well for their businesses.

• Announcing new features in Trident for Windows (v.1.18.6.0)

  Hello Community, Trident for Windows is here with some new features to elevate your workplace communication. Let's take a quick look at what's new. Ask and send read receipts for emails You can now request read receipts for specific emails while composing,

• Increase subscription prices for existing subscriptions

  Hi, Does anyone know how we could achieve the ability to increase the subscription fee for our existing customers based on a % increase. We are not yet using Zoho Billing (Subscriptions) and I'm not sure if it is a good fit for us. But we would need to

• Why developing custom function development made so difficult for Zoho Projects!!

  Hi Zoho Team, I am trying to write function to automate a process but whatever API name or Column Name I use, the API isn't populating certain fields. Even the standard fields aren't getting populated through API. It's already exhausting to find all API

• Delete / Modify Default Career Site - Zoho Recruit

  Hello, It would be very useful if we could delete a default career site or change which of our career site is the default. Our Career site was created when there were issues with Zoho Recruit creating English CTA buttons on French Career sites. The only

• Data not visible in sheet cells

  I'm having an issue where my data is not visible in my sheet cells. If I click on an individual cell, the data does display above in the little "fx" box. But all the boxes in the sheet just look blank. My collaborators do not have this issue. I have checked

• PO receive limitations

  It is VERY common to receive more or less that the PO quantity. It's totally ludicrous to limit the maximum receive to the PO quantity! What if the receive is 0.00001 less than the PO quantity - it leaves the PO as "Partially received" The current options are to edit the PO manually before finalizing the receive, an outrageous situation ! Please Zoho guys - this is an infuriating oversight & can be easily resolved by introducing the option as shown in the attached document ......

• Document images

  We used to be able to rotate the images but this has now been removed ???

• How to add new deal to existing contact

  Hi, I want to add new deal to existing contact.

• Why don't we have better integration with Mercado Pago or Pagseguro?

  Currently, the integration between Zoho Commerce and Mercado Pago for Brazil is very poor... Since it is old, it does not include the main payment method in Brazil today, which is PIX. Is there a date for this to finally be launched? There are numerous

• Next Page