Redefining Visitor Communications with Click to Call on SalesIQ
Redefining Visitor Communications with Click to Call on SalesIQ
Hi everyone!
The first post of 2023 and yes, we do have a good one for you.
Since Zoho SalesIQ's inception in 2013, we've had the live chat feature as the primary course of communication i.e. if a website visitor needed to clarify something, the way to go was to start a conversation on the live chat widget and then get connected with your support representative over chat.
While website live chat is the trend of the decade, what if some of your visitors didn't want to type in texts, into the message box? What if they just wanted to talk to someone for immediate resolutions? Instant solutions with ease and convenience is what customers want, and we've come up with just that. In this post, we are happy to introduce SalesIQ's all new Click-to-call feature.
Click-to-call on SalesIQ
Click-to-call on SalesIQ is a feature that allows website visitors and customers to connect with a support representative in real-time, by clicking a button on a website.This means that, when a visitor clicks the call button, they are immediately connected with a support representative.
What's new?
SalesIQ already featured easy Audio Calling within a chat conversation since 2018 i.e., while already in conversation with a visitor over chat, and the operator needed to resolve intricate, complex issues they could easily get on a call with the visitor with SalesIQ's Audio Calling facility.
However, now with the advent of the Click-to call feature, a customer facing an issue can straightaway just click the Call button on the website to get connected to the support representative and get immediate help via call. This gives the website visitors and customers an option to take the lead, by placing a call as and when they want, to get immediate resolutions for their queries and problems.
How is this going to benefit you?
To understand this, let's take an example of a real estate firm's website. A banner with their best apartments says "Get your personalized quote in a minute" with a Call button as we enter the website. This call button will be powered by our all new Click to call feature.
This will prompt your potential customers to start an instant call and get more information on the offer, guiding them towards the next stage of purchase.
Now let's look at the benefits of this feature from two angles.
From a Business perspective
For the real estate business to provide instant call support,
Using traditional Call Center set up, there will be large scale requirements like purchase and maintenance of phone systems, operators training for new tools usage and sizeable investment for infrastructure etc. SalesIQ's Click to call implementation, eliminates the need for all these requirements.
All the firm needs is to get their existing support team ready to handle calls for customer assistance and the internet and they're good to go.
From a Website visitor's perspective
A visitor who visits a real estate firm's website, will definitely have plenty of questions.
Having a call feature that gets them to connect with a support representative immediately, giving them an easy way to talk to your business, proves your reliability as a business and also uplifts the visitor's motivation to purchase.
Website visitors do not have to search for the firm's toll free number and then make the call on their mobile. SalesIQ's Click to call ensures that visitors do not have to move to another device or platform and can make the call instantly on the website itself.
There will be no carrier charges for the customers and visitors of the website to connect with the firm's call support as the call here is over the internet.
In case there is no one available at the time of call, visitors can leave a voice message and the sales team can get back to them as soon as they are back.
Working of SalesIQ's Click-to-Call
SalesIQ's Click-to-Call feature works on VOIP technology (Voice over Internet protocol) and therefore,
Does not require visitors to dial a phone number.
Does not involve sharing their phone numbers as well ensuring utmost privacy.
Involves no call carrier charges.
No extension downloads or installations necessary for this feature to work.
All the visitor needs is the internet and they can immediately get connected for assistance.
Note -
The Click-to-call feature also has additional controls like Call Routing, Call Queue, Call Transfer and Call Monitor to configure the necessary conditions to suit your business requirements.
Users can choose whether want to enable both chats and calls for visitors or only Calls as per business requirement.
SalesIQ's Click to Call feature celebrates customers' convenience by allowing them to reach you whenever they want to, however they want to, making it one of the best, most effective choices for customer support and assistance.
Do check out the below video as well, for a quick look at the Click to Call feature!
We are now living in the era of instant messaging where every single person around us will have at least two instant messaging apps on their mobile phones. And that very well includes your customers. It is important for businesses to be able to communicate
Hello everyone. Greetings from Zoho SalesIQ! Today, we are going to take a detailed look at the possibilities and outcomes when integrating SalesIQ with Google Analytics. Some of us may have lingering questions on this topic and here we are, with a
Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating
Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this
Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments
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
Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show
Hello Zoho Community, We have the following two issues currently pending and under testing, for which we require a workable and reliable solution: 1. Task Deletion Restriction We are testing ways to ensure that staff users are not able to delete tasks
Hello, I have the records within our Accounts module divided between two account types: Parent Accounts & Member Accounts. I am attempting to mass update accounts from one picklist value to the other (within other specific criteria in our custom fields)
Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don't
I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate
I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time
hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
Hi, I am unable to allow users to collaborate in Shared email folders: User 1 shares a folder let's say "SharedTopic" with full permissions Users 2 and 3 can see this folder but are unable to add emails to this folder or search in this folder. For example,
I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow
Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >> This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me thanks
Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.
Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise on
Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable
Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetched
If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using
If user is already part of manage engine endpoint central , what hapens when i try to add them to another Zoho org / directory? Are these users added as external users?
Hello, I was wondering if you can add a new section to the related details sidebar when creating a new ticket. I was wanting to have it to where it also shows the account information related to the contact chosen as well. This is the section I am referring
Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that
I have a form with a subform with multiple fields. One of the fields is a lookup field that allows a multi select. On edit validation, I want a workflow to execute only when the entries in that subform field has changed. The old. function is not working
So we've been having an issue with tracking email opens. Specifically in Gmail. Our emails are not that long either, maybe 4 sections of image/250 characters of text/button per section. But all my test accounts I used via Gmail we're showing opens. But then come to find out the tracking image is at the very bottom of the email. So If the message is clipped (It always just clips our social icons on the bottom) and the user doesn't click the show more button it never tracks the open. Looking at other
Hello, Is there a plan to integrate zoho voice with zoho books? Right now we are using the Twilio SMS integration into zoho books, but have recently decided to switch to zoho voice for calls and sms. Is there a plan to integrate zoho voice natively into
Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables
Hello everyone! Zoho Sign makes it easy to pay non judicial stamp duty online and automatically attach the digitally generated e-stamp challan to electronic documents. We also manage the delivery of physical e-stamped papers. We periodically receive these
We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update
Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??
We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templates
Hi, I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
Hi Social Team, I have noticed that there is no option to change the date format from US mm/dd/yyyy to others like dd/mm/yyyy. It would be great to see this added as the platform matures. Thanks for considering this feedback.
Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.
2025 marked a year of steady progress for Zoho CRM's mobile apps. We rolled out several updates and features to improve usability and make everyday CRM work a lot easier to manage. Here’s a look back at some of the key releases from 2025. Android releases
Hi all, I am wondering if anyone else has issues with follower counts for Facebook not matching FB's native analytics tool. On the Zoho dashboard, it's showing 1,007, but FB shows 1,060. All the other channels match up. Any insights are much appreciated!
I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there way
Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.