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

    • Organization Emails in Email History

      How can I make received Org Emails to show up here?
    • Converting Sales Order to Invoice via API; Problem with decimal places tax

      We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in
    • how to differentiate if whatsapp comes from certain landing page?

      I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
    • Upload API

      I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL
    • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

      Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that
    • How to record company set up fees?

      Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally
    • How to create a drop down menu in Zoho Sheets

      I am trying to find out, how do I create a drop down option in Zoho sheet. I tried Data--> Data Validation --> Criteria --> Text  --> Contains. But that is not working, is there any other way to do it.  Thanks in Advance.
    • Show Payment terms in Estimates

      Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 
    • Rich-text fields in Zoho CRM

      Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
    • How can I calculate the physical stock available for sale?

      Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?
    • 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
    • Create Lead Button in Zoho CRM Dashboard

      Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut out
    • open word file in zoho writer desktop version

      "How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"
    • Generate leads from instagram

      hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead
    • I want to transfer the project created in this account to another account

      Dear Sir I want to transfer the project created in one account to another account
    • Inactive User Auto Response

      We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar
    • Weekly Tips : Customize your Compose for a smoother workflow

      You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just
    • Problem Management Module

      I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly
    • Zoho Slowness - Workarounds

      Hi all, We've been having intermittent slowness and Zoho just asks for same stuff each time but never fix it. It usually just goes away on it's own after a couple weeks. Given that speed is a very important thing for companies to be able to keep up with
    • Custom Bulk Select Button

      Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with
    • How to create a Zoho CRM report with 2 child modules

      Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would
    • Zoho CRM still doesn't let you manage timezones (yearly reminder)

      This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me
    • Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
    • First day of trying FSM in the field.

      What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app
    • BUG - Google Business Buttons - Add a button to GBP Post

      I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes
    • Rich text Merge field - Not using font specified in HTML

      I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. The
    • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
    • CC and/or BCC users in email templates

      I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted
    • Trying to export a report to Excel via a deluge script

      I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same
    • Zoho Reports Duplicating Entries

      I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of the
    • Need help to create a attach file api

      https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?
    • Export view via deluge.

      Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     
    • how to add subform over sigma in the CRM

      my new module don't have any subform available any way to add this from sigma or from the crm
    • Outdated state in mexico

      Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the
    • Support new line in CRM Multiline text field display in Zoho Deluge

      Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille
    • Possible to generate/download Quote PDF using REST API?

      See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?
    • Creating an invoice to be paid in two installments?

      Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their
    • Bug in allowing the user to buy out of stock items

      Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any
    • Zoho CRM Calendar | Custom Buttons

      I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting
    • Replace Lookup fields ID value with their actual name and adding inormation from subforms

      Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving
    • Next Page