Contextual and Easy Team Collaboration
Bring your sales, marketing, and customer service teams under one roof and facilitate seamless collaboration with chat, audio call, video call, and screen share features. Whether it's a marketing campaign, a sales pitch, or a customer ticket, enable seamless cross-functional collaboration so your teams can work together and deliver the best experiences.
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Why choose Zoho CRM Plus for your collaboration?
- Powerful team collaboration features
- Gain cross functional visibility
- Bridge communication barrier
- Deliver unified customer experiences
- Powerful team collaboration features
Connect with your team no matter where they are working from. Zoho CRM Plus brings together powerful features for team collaboration like chat, group chat, audio call, video call, screen share, feeds, forums, and more.
- Gain cross functional visibility
Your customer-facing teams get the cross-functional visibility they need to create detailed profiles of customers and their preferences so they can improve campaigns, close deals, and resolve customer issues.
- Bridge communication barrier
Pass on crucial customer information from one department to another and ensure that all your customer-facing teams are on the same page.
- Deliver unified customer experiences
When your teams work in tandem and have ready customer context from across departments, they can serve your customers better and deliver connected experiences.
Keep your teams on track and monitor progress
Align your teams and help them work towards a common goal: delivering exceptional customer experiences. With project management tools like milestone tracking, task lists, shared calendars, forums, and reporting, your team can stay organized and on track with their objectives- at every stage of the customer life cycle.
Enable cross functional collaboration
Your sales, marketing, and customer service teams are cross-functional, working hand in hand to achieve a common goal. With CRM Plus's unified features for team collaboration like Forums where your teams can make detailed posts on topics to discuss and a centralized workspace for document creation and management, your teams can communicate with each other more easily and work efficiently.
Stay informed of important project updates
Stay updated on the projects and developments you care most about. Receive instant notifications for upcoming meetings, tasks or support tickets assigned to you, customer record updates, and more. Get immediate feedback from other team members by tagging them in a shared document or presentation.
Make and track calls directly from CRM Plus
Connect your PBX systems with Zoho CRM Plus and let your customer-facing teams place, receive, transfer, and record calls from within the platform. CRM Plus connects to over 140 telephony providers and enables you to make calls with the click of a button. You can set up reminders for upcoming and missed calls, auto-log calls, and use call analytics to measure your sales team's performance.
- Survey
- Social Post
- Support Tickets
- Live Chat
- Survey
Involve collaborators from different teams and improve your surveys. For example, if you are working on a CSAT survey, you can share the survey with a customer service team member to help with questions. You can share a preview of your surveys, invite reviewers, and share survey reports with colleagues.
- Social posts
Discuss posts with colleagues, share drafts with clients, and fine tune your social media content to create the best campaigns.
- Support tickets
You can @mention team members from different departments on tickets, assign tickets to agents on round robin and when two agents open the same ticket, they are instantly notified of the number of active agents on the ticket to avoid double responses.
- Live chat
Agents on shift can leave notes on chats for subsequent agents to continue conversations. With Message board, agents can quickly discuss ideas with peers, share updates, and effectively assist customers.
Collaborate across multiple teams in real-time
As your business grows, so do your teams. You could end up spending a lot of time finding the right information you want when it is buried deep under long email threads. With Zoho CRM Plus, all your team communication is unified in one place. Connect with anyone in your organization in real time, create documents, share files and make calls, right from your desk.
Quickly and easily share your documents, spreadsheets, presentations, and PDFs with anyone in your organization.
Instead of setting up complicated video conferences, start a video chat with anyone in your organization.
Invite your entire team over for a group chat, and eliminate the need for lengthy email threads. Cut to the chase with @mentions, and make your messages informal through emojis, GIFs, or photos.
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