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All Zoho apps under one subscription, with one admin console for users and permissions.
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Zoho Cliq implementation: team chat as part of your workplace
Operion is a Zoho partner and sets up Zoho Cliq for SME teams that want less internal email and fewer separate chat groups. Cliq works best as part of a workplace with mail and documents, and that is how we set it up.
What it does
What Zoho Cliq does
Zoho Cliq is a chat program for your team. You talk in channels per topic or project, in personal conversations and in groups, and you can share files and turn a conversation into a call or video meeting.
Cliq can show alerts from other programs, such as a new lead or an updated task, and you can attach small automations and bots to it. That way your team does not have to switch programs all the time to know something.
Who it is for
Who Zoho Cliq suits
It suits SMEs that already use Zoho Mail or other Zoho apps and want internal communication in the same environment. It also suits teams that work in different places and need one fixed spot for short questions.
If your team is settled in another chat program, switching only makes sense when it gains more than it costs. We weigh that up with you in the intake.
Set-up
Choices in the set-up
These are the choices we make with you during the intake:
Channels
Which channels you create per team, project or customer group, and who manages them.
Rules of use
What belongs in chat, what in mail and what in a document, so decisions stay easy to find.
Alerts
Which alerts from other apps go into a channel and which you would rather not see.
Guests and outsiders
Whether customers or suppliers may join a channel and under which rules.
Devices
How your team sets up Cliq on phone and laptop and how you handle alerts outside working hours.
Connections
Connections that matter
Cliq belongs to the idea of a workplace: mail in Zoho Mail, shared documents and chat in Zoho Cliq, in the same environment and with one administration. That way you do not spread conversations, attachments and appointments over three places.
With Zoho Projects, Zoho CRM and Zoho Desk you make alerts appear in a channel. For programs outside Zoho we look in the intake at what is available.
More about connections with your ERP, WMS and webshop is on integration.
With other apps
Works with the other Zoho apps
Zoho Mail
Business email, calendar and contacts on your own domain.
See Zoho MailZoho Projects
Projects with tasks, planning and time tracking.
See Zoho ProjectsZoho CRM
CRM for pipeline, quotes and customer contact.
See Zoho CRMGood to know
Cliq as part of a workplace
A chat program on its own rarely solves anything. The gain is in a workplace where mail, documents and chat sit together, with the same login and the same administration.
That is why with Zoho Cliq we always look at your mail environment as well. To see how the pieces fit together, read about Zoho One and Zoho Mail first.
Licences
Licences and pricing
The licences and current prices of Zoho Cliq are on the Zoho pricing page. During the intake we decide which plan fits you.
Questions
Frequently asked questions
Can I use Zoho Cliq without Zoho Mail?
Yes, Cliq also works on its own. It is strongest as part of a workplace with mail and documents, and in the intake we discuss whether that suits you.
Can customers or suppliers join a channel?
That is possible in Cliq. In the intake we record which outsiders get access and which rules apply.
What do I do with our existing chat groups?
They do not come along automatically. We look with you at which groups to recreate as a channel and which to let go.
Is Zoho Cliq part of Zoho One?
Yes, Zoho Cliq is one of the apps in Zoho One. You can also take it on its own.
What happens after go-live?
After go-live you get four weeks of aftercare. After that, you can reach us on working days from 08:30 to 17:00 and we respond within 24 hours.
Less email inside your team?
Tell us how your team communicates today and which programs are involved. We will tell you how Zoho Cliq and a workplace fit in.