• Zoho SalesIQ Partners

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    An all-in-one solution for proactive digital customer engagement, providing live chat, analytics, and the power to initiate timely conversations with every site visitor throughout their customer journey.

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What Is SalesIQ?

Zoho SalesIQ stands as a website software strategically crafted to elevate customer engagement, and our Zoho consultancy ensures businesses harness a multifaceted array of communication channels. The platform's versatility empowers businesses to create user tickets, a feature that simplifies issue resolution, and integrate chatbots that efficiently address frequently asked questions. This allows customer service agents to pivot their focus towards driving conversions and delivering exceptional support. At the heart of SalesIQ's functionality lies an impressive suite of features designed to optimise customer interaction. The live chat functionality enables real-time communication between businesses and website visitors, fostering immediate engagement and a sense of accessibility. The visitor tracking feature allows businesses to gain valuable insights into user behaviour and preferences, enabling them to tailor their services and offerings to meet customer needs more effectively. Moreover, SalesIQ provides businesses with real-time analytics, serving as a valuable tool for understanding customer behavior, preferences, and pain points. These insights empower businesses to make data-driven decisions, fine-tune their strategies, and enhance their website engagement for superior customer satisfaction.

Try Zoho SalesIQ Today. 
+ 1 Hour of Free Support.

Give Zoho SalesIQ a go yourself. As a bonus, we will throw in one hour of free consultation support to get you up and running if you need any assistance.

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How Zoho SalesIQ Helps You

Marketing To Users

Leverage Zoho SalesIQ to gain deep insights into user interests and needs through interactions with team members. With this invaluable knowledge, businesses can efficiently route clients to the most suitable team member who can address their specific requirements. To ensure user retention, active engagement is vital. Zoho SalesIQ empowers businesses to engage with their users in various scenarios, providing support whenever it is needed. Furthermore, this platform offers robust reporting capabilities, allowing businesses to generate insightful reports on their content. These reports can be instrumental in refining products or services offered, and in promoting areas that require additional attention and improvement.

Manage Sales

Matching users with the right agents can be a challenge when they need assistance. Zoho SalesIQ offers a solution by utilising user website engagement data. This platform provides businesses with a detailed engagement history, highlighting where users have spent their time, thereby offering valuable context for addressing their needs. Furthermore, engagement is essential for cultivating strong user relationships. To this end, SalesIQ introduces chatbots capable of engaging users and providing responses to common queries based on predefined rules. By harnessing Zoho SalesIQ, businesses can prioritise engagement, which not only boosts sales but also nurtures meaningful customer relationships with the brand.

Assist Users

To achieve a seamless helpdesk experience, Zoho SalesIQ provides the capability to integrate with helpdesk solutions. This integration empowers agents to efficiently manage both existing support tickets and incoming inquiries through real-time chats within SalesIQ. Additionally, SalesIQ features a chat-to-call function, enabling text-based chats between agents and clients to transition into audio calls with a simple click. This ensures a thorough understanding of the issue, enabling agents to resolve client problems. To assess team performance in addressing client issues, you can establish reports and monitoring tools to gain an overview of the entire team's performance and determine if they are meeting standards.

Zoho SalesIQ Partners

What Can We Do For You?

Zoho SalesIQ may initially seem complex to implement and utilise effectively within your business. However, our expertise at Digital Scientists, as trusted Zoho partners, can simplify this process. We excel in a wide array of services, including setting up live chat widgets for websites, seamlessly integrating solutions with other services, and developing chatbots tailored to specific business needs, which can be seamlessly incorporated into business websites.
Our Expertise
As Zoho experts and partners, we boast an in-depth understanding of Zoho SalesIQ, allowing us to navigate its intricacies effectively. Our proficient team is skilled in crafting efficient chatbots, preloaded with answers to the most frequently asked customer queries. We can seamlessly integrate these chatbots into a backend system, ensuring that users are efficiently routed to real team members for ongoing support. Moreover, we excel in establishing reporting mechanisms for these sessions, providing businesses with comprehensive metrics to gauge their team's performance accurately.
Visitor Insights & Lead Scoring
Leveraging our expertise in the Zoho SalesIQ platform, our Digital Scientists team excels in tracking visitor insights to pinpoint the areas on business websites where customers are most engaged. We specialise in crafting customised views tailored to the unique needs of businesses, ensuring they gain the most insightful perspectives. Additionally, we extend our support to businesses by implementing lead scoring systems that guide our clients toward the most valuable and promising leads visiting their website. We meticulously define scoring rules that encompass key factors such as their traffic source, time spent on the website, last active time, and the frequency of past visits, among others. These mechanisms empower our team to identify and prioritise the most lucrative leads, allowing businesses to focus their efforts on the most promising clients.
Custom Bots
At Digital Scientists, our team adeptly utilises the SalesIQ chatbot builder, Zobot, employing its user-friendly interface to effortlessly construct straightforward chatbots for integration into business websites. These bots are designed to effectively address frequently asked questions, drawing from a predefined question bank that we curate. Moreover, we harness the capabilities of Zia, Zoho's integrated AI, which autonomously handles customer inquiries and provides responses without manual intervention, enhancing user experiences. For businesses requiring more intricate and tailor-made processes, our team can delve into advanced chatbot programming, enabling bots to deliver specific prompts and answers to maintain seamless chat interactions.
Resource Libraries
Rather than relying on large teams to address each customer's needs, businesses can enhance efficiency by employing chatbots and FAQs to assist customers with common queries. The implementation of a resource library becomes essential in this process, as it houses an extensive repository of the most frequently asked questions along with their respective answers. As Zoho partners, our team at Digital Scientists is well-equipped to seamlessly craft a robust knowledge base tailored to your business's specific requirements. This knowledge base empowers chatbots and FAQs, enabling them to readily provide users with answers to commonly asked questions, streamlining the customer support process.
Fuel Engagement
Facilitating engagement between businesses and customers is vital, and a seamless integration of Zoho CRM with SalesIQ is a powerful solution. This integration empowers businesses to harness valuable insights about potential clients and streamline lead generation efforts. Our experienced team can expertly configure the linkage between CRM systems and SalesIQ. We can also assist in establishing the necessary processes to efficiently capture and nurture prospective clients, thereby contributing to the growth and success of businesses and organisations.

Zoho SalesIQ ​Features

Visitor Tracking
Communication & Resources
Visitor Tracking

Visitor Insights

SalesIQ provides businesses with real-time visitor insights, which are sorted into different priority sections based on criteria set by the business. This means that businesses can get a clear picture of the activity on their website and track the behaviour of their visitors. 

Lead Scoring

Lead scoring is an essential tool for any business as it helps in identifying the most valuable leads. With Zoho SalesIQ, businesses can create customised rules to calculate lead scores based on various factors such as site time, source of traffic, and location.

Chat Routing

Customers can have a frustrating experience when they have to explain their problem multiple times to different agents. With Zoho SalesIQ's chat routing feature, customers can be directed to the department they need assistance from right away.

Chat Triggers

Zoho SalesIQ offers a powerful feature that allows businesses to set up specific chat triggers, which activates when a user completes a task on the website. These events could include landing on a specific page or clicking a particular button.

Codeless Bot Builder

SalesIQ understands that not every business has a team of experienced coders to build chatbots. Therefore, the codeless bot builder feature is available as an alternative option. This feature allows businesses to create powerful Chatbots without any code needed.


Chatbots are a great way to save time and effort when dealing with customer queries. With Zoho SalesIQ, businesses can create custom Chatbots that can handle commonly asked questions or issues, and help their customers find the solutions they need easily.

Custom Bots

Zoho SalesIQ offers a variety of options for businesses to create Chatbots that meet their unique needs. For companies with coding expertise, the code editor allows for a fully customised Chatbot experience that extends beyond the options provided by Zoho. 
Communication & Resources


Livechat is a powerful tool for businesses to connect with their customers in real-time. With Zoho SalesIQ, visitors can easily engage with support employees through the livechat feature. This feature enables users to have their queries and concerns addressed.

Audio Calling & Screenshare

Zoho SalesIQ's livechat feature provides users with an audio calling option, allowing them to verbally communicate their queries or concerns to support employees. With this feature, users can share their screens, making it easier for employees to understand issues.

Remote Access

SalesIQ's remote access service, powered by Zoho Assist, allows agents to request access and take control of a user's device remotely, enabling them to quickly identify and solve any issues the user may be experiencing straight from their device.


In addition to providing livechat support, it is important for businesses to have support documents available for users who prefer to troubleshoot issues on their own. These documents can also serve as an alternative to livechat support when agents are unavailable.


Answer bots can be incredibly useful in addressing frequently asked questions and providing quick answers to users. However, even with an answer bot in place, some questions may still come up repeatedly creating the need for FAQ sections. 

Bot Resources

To enhance the efficiency of chatbots, it is essential to enable them to store all the questions they receive. This data can then be utilised to create a library of common questions (FAQs) so the bot can provide instant responses to questions in the future.

Social Media Channels

When businesses use multiple social media platforms, it can be overwhelming and time-consuming for employees to keep track of all the messages and queries they receive from customers. Zoho SalesIQ can connect all social media channels in one place.

One Click Leads

Zoho SalesIQ offers a hassle-free solution for businesses to convert website visitors into leads. With just one click, visitors who have never been to the website before can be added to the CRM system, which stores their contact details and relevant information.

User Details

As agents engage in conversations with clients through SalesIQ's live chat feature, they can gather valuable information that can be used to strengthen the power of their leads. By learning about the user, businesses can adapt using the collected details.

Lead Rules

The process of identifying the most valuable leads can be a challenging task, however lead scoring makes this easier. By using lead scoring, businesses can define rules that a user must meet to to be eligible to be a potential new lead that can be used.

Lead Notifications

Zoho SalesIQ is a powerful tool that can help businesses stay on top of potential leads. With the ability to track and score visitors, they can easily identify who is worth pursuing and who is not. Whenever a potential lead prospect visits your site, the business will be notified.


Chat Transfer

It is not uncommon for employees to come across an issue that is beyond their level of expertise. In such situations, it is important to have a mechanism in place that allows them to quickly transfer the query to someone who is better equipped to handle it.

Employee Messaging

Collaboration is key in any business, especially when it comes to resolving customer queries. With SalesIQ, employees can collaborate remotely in real-time through one-on-one chats. This feature ensures that there is no miscommunication within teams.

Message Boards

Keeping employees informed is crucial for the success of any business. Zoho SalesIQ offers a convenient way to achieve this through its message boards feature. By creating message boards, business can easily communicate important issues to their teams.


Performance Metrics

SalesIQ offers a range of features that can help businesses streamline their services. One feature is the ability to monitor a team's performance in real-time. This provides businesses with an overview of their team's efficiency when answering queries.

Chat Monitoring

In order to provide training and support for new employees or monitor the work of existing ones, SalesIQ offers the feature of chat supervision. With this feature, supervisors can monitor chats between agents and customers in real-time, or review past chat transcripts.


Chat Censoring

In today's age, online customer support services have become essential for business. However, this also opens up the event of receiving inappropriate comments from users. To prevent this, it Zoho SalesIQ has a solution to the issue by having filters to censor chats.

GDPR Compliant

Zoho SalesIQ takes the protection of customer data very seriously and understands the importance of maintaining compliance with GDPR to ensure that customer data is protected, SalesIQ complies with GDPR in all forms, ensuring that data is protected.

Zoho SalesIQ Queries

Is Zoho Recruit Compliant With GDPR And Other Legislation?

Absolutely, Zoho Recruit, in line with all Zoho services, adheres to strict GDPR compliance standards. Furthermore, it complies with the data protection regulations, including the Data Protection Act enacted in 2018. Zoho places paramount importance on data security and guarantees that all business data is stored securely, with stringent measures in place to prevent any misuse or unauthorised access. Data integrity and protection are fundamental principles within the Zoho ecosystem, ensuring that businesses can confidently manage their information while meeting the highest regulatory standards.

Can Zoho Recruit Integrate With Services Like WhatsApp?

As of now, Zoho Recruit does not provide native WhatsApp integration services. However, there is a viable workaround available. Using a custom link within Zoho Recruit forms, enabling users to be redirected to a WhatsApp chat. While this solution doesn't constitute a comprehensive WhatsApp integration, it effectively serves the purpose of facilitating communication through WhatsApp, offering a practical alternative. Click here to read more.

How Can I Verify That My Openings Have Been Posted To Job Boards?
There's no need to worry if a job posting hasn't appeared on it's chosen job board immediately. Many free job boards have a standard processing time of 24 hours for new job listings to avoid excessive duplication of the same position. After this 24-hour period has elapsed, check the specific job board utilised, whether it's Indeed or Monster, to locate and view the job opening. Click here to read more.
How Do I Set Up An Automated Reply Email?
Absolutely, Zoho Recruit has the capability to automate email responses to applicants. This functionality can be established through the use of workflows. By configuring specific workflow rules within the Zoho Recruit software, it can instruct the system to automatically send emails to each applicant, providing them with all the necessary information regarding the job opening. This automation streamlines operational procedures and allows for the ability to allocate time more efficiently. Click here to read more.
Can I Integrate Calendar Applications For Appointment Booking?
Indeed, Zoho Recruit offers calendar integrations, including seamless compatibility with popular services like Google Calendar. With the Google Calendar Synchronisation feature, any modification made in either Google Calendar or the Zoho Recruit calendar will automatically reflect in both, ensuring that all events are consistently tracked and synchronised for convenience. Click here to read more.
Can I Integrate Job Listings From Recruit Into My Website?
Certainly, Zoho Recruit empowers organisations to effortlessly post job vacancies on their website. This can be achieved through embeds, where a code snippet is integrated into the website. When users click on this snippet, they are directed to the application form for the specific job hosted on a Zoho Recruit account. This not only facilitates job posting on the website but also offers the flexibility to customise the embed to align with the website's theme and aesthetics, ensuring a seamless and cohesive user experience. Click here to learn more.
Can I Transfer Candidates Straight To Zoho People?
Zoho Recruit simplifies the process of transitioning candidates into employees within Zoho People through its "convert candidate" feature. This convenient function updates their status to become an official employee and seamlessly transfers all their pertinent data into the Zoho People database. By automating this process, it eliminates the need for manual data entry, ultimately saving valuable time and ensuring a smooth transition from candidate to employee. Click here to read more.
Can I Import Data From A Word Or PDF File To Recruit?
Zoho Recruit offers a seamless solution for importing resumes from various file formats, including Word and PDF documents. Thanks to its integration with Daxtra, a powerful resume parsing software, Recruit supports a wide range of file types such as doc, docx, odt, HTML, txt, rtf, dot, and pdf. This versatile feature simplifies the process of capturing candidate information from different file formats, streamlining recruitment efforts. Click here to read more about this process.
Is There A Way To Repost Job Openings All At Once?
Regrettably, there isn't a feature to repost multiple job advertisements simultaneously in Zoho Recruit. Each job opening encompasses various unique fields and data that necessitates individual attention and mapping. Bulk posting isn't feasible because each job listing must be carefully examined for location specifics and the specific type of job posting that has been configured. While manual posting may require more effort, it ensures that each job vacancy is meticulously tailored, optimising the quality of each job advertisement.
Can I Export My Recruit Data Into A Spreadsheet?
The data stored in Zoho Recruit holds significant value for organisations, making it essential to have the capability to export it for analysis. Fortunately, Zoho Recruit provides a convenient solution through its "export data" function. With this feature, data can be effortlessly extracted from the Recruit database in a CSV format, compatible with various spreadsheet software. Simply define the data scope by setting the desired time frame, and with a click of the export button, the data will be available for in-depth analysis in the preferred spreadsheet application. Click here to read more.
Can Recruit Automatically Send An Email To Rejected Candidates?
Absolutely, organisations can implement automated email responses for rejected candidates within Zoho Recruit. This can be achieved through a process similar to setting up automated emails for all applicants. Begin by creating a well-defined workflow that specifies the actions to be taken when certain conditions are met, such as when a job position has been filled. Once these conditions are met, the workflow will trigger, executing its predefined rules, which include the construction and delivery of rejection emails to the respective candidates. This streamlines the communication process and ensures that all candidates, including those not selected, receive a timely response. Click here to read more.
Is Zoho Recruit Free?
Zoho Recruit offers a range of pricing tiers to cater to different business needs, starting from the free plan and going up to the enterprise level. The free plan provides essential features such as candidate and client management, note-taking, and interview scheduling. It also includes free job postings and the ability to create a career site for listing job openings. However, it's important to note that the free plan comes with some limitations. For instance, it allows only one active job opening at a time, whereas the standard plan offers up to 100 job openings. Additionally, certain advanced features like resume parsing and pre-screening checks are disabled in the free plan, which may require the need to invest more time in manual tasks. Click here to read more.
How Do I Delete A Zoho Recruit User?
Removing users from Zoho Recruit is a straightforward procedure, but it's essential to exercise caution because deleted users cannot be restored, and only the system admin has the authority to delete users. It is advisable to transfer any records and ongoing work associated with the user to another team member to prevent data loss before proceeding with the deletion. To delete a user in Zoho Recruit, navigate to the user dashboard, select the specific user that needs to be removed, and click on "Delete this user" located at the bottom of the page. Click here to learn more.
Can I Sync Zoho CRM To Recruit?
Certainly, organisations has the capability to synchronise job openings, candidates, and contacts seamlessly from Zoho CRM to Zoho Recruit. To initiate this data transfer, ensure that the Zoho CRM integration is enabled. Afterward, the CRM system can be mapped to Zoho Recruit and the desired sync option can be selected. There are two choices, a one-way sync, which links CRM to Recruit, or a two-way sync, facilitating reciprocal data exchange between CRM and Recruit. Once configured, the data transfer occurs instantaneously, allowing uninterrupted operations in your services. Click here to learn more.

Zoho SalesIQ Integrations

For streamlined and efficient management of marketing campaigns, Zoho SalesIQ offers seamless integration with a diverse range of marketing solutions. These integrations include Zoho CRM for lead and prospect management, Salesforce to support operations, Zoho Campaigns for automated mailing list creation, Mailchimp for lead identification and email marketing campaigns, ActiveCampaign for user identification and engagement from marketing initiatives, Google Tag Manager to facilitate chat event creation, Bronto for contextual insights into website visitors, and Campaignmaster for user management and identification from marketing campaigns. This comprehensive integration allows businesses to consolidate and enhance their marketing efforts for more effective and targeted campaigns.

Zoho CRM



Google Tags

Zoho Campaigns




Customer Support
Strengthening customer support processes is paramount for business growth. Through seamless integration of Zoho SalesIQ with customer support applications, businesses can establish an all-encompassing support solution. Notable applications that can be effortlessly integrated with Zoho SalesIQ include Zoho Desk, which automates the conversion of chats into tickets and facilitates user redirection from SalesIQ to Desk. Additionally, Zendesk offers features for configuring automatic ticket generation and syncing comprehensive support data with SalesIQ. These integrations empower businesses to streamline their support operations, enhancing the overall customer experience.

Zoho Desk


Zoho SalesIQ offers versatile website integration capabilities, compatible with a wide range of platforms. Whether businesses operate on Zoho Sites, WordPress, Wix, GoDaddy, Unbounce, or Virb, SalesIQ's features can be seamlessly added without the need for any coding. This allows businesses to effectively track website visitors in real time, enhancing their understanding of user behavior and improving the overall customer experience. Moreover, the integration with these platforms enables businesses to engage with users, promptly address their needs, and maintain their interest, thereby fostering more meaningful customer interactions.

Zoho Sites








Zoho SalesIQ offers seamless integration with various ecommerce platforms, including BigCommerce, Shopify, Squarespace, Magento, and OpenCart. Beyond enhancing customer engagement during their website visits, SalesIQ empowers businesses to effectively guide users through their purchasing journey. By engaging with visitors, companies can build brand loyalty and steadily convert them into buyers, potentially boosting cart values. Furthermore, the addition of live chat features directly on the website enables swift resolution of payment issues and concerns, contributing to a smoother and more satisfying shopping experience.






Social Media & SMS
Leads and inquiries can originate not only from business websites but also from various social media platforms. Through seamless integration of Zoho SalesIQ with social media channels like Facebook, Instagram, Tumblr, WhatsApp, Telegram, and LinkedIn, businesses can offer immediate assistance to users utilising the chat features available within these social media profiles. This integration ensures that companies are promptly notified of any user queries, ultimately enhancing customer engagement and facilitating quick responses to potential leads and inquiries.







Integrating analytical solutions into Zoho SalesIQ is essential for leveraging comprehensive insights from collected data. By harnessing the power of solutions such as Zoho Analytics, Google Analytics, HubSpot, Mixpanel, Matomo, and Kissmetrics, businesses can access comprehensive reports on user engagement and support metrics. These integrations play a pivotal role in facilitating data-driven decision-making. Moreover, the generated reports enable businesses to evaluate whether their teams are meeting their key performance indicators (KPIs) or identify areas where improvements may be required.

Zoho Analytics


Google Analytics




Like What You See?
Try Zoho SalesIQ Today. 

We are also offering one hour of free consultation support to get you up and running if you need any assistance.

Step 1: Register and Try Our Apps

Simply press the button below and register for immediate access to all Zoho SalesIQ has on offer.

Step 2: Book Your Discovery Call

During our call, we will immediately resolve your query or issue.

Register Today

Get in Touch with us

You can contact us via one of the following options.

Email : info@digital-scientists.co.uk

Web: www.digital-scientists.co.uk

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