Flexible multi-channel conversational messaging choices
let you easily interact with your clients and potential customers.
Enable, organize, and combine multichannel customer communications within your Customer Relationship Management (CRM) account to give your representatives the fastest possible access to critical customer engagements.
From the start, centralize all communication threads among customers, channels, agents, and your CRM account in chronological order. Obtain references and context about the customer and their real-time position in the sales cycle.
Allow your agents to engage with customers one-on-one using a CRM-integrated desktop or smartphone texting for time-sensitive notifications, inquiries, corrections, or expert assistance.
Set up automatic messages to be delivered to customers via WhatsApp or SMS for a variety of time-sensitive communications, such as responding to new inquiries, appointment confirmations, follow-ups, and so much more.
Create and arrange tailored drip messaging campaigns that can reach up to 50,000 contacts at once. Include short, branded URLs to highlight your skills. Monitor message open and click rates. Know, for sure, that your message is getting across.
For common client interactions like appointment reminders, billing follow-ups, automated alerts, and FAQs, publish ready-to-use branded message templates.
Multichannel consent management can be made easier. By integrating online forms with opt-in and opt-out keywords, you can collect and update consent data inside of your CRM. Keep a record of your consent for SMS/MMS, WhatsApp, and other communications.
Utilize your smartphone to access all customer chats, wow customers with your lightning-quick responses, and maintain all consent and client information synchronized with your CRM account.
Track critical customer messaging data like delivery rates, turnaround time, credit use, agent efficiency, and more – all from within your CRM. Also, get notified when certain metrics reach specific criteria that you’ve set.
CloudTalk SMS communications allows you to set your virtual contact numbers, your local time zone, company hours, staff positions, and consent options in no time. Begin messaging records directly with your CRM’s database.
Like other CRMs, you can use your favorite apps with-in Zoho to converse and engage with your audience. Some of these apps include: