Skip to product menu
close
  • Sales
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content

Take the Zoho Cliq Tour

Get a comprehensive view of Cliq's features to understand how they can help your team communicate and collaborate better than ever.

Cliq home

Home screen

The Cliq home screen displays the upcoming events and reminders, new bots and commands, and offline chat notifications.

cliq homepage
cliq homepage

Remote work

Check in and check out

Track your hours and help co-workers see when you're working by using Cliq's check-in feature.

Check in and check out

Update status

Let people know about your availability, and make it easy for colleagues to collaborate with you by picking an appropriate availability status.

update-status

View employee availability

Find out who is at work, on leave, away on break, or engaged in a meeting from the Remote Work tab.

view-employee-avail
  • Check in and check out
  • Update status
  • View employee availability
Check In and Check Out Update Status View Employee Availability

Chats

Send message

To send a direct message, click on the contact name and start typing in the text box.

Send Message

Audio and video calls

Hop on an audio or video call to connect with your teammates anywhere and from any device.

Collaborate Over Audio / Video Calls

@mention users

@mention a user in chat to notify them. You can also use @all to address everyone in the channel or @available to get the attention of all channel participants who are currently available in Cliq.

Screen Sharing

Fork conversation

Create a group chat and continue chatting with context by forking conversations. You can do this by hovering on any message in a conversation and clicking the Fork from here option under Message Actions.

fork-conversation

Star messages

Bookmark important messages in a conversation by starring them by category. Click on the star icon in the header to view the list of all starred messages.

star-messages

Pin chats

Pin important chats for easy access. Hover over the chat name and click on the pin icon. You can also categorize your pinned chats into different folders.

pin-chats

Search in chat

To search inside specific conversations, click on the search icon inside the chat or channel, and enter the keyword for your search.

search-in-chats

Quick actions

Use the quick action menu to perform instant actions. Create a channel, set a reminder, host meetings, and more with quick actions in Cliq.

quick-action

Summarize conversations

Get a summary of conversations that happened in the last 30 days with on-demand summaries for messages. Click on the Summarize conversation icon in the bottom right of the chat and filter the summary based on specific users and duration.

summarize-conversations
  • Send message
  • Audio and video calls
  • @mention users
  • Fork conversation
  • Star messages
  • Pin chats
  • Search in chat
  • Quick actions
  • Summarize conversations
Send Message Collaborate Over Audio / Video Calls Screen Sharing fork-conversation star-messages pin-chats search-in-chats quick-action summarize-conversations

Channels

Create channel

Create a channel by navigating to the Channels tab and clicking on the + icon next to Channels in the navigation sidebar. Search and join existing channels from the channels section.

Create Channel

Start thread

Configure threads as the reply mode in a channel. Click on the Reply in thread option while hovering on a message to start a thread.

start-thread

Channel participants

View channel participants and their roles by clicking on the number of participants under the channel name in your chat header.

Channel Participants

Channel permissions

You can view and moderate permissions based on participant roles from the channel's info section.

participant Roles & Permissions

Default channels

Configure channels to automatically add new users whenever they join the organization. To configure a default channel, go to the admin panel and add it under Configurations.

participant Roles & Permissions
  • Create channel
  • Start thread
  • Channel participants
  • Channel permissions
  • Default channels
Create Channel Channel Participants participant Roles & Permissions start-thread default-channels

Meetings

Start meeting

Organize instant meetings by clicking on Meet now from Quick actions. You can either start an audio meeting or a video meeting.

Start Meeting

Schedule meeting

To schedule a meeting for later, select Schedule meeting from Quick actions. Fill in the required details and create the meeting.

Schedule meeting

Record meeting

Meetings can be recorded and revisited later from the Files section. You can choose to record meetings before you begin or even after you start it.

Record meeting

Open whiteboard

To start working on the whiteboard during a meeting or call, click on the share icon and then select Start Whiteboard.

open-whiteboard

Host live events

Conduct large scale virtual events with filler media content for up to 10,000 members in your organization with live events.

host-live-events

Lock meeting

To prevent unintended visitors from joining your ongoing meeting, you can lock it. To lock a meeting, click on the Lock meeting option in the top right corner of your meeting screen.

host-live-events
  • Start meeting
  • Schedule meeting
  • Record meeting
  • Share screen
  • Open whiteboard
  • Host live events
  • Lock meeting
start-meeting schedule-meeting record-meeting open-whiteboard host-live-events lock-meeting

Bots

Subscribe to bots

Bots in Cliq are conversational assistants that can be involved in a conversation, asked to perform a task, or send alerts. Subscribe to available bots by clicking on the + icon next to Bots in the navigation sidebar.

bolt list

View all bots

Click on your profile, then select Bots & Tools and choose Bots. From here you can view all the bots in your organization or create new ones.

view all boats

Create bot

To create a bot, get started by adding the bot's name, description, access level, display image, and status.

bot configuration

Default bots

Set up bots so new users are auto-subscribed to them. To add default bots, go to the admin panel, select Configurations, and click Integrations.

bot configuration

Bot voice alerts

Never lose important bot notifications. To turn on voice alerts, go to Bots & Tools and enable Bot Calls.

bot-voice-alerts
  • Subscribe to bots
  • View all bots
  • Create bot
  • Default bots
  • Bot voice alerts
bolt list view all boats create-bot-view default-bots bot-voice-alerts

History

Check call logs

View history of direct calls, meetings, and broadcasts, and filter them based on dates or an individual.

Check call logs

Conversation history

Check out the entire history of conversations in Cliq, and filter and locate them using the search bar.

Conversation history
  • Check call logs
  • Conversation history
check-call-log Conversation history

Files

Files shared in chat

Locate all the files shared in chats by navigating to the Files tab and selecting Shared in Cliq. You can also filter files based on the type and file sharer.

file-shared-in-chat

Taz files

Find all the files that you shared with the Taz bot under Taz in the Files section.

Taz files

View call recordings

Get access to meeting recordings in Zoho Cliq and run through what was discussed under Recordings in the Files section.

view call recordings

Extract image text

Allow users in your organization to extract text from images shared in Zoho Cliq. All they need to do is open the image and click Extract Text to copy.

extract-image-text
  • Files shared in chat
  • Taz files
  • View call recordings
  • Extract image text
file shared in chat taz files iew call recordings extract-image-text

Tasks

View tasks

Manage tasks in Zoho Cliq by syncing the app with Zoho Projects. Navigate to Tasks from the navigation sidebar to view all tasks.

View tasks

Add task

To create a new task from Zoho Cliq, click on Add Task and fill in the required details.

Add task

Change task view

Switch between classic, plain, and kanban views inside Cliq to view your tasks.

Change task view

Filter tasks

Locate specific tasks based on your requirements with detailed filters like due date, project title, created time, and more.

Filter tasks

Export tasks

Downloads tasks in XLSX or CSV format with all the necessary information.

Export tasks
  • View tasks
  • Add task
  • Change task view
  • Filter tasks
  • Export tasks
view-tasks add-tasks change-task-view filter-tasks export-tasks

Organization

View people

Take a look at all the users in your organization by navigating to the Org section in your navigation sidebar.

View people

View teams

View the list of teams in your organization that you are a part of by clicking on the Teams section.

View teams

Add member to team

Add new members to the teams that you are an admin of by clicking on the Add Members button.

Add member to team
  • View people
  • View teams
  • Add member to team
view-people view-teams add-member-to-team

Calendar and events

View all events

To view all your events, click on the Calendar Events icon in the top-right corner of your Cliq window.

View all events

Create event

To create an event, click the Calendar Events icon in the top-right corner and select Create Event.

Create Event

Smart suggestions

Cliq identifies the message context and provides you with reply suggestions. You can either create an event or add a reminder using smart suggestions.

Smart Suggestions

View all calendars

Navigate to the Calendar tab to view all calendars and events.

View all Calendars
  • View all events
  • Create event
  • Smart suggestions
  • View all calendars
view-all-event create-event smart events view-all-calendars

Notes

View all notes

Navigate to the Notes tab to view all your notes.

View all Notes

Create note

To create a new note, click on the Write icon and start typing.

Create Note

Filter notes

Locate specific notes based on what you are looking for with detailed filters like note type, favorites, locked, or notes shared by you.

Filter Notes

Meeting notes

Get easy access to all the notes recorded during your meeting from the Cliq Meeting Notes tab.

Meeting Notes

Notebooks

Create notebooks and view all the notebooks synced from Zoho Notebook.

Notebooks
  • View all notes
  • Create note
  • Filter notes
  • Meeting notes
  • Notebooks
view-all-note create-note filter-note meeting-note notebooks

Reminders

Set reminder

You can add a reminder for yourself, teammates, a group conversation, or a channel from the Reminders tab in the top-right corner of the Cliq window.

set reminder

View reminders

View reminders assigned to you, by you, or by your teammates.

my reminder

View reminders assigned to others

Reminders that you've assigned to teammates, group conversations, or channels will be listed here.

assigned reminders

Reminder notifications

Taz notifies you of due dates. You can either mark the task as complete or snooze the reminder.

reminders notification

Recurring reminders

Always stay on top of your to-dos with recurring reminders. Simply select Schedule Recurrence under Reminders, mention the interval under Repeat, and save.

reminders notification
  • Set reminder
  • View reminders
  • View reminders assigned to others
  • Reminder notifications
  • Recurring reminders
set reminder my reminder assigned reminders reminders notification reminders notification

Extensions

View all extensions

View all available and installed extensions by clicking on the Marketplace icon in the top-right corner. From the Installed section, you can update and disable installed extensions.

all extension

Create extension

You can create your own extension and publish it in Zoho Marketplace. Select the My Extensions option under Bots & Tools to create your own extension and publish it.

create extension
  • View all extensions
  • Create extension
all extension create extension

Admin panel

Add users

Manage all your user records—view, update and export existing user details, or import new records— from one central location.

add users

Create teams

Create teams and categorize them into departments in Cliq to reflect your organizational layout.

create teams

Manage modules

Choose from a list of available modules and tailor Cliq to suit your needs.

manage module

Create networks

Set up a dedicated space to collaborate with external stakeholders like vendors, contract employees, and the like.

Create Networks

Define user roles

Configure roles for users based on your organizational hierarchy.

Define user roles

Permissions based on user roles

Set permissions for users based on their role. Selectively decide who gets to access and perform module actions.

Permissions based on user roles

Manage policies

Set general policies and password policies to manage the information of your organization.

admin dashboard

Restrict access to specific IPs

Allow employees to access Cliq only from specific IP addresses, and deny access for other IPs.

manage-policies

Manage internal apps

Take complete control of the custom apps and bots installed for your organization.

manage-internal-apps

Set assets

Configure brand assets like the company logo and favicon to make Cliq your own.

set-assets

Create custom domain

Make Cliq accessible within your company by setting up a custom domain.

set custom domain

Add custom emojis and stickers

Create and add custom emojis and stickers that all the employees in your organization can use.

Add custom emojis and stickers

Export data

Download data of your organization's resources and data from Zoho Cliq to be used for auditing purposes.

Export data

View remote work reports

Track the attendance of your reportees and manage them with the remote work Reports.

View remote work reports

Meeting branding

Reflect your brand identity in your Cliq meetings. To set up meeting themes for your organization, go to Customizations in the admin panel and choose Meeting Branding. Here, you can add a custom logo, background, text colors, and more.

meeting-branding

File cleanup

Optimize storage for your organization by removing unnecessary files. To clear storage, go to File Cleanup in the admin panel, and click Initiate Cleanup.

file-cleanup

Data loss prevention

Take control of sensitive information shared in your organization by setting up data loss prevention policies. Go to Policies under Data Loss Prevention in the admin panel and select Create Policy. You can also define sensitive information types and track alerts.

file-cleanup
  • Add users
  • Create teams
  • Manage modules
  • Create networks
  • Define user roles
  • Permissions based on user roles
  • Manage policies
  • Restrict access to specific IPs
  • Manage internal apps
  • Set assets
  • Create custom domain
  • Add custom emojis and stickers
  • Export data
  • View remote work reports
  • Meeting branding
  • File cleanup
  • Data loss prevention
add users create teams manage module create-network define-userroles permissions-based-on-user-roles manage-policies restrict-access-to-specific-ip manage-internal-apps create-custom-domain set custom domain set custom domain view-remote-work-reports set-assets meeting-branding file-cleanup data-loss-prevention