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Zoho SalesIQ Implementation & managed service

Zoho SalesIQ, deployed and run for you.

We configure Zoho SalesIQ around how visitors actually move through your site, connect it to the CRM your sales team already runs on, and keep it running afterward. You get a live chat tool your team uses, not one they ignore.

Schedule a Demo → Journey Planner
Zoho Authorized Partner
Zoho SalesIQ live chat console with visitor insights
What it covers

Every visitor, one conversation away.

Visitor Tracking

Real-time visitor insights and lead scoring

See who is on your site right now, where they came from, and how likely they are to convert, before you ever say hello.

Live Chat & Bots

Bots that qualify, agents that close

A bot handles the first message and hands off to the right person the moment a visitor needs a human.

CRM Integration

Every chat lands on the CRM record

Conversations, lead status and next-best-actions sit on the same record your sales team already works from.

Analytics

Conversion and engagement reporting

Chat-to-lead and chat-to-deal rates tracked automatically, so you know which conversations are worth having.

Schedule a Demo → Journey Planner
See it work

Four things worth watching.

Short loops, no narration — the interactions that decide whether a team adopts a live chat tool or abandons it.

Bot handing off a conversation to a live agent

Bot to human handoff

A bot qualifies the visitor, then transfers the conversation to the right team member with full context.

Chat window showing linked CRM record

Chat with CRM context

The visitor's CRM record appears next to the conversation, with a next-best-action ready to go.

Operator console with live chat queue

Operator console

Every active conversation in one queue, with visitor details and one-click actions back to the CRM.

Visitor intelligence panel with lead score

Visitor intelligence

Lead score, page history and AI insights on a visitor before an agent ever says hello.

Getting there

From first conversation to a system your team runs on.

01

Discovery

One week. We map your site's visitor journeys, current chat coverage and the CRM fields a conversation needs to update.

02

Configuration

Departments, bots, canned responses, routing rules and the widget itself built to match your site — not a default template with your logo on it.

03

Migration

Existing chat transcripts, canned responses and operator setups carried over from your current live chat tool, with nothing lost in the switch.

04

Training

Role-based sessions for operators, team leads and admins, recorded and handed over with written runbooks.

05

Operate

Ongoing administration, reporting and iteration. Your team runs the chat; we keep it working.

Engagement models

Three ways to work with us.

Scope is set after discovery. We quote the work, not a seat count.

Fixed scope

Implementation

A defined build with a start and an end. Discovery, configuration, migration, training and handover.

Best for teams moving onto Zoho SalesIQ for the first time.

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Monthly

Managed SalesIQ

Implementation plus ongoing administration, reporting and change requests handled by our team.

Best for teams without an internal live chat admin.

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Assessment first

Rescue & optimize

An audit of an existing Zoho SalesIQ, then a prioritized plan to fix what is broken and retire what is unused.

Best for teams already on Zoho that are not getting value from it.

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Better together

SalesIQ is rarely deployed alone.

We connect it to the rest of the stack you already run, so the customer record stays single across sales, finance, support and marketing.

Zoho SalesIQ SalesIQ
Zoho CRM CRM
Zoho Campaigns Campaigns
Zoho Desk Desk
Zoho Books Books
Zoho Analytics Analytics
Zoho Marketing Automation Marketing Automation
Zoho People People
Zoho Creator Creator
Zoho Billing Billing
Zoho Contracts Contracts
Zoho Zia Zia
See the full Zoho One stack →
Try Zoho One free for 30 days — start your free trial
Selected work

Conversion builds we have delivered.

All case studies →
Areti Bank signage on a glass facade

Areti Bank

MCH reception with logo wall

My Community Homes

Alpha Storage brochure spreads

Alpha Storage Properties

Where this fits

Services and solutions this connects to.

Related

CRM

Every chat becomes a record your sales team can act on.

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Related

Zoho One Implementation

The full operating system — sales, finance, HR and support around every conversation.

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Related

Desk

A live chat that escalates straight into a support ticket when it needs to.

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Talk to us

Tell us how visitors are experiencing your site today.

Send the form and we will come back with a scoped first phase, or book directly and skip the back and forth.

Schedule a Demo → Journey Planner
Send it over →

We reply within one business day.

Questions

The ones we get asked first.

How long does an implementation take?+

Most builds run two to four weeks from discovery to go-live — SalesIQ configures faster than a full CRM or help desk build, since there is one widget and a smaller rule set to set up.

Can you migrate from our current live chat tool?+

Yes. We have moved teams off Intercom, Drift, Tawk.to and Facebook Messenger-only setups. Canned responses and department structures are rebuilt before anyone goes live.

Do we need to buy Zoho licenses separately?+

Yes, licenses are purchased from Zoho. As an authorized partner we can advise on the right edition and bundle, and in many cases secure partner pricing.

What happens after go-live?+

You can take the system in-house with the runbooks we hand over, or keep us on a managed engagement for administration, reporting and ongoing changes.

Will this work with the rest of Zoho One?+

That is usually the point. Live chat is rarely run alone — we connect it to the CRM and help desk you already run so every conversation becomes a record instead of a missed opportunity.

Ready to scope your live chat?

Book a call and we will scope the first phase on that call.

Schedule a Demo → Journey Planner
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