Woztell: WhatsApp for Zoho CRM

Zoho CRM is one of the most popular CRM software in the global business market. Use Woztell to send and receive WhatsApp messages directly from your ZOHO CRM, visualize incoming/outgoing messages from inside your Leads or Contacts, send bulk WhatsApp messages and schedule your marketing campaigns. Woztell is integrated with ZOHO CRM, ZOHO CRM PLUS, ZOHO ONE as well as ZOHO DESK.

Do you work with Zoho Desk?

Manage your business communications through WhatsApp in a simple and unified way

WhatsApp&FacebookMessenger messages - ZOHO

WhatsApp messages delivery status

Check the status of your outgoing WhatsApp messages and verify if they were sent, delivered, read or rejected.

Optional failover to SMS

This emergency procedure automatically sends an SMS to your customers if they didn’t receive your WhatsApp message.

Collaboration

Use Woztell in a collaborative way.
Add multiple team members in the same conversation
and assign work tasks simply and quickly.

Multi-platform and multi-device

Woztell works from different platforms and can be used on your device of choice, whether it’s a pc, tablet or smartphone.

Bulk template sending

Send and receive unlimited WhatsApp messages and learn
how to get the most out of this new business tool.

Simultaneous WhatsApp message - ZOHO CRM

WorkFlows based on incoming messages

Automate replies and actions based on message content
and save time on your customer care.

WhatsApp messages automation

Send automated messages and start a conversation with your
actual and potential customers, attracting their interest in a new way.

Workflow ZOHO CRM - WhatsApp message

Marketing campaigns planning

Create targeted marketing campaigns selecting leads or existing contacts and customize the message, date and time.

WhatsApp Campaign - ZOHO CRM

External URL to shared files inside your CRM

Search the contact tab for the links to the received files and avoid loading unnecessary Mbytes.

Related view in lead/contact

View all sent and received WhatsApp messages by any user in your CRM.

External URL archive WhatsApp - ZOHO CRM

New conversation alerts

Easily identify new incoming WhatsApp messages and the amount of pending unread messages.

Notifications WhatsApp Cliq

Sales signal

Visualize and manage in a single place all WhatsApp messages, newsletter and email openings, calls and more from your customers.

Sales Signal CRM WhatsApp
OptOut&Blocked_WhatsApp_ZOHO

Block Contact option

Block a certain WhatsApp contact from receiving and sending messages and avoid storing the data in your system

Opt-Out option

Avoid sending WhatsApp messages to customers who are not interested in this channel.

ZOHO CRM FAQs
Can WOZTELL work with all versions of ZOHO CRM?

WOZTELL requires the versions of ZOHO that allow the creation of custom modules, use of code, workflows, etc. At the time of writing these FAQs, these characteristics belong to the ZOHO CRM Enterprise Plan. You can contact us HERE to make sure that your version allows it or to know what other possibilities exist.

Does WOZTELL work with ZOHO ONE or CRM PLUS?

Yes, it works with ZOHO CRM Enterpise that is included within ZOHO ONE and CRM PLUS at the time of writing these FAQs. To have the latest information you can check in http://zoho.com

Why do I need ZOHO CLIQ in addition to ZOHO CRM?

In WOZTELL we need to handle instant messaging with your clients in a simple way for you. In each integration with an ERP we try to use the tool that is easier to handle. In the case of ZOHO customers, ZOHO CLIQ is the perfect solution to manage your messages.

Do I need a paid ZOHO CLIQ or free?

The paid version of CLIQ, also included in ZOHO ONE, ZOHO WORKPLACE, etc., has the features we need for you to have a great user experience. Without it, the solution would be very poor.

Is there a demo of WOZTELL for my ZOHO CRM?

Yes. The WOZTELL team has prepared a DEMO for your ZOHO CRM. You can download it here following the step by step guide

Does the WOZTELL DEMO have any limits?

The DEMO allows you to send and receive messages to a number only. It is designed so you can see how it works and you can practice. The demo is automatically deactivated after 15 days of testing.

How long does it take to have WOZTELL in my ZOHO CRM?

It depends on the use you are going to give it. You may need from a few minutes of the DEMO version, a day to install a TRIAL, or up to 3-4 weeks if we must process all authorizations and permissions of WhatsApp Business.

Do you install WOZTELL on my ZOHO or do I have to do something?

You don’t have to do anything on your own. When requesting the activation of WOZTELL, you will be assigned a technician who will accompany you throughout the process of data collection necessary for the verification of Facebook/WhatsApp Business, the parameterization of your WOZTELL and the initial training.

When do I have to pay WOZTELL?

The service activation request involves the payment of an invoice, with the costs of SetUp, the deposit and the first month of service. The first month will start counting from the day you can send and/or receive messages from ZOHO CRM – WOZTELL.

What is the SetUp that I must pay?

It is all the work we must do to collect your data, configure your WOZTELL, integrate it into your CRM, train users, and in general, the implementation of the solution.

What is the deposit that I must pay?

To activate the sevice, you must pay a deposit to cover the messages, we must pay WhatsApp in your name and any other administrative expenses that may exist in the future. WOZTELL does not apply any additional cost about these messages and you can check their price HERE.

What is the monthly payment I must pay?

The use of the WOZTELL service integrated with ZOHO has a monthly cost that will be billed, together or separately from the consumption of messages.

Can I use more than one number in my ZOHO CRM with WOZTELL?

Yes, you can use as many numbers as you need. Each number must go through a configuration process.

Is the history of conversations lost when leads are converted to contacts?

No. When converting a lead into a contact, conversations are transferred to the contact.