Zoho Cliq Overview: Team Chat Built for Real Work

10.07.25 11:24 AM

Stop the Chaos: Use Zoho Cliq to Get Work Done, Not Just Talk

Another “IMPORTANT!!!” message in your team group chat… that definitely isn’t? Yeah, we’ve all been there. That’s why I want to introduce you to Zoho Cliq—the chat app that’s actually built for getting work done, not just... chatting.

Watch To Learn About Zoho Cliq

What Is Zoho Cliq?

Zoho Cliq is team messaging with brains. You get:
  • Real-time chat
  • Threaded conversations
  • Video calls
  • File sharing
  • Bots
  • Workflow automations

All in one sleek interface. It’s like Slack—but if Slack actually cared about business systems.

How Is It Different from Other Chat Tools?

You’ve probably used (or heard of) Slack, Microsoft Teams, maybe even Discord if your team leans chaotic. But Cliq is different because it:
  • Integrates tightly with your other Zoho apps
  • Comes with automation and bots baked in
  • Runs fast and lean, even on mobile
  • Makes workflows part of your conversation, not a separate tool

Real Examples of Zoho Cliq in Action

Here’s how I’ve seen (and used) Cliq in the wild:
  • Hot lead alert: A bot sends an instant message to your sales channel when someone fills out a Zoho Form—complete with a link to the CRM record. No delay, no guesswork.
  • Finance updates: Set up a dedicated channel for invoice and payment notifications from Zoho Books. Your team gets paid, and everyone stays in the loop.
  • Approvals in-chat: Need to approve a leave request? Assign a support ticket? Start a meeting? You can do it right from the chat window.

Cliq turns conversations into action.

Integrations That Actually Matter

Zoho Cliq plugs into:
  • Zoho CRM (deal updates, lead alerts)
  • Zoho Projects (task creation, status changes)
  • Zoho Desk (ticket assignments and escalations)
  • Zoho Books (invoice and payment alerts)
  • Zoho People (leave requests and HR workflows)

And if you need something custom? You can build your own bots, slash commands, and workflows with ease.

Who Should Use Zoho Cliq?

  • Remote or hybrid teams who want to reduce email clutter
  • Sales teams who need live lead notifications
  • Ops managers who love workflows and transparency
  • Any team that wants to bring Zoho data right into their daily chat

Who Can Probably Skip It (For Now)

If you’re a solo founder or freelancer who already talks to yourself in voice memos... you might not need Cliq yet. But file this one away for when you build your team.

Want to Get Started Using Zoho Cliq?

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Jozette writes about making Zoho work smarter for businesses—think CRM tips, project fixes, and clever ways to simplify your systems. She’s here to cut the tech-speak and give you clear, practical advice your team will actually use, and enjoy reading.