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Enhancing customer engagement with Zoho CRM Plus and Zoho Bookings

A great customer experience is essential to any thriving business. When your customer engagement strategies align, you'll sign more deals, build lasting relationships, and drive more business growth.Integrating Zoho CRM Plus and Zoho Bookings can help you efficiently automate these engagement processes.

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  • What is Zoho Bookings?
  • What is Zoho CRM Plus?
  • Accelerate your sales cycle
  • Lead generation from your website
  • Boost customer retention
  • Send email campaigns
  • Survey responses into meetings

Zoho Bookings: Schedule appointments quickly and offer immense value

Zoho Bookings simplifies the appointment scheduling process for all your customer-facing teams, saving plenty of time.

  • White-label the booking pages to reflect your branding.
  • Keep your schedules updated by syncing your calendars.
  • Offer four different booking types: one-on-one, group, resource, and collective.
  • Manage your team and their schedule easily from a single interface.
  • Collect payments upfront for your consultations.
  • Meet clients virtually by integrating with MS Teams, Google Meet, and other apps.
  • Make informed decisions with insights through appointment reports and dashboards.

Zoho CRM Plus: The all in one customer management platform

Zoho CRM Plus helps streamline all your customer-facing functions within a single interface.

  •  Manage leads and customers directly from Zoho CRM.  
  • Seamlessly handle customer queries across channels via Zoho Desk.
  • Offer immediate value to website visitors through Zoho SalesIQ’s live chat.
  • Send email campaigns to prospects or customers via Zoho Campaign.
  • Manage, collaborate, and delegate project tasks through Zoho Projects.
  • Monitor and engage with social media activities through Zoho Social.
  • Gather customer feedback, and measure key business metrics using Zoho Survey and Zoho Analytics.

Leveraging Zoho Bookings inside the Zoho CRM Plus interface for improved customer engagement

Accelerate your sales cycle

The Zoho Bookings integration helps you schedule meetings directly from your CRM portal. All meeting-related information is synced with Zoho CRM, making it easier to manage your operations from a single app.

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Maximize lead generation from your website

Zoho SalesIQ already helps you engage with website visitors instantly, and integrating with Zoho Bookings enables appointment scheduling right inside the chat window. With the chatbot covering your business 24/7, you minimize missed opportunities and maximize your website conversions.

Booking software for small business

Boost customer retention and satisfaction

With Zoho Desk's comprehensive help desk system handling all of your customer interactions, integrating with Zoho Bookings helps you schedule prompt meetings inside the Desk application. Your support agents can share booking links to resolve complex issues quickly and without any delay.

Booking software for small business

Make the most of your email campaigns

Adding a Zoho Bookings link to your Zoho Campaigns emails or to your Marketing Automation campaigns helps you collect appointments automatically. This saves you time when running promotional and nurturing email campaigns to prospects and customers.

Booking software for small business

Turn survey responses into meeting opportunities

If you're already collecting feedback from customers through Zoho Survey, you can use Zoho Bookings to automatically redirect them to a booking page or send an email with the booking link.

Booking software for small business