Managed Zoho SalesIQ
Most website visitors leave without saying a word, and the ones who do ask arrive in whatever inbox happens to be open. Managed Zoho SalesIQ puts live chat, chatbots, visitor tracking, and lead capture into one system we deploy and run for you.
With Cascadia you get
A pricing question landing in the support queue helps nobody. We build departments that match how your team is actually organized, then route by page, language, region, or visitor attribute so the first person to reply is somebody who can answer it without a transfer.
Zobot handles the opening exchange and asks what your process needs before a person joins. We build the branching, the scoring, and the handoff rules, so your team enters a conversation that already has context instead of starting from a cold hello.
SalesIQ shows who is browsing, what they read, and how often they come back, and it often identifies the company behind the visit. We configure tracking, scoring, and the operator panel so that data decides who gets a proactive message rather than sitting unused.
What you get
All 20 of these come with Managed Zoho SalesIQ, set up and looked after by our team.
Tell us how your team uses Zoho SalesIQ and we will take it from there.
Anybody can paste a chat script into a footer. Sending conversations to the right department, qualifying visitors before a person joins, and getting the result into your CRM is a different job, and it is the part that usually never gets finished.
| What to compare | How Cascadia handles it |
|---|---|
| Knowing who you are talking to | We connect SalesIQ to Zoho CRM and turn on company lookup, so your operator opens the conversation already seeing the account, the deal stage, and every page that visitor read on the way in. |
| Getting the chat into your CRM | SalesIQ writes leads, contacts, and full transcripts straight into Zoho CRM without a paid connector sitting in the middle. |
| Answering the same question daily | A trained answer bot and a shared canned reply library handle the routine ones, and we review what the bot got wrong each month so deflection keeps climbing. |
| Reaching visitors before they leave | We configure proactive triggers on page, time on site, referral source, and return visits, so the invitation arrives at the moment a conversation is actually worth having. |
| Growing into the wider Zoho suite | We manage the wider Zoho environment, so when a chat problem turns out to be a CRM routing problem, we say so, and we flag when Zoho One costs less than adding apps one by one. |
| What it costs next month | A flat monthly rate makes the cost predictable and puts the incentive on us to keep the system current rather than to bill hours. |
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“I’ve worked with Cascadia for several years now. They are always ready to help in any way I ask and can implement my ideas with ease. A company that values their clients!”
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“They do great work, been using for years. Prompt responses to requests.”
When a trial signup is worth thousands, catching the visitor who is still deciding matters more than another email sequence. We set proactive triggers on your pricing and documentation pages, build Zobot qualification, and route the ones worth talking to straight through to a rep.
Get startedShipping, sizing, and returns questions decide carts. We deploy the widget across your store, connect WhatsApp and Messenger so customers reach you where they already are, and build an answer bot on your own policies so routine questions get handled at any hour.
Get startedNot every inquiry is worth a senior hour, and finding that out on a call is expensive. We build qualification flows that ask about scope, timeline, and budget before anybody books, then score and route so your team spends its time on real prospects.
Get startedWhether you are starting with no chat at all or inheriting a SalesIQ account somebody set up two years ago, the sequence is the same.
We start with what you have, whether that is Intercom, Tawk.to, LiveChat, or nothing at all. The widget goes live across every template rather than the one page somebody tested, transcripts and canned replies come across, and we check it against your caching and consent tooling.
Get startedNext come the pieces that make it yours, meaning Zobot qualification flows, answer bot training on your knowledge base, proactive triggers tuned to your pages, prechat forms, lead scoring, and the CRM and Desk sync. We test each one against real traffic before it goes wide, because a bot flow that has never met a real question is guesswork.
Get startedFrom there you get the ongoing work, meaning new departments and routing rules as your team changes, bot flows revised when your products do, canned replies kept current, and a monthly review of response times, missed chats, deflection rate, and leads created. You send priorities and we build them into the following month.
Get startedPricing
Pricing depends on the size of your setup and how much of it you want us to run. Tell us what you have today and we will put a number to it, with no obligation.
Ask for a quoteWe reply within two business days.Ask us
Want the wider picture? See every Zoho app we set up and run.
See all Zoho servicesManaged Zoho SalesIQ is a subscription where we run your SalesIQ environment for you at a flat monthly rate. That covers the initial build, widget deployment, departments and routing, business hours, canned replies, Zobot flows, visitor tracking, lead capture, and the integrations into the rest of your Zoho apps. It also covers the ongoing changes as your site and team shift, so the configuration stays current instead of going stale a month after launch.
Zoho SalesIQ is Zoho’s live chat and customer engagement application. It handles website chat, chatbots through Zobot, visitor tracking with company identification, lead scoring, proactive chat triggers, prechat and offline forms, canned replies, and messaging channels including WhatsApp, Facebook Messenger, and Instagram. It connects to Zoho CRM, Desk, Campaigns, and Analytics, which is the main reason teams already inside Zoho choose it over a standalone chat widget.
Zobot is the chatbot builder inside SalesIQ. It can greet visitors, ask qualifying questions, branch on the answers, look up records, book meetings, answer from your knowledge base, and hand off to a person with the full transcript attached. You can build it with a drag and drop flow builder or with code for the more involved cases. We build and maintain those flows as part of the plan.
On chat alone the tools are close, and any of them will put a widget on your site. The difference is cost and context. Intercom and Drift price aggressively per seat and per contact, and they sit outside your CRM unless you pay for an integration. SalesIQ costs a fraction of that and shares a database with Zoho CRM, so a chat becomes a lead without a connector in between.
Tawk.to is free and fine for basic chat, which is genuinely the right answer for some sites. Where it falls short is automation, visitor intelligence, and integration. There is no real chatbot builder, no lead scoring, and no native path into a CRM. If chat is just a contact form with a faster reply, Tawk.to works. If chat is meant to qualify and route revenue, SalesIQ does the job.
Yes. There is an official SalesIQ plugin for WordPress, and we also install the tracking code directly when a plugin would add weight you do not need. Either way we confirm the widget loads on every template, not just the homepage, check it against your caching and consent tooling, and make sure it does not slow your pages down or fire before consent where that matters.
Yes. SalesIQ supports WhatsApp Business alongside Facebook Messenger, Instagram, Telegram, and email, and it brings all of them into the same operator console. We handle the WhatsApp Business account verification, the template message approvals, and the routing so those conversations reach the right department. Every channel conversation still lands in Zoho CRM against the contact rather than living in a separate inbox.
Yes, and it is the main reason to choose it. New visitors create leads, returning visitors match to existing contacts and accounts, and transcripts attach to the record so your sales team sees the conversation without anybody forwarding it. Operators also see CRM context inside the chat window, which means they open the conversation already knowing the deal stage and the account history.
Yes. SalesIQ shows live visitors, the pages they are on, how they arrived, how often they have returned, and in many cases the company behind the IP address. That feeds lead scoring and visitor segmentation, so your team can prioritize the accounts worth a proactive message. We configure the tracking and the visitor panel so the data is usable rather than an unfiltered firehose.
Yes, and it is a normal starting point. We bring across transcripts, canned replies, operator accounts, and department structure from Intercom, Drift, LiveChat, Tawk.to, or Crisp. We usually run both tools together for a short window so no conversation drops while your team gets used to the new console, then retire the old widget once the routing has been proven on real traffic.
Most clients are taking live chats within two to three weeks. The first week covers widget deployment, departments, routing, business hours, and operator setup. After that we build the Zobot flows, triggers, lead scoring, and CRM sync while your team is already using the system. We get human chat working before the automation, because a bot flow that has never been tested against real questions is guesswork.
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