Billing meets customer engagement with Zoho Sales IQ

What can you do with this integration?

Assist customers with any payment-related issues in real-time.

Create message templates for quicker responses to customer inquiries.

Implement a bot to address questions during offline hours.

Monitor and track the visits of the customers to the Customer Portal.

How does this work?

A customer initiates a chat from the Customer Portal. | Zoho Billing

Initiating chats from the Customer Portal

Customers can contact you using the chat widget found within the customer portal. When clicked, it opens a chat window for users to type their questions and start a conversation with you.

Agent assists the customer using Zoho SalesIQ.| Zoho Billing

Handling chats in Zoho SalesIQ

When a chat is initiated by the client in the Customer Portal's chat window, you are promptly notified in Zoho SalesIQ. You or your support agents can immediately address customer inquiries.

Give your billing a personal touch through live chat

Immediate responses to queries. | Zoho Billing

Respond immediately to inquiries

Provide swift responses for key issues like payment failures and refunds, so you can keep your subscribers happy and your income flowing.

Live assistance for better solutions. | Zoho Billing

Receive instant clarity for billing concerns

Utilize the power of live chat to address and clarify any uncertainties your customers may have regarding transactions, discounts, or item rates.

Feedback initiated once a chat is closed to record customer satisfaction. | Zoho Billing

Collect subscriber feedback directly

Measure customer satisfaction and operator performance by receiving feedback directly through the chat widget.

Encourage subscriber self-service through automation

Canned messages facilitating quick responses | Zoho Billing

Respond faster through template canned responses

Streamline customer support by creating canned messages in Zoho SalesIQ's settings, allowing for quick responses to common inquiries.

Zobot assisting a customer. | Zoho Billing

Chat using personalized conversational Zobots

Relieve your operators by implementing Zobots, custom AI chatbots designed to manage initial interactions and assist in meeting customer requirements 24/7.

Live view letting the agent understand a visitor's movement within the customer portal. | Zoho Billing

Track online visitors

Monitor customer activity in Zoho SalesIQ's Live view, prioritize chat requests from those spending more time in the Customer Portal, and initiate chats as needed.

Why Zoho Billing?

From managing one-time invoices and subscriptions to handling payments and generating 50+ reports, Zoho Billing is the perfect go-to solution designed to simplify all your complex billing needs.

Implement billing strategies that suit your business.
Automate and collect payments with ease.
Get data driven insights to be on top of your game.

Zoho Billing home screen with dashboards | Zoho Billing

See what customers have to say

"Zoho Billing, combined with other Zoho apps, enables me to cut my overhead, steer the business in the right direction, and provide stellar experience to my customers."

Kovalan Paramanantham

Managing Director, Aquilative Technologies

"Zoho Billing's extensive customization options and close-knit integrations made it a natural choice."

Josh Lucas

Head of Operations,AAA Band Rentals

Integrate for ultimate productivity with Zoho Billing and Zoho SalesIQ

What can you do with this integration?

How does this work?