Managed Zoho SalesIQ
Most visitors leave your site silently, and those who do write in reach whichever inbox is open at the time. Managed Zoho SalesIQ combines live chat, chatbots, visitor tracking, and lead capture in one system that we deploy and run.
With Cascadia you get
A pricing question that lands in the support queue wastes everyone’s time. We create departments that follow how your team is organized, then route by page, language, region, or visitor attribute, so the first reply comes from someone who can answer without transferring the chat.
Zobot takes the opening exchange and asks what your process needs before a person joins. We build the branching, scoring, and handoff rules, so your team picks up a conversation that already has context.
SalesIQ shows who is browsing, what they read, and how often they return, and it can often name the company behind a visit. We set up tracking, scoring, and the operator panel so that data decides who gets a proactive message.
What you get
Twenty items, all part of Managed Zoho SalesIQ and handled by our team.
Describe how your team handles chat now and we will carry on from there.
Pasting a chat script into a page footer takes minutes. Routing conversations to the right department, qualifying visitors before a person joins, and getting results into your CRM is the work that usually never gets done.
| What to compare | How Cascadia handles it |
|---|---|
| Knowing who you are talking to | With SalesIQ linked to Zoho CRM and company lookup on, the operator opens a chat already seeing the account, the deal stage, and each page the visitor read on the way in. |
| Getting the chat into your CRM | SalesIQ writes leads, contacts, and full transcripts straight into Zoho CRM, with no paid connector in between. |
| Answering the same question daily | A trained answer bot and a shared canned reply library handle routine questions. Each month we review what the bot got wrong so it handles more over time. |
| Reaching visitors before they leave | Proactive triggers can fire on page, time on site, referral source, and return visits, so an invitation appears when a conversation is worth having. |
| Growing into the wider Zoho suite | We manage other Zoho apps too, so when a chat problem proves to be CRM routing, we tell you, and we point out when Zoho One would cost less than apps added singly. |
| What it costs next month | A published monthly plan with a set number of hours, spent keeping the system current. |
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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.”
If a trial signup is worth thousands, the visitor still deciding matters more than one more email sequence. We set proactive triggers on pricing and documentation pages, build Zobot qualification, and pass promising visitors to a rep.
Get StartedShipping, sizing, and returns questions often decide whether a cart is completed. We put the widget across your store, connect WhatsApp and Messenger so customers reach you where they already chat, and train an answer bot on your own policies for after-hours questions.
Get StartedNot every inquiry merits a senior hour, and learning that on a call is costly. Our qualification flows ask about scope, timeline, and budget before anyone books, then score and route so your team talks to real prospects.
Get StartedWith no chat at all, or a SalesIQ account somebody set up two years ago, we follow the same sequence.
We start from what you run now, whether that is Intercom, Tawk.to, LiveChat, or nothing. The widget goes onto every template instead of the single page someone tested, transcripts and canned replies come over, and we check it against your caching and consent tooling.
Get StartedNext we build Zobot qualification flows, answer bot training on your knowledge base, proactive triggers for your pages, prechat forms, lead scoring, and the CRM and Desk sync. Each piece is tested against live traffic before wide release, since a flow that has met no real questions is only a guess.
Get StartedThe ongoing work covers new departments and routing as your team changes, bot flows revised when products do, canned replies kept current, and a monthly review of response times, missed chats, deflection rate, and leads created. Send priorities and we build them into the next month.
Get StartedPricing
Three monthly plans that cover any Zoho apps, whether you run Zoho One or individual apps. Pricing is by hours of Zoho work, not by users or apps.
Essentials
$250/mo
Every Month
Plan Extras
Growth
$500/mo
Every Month
Plan Extras
Scale
$1,000/mo
Every Month
Plan Extras
Every Plan Includes
How the Hours Work
Plan Requirements
Ask us
Want the wider picture? See every Zoho app we set up and run.
See All Zoho ServicesStill have a question?
It is a monthly plan in which we run your SalesIQ environment. That includes the initial build, widget deployment, departments and routing, business hours, canned replies, Zobot flows, visitor tracking, lead capture, and links to your other Zoho apps. We also make the ongoing changes as your site and team shift, so the setup does not go stale after launch.
It is Zoho’s live chat and customer engagement application. It covers 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 why Zoho users often prefer it to a standalone 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 transcript attached. Simple bots use a drag and drop flow builder, and more involved ones use code. We build and maintain the flows under the plan.
For chat alone they are close, and each will put a widget on your site. The differences are cost and context. SalesIQ shares a database with Zoho CRM, so a chat becomes a lead with no connector between them. Tools outside Zoho need an integration to reach your CRM, and they price differently. Check current pricing for your seat and contact counts before deciding.
Tawk.to is free and perfectly good for basic chat, which is the right answer for some sites. It offers less automation, visitor intelligence, and CRM integration. If chat is only a contact form with faster replies, Tawk.to may do. If chat is meant to qualify visitors and route revenue, SalesIQ is built for that.
Yes. An official SalesIQ plugin exists 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, test it against your caching and consent tooling, and check that it neither slows pages nor fires before consent where that matters.
Yes. SalesIQ supports WhatsApp Business along with Facebook Messenger, Instagram, Telegram, and email, and brings them into one operator console. We handle the WhatsApp Business account verification, template message approvals, and routing to the right department. Conversations from every channel are recorded in Zoho CRM against the contact.
Yes. New visitors create leads, returning visitors match existing contacts and accounts, and transcripts attach to the record so sales can read the conversation without anyone forwarding it. Operators see CRM context in the chat window, including the deal stage and account history.
Yes. It shows live visitors, their current pages, 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 accounts worth a proactive message. We configure tracking and the visitor panel to show only what is useful.
Yes, and it is a common starting point. Transcripts, canned replies, operator accounts, and department structure can move over from Intercom, Drift, LiveChat, Tawk.to, or Crisp. We usually run both tools together for a short period so no conversation drops while your team learns the new console, then retire the old widget once routing has proved itself 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. Zobot flows, triggers, lead scoring, and CRM sync follow while your team already uses the system. Human chat comes first because untested automation is guesswork.
Operator roles and permissions are part of the service. We decide who can chat, who can see visitor data, and who can change settings, and we review access periodically so former staff do not keep a login. The account and its data stay in your Zoho subscription.
We set business hours and an offline form, so a visitor who arrives when nobody is online can still leave a message that reaches your team. An answer bot trained on your knowledge base can also handle routine questions at any hour, with the harder ones left for the next working day.
You do. SalesIQ sits in your own Zoho subscription, and we work in it as administrators. Transcripts, leads, and settings stay with you if you change providers, and access reviews are part of the service so you know who can reach the account.
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