LogixOne Chat is designed to streamline and consolidate all forms of messaging into your Zoho CRM environment. LogixOne Chat allows your Zoho CRM users to send and receive messages to both CRM Leads and Contacts using the following chat channels: SMS, WhatsApp and Telegram.
Facebook Messenger, Instagram Direct Message and more channels to come!
Leveraged power of your Zoho CRM contacted lead data by centralising all customer conversations into the one ChatBox. Allow your Zoho CRM users to communicate effectively by the channels your customers choose.
Automate a SMS for a new order, a WhatsApp with a unique meeting link for new leads or a Telegram message to all customers at the click of a button. All messages are stored within the CRM for later retrieval and of course advanced reports can be created for you to gain even greater efficiencies with your customer communications.
Please note! That while you can install some of the components to run LogixOne Chat for Zoho CRM from the Zoho Marketplace, complete installation does require some further steps. We strongly suggest that you use the demo request below to help us finailase your installation.
Being able to chat and communicate with your customers has never been so important but also challenging. Not only is email becoming less and less utilised as a reliable form of communication, your customers use a wide range of communication platforms from SMS to WhatsApp, FaceBook Messenger, Telegram, etc, etc. Read more…
Built directly into your existing Zoho CRM environment, LogixOne Chat enables all your chosen Zoho CRM users to send and receive messages using your company owned, chat channels. Read more…
Tightly integrated into your Zoho CRM environment is LogixOne ChatBox – A single window for all your chats that you can provision to your Zoho CRM users on an ‘as-needed’ basis. LogixOne ChatBox is the single location for your team to send and receive messages from common – ‘company owned’ chat accounts such as SMS, Telegram and WhatsApp.
The ChatBox can be monitored by any Zoho CRM user with access to quickly respond to customer inquires, post sales support questions and the like via the channel they choose. Messages are attached to known Zoho CRM contacts and leads and Agents can link directly to each contact or lead record for access to further customer detail where the chat can then be continued. If a new contact sends a message, a Zoho CRM lead can be quickly created directly from within LogixOne ChatBox.
Other features have been built in the simplify and speed up your customer communications such as advanced filters that allow Agents to see on their messages or all messages from WhatsApp, you can search for chats from different contacts, search chat messages, see emoji’s, get notification sounds when new messages arrive.
The template feature forms the necessary role of ensuring that WhatsApp template messages are sent correctly plus they can be created on a per-channel basis to respond to messages via the click of a button. LogixOne Chat has been designed to make the complex job of responding to chats from multiple channels as efficient as possible, improving the experience your customers and your staff have when communicating.
Your Zoho CRM now not only stores contact and lead emails, orders, invoices, meetings, jobs, etc it now stores all WhatsApp, SMS and Telegram chats too. This means that you can quickly open a Zoho CRM ‘Lead’ or ‘Contact’ and carry on chatting with that contact. Now you can see all of your previous messages and respond to them storing all of the message data within your CRM.
Being able to chat within the Lead or Contact record means Agents have quick access to other customer details such as previous quotes or invoices. In addition basically all of the features that exist within the ChatBox console exist within RecordChat, such as; Templates, filters, etc.
There are 2 basic costing componets of using LogixOne Chat for Zoho CRM. A good way to think about it is LogixOne Chat is like your mobile phone and then you have call and usage charges ontop of that.
LogixOne Chat requires the installation of a Zoho Marketplace plug-in. This plug-in provides the necessary Zoho CRM functionality to send and receive messages and is priced on a per Zoho CRM Organisation.
Any Zoho CRM user is able with correct permissions to access and utilise both the LogixOne ChatBox and Contact and Lead RecordChat widgets.
All message, whether sent or received from or to LogixOne Chat within your Zoho CRM environment are free. That is there is no charge for sending and receiving messages in and out of your Zoho CRM environment.
HOWEVER some chat channels such as SMS and WhatsApp do have message costs. Other channels such as Telegram do NOT charge for messages and as such there is no charge to send and receive Telegram Messages.
Telegram
All Telegram messages, whether sending or receiving are free.
SMS
SMS via Twilio – To send and recieve SMS messages requires a Twilio account and Twilio SMS capable number. You can obtain a Twilio account from here twilio.com and setup your own SMS number. Any SMS charges will be billed to you directly. You can review Twilio SMS pricing here https://www.twilio.com/sms/pricing/
WhatsApp for Business messages are not free! To send and recieve business WhatsApp messages requires a WhatsApp Business Number and connection to the WhatsApp Business API. Doing so enables you to utilse WhatsApp for business messaging such as sending autmated messages and bulk messaging.
There are 2 ways you can connect LogixOne Chat to WhatsApp Business API:
LogixOne WahChat
LogixOne WahChat can provide direct connectivity to WhatsApp to ensure your WhatsApp messages are delivered correctly. In addition, our service meets all of WhatsApp’s special considerations for message delivery and will ensure that you’re business remains compliant with WhatsApp’s (Meta) service delivery requirements.
Differences between Twilio and LogixOne WahChat
The complicated stuff
WhatsApp Business Platform conversations fall into two categories that are priced differently:
All conversations are measured in fixed 24-hour sessions. A conversation starts when the first business message in a conversation is delivered, either initiated by the business or in reply to a user message. Businesses and users can exchange any number of messages, including template messages, within a 24 hour conversation session without incurring additional charges. Each 24 hour conversation session results in a single charge.
Charges for conversations are based on the user’s country code. A user here is defined as the customer that your business is communicating with. Rates for business-initiated and user-initiated conversations vary by country or region.
Individual country WhatsApp session rates can be found here https://developers.facebook.com/docs/whatsapp/pricing
LogixOne WahChat Pricing
One-time Setup cost: US$75
Monthly Access Fee US$55
LogixOne WahChat Session Transaction Fee
Business Initiated: US$0.005 (After first 1000 sessions)
User Initiated: US$0.005 (After first 1000 sessions)
Plus WhatsApp (Meta) Business or User initiated rate https://developers.facebook.com/docs/whatsapp/pricing
Pricing examples
PLEASE NOTE: the following costs only apply ‘AFTER’ you have established your first 1000 sessions in a given month.
Pricing Notes
Do I need a LogixOne Chat licence for every Zoho CRM user?
NO. You only need (1) LogixOne Chat licence per Zoho Organisation (CRM)
Can I limit which Zoho CRM users can access LogixOne Chat?
YES. You can do this by using the inherent security features within Zoho CRM.
Is there any limit on how many messages I can send and receive?
NO. LogixOne Chat will has no limits on the amount of messages you can either send or receive. However! you should note that certain Zoho CRM editions will limit the number of records within a CRM. In addition Zoho CRM limits the amount of API calls based on the number of licenced Zoho CRM users. Please note however that even in the unlikely event that you reach your API limit you can purchase more from Zoho.
How do I install LogixOne Chat and how long does it normally take?
To install LogixOne Chat requires a number of components. Iseka Services is here to help, we will work with you and guide you through the installation process. It typically takes 2 to 3 days to install and configure.
How about creating my chat channels, such as SMS, Telegram and WhatsApp?
– SMS requires the use of a communications provider called Twilio. Twilio provides the ability to purchase ‘hosted’ SMS numbers. Twilio SMS numbers can be purchased across multiple countries. Once you have purchased an SMS number we can connect LogixOne Chat to it, which then enables you to send and receive SMS messages from within Zoho CRM.
– WhatsApp is a FaceBook owned company. While personal WhatsApp messages are free. To send WhatsApp messages from LogixOne requires a ‘Business WhatsApp’ account. WhatsApp puts certain limits on what messages a WhatsApp Business accounts can send. Please read a detailed explanation here. However there are two ways you can connect a WhatsApp business account to LogixOne Chat:
– Telegram messages are free of charge and you can connect any new or existing Telegram account to LogixOne Chat.
What about other Chat channels like FaceBook, Instagram, WeChat and the like?
We currently do not support channels other than SMS (Via Twilio), WhatsApp (Via Twilio or Directly) or Telegram directly. However we planning on releasing additional chat channels such as Facebook Messenger and Instagram direct which we are ready for imminent release, followed by WeChat.
What level Zoho CRM Functionality do we require?
LogixOne Chat requires the ability to install custom modules, web tabs and workflows. In addition LogixOne Chat will utilise some of your allowed Zoho CRM API calls. We recommend the ‘Enterprise’ edition of Zoho CRM.
We have our own Twilio account can we use that to send and receive SMS and WhatsApp messages?
Yes – You can use your own Twilio account in that way all SMS and WhatsApp charges are payable by you.
Can I use Twilio for SMS messages and LogixOne WahChat for WhatsApp messages?
Yes