Teamviewer for Zoho CRM

Supercharge Your CRM With TeamViewer's Remote Support Solution

Built for: CRM Developed by: TeamViewer GmbH
300+ Installs

The TeamViewer integration for Zoho CRM allows agents to easily initiate remote sessions directly from the Leads, Contacts, and Accounts modules. The integration enables the sales teams to easily connect to the prospect to walk them through a product experience and empowers support teams to assist customers to set up trials or solve any issues. Once they receive the connection invite, customers can join the session with a simple click and agents receive notifications when a customer is online. Pre-built integrations make your experience easy and seamless.

Key Features:

  • Initiate a support service case directly from the Leads, Contacts, or Accounts module in Zoho CRM
  • Share the service case link directly from the integration with preconfigured email templates
  • Gain control of the customer’s device remotely whether it’s a PC, Mac, Android or iOS device and single-click functionality connects the customer or prospect
    Intuitive session reports that can help agents easily manage many service cases in parallel
  • Comprehensive connection report both for each module and company wide that enable Team leaders to assess how the feature is used and how it helps covert prospects faster

Tags

Deployment type Zoho platform
Published date Apr 8, 2019
Version 1.0
Latest Released date Apr 12, 2021
Category Remote Work
Pricing Free
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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