Desktop apps for SalesIQ

Desktop apps for SalesIQ

The SalesIQ Desktop apps are available on the App Store on Mac as well as the Microsoft store on Windows. These can be downloaded from the respective stores to get the the SalesIQ experience right to your desktop.

Mac

Downloading the SalesIQ app from Mac App Store


  1. Launch the Mac App Store on your Mac. You can find it in your Applications folder or by using Spotlight Search.
  2. In the App Store's search bar, type "SalesIQ".
  3. Click on the 'Get' button of the Zoho SalesIQ - Live Chat App in the search results to open the app's details page.

  1. Allow some time for the app to download and install on your Mac. Once it's installed the SalesIQ app will automatically open. If not, find the SalesIQ app on your launchpad to launch the app.

Plan Upgrades in App for Mac

For the Mac Plan upgrades and purchases, we have enabled In-App purchases that will allow the user to make payments with in the Mac App Store. To upgrade your plan for SalesIQ on the Mac app,
  1. From the SalesIQ Mac App dashboard, click on the user icon at the top right.
  2. Click on the Purchase/Upgrade button.

  1. Choose the required edition from the list and click on Continue.

  1. Choose the number of users and select payment occurrence - monthly or yearly as necessary.

  1. Once the plan is chosen, a Sign-in prompt will be displayed. Log in with your Apple ID and password and click on Buy.
  2. Confirm your subscription details and click on Continue.

  1. Next, follow the Mac App Store steps to make payment for the purchase. Once the payment is done, the plan change pop up will be displayed on the app. Click on 'Reload' to get the upgraded version.

Windows

Downloading the SalesIQ app from Microsoft App Store


    1. On your Windows system, open the Microsoft Store. You can find it in the Start menu or by searching in the taskbar.
    2. In the Microsoft Store's search bar, type "SalesIQ". Look for the SalesIQ app in the search results. Click on the SalesIQ app icon in the search results to open the app's details page.

    1. Click on the "Install" button to initiate the download process.

    1. Once the installation is complete, SalesIQ app will open automatically. If not, open SalesIQ from the shortcut on the desktop screen.

    Plan Upgrades in App for Windows

    For the Windows plan upgrades and purchases, users will be redirected to the Zoho store for app purchases.
    1. From the SalesIQ App dashboard, click on the user icon at the top right.
    2. Click on the Purchase/Upgrade button.

    1. This will redirect to a tab on your default browser opening to the Zoho store where the purchase can be made. Choose the plan required from the available ones.

    1. Add the required number of users and necessary add-ons and then click on Continue.

    1. Provide your billing address and payment details to make the payment for your purchase. Once the payment is made, you will get a success message.

    1. When clicking on 'Go to Zoho SalesIQ' this will redirect to the Zoho SalesIQ app with a pop up about the plan upgrade. Click on 'Reload' to get the upgraded version.


        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit
                                Intake FormsLegalMobile App
                                Form DesignerHRMobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsEncrypted Forms

                                Secure Forms

                                WCAG

                                        Create. Review. Publish.

                                        Write, edit, collaborate on, and publish documents to different content management platforms.

                                        Get Started Now






                                                          You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                              Manage your brands on social media

                                                                Use cases

                                                                Make the most of Zoho Desk with the use cases.

                                                                 
                                                                  

                                                                eBooks

                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                 
                                                                  

                                                                Videos

                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                 
                                                                  

                                                                Webinar

                                                                Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                 
                                                                  
                                                                • Desk Community Learning Series


                                                                • Meetups


                                                                • Ask the Experts


                                                                • Kbase


                                                                • Resources


                                                                • Glossary


                                                                • Desk Marketplace


                                                                • MVP Corner

                                                                  Zoho Sheet Resources

                                                                   

                                                                      Zoho Forms Resources


                                                                        Secure your business
                                                                        communication with Zoho Mail


                                                                        Mail on the move with
                                                                        Zoho Mail mobile application

                                                                          Stay on top of your schedule
                                                                          at all times


                                                                          Carry your calendar with you
                                                                          Anytime, anywhere




                                                                                Zoho Sign Resources

                                                                                  Sign, Paperless!

                                                                                  Sign and send business documents on the go!

                                                                                  Get Started Now




                                                                                          Zoho TeamInbox Resources





                                                                                                    Zoho DataPrep Demo

                                                                                                    Get a personalized demo or POC

                                                                                                    REGISTER NOW


                                                                                                      Design. Discuss. Deliver.

                                                                                                      Create visually engaging stories with Zoho Show.

                                                                                                      Get Started Now









                                                                                                                          • Related Articles

                                                                                                                          • Integrating WhatsApp Channel with SalesIQ

                                                                                                                            Integrating your WhatsApp business with SalesIQ helps you handle your business' chat conversations on your SalesIQ dashboard. When a user messages your business on WhatsApp, you will receive that message right within your SalesIQ dashboard, allowing ...
                                                                                                                          • Troubleshooting for SalesIQ audio & screen share errors

                                                                                                                            Below are some audio and screen sharing errors that may occur in various browsers and the solutions for the same. 1. Microphone Access blocked error The Access blocked error may occur if you have denied SalesIQ the permission to access your ...
                                                                                                                          • Customize your SalesIQ Chat window with new Personalized Widgets (Beta)

                                                                                                                            Note: This feature is still in beta version. If need be, changes will be made to the JS API code/format for further refinement of the widgets. Additionally, the widgets JS API will work only on the new SalesIQ live chat. If you are using the older ...
                                                                                                                          • SalesIQ for Microsoft SharePoint

                                                                                                                            Live Chat and Visitor Tracking Software for Microsoft SharePoint What is Microsoft SharePoint? Microsoft SharePoint is a document management and collaboration platform that helps companies manage archives, documents, reports, and other content that ...
                                                                                                                          • Specifications and limitations - Zoho SalesIQ

                                                                                                                            System Requirements Browsers Zoho SalesIQ offers full support for various web browsers, ensuring seamless functionality. However, for optimal performance during calls and meetings, please note specific requirements for the browser version: Users are ...
                                                                                                                            Wherever you are is as good as
                                                                                                                            your workplace

                                                                                                                              Resources

                                                                                                                              Videos

                                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                              eBooks

                                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                              Webinars

                                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                              CRM Tips

                                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                                Zoho Show Resources