Calling inside Zoho CRM
Help sales and office teams make and receive GoDesk calls within the CRM screen. Show the customer record, saved call notes, call information and recording access in the agreed setup.
FOR ZOHO IMPLEMENTERS AND RESELLERSBring GoDesk communications
Bring GoDesk communications
to your Zoho customers.
Extend the solutions you already deliver with business calling, connected customer work and contact centre operations. Combine your Zoho expertise with GoDesk voice, deployment and customisation.
BUILD AROUND AN EXISTING CUSTOMER NEED
Add a useful service to your Zoho offering.
Start with an actual customer gap. Choose calling, a connected contact centre or custom work around their current system.
A contact centre connected to Zoho
Help customers that need shared channels, progressive campaigns, supervision or workforce tools. Agents work in GoDesk while agreed CRM records and Desk tickets stay connected.
Connected daily work
Scope CRM activity updates, Zoho Desk ticket work and the relevant Mail, Calendar or Meeting connection. Sell a defined workflow rather than an unspecified promise to sync everything.
A voice and deployment project
Bring your customer’s SIP provider, on-premise lines, existing PBX or hosting requirements into the solution design. Agree customisation, record mapping and support with GoDesk.
CHOOSE THE RELATIONSHIP
Refer, resell or deliver together.
Choose your role in the customer relationship and agree commercial terms before delivery.
Introduce an opportunity
Bring a customer with a defined calling or contact centre need. Agree opportunity handling, introductions and any referral arrangement with GoDesk.
Resell a scoped solution
Include the agreed GoDesk capability in your customer offer. Define pricing, billing, usage charges, implementation responsibilities and ongoing support.
Lead or share implementation
Bring your Zoho configuration and customer knowledge. Work with GoDesk on voice, mapping, customisation, deployment, training and acceptance.
Commercial terms, referral fees, resale arrangements and recurring services are agreed individually. No fixed commission, territory or exclusivity is implied.
HOW WE WORK TOGETHER
Keep expertise and responsibilities clear.
Your knowledge of the customer’s Zoho environment and GoDesk’s communications focus serve different parts of the same delivery.
Your contribution
- The customer relationship and business requirements.
- Zoho configuration, user roles and processes.
- Records, fields and the workflow to connect.
- Agreed customer onboarding and ongoing services.
GoDesk’s contribution
- Business voice and the GoDesk product configuration.
- SIP, routing, compatible PBX and deployment design.
- Scoped integration and custom development.
- Agreed enablement, technical support and escalation.
These are starting points for a delivery agreement. Customer ownership, responsibilities, support coverage and change handling are confirmed together.
YOUR VOICE CONNECTION AND DEPLOYMENT
Choose the lines, hosting and setup your business needs.
Your CRM or support system can stay in place. We fit the GoDesk voice connection around your provider, infrastructure and delivery requirements.
GoDesk voice connectivity
Use GoDesk SIP lines and local voice connectivity, including Safaricom and MTN where supported. We confirm numbers, countries, carrier availability, capacity and usage charges for your requirements. SIP is the connection that carries calls between your provider and phone system.
Bring your own SIP provider
Keep a compatible SIP service you already use. Agree the provider connection, authentication, routing and responsibility for call charges before rollout. You can choose GoDesk for the communications platform without changing your carrier.
Connect on-premise SIP lines
Connect compatible SIP lines delivered to your premises to GoDesk. We review the carrier handoff, existing PBX or gateway, network and routing to design the supported connection. You do not have to move every line at once.
Host GoDesk in country
Discuss hosting the GoDesk platform in Kenya or an agreed in-country environment where available. Define which GoDesk data and recordings are hosted there. Your Zoho or Zendesk account follows its own hosting arrangements.
Customise the customer workflow
Adapt supported fields, record matching, activity rules and integrations around your operation. Scope additional development for specialised processes instead of expecting your team to work around a generic setup.
Keep compatible phones and PBXs
Use compatible IP desk phones, mobile or web phones, or connect an existing SIP PBX. Confirm device, PBX and integration compatibility for your deployment, with a clear support arrangement.
YOUR FIRST JOINT PROJECT
Start with one customer and one working journey.
You do not need a broad product commitment to explore the fit.
- 01
Bring the opportunity
Tell us about your company, the Zoho services you deliver and the customer’s communication problem. Include the current voice provider and hosting requirements.
- 02
Build the demonstration
Choose calling in Zoho CRM or GoDesk work with Zoho connected. Agree the test data, user journey and supported scope.
- 03
Agree the commercial and delivery model
Define software and usage charges, setup, custom work, billing, each party’s services and support. Record the opportunity and customer responsibilities.
- 04
Validate and make the offer repeatable
Pilot the workflow, train the users and confirm acceptance. Use the delivery experience to decide which customer situations you can serve again.
PARTNER QUESTIONS
What to clarify before the first project.
Do we need to be an official Zoho partner?
Tell us about the services you provide and your customer relationships. GoDesk can discuss the fit with implementers, resellers and advisers. Any claim about your Zoho partner status must match your own authorisation.
Will GoDesk replace our Zoho implementation services?
The offer is designed around the customer’s existing Zoho system. Your configuration, consulting and support can remain part of the solution. Agree each party’s role and customer relationship before implementation.
Can we keep the customer relationship?
Discuss whether you lead the relationship, introduce the customer or deliver jointly. Opportunity ownership, communication, billing and support are agreed rather than assumed.
Can we request custom development?
Yes. Bring the workflow, records and business rules. We agree technical feasibility, interfaces, acceptance, development charges and ongoing change support.
Can we support customers with existing SIP or PBX infrastructure?
Yes, where compatible. Bring the provider and PBX details. GoDesk reviews the network, carrier handoff and supported integration before committing to the customer setup.
What enablement can we discuss?
A joint demonstration, product orientation, technical setup guidance and a delivery brief for your first project. The level of training, test access and ongoing support is agreed for the partnership.
This is a GoDesk partner offering for companies serving Zoho customers. It does not imply an official Zoho appointment, endorsement or Marketplace listing.
BUILD AN OFFER TOGETHER
Discuss a Zoho partnership Bring your first Zoho customer opportunity.
Tell us what you deliver today and where your customer needs stronger communications.