Brochure
Keep every visit inside your sales process
Check in App registers every person who walks in, assigns them to the right sales rep, and connects in-person service with Zoho CRM.
Check in App
Brochure
Keep every visit inside your sales process
Check in App registers every person who walks in, assigns them to the right sales rep, and connects in-person service with Zoho CRM.
Visitor reception
Connected to Zoho CRM
The challenge
When in-person service stays outside the CRM
In stores, showrooms, and branches, part of the sales process begins when someone walks through the door.
But when reception and sales are not working from a connected process, difficult questions arise:
When this information depends on manual records or coordination between people, the risk of losing data and leaving opportunities without follow-up increases.
Connected process
From arrival to sales engagement
01Registration
Reception enters the visitor's phone number when they arrive at the location.
02Identification
Check in App verifies whether the person is already registered. If they are new, it can automatically create them as a Lead in Zoho CRM.
03Service queue
The visitor enters a queue to organize their attention.
04Assignment
Reception selects the right sales rep according to the company's defined structure.
05Notification
The sales rep receives an SMS notification with the new assignment.
06Attention
The interaction is linked to the sales process in Zoho CRM so management can continue.
Check in AppBenefits
More control for reception, sales, and commercial management
Fewer unregistered visitors
Each person can be identified from arrival and, when appropriate, added to Zoho CRM as a new Lead.
More organized assignments
Queues help organize attention and define which sales rep is responsible.
Less manual coordination
The sales rep receives a notification when they have a new assignment, without depending on internal alerts.
Continuity after the visit
The information remains available in Zoho CRM so the team can continue commercial management.
Greater traceability
The company maintains visibility over visitors and their assignment, without depending on separate records.
Check in AppUse cases
Who is it designed for?
Check in App is designed for organizations where in-person attention is part of the sales process.
In-person commercial operations
- Stores with assisted sales.
- Showrooms.
- Companies with multiple branches.
Teams that need traceability
- Operations with several sales reps assisting visitors.
- Teams using Zoho CRM that need to bring in-person visits into their commercial management.
Check in AppIntegration
Integrated with Zoho CRM
Check in App works connected with Zoho CRM and uses information related to Leads, Contacts, users, roles, and queues.
Check in AppVisitor reception, identification, and assignment from an organized entry point.
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Zoho CRMLeads, Contacts, users, roles, and continuity for commercial management.→
InterConnectaSolution adaptation to each organization's attention and assignment structure.
Check in AppNext step
Do you need to organize how you register and assign visits in your stores or showrooms?
Talk to an InterConnecta specialist.
Book a consultation