Best Upsell & Cross-Sell Apps for Zoho CRM

An eCommerce chatbot that lifts revenues from 20% to 40% when the shopper engages with Ochatbot and reduce support tickets from 25% to 45% with Ochatbot. Our Pro and Enterprise plans include an eCommerce Guarantee. Ochatbot’s robust AI chatbot features are designed for ecommerce platforms for Shopify chatbots, BigCommerce chatbots, WooCommerce chatbots and Magento chatbots as well as B2B sales and support chatbot. No code, auto install AI platform. Ochatbot engages customers to providing product recommendations, overcoming sales obstacles, upselling and cross-selling, capturing abandoned cart, and answering support questions including order tracking. Ochatbots AI chatbot communicates through NLP conversations becoming smarter over time about your products and services. The AI chatbot determines the customers AI Happiness Sentiment, Customer Reaction data along with marketing and sales insights. Ochatbot also includes 9 conversion optimization tools such as Leadbot with over 80 templates, Offer Sliders, Exit Popups, live chat and more.

WizCommerce is an AI commerce platform designed to modernize wholesale sales and operations. It is built for wholesale businesses that manage complex sales workflows, large catalogs, rep-assisted selling, and long-term customer relationships—areas where traditional ecommerce platforms and legacy systems often struggle. Many wholesalers continue to operate using a combination of legacy software, spreadsheets, email-based order intake, and manual data entry. WizCommerce addresses these challenges by offering a flexible platform that aligns with how wholesale businesses sell today, reducing operational friction without requiring teams to overhaul their core processes. The platform is structured around four core products: a Sales Rep App that supports assisted order-taking and quoting, a B2B e-commerce platform built for wholesale-native buying experiences, an AI-powered catalog and product imagery tool that produces studio-quality visuals without photoshoots, and an embedded B2B payments solution that integrates directly into wholesale sales workflows. In addition, WizCommerce includes AI Co-Workers that automate repetitive tasks such as order intake from emails and PDFs, quote creation, data cleanup, and follow-ups. These AI-driven workflows are designed to improve efficiency, reduce manual effort, and help teams scale operations without adding unnecessary complexity or headcount.

Custify is a customer success platform for B2B SaaS companies. Users can better meet customers' needs, reduce churn, and increase lifetime value. In addition to in-product usage insights, users can view data from CRM, support, billing, and other systems. Its dashboard displays relevant KPIs and client interactions. Additionally, Custify detects clients who get stuck during onboarding, whose trials are expiring, and whose usage is decreasing. It allows customer success managers to reach out proactively. A sophisticated automation engine is built for low-touch workflows.

Shipway - Shipping Automation software allows Ecommerce Brands automate. It takes care of all aspects of order processing, fulfillment, returns & exchange, customer communication, and NDR management. It also allows you to create and print bulk shipping labels in one click. Shipway also offers a Branded Order Tracking Page, which allows you to promote and up-sell other products to your customers. This allows you to sell more and improves the overall shopping experience for your customers online. The app allows you to manage all aspects of your return orders. It includes a DIY page with all the questions, an automated status update for customers regarding their return order status, instant refunds and seamless exchange with variants.