Drafted for Zoho CRMSome of what we build on Zoho CRM
Call notes on the deal
We write call and meeting notes to the right contact and deal for your reps to approve.
Lead routing
We enrich new leads and route each one to the right rep, using routing rules your team sets.
Follow ups in your tone
We draft follow up emails in your tone, and your reps approve each one before it goes out.
Monday pipeline
Every Monday, your team gets a pipeline summary that lists the deals gone quiet.
Meeting prep
Before each call, your rep gets a short brief on the account.
Clean records
We flag duplicates and missing fields for your team to review.
Some tools we connect to Zoho CRM
Questions about Zoho CRM and AI
Can you connect AI to Zoho CRM?
We start with the official API on plans that include API access, then use scheduled reports and exports, and use browser automation your team approves only where neither works.
Can AI keep our CRM up to date?
Yes. Notes, next steps and fields are drafted from calls and email, and your reps approve them.
Does my team still approve changes?
Yes. Anything that writes to Zoho CRM, reaches a customer or moves money waits for your team’s approval until you decide a step can run on its own.
Do we need to change how we use Zoho CRM?
No. We build around the way your team already works.