Zoho · CRM & sales
AI across Zoho CRM, Books, Desk and the rest of Zoho One.
Connect AI to your Zoho apps so leads, quotes, invoices and tickets move between them without re-keying, and your team can ask one assistant about any of it.
The problem we hear most
Zoho gives you an app for everything, which often means information split across CRM, Books, Desk and Projects, plus the email and spreadsheets that fill the gaps between them.
Covers
- Zoho CRM
- Zoho Books
- Zoho Desk
- Zoho Projects
- Zoho One
Where AI takes work off your team's plate
Lead capture and enrichment
Turns inbound emails, web forms and calls into Zoho CRM leads with company details filled in and duplicates merged.
Removes: Copying lead details by hand
Quote-to-invoice
Creates Zoho Books estimates and invoices from won deals, and drafts payment reminders for overdue invoices.
Removes: Re-keying between CRM and Books
Zoho Desk ticket assist
Summarizes ticket history, drafts replies from your knowledge base and flags unhappy customers early.
Removes: Reading long ticket threads from scratch
Client status roll-ups
A weekly summary per client across Zoho Projects, CRM and Books: what's done, what's due and what's owed.
Removes: Status meetings to find out where things stand
Workflows beyond Deluge and Flow
Multi-step processes that need judgment, where Zoho Flow and Deluge rules get too rigid to maintain.
Removes: Fragile scripts only one person understands
Something more specific in mind?
Most projects start with one painful workflow. Describe yours in the scope and get a tailored brief.
Start a free scope
Ask in plain language
Questions your team could ask about Zoho.
From Slack, Teams, a web app or a voice line. Answers come from your live data, and anything that changes a record waits for approval.
- “Which customers have unpaid Zoho Books invoices and open Desk tickets?”
- “Create a lead from this email thread and assign it to the right rep.”
- “What did we promise Northwind in our last three emails?”
- “Summarize this week's new deals by source.”
How it connects to Zoho
- Zoho's REST APIs with OAuth, scoped app by app (CRM, Books, Desk and so on) in your Zoho data center region.
- Zoho roles and profiles still apply, and access starts read-only.
- Webhooks and Zoho Flow triggers start work the moment something changes.
Already using Zia?
Zia is useful inside each Zoho app. A connected assistant works across Zoho apps and the systems outside Zoho, like Gmail, Outlook, Slack or your phone system, and can carry out multi-step actions with approval.
Often connected with Zoho
Ready to put AI to work in Zoho?
Scope it free in about three minutes and get a brief with the developer type, likely stack and a realistic first milestone.