Connect Zoho CRM and your agent reads your leads and deals, updates records, and routes new leads to the right rep. Your pipeline stays current while you do the work that matters.
When a deal closes, trigger onboarding and alert the account owner.
Tadpole
APP
9:19 AM
Done. The deal closed, so I kicked off onboarding and alerted the account owner with the deal details and next steps, so nothing stalls at the handoff.
Rain
9:24 AM
Perfect.
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pipeline
Brendan
8:31 AM
Every Monday, give me my pipeline with what's slipping and what to chase.
Juniper
APP
8:32 AM
Here's your pipeline for the week: 3 deals are slipping past their close date and 4 are worth a chase. I ranked them by value so you know where to start.
Brendan
8:38 AM
On it.
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leads
Eldar
9:00 AM
Enrich and route each new inbound lead to the right rep automatically.
Bloom
APP
9:02 AM
New inbound lead came in. I enriched the record from the web and routed it to the right rep by territory, so they can reach out while it's warm.
Eldar
9:05 AM
Nice.
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01
Find
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02
Approve
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