Everything we can do in Zoho CRM
Grouped by job. Each line is an action the agent can perform for you, not a suggestion you finish yourself.
Records
- Create and update leads and contacts
- Manage deals
- Search modules
Follow-up
- Log calls and notes
- Create tasks
- Read module fields
Other CRM apps
All appsConnect Zoho CRM and ask for the first job.
One consent screen, your own login, removably authorized. Then the agent can run any of the actions above for you.