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Zoho CRM

CRM

Leads, contacts and deals

6 documented abilities Runs in your own account
All apps

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
All apps

Connect 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.

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