Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Check whether new inquiries got a first reply and assign the next step.
Your Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.
Turn new client appointment requests into confirmed team bookings.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
Book incoming consultation requests with an available team member.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
Answer standard first-contact questions and flag inquiries needing review.
Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.