AI-Agents for Sales Representatives working with Zoho CRM

Draft customer proposals from deal needs and approved prices.

Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.

Works with14 tools

Draft first emails using account notes and a reason to reach out.

Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.

Works with12 tools

Prepare a short call list for each shift with account-specific reasons.

Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.

Works with13 tools