Choose a ready-to-run Agent that connects to Bigin by Zoho CRM and handles recurring work for you.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.
Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.