Zia, Zoho’s AI assistant, helps automate tasks, score leads, and forecast deals. With behavior-based triggers and predictive analytics, it recommends the next best action—no guesswork needed.
Track customer activity across channels and tailor emails, SMS, and landing pages dynamically. AI builds profiles automatically so you can run highly targeted campaigns—without manual segmentation.
Engage leads via email, SMS, chat, calls, social, and even webinars—all synced in one hub with Zoho Marketing Plus for consistent messaging.
From lead routing to real-time dashboards, Zoho automates your entire pipeline. Canvas lets you customize every module, while enterprise-grade security keeps your data protected.
Pain Point | Integration That Solves It | Benefit |
---|---|---|
High bounce rates, damaged reputation | Clearout | Verifies emails pre-send; boosts deliverability |
Dirty or outdated CRM records | Clearout + Zoho Flow | Auto-validates leads on capture or import |
Campaigns lacking engagement | Zoho Campaigns + Zoho Analytics | Enables targeted outreach with performance tracking |
No background on prospects | BuiltWith / LeadIQ / Clearbit | Appends firmographic & technographic data |
Leads not qualified | Zia AI + Zoho Campaigns | Combines AI scoring and nurture journeys |
Manual outreach and data entry | Zoho Flow / Zapier | Automates emails, tasks, and trigger actions |
Missed calls, no SMS logging | JustCall / Zoho Voice / Twilio | Logs all voicemails, calls, and texts automatically |
Sales blind to marketing | Zoho Marketing Plus + Zoho CRM | Unifies campaign data with CRM for visibility |
Contract and proposal friction | Zoho Sign / PandaDoc | Simplifies e-signature & tracking in CRM context |
Poor mobile UX in field | Canvas Mobile Editor + Zoho App Settings | Clarifies UI for mobile, improves field productivity |
Social interactions unmanaged | Zoho Social + SalesIQ | Brings chat, social, and lead history into CRM |
Disconnected calendars | Google Workspace / Zoho Bookings | Syncs meetings, emails, and tasks into CRM automatically |
Webinar leads slipping through cracks | Zoom + Zoho CRM / Zoho Flow | Auto-syncs registrant data and triggers CRM workflows |
Duplicate/low-value leads cluttering CRM | Clearout + LeadIQ | Validates emails and enriches to filter poor-fit contacts |
Too many tools, zero automation | Zoho Flow + Zapier | Connects CRMs with 1,000+ tools using no-code workflows |
With ~99% accuracy, Clearout identifies bad,invalid, disposable, spam‑trap, gibberish, and catch‑all and makes your email list clean.
By cleaning your email list, you reduce hard bounces and wasted credits, and you can also boost open/click rates - which results in shorter timelines to ROI on your email campaigns.
Identifies invalid, disposable, role-based, or risky email addresses before they hit your CRM.
Further than validation, Clearout and Email Finder’s Chrome Extension find verified business emails and enrich them with phone numbers, roles, and social info - perfect for targeted B2B outreach.
Clearout also maintains the highest standards of privacy by being SOC2, ISO 27001, and GDPR compliant along with 256‑bit SSL to protect your data.
Clearout integrates directly with Zoho CRM, syncing cleaned data in real time without any manual effort.
Easily export your validated lists with customizable formatting and segmentation to fit your campaign strategy.
Use visitor behavior to initiate automated or live chats, which will significantly increase contact-to-lead conversions.
View who is present, keep track of the pages viewed, the amount of time spent, and the contact details. Prioritizing the hottest leads for prompt follow-up is made easier with scoring.
Create codeless chatbots that can answer frequently asked questions, direct conversations, and translate between more than 28 languages. allows voice and screen sharing in addition to integration with Facebook, Instagram, Telegram, and WhatsApp.
integrates with more than 70 third-party apps and syncs both ways with Zoho CRM and Zoho Desk. Leads and chat logs are automatically transferred to CRM, preserving the context of the conversation.
Rich dashboards show agent performance, conversion funnels, and visitor insights. Lead alerts, chat triggers, profanity filters, and IP blocking are examples of automations that lower costs and increase return on investment.
No developer is required to build with drag-and-drop, 30+ field types, templates, themes, and custom CSS.
Each form automatically adapts to smartphones and tablets, and offline data collection is possible through mobile apps—perfect for fieldwork or kiosks.
Make use of multi-page flows, conditional logic, auto-responders, triggers, task delegation, approval procedures, and the capability to automatically create invoices and PDFs.
Streamline data flow and do away with manual input by connecting forms to Zoho CRM, Zoho Desk, Google Sheets, Mailchimp, Zapier, and Webhooks.
Robust security is ensured by integrated SSL, CAPTCHA, GDPR, field-level encryption, DKIM for emails, audit logs, and role-based access.
Use well-known CRMs to send texts and make phone calls. Contact context is centralized through the auto-logging of calls, the recording of transcripts, and the synchronization of notes.
Conversation analytics, sentiment analysis, transcription, real-time agent assistance, AI-powered call scoring, and other features enable coaching and improve performance.
Intelligent routing, IVR flows, call queues, voicemail drop, and toll-free/local numbers are some of the ways that predictive and power dialers increase outbound efficiency.
In order to train agents in real time, managers have the ability to record sessions, examine transcripts, barge on calls, whisper, listen in, and extract performance insights.
With features like Wi-Fi calling, call flipping between devices, simultaneous ringing, and presence status, fully functional desktop and mobile apps facilitate remote and hybrid teams.
Businesses can pay only for what they use and expand easily with Twilio's flexible scaling options and granular billing across voice, SMS, video, chat, and 2FA.
Twilio's global connectivity through global carrier partners guarantees excellent call quality and deliverability, which makes it perfect for cross-border apps and international campaigns.
Twilio's programmable voice/video, SMS/MMS, and Flex contact center features IVR, chatbots, call routing, and real-time transcription, all of which are ideal for improving customer experience.
With its robust documentation, dependable delivery, and simple API setup, Twilio Verify protects against brute-force attacks while delivering seamless MFA integration.
Twilio supports GPT-powered tools like RFP Genie, incorporates Google Cloud AI into Flex to recommend next-best actions, and provides intelligent
With features like voicemail drop and local presence, the PowerCall dialer makes multi-line and progressive dialing possible, improving cold outreach performance and connection rates.
Users report up to 5Ă— more connections thanks to AI-Powered Caller Optimization (ConnectionBoost), which automatically rotates local area codes, filters spam-prone numbers, and uses caller ID intelligence to increase answer rates.
Eliminates the need for manual data entry by directly logging calls, texts, voicemails, and notes into CRMs like Salesforce, HubSpot, and Pipedrive.
Performance tracking and scalable sales teams are supported by global phone number options, call monitoring tools, and dashboard feedback.
Boost follow-up cadence by managing voice and SMS from a single interface with automation, templates, and CRM sync.
Make sure you reach prospects on their preferred channel by running cadences across LinkedIn, WhatsApp, calls, SMS, and email in a single workflow.
Create engaging, customized messages at scale with AI-driven email writing, dynamic fields, liquid templates, and video personalization.
Utilize Klenty's AI insights, call recording, transcription, and parallel dialer to assess and enhance the efficacy of your outreach.
Integrates easily with Google Sheets, Pipedrive, Salesforce, HubSpot, Zoho, and more; integrated email validation lowers bounce rates and safeguards sender reputation.
Rapid response times (average ~2.5 minutes), proactive onboarding with unlimited sessions, and free customer support available around-the-clock help teams ramp up quickly.
Make customized outreach schedules using A/B testing and automated follow-ups for SMS, LinkedIn, phone, and email.
High inbox placement is ensured by integrated warm-up routines and domain health tools; users have reported 75%+ open rates and ~90% inbox rates.
allows email, call logging, tasks, and contact management within the CRM by connecting with popular CRMs such as Salesforce, HubSpot, Pipedrive, and Zoho.
AI-powered writing assistance, an integrated dialer, call recording, and analytics for improved outreach planning and implementation are among the features.
Provides shared records, workflow performance tracking, sequence and team reporting, and responsive onboarding, which has been commended in reviews for its customer service.
Communicate through chat, WhatsApp, social media, SMS, calls, and email—all in dynamic, automated sequences.
Features like power dialers, call recording, sentiment analysis, and lead scoring help reps optimize outreach and coach effectively.
maintains data centrality and streamlines workflows by syncing in both directions with Salesforce, HubSpot, Pipedrive, Calendly, Gmail/Outlook, Zapier, and more.
To increase the efficacy of outreach, Dashboard provides live activity feeds, A/B testing, sequence analytics, and AI-powered intent scoring.
Users report quick onboarding (days rather than months) and free enterprise-grade support, which is uncommon for the price range.
Use both built-in and custom connectors to connect to more than 500 data sources, including databases, data lakes, apps, files, and feeds.
Provides more than 75 different chart types, interactive dashboards, WYSIWYG report creation, pivot tables, and widgets—all through drag-and-drop
Conversational querying, predictive analytics, automated insights, trend detection, and what-if analysis are all provided by Augmented Analytics with Zia AI assistant.
Clean, consistent data is ensured by 250+ transform functions, a central metrics layer, and visual ETL pipelines (Zoho DataPrep).
allows for both on-premises and cloud installations, strong access controls, embedded mobile BI apps, scheduled report sharing, and teamwork
Allows for centralized reporting by connecting to 250–500+ sources, including databases, APIs, apps, and files.
Provides interactive features, pivot tables, and rich visualizations that are appropriate for sales, financial, or business data.
Comprises data warehousing, auto-refresh, SQL/Python support, drag-and-drop transformation, and cleanse/merge functions.
Supports API-driven insights, embedded analytics, natural language queries, and real-time data ingestion.
Includes mobile accessibility, role-based sharing, embedding in apps and websites, and password-protected live dashboards.
In order to improve the accuracy of your forecasts, MoData employs machine learning to score deals based on past trends, activity levels, and stage velocity.
Are you curious about the state of your pipeline from the previous quarter or week? By comparing snapshots over time, MoData enables you to "rewind" the pipeline and visualize what changed, what went wrong, and what succeeded—no conjecture, just facts.
Sales managers can set personalized goals for representatives, groups, or areas and monitor progress in real time. Excel dashboards are not necessary because MoData automatically updates and pulls data from Zoho CRM.
MoData gives you insight into effort versus results by mapping each email, call, and task recorded in Zoho CRM to pipeline progress. Are you curious about which representatives are coasting and which are actively working their deals? You can now.
To help representatives better prioritize and managers take action before it's too late, MoData uses engagement and pipeline velocity data to identify deals that are likely to stall, close late, or churn.
No additional tools are needed to schedule, reschedule, or cancel appointments; you can do it directly on any Lead or Contact record.
In Zoho CRM, a Contact or Lead is automatically created or updated with each new appointment. To keep your CRM up to date and free of duplication, you can choose whether to map it to Contacts, Leads, or any other custom module.
All bookings appear both under the CRM Activities module and on your Zoho Calendar. Changes made in Zoho Bookings instantly update CRM, demonstrating a true two-way sync.
Through Zoho Meeting (as well as Zoom, MS Teams, and Google Meet), Zoho Bookings facilitates embedded video conference call links. Additionally, it reduces no-shows by sending automated reminder emails.
Invitation via Email Connect your Google or Outlook calendar with ease, and share the URL of your booking page straight from a CRM record.
Meetings with Leads, Contacts, Deals, or Accounts can be scheduled, rescheduled, or canceled directly from Zoho CRM. To keep your sales and onboarding pipelines smooth and efficient, each action automatically creates an appointment in the CRM Activities module.
Create booking page URLs and include them directly in lead or contact records. This facilitates quick scheduling through chat or email, increases conversion, and eliminates the need for back-and-forth communication.
Every appointment that is scheduled, rescheduled, or canceled is instantly synchronized by Acuity. Events are simultaneously displayed in Zoho Calendar and Zoho CRM Activities, guaranteeing complete team visibility and no manual data entry.
Utilizing templates intended to lower no-show rates, it facilitates email and SMS reminders and follow-up notifications. Additionally, it seamlessly integrates with Outlook and Google calendars, preventing duplicate bookings and guaranteeing accuracy.
Set buffer times between appointments, accept payments using PayPal, Square, or Stripe at the time of booking, and manage
By integrating invite links, your prospects can schedule meetings directly and create events in Zoho CRM (Activities & Calendar modules) without requiring human input. This improves the consistency and response rate of your team.
Add scheduling links for on-demand scheduling through chat or email in Contact, Lead, Deal, or Account records. This boosts meeting conversions and enhances convenience.
By integrating Calendly bookings with Google, Outlook, and Zoho CRM calendars, conflicts and duplicate bookings are avoided. Real-time updates are reflected on all platforms.
Utilize Zoho Flow or Zapier/Pabbly to use Calendly events (scheduled, canceled, rescheduled) to initiate CRM actions, such as lead creation, email alerts, or custom workflows.
G2 reviewers claim that Calendly's automation and simplicity "make my life more scheduled," eliminating manual outreach and freeing up time for actual work.
Your mailing lists are always up to date thanks to the one-click synchronization between Campaigns and the Zoho CRM modules (Leads, Contacts, and Deals). Campaign opt-outs are immediately reflected in CRM, guaranteeing compliance and upholding strict data hygiene.
Use the user-friendly drag-and-drop designer to create responsive, aesthetically pleasing emails. To increase open and click-through rates, use A/B testing to optimize performance for subject lines and send times.
Without human intervention, start multi-stage email journeys (such as drip campaigns, welcome flows, and re-engagement sequences) that are triggered by CRM-based segments and prospect behavior.
View campaign performance directly in the Campaigns dashboard and Zoho CRM records, including opens, clicks, bounces, and unsubscribes. Sales representatives gain immediate insight into the interest of prospects thanks to this.
Zoho Campaigns complies with CASL, GDPR, and CAN-SPAM. It's made to grow with your marketing maturity, offering scalable pricing and support for SMS campaigns as needed.
Subscriber lists and campaign information can be seamlessly synchronized between Webpower and Zoho CRM, and vice versa, thanks to Webpower. This removes the need for manual data transfer and maintains system alignment.
Select whether to carry out selective syncs based on tags, segments, or lists, or complete subscriber list transfers. Perfect for minimizing pointless data pulls into CRM and running targeted campaigns.
Key components of your email marketing, such as launching campaigns, viewing statistics, and updating subscriber information, can be managed directly from Zoho CRM. Better oversight and more efficient workflows result from this.
The CRM displays all interaction data, including opens, clicks, bounces, and unsubscribes. Without switching platforms, sales and support teams can quickly assess email engagement during customer interactions.
Webpower is preferred by businesses looking for precise engagement strategies because it is based on email-first outreach, including drip campaigns, newsletters, and behavior-triggered sends.
From within Zoho CRM, develop, implement, and oversee effective inbox-based outreach campaigns. For optimal engagement, automate sequences using customized templates and timed follow-ups.
Every interaction, including emails sent, engagement metrics, and responses, instantly syncs with Zoho CRM. In order to facilitate smooth pipeline visibility, leads are automatically updated as "Contacted," "Replied," or "Bounced."
Create Mailshake branching workflows and have the results automatically mapped to CRM. Fully integrated with Zoho Flow or Zapier, use lead behavior (such as clicking or replying) to initiate new workflows, assign tasks, or update fields.
Bulk campaigns with dynamic merge fields (like {{FirstName}}) are supported by Mailshake, enabling customized messaging at scale while maintaining a personal and effective outreach strategy.
Mailshake automates campaigns and CRM status updates, saving sales teams hours of manual follow-up. Managers have access to real-time performance dashboards that display email efficacy, reply metrics, and open rates.
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