Zoho CRM
Capture enquiries in your chosen layout and give follow-up a clear owner.
What it will do on calls
Section titled “What it will do on calls”When a caller needs follow-up, your receptionist will:
- discover approved lead fields
- create a lead and follow-up task
What you need
Section titled “What you need”- An eligible Zoho CRM edition and account-region authorization.
Once released, it will be included in every plan. Each connected integration counts toward your plan’s integration limit (Starter 3, Growth 10, Pro 50), together with SMS, Slack and webhook destinations; email notifications do not count. See plans.
Limits to know
Section titled “Limits to know”- Layouts, mandatory fields, automation rules and usage allowances differ by account.
Until it is available
Section titled “Until it is available”Keep receiving call summaries and prepare follow-up requests for your team in call notifications. You can also send call events to your own tools with a signed webhook and automation recipes.