Zoho CRM
with AI skills + agents
CRM and pipeline for small and mid-size teams, part of the Zoho suite. Here is what we automate in it and what we connect it to.
Zoho CRM + AI
Zoho CRM: CRM and pipeline for small and mid-size teams, part of the Zoho suite. It holds a lot of your business, but on its own someone still moves information in and out of it by hand.
We connect Zoho CRM to the rest of your stack with 1 skill: Lead Intake & Booking. Each one runs inside the tools you already use, with your approval on anything that touches money or a client.
You pay for Zoho CRM, but your team still copies data out of it, re-types it somewhere else, and chases what is missing.
What AI does in Zoho CRM
How it connects
Skills that use it
Lead Intake & BookingA form or call creates the CRM contact and the JobTread customer, then books the site visit.Agents that log into it
EstimatorRuns on Claude. Writes estimates and scopes of work, and keeps every unsigned bid warm.Office AssistantRuns on OpenClaw. Answers "where's the Smith job?" by text or Slack, and triages the inbox.Questions, answered.
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