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CRMAI Office with Zoho CRM
Official Zoho connection with scoped modules.
What AI does in Zoho CRM
- Creates leads and contacts
- Logs calls and emails
- Updates stages on your rules
Integrations that use it
Email inbox
An inbox that answers itself
Phone
Every call answered, day and night
Questions
Do I need to move anything?
No. Zoho CRM stays where it is. AI Office reads and writes there through the official connection and you can revoke access from Zoho CRM at any time.
What permissions does it need?
Only the scopes for the actions listed on this page. We show you the exact permission screen during the build.
What if I use a different version or plan?
Most plans include the official connection. If yours does not, email notifications from Zoho CRM are usually enough for the read side.
Your systems stay yours
Nothing to migrate and nothing new to learn. AI plugs into the phone number, inbox, calendar and books you already use, and a person is always one step away.
- Week 1: we map your calls, emails and paperwork
- Weeks 2 and 3: we build and test on your real cases
- Week 4: live, with a person watching every hand-off
- Every month: we tune what it says and what it may do