AI receptionist for Zoho CRM: Calls and chats, logged in Zoho CRM.
After each call and website chat, your receptionist finds the person in Zoho CRM or adds them as a lead, then adds a note and logs the call.
Zoho CRM is coming soon. It isn't available to connect yet. Until then, Zapier or Make can pass new leads and bookings on, and Pipedrive and GoHighLevel connect directly.
30 free minutes · No credit card · Set up in about 10 minutes
Last updated
After a call
Leads, notes and calls in Zoho.
- It looks for the person before adding anything
- New callers become a lead, with the hot, warm or cold rating in the description
- A note with the summary, and phone calls are logged as calls
- Spam calls and calls without a phone number or email are left out
What lands in Zoho CRM
A lead with a note
- Lead
- Name, phone and email
- Rating
- Hot, warm or cold, in the description
- Note
- The summary of the conversation
- Call
- Logged for phone conversations
Recordings and full transcripts stay in your dashboard.
Setup
Three steps, once it's switched on.
Zoho CRM isn't available to connect yet. This is how it will work.
- 1
Set up your receptionist
Start free, pick your type of business and add your website. About ten minutes, on your phone.
- 2
Connect Zoho CRM
In Settings, press Connect and sign in to Zoho, wherever your account is.
- 3
Make a test call
Talk to your receptionist in your browser, then find the new lead in Zoho.
A good fit with Zoho CRM for
No. It searches for the person first and updates them if they're already there.
No. It adds or updates the lead, adds a note and logs the call.
Both. The same receptionist answers your phone and the chat on your website, and both are handled the same way.
Not yet. Zoho CRM is coming soon. Until then, Zapier or Make can pass new leads and bookings on, and Pipedrive and GoHighLevel connect directly.
Plans start at $99 a month with 200 call minutes included. You can try it first with 30 free minutes, no credit card and no contract.
Your CRM, kept up to date for you.
Set up your receptionist free today and test it in your browser.
30 free minutes · No credit card · Cancel any time