Meet Zia, your conversational sales assistant

Zia is an AI companion within Zoho CRM, and she's here to help you manage your CRM intelligently. Zia can fetch the information you want, take notes as you dictate, predict the outcome of sales activities, detect anomalies, automate mundane tasks, and more! Stay on top of every activity with the newest member of your team—talk to Zia today.  

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  • ZIA
  • Sales Assistant
  • Predictions
  • Anomaly Detection 
  • Zia for emails
  • Intelligent Automation
  • Data Enrichment
  • Recommendation
  • Prediction Builder
  • Assignment Suggestion
  • Workflow suggestion
  • Best Time to Contact
  • Zia vision
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Sales Assistant

Zia can talk, and she has a lot to say

What makes Zia special is that she is a conversational assistant, who can understand commands and queries issued over text and voice. You can get so much done with just a conversation with Zia - just pick a channel!

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Chat with Zia 

You don't have to go digging through your database to find what you're looking for—just ask Zia, and she'll do it for you. All your data, figures, reports, and charts are just a text away.

Call Zia

If you're on the move or can't type, that's alright. Zia is a conversational AI—just call her with a question and she'll either read out the answer or display it. Zia can also record your voice to create reminders, take notes, or update records.

Predictions

Predict sales with Zia

When there are too many deals in the sales pipeline, it's hard for salespeople to chase the right leads. With Zia, that's no longer a problem. She can predict the win probability of every ongoing deal and assign a dynamic score based on how close they are to conversion. Stay focused on the right targets!

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Anomaly Detection

Zia can identify sales anomalies

You don't have to wait for an end-of-the-month report to detect deviations in sales activities and numbers. With Zia, you can get updates on anomalies in real time and act on them quickly. Zia can detect oncoming anomalies in your sales trends, giving you enough time to avert a drop in revenue or prepare for a surge in incoming leads.

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Zia for emails

Zia makes your emails smarter

Emails are a central part of any business' communication, often containing vital information that can help your sales team. Zia helps you make the most of your emails by intelligently enriching customer records information from signatures, extracting and pre-populating event information, and helping you prioritize your responses by analyzing email intent and sentiment.

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sentiment_analysis

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Intelligent Automation

Automate macros with Zia

Zia learns the usage patterns of your team members and makes personalized automation suggestions so they can complete their routine tasks faster. Zia also calculates the efficiency of your workflows and stops you from making mistakes, like sending an email template twice to the same user.

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Data Enrichment

Enrich data with Zia

Do you suffer from incorrect, out of date, or incomplete CRM data? No worries. Zia helps you collect information on contacts, accounts, and leads, and enriches those records automatically. She performs periodic checks from time to time to keep your data up to date and accurate.

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data_enrichment
Recommendation

Boost your productivity with recommendations

When your business offers multiple products or services, it can be hard to pitch the right one to your customer. Zoho CRM helps you identify the right product or bundles to pitch to a customer and capitalize on your upsell and cross-sell opportunities.

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Prediction Builder

Build new predictions

Harness the power of predictive AI with Prediction Builder—a tool for building custom Zia predictions from scratch—for any module in Zoho CRM. Just select the desired field, and let Zia do the rest.

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Predict a wide range of information for your business with Zia's prediction builder
Assignment Suggestion

Let Zia assign records to the right people

One of the most important factors in converting a lead or closing a deal is assigning records to the right people. Zia can now assign records to the most qualified reps based on their history of handling similar tasks.

Zia automatically assigns a record to the best user their track record
Workflow suggestion

Zia finds patterns and suggests workflows

Zia combs through your audit logs and activity history to identify patterns in your data and suggests pre-built workflows to make your sales process easier. You can choose to deploy these workflows immediately or edit them as needed, allowing your sales teams to save time and focus on closing deals.

Zia automatically assigns a record to the best user their track record
Best Time to Contact

Find the best time to contact with Zia

No more unanswered calls and unopened emails! Zia gives smart suggestions for the best time and day of the week to contact each customer, so that you can connect with them immediately.

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Zia vision

Validate images added to CRM with Zia Vision

Zia could talk, and now it can see. Zia can scan the images that users upload to a record and classify them as desirable or undesirable. Train Zia to identify objects in an image with samples, and configure how it should respond when an image is deemed undesirable. Keep image spam in check with Zia Vision.

sentiment_analysis

Zoho CRM's artificial intelligence, Zia, is extremely impressive. As a CRM manager, I can plug myself in directly to the sales team and make sure they never slip out of deals, with the help of working tips provided by Zia.

Divya SundarajuAsst. Manager, FundsIndia
ZIA
  • Sales Assistant
  • Predictions
  • Anomaly Detection 
  • Zia for emails
  • Intelligent Automation
  • Data Enrichment
  • Recommendation
  • Prediction Builder
  • Assignment Suggestion
  • Workflow suggestion
  • Best Time to Contact
  • Zia vision