Zoho CRM leads qualified and every deal followed up

Ideas to put to work

Leads qualified, calls logged and the pipeline reviewed every week.

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  Lead qualification and conversion

  Sofia reads new leads with their notes and calls, recommends which to convert, and converts them to contacts, accounts and deals once you approve.

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  Calls logged against the deal

  Sofia searches Aircall calls for each Zoho contact and, with your approval, logs the call and a note on the matching deal.

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  Weekly deal review

  Sofia reads deals, tasks and events, builds the weekly review workbook in Excel, and charts the pipeline by stage and owner.

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  Event follow-up drafted

  For each Zoho event, Sofia drafts the follow-up email in Outlook to the related contact and creates a task for the owner, with your approval.

Works well with

• AircallCloud phone system for teams
• Microsoft ExcelSpreadsheets for numbers, models and trackers
• Microsoft OutlookMicrosoft's email and calendar
• SalesforceCRM for accounts, contacts and sales pipeline
• HubSpotCRM and marketing platform for growing businesses
• PPipedriveSales CRM built around the deal pipeline
• AAttioFlexible CRM for relationship-driven teams
• AffinityRelationship intelligence CRM for dealmaking firms