Zoho Mail inbox triaged and replies drafted

Ideas to put to work

An inbox that sorts itself around your clients, with replies waiting for your approval.

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  Replies drafted with the facts

  Sofia reads a client's question, checks their invoices in Zoho Books, and creates a draft reply for your approval.

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  Requests turned into tasks

  Sofia reads emails that ask for something and creates a Zoho Mail task with the deadline, or an Asana task for the team.

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  Leads captured in the CRM

  Sofia reads new inquiries and, with your approval, creates the contact in Zoho CRM with a note on what they asked.

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  Inbox triaged each morning

  Sofia files newsletters, flags client messages that need you, and archives the rest.

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  Client history before a call

  Sofia searches every message with a client and drafts a briefing in Word before the call.

Works well with

• Zoho BooksOnline accounting for small businesses
• AsanaWork management for projects and tasks
• Zoho CRMCRM for leads, contacts and deals
• Microsoft WordWord processor for letters, reports and contracts
• Microsoft 365Microsoft's business suite: accounts, groups and organization directory
• Microsoft OutlookMicrosoft's email and calendar
• GmailGoogle's email for business
• Google CalendarGoogle's shared calendars and scheduling