One suite, three jobs.
Zoho runs regional data centres, and API calls go to the region where your account lives. We keep the agents in the same region where possible.
Because CRM, Books and Desk share an account, one agent can, for example, see that a customer with an open ticket also has an overdue invoice, and route accordingly.
What agents do in Zoho.
New leads answered and qualified, notes written to the record.
Tickets classified, prioritised and drafted for agents.
Cash, receivables and overdue invoices summarised weekly.
Polite overdue reminders drafted for approval.
Context from one module used in another.
How access works.
Each module gets its own scoped permission.
What it costs.
All prices excl. VAT. "From" covers a standard scope; your fixed quote comes from the Blueprint. Model and messaging fees (for example WhatsApp per-message charges from Meta) depend on volume and are estimated in the Blueprint.
Common questions.
Does it work with Zoho One?
Yes. Zoho One includes the modules we connect to.
Can it write to Zoho Books?
It can create drafts (for example invoices or reminders) if you allow it; posting stays with your finance team.
Is Zoho data kept in-region?
API calls go to your account's Zoho data centre. Where the AI processing happens (EU or UAE) is agreed in the Blueprint.
Want this in your business?
Tell us how you work today. We'll tell you honestly what AI can take off your team's plate, what it costs, and whether we are the right fit.