Zoho has expanded its customer experience (CX) platform with AI and workflow orchestration features, driven by its in-house AI engine, Zia.
CRM for Everyone is now generally available globally, with enhanced Zia capabilities and new features like Connected Records and Connected Workflows.
Users can issue natural language prompts to generate reports instantly, with the ability to review, pause, and edit in real time.
Zia also enables custom module creation using plain language, allowing non-technical users to set up field types, permissions, and module structures effortlessly.
Creating workflows is similarly simplified – Zia acts on behalf of the user to automate tasks.
Additionally, an “Image to Canvas” tool lets users convert images into functional design elements within the CRM interface, enhancing visual customisation.
CRM for Everyone introduces Connected Records and Connected Workflows, and is now available globally.
Connected Records automatically link tasks and data across departments, ensuring continuity throughout the customer journey.
Connected Workflows orchestrate tasks across multiple teams, enabling sales, marketing, onboarding, account management, finance, and legal departments to stay aligned with seamless access to contextual information. This ensures customers receive consistent experiences at every interaction point.