01
Know the conversation
Messages, people, and records. Together, where the context matters.
BUILT AROUND ZOHO CRMBetter conversations.
Better conversations.
Less chasing.
Text customers, make calls, and let AI help with follow-up.
Keep every next step connected to your CRM.
Two-way messaging Human + AI calling CRM-connected
ZOHO CRMContext, connected.
Contact · Deal · Next step
From enquiry to appointment.
The next step, taken care of.
BUILT FOR THE WAY YOUR TEAM WORKSMessages Calls AI agents Automations
LESS FRICTION. MORE FORWARD.
The next step shouldn’t
get lost between tools.
A reply arrives. Someone needs a call. An appointment needs booking. Bring communication and CRM context closer, so your team can see what comes next.
02
Move it forward
Reply, call, schedule a follow-up, or start an AI bot call.
03
Keep your team in control
Choose users, numbers, tools, communication hours, and allowances.
ONE CONNECTED STORY
From first message
to next appointment.
MESSAGING, WITH CONTEXT
Personal messages.
Less repetitive work.
Reply from your inbox, reuse approved templates, and bring CRM fields into your messages. Schedule follow-up when it makes sense.
Explore messagingAI WITH A USEFUL JOB
Not just a reply.
A next step.
Give your text and voice bots instructions and selected tools. Help customers book, find answers, and bring your team in when it matters.
Meet your AI agents Book appointments Involve your team Connect the outcome
YOUR CONFIGURED AGENTFrom “can we talk?”
From “can we talk?”
to “you’re booked.”
CUSTOMER“Tuesday morning would be great.”
AI ASSISTANT“I have 10am available. Shall I book that for you?”
Availability checkedZoho Bookings
Appointment confirmedCustomer approved
Team notifiedConfigured tool
Illustrative example · Fictional customer data
THE HUMAN TOUCH
AM
Alex Morgan
Initial consultation
Contact & deal context, connected.
WHEN A VOICE MAKES THE DIFFERENCE
Make it
a conversation.
Call using your configured business numbers, with CRM context close. Keep the outcome connected to the next step.
Explore callingSupported browser, microphone access, and connectivity required. Mobile companion calls are outgoing only.
HEAR IT FOR YOURSELF
Don’t just read
about the bot.
Call it.
Ask about ZE Messenger. Let our AI assistant help you find a time for a demo through Zoho Bookings.
UK
United Kingdom demo lineBeing prepared
US
United States demo lineBeing prepared
You’ll speak with an AI assistant. Your usual call charges may apply. Until the lines are verified, request a demo using the form.
Prefer a form? Request a demoGOOD COMPANY
The tools you use.
A more connected workflow.
YOUR BUSINESS. YOUR NEXT STEP.
Built around
real conversations.
Explore practical workflows for the moments that matter to your team.
01
Real estate
Could I arrange a viewing consultation this week?
Explore the workflow 02Recruitment
Can we move my interview to Thursday?
Explore the workflow 03Home services
I’d like to discuss a quote for our renovation.
Explore the workflow 04Professional services
Do you have time for an initial consultation?
Explore the workflow 05Automotive
Can I speak to someone about booking a test drive?
Explore the workflow 06Education & training
I’m interested in the autumn course. Can we arrange a call?
Explore the workflowA CLEAR STARTING POINT
Start with your CRM.
Build from there.
01
Enable Messenger
Choose the CRM users who can use it.
02
Connect your numbers
Configure Twilio and the numbers your team needs.
03
Shape the workflow
Templates, hours, bots, and selected tools.
GROW AT YOUR PACE
Start small.
Think connected.
Plans from £19 per organisation per month.
Explore the plansSingle User£19/mo1 included userPro£29/mo5 included usersUltimate£99/mo25 included users
Planned launch pricing. Twilio charges and applicable taxes are separate.
What is ZE Messenger?
ZE Messenger connects texts, calls, and configured AI agents with Zoho CRM, so communication and follow-up stay closer to customer records.
What do we need?
A supported Zoho CRM organisation, ZE Messenger access, authorised users, and the required configuration. Texts and calls use a connected Twilio account and suitable numbers.
Do we need our own Twilio account?
Yes. Your organisation connects Twilio for numbers and telecommunications. Those charges are separate from your Messenger subscription.
Can we use our existing number?
That depends on the number’s Twilio configuration, capabilities, and any porting requirements. Contact us before assuming an existing number can be used.
Can AI bots book appointments?
Configured bots can use connected Zoho Bookings or supported Calendly services to check availability and book after confirmation.
Can AI update CRM?
Bots can use the tools their administrator enables, such as adding notes and creating tasks. Your administrator chooses which tools each bot may use.
YOUR NEXT CHAPTER
Put the next
conversation to work.
See how connected messaging, calling, and AI follow-up could work for your Zoho CRM team.