One conversation, clearer context
Review the thread, linked records, message status, and unread activity together.
- Two-way SMS
- Linked Leads, Contacts, Deals, and Vendors
- Inbox search
- Business-line and owner filters
MESSAGING
Keep the customer conversation together.
Send and receive texts around the CRM records your team already works with. Less searching for context. Less rewriting the same reply.
Make repeatable messages personal
Use templates and CRM merge fields, then review the resolved text before sending.
- Reusable templates
- CRM merge fields
- Missing-field handling
- AI composition tools in the CRM app
Follow up at the right time
Schedule messages and respect your organisation’s configured communication hours.
- Scheduled sends
- Delivery status
- Configured cancellation on reply
- Read and unread controls
From your desk. And, soon, your phone.
The mobile companion includes templates and scheduling. AI drafting and dictation remain capabilities of the existing CRM application.
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.