1. Automatically Generate and Send Emails
Struggling with what to write in your follow-up email? Zia offers one-click email suggestions tailored to each lead or contact – drawing from your CRM data such as previous interactions, deal stage, or customer interests.
How it works:
Zia suggests content directly within the email module. You can customize it if needed and send it right away – complete with contextual personalization.
2. Auto-Generate Meeting Summaries
Customer meetings are packed with insights – but they’re rarely documented properly. With Zia, you can automatically summarize meeting notes or CRM entries into concise points or clean prose.
This not only saves time but ensures everyone on your team stays aligned and informed.
3. Create Social Media Posts Based on CRM Data
Your CRM already holds valuable insights for marketing. With Zia, you can generate smart content ideas and text snippets for social media – for example, announcements, event promotions, or personalized product tips.
Bonus: These can be published directly via Zoho Social or connected platforms – no need to switch tools.
4. Use Custom Prompts to Reflect Your Brand Voice
Each business has its unique tone. That’s why Zoho CRM allows you to create custom prompts and writing styles that Zia can reuse. You can steer the AI output using prompt examples like:
- “Write formally but clearly.”
- “Use a friendly, casual tone.”
- “Keep it short and professional.”
The best part: Zia learns over time – the more you use your style guides, the better the suggestions become.
5. Smart Suggestions for Next Sales Actions
Zia tracks your sales processes and detects when leads are inactive or when engagement peaks (e.g., after opening an email or attending a webinar).
You can expect suggestions like:
- Timely follow-up reminders
- Recommended next steps (call, email, proposal)
- Deal scoring and closing probability predictions
These insights are based on Zia Intelligence and appear right in your dashboards and lead records.
Conclusion: Save Time and Focus on What Matters Most
Zoho CRM showcases how generative AI can support sales teams – not by replacing people, but by handling repetitive work and boosting productivity. Whether it’s writing emails, summarizing conversations, or drafting social posts – Zia gives you more time to focus on building relationships and closing deals.
