Zoho CRM × Claude AI

10 AI Agents
Working Inside
Your Zoho CRM

WiseCRM Suite AI runs entirely within Zoho Creator. No new tabs, no copy-pasting — AI scores, enriches, forecasts and writes back directly to your CRM records.

Start Free Trial See All 10 Tools
✓ Zoho Premium Partner ✓ 20 years · 60+ countries ✓ No data leaves Zoho
AI Lead Scorer — Live
AI
92
Priya Sharma
TechCorp India · $180K
🔥 Hot
67
James Okafor
Acumen Ventures · $95K
Warm
34
Liu Wei
StartupCo · $22K
Cool
● Wrote AI scores back to Zoho CRM · 3 records updated
The Suite

10 AI Tools. One Zoho App.

Each tool fetches live data from Zoho CRM, processes it through Claude AI, and writes results back — automatically.

TOOL 01
🎯
AI Lead Scorer
Scores every lead 0–100 with a grade (A–D) and temperature (Hot/Warm/Cool). Writes back to CRM on creation.
  • AI_Lead_Score__c field auto-updated
  • A/B/C/D grade + Hot/Warm/Cool tag
  • Processes up to 50 leads at once
  • Triggered on new lead or batch run
$19/mo
Individual tool
TOOL 02
✉️
Smart Follow-up Generator
Generates personalised follow-up emails for every open deal, based on deal stage, contact role and conversation history.
  • Context-aware per deal stage
  • Tone selection: formal / friendly / urgent
  • Subject line + body + CTA included
  • Up to 50 deals in one batch
$19/mo
Individual tool
TOOL 03
❤️
Deal Health Monitor
Runs every Monday morning. Assigns a health score to every open deal and flags at-risk pipeline before your team meeting.
  • AI_Health_Score__c written to CRM
  • Pipeline risk flags per deal
  • Scheduled or on-demand runs
  • Processes up to 100 open deals
$19/mo
Individual tool
TOOL 04
🔍
CRM Data Enricher
Infers 9 missing fields per contact — industry vertical, company size, seniority, buyer persona, ICP score and more.
  • AI_ICP_Score__c updated in CRM
  • 9 fields inferred per contact
  • Works on existing + new contacts
  • No external data provider needed
$19/mo
Individual tool
TOOL 05
📞
Sales Call Brief Generator
Generates a SPIN-framework call brief before every sales call — with agenda, known objections and recommended talking points.
  • SPIN: Situation, Problem, Implication, Need
  • Pre-call agenda with timing
  • Objection handling suggestions
  • Triggered from Deal record button
$19/mo
Individual tool
TOOL 06
📊
Pipeline Forecast
AI confidence scoring across all open deals. Groups pipeline by rep and generates a forecast narrative with commit vs upside split.
  • AI_Forecast_Category__c updated
  • Commit / Upside / Pipeline split
  • Per-rep breakdown + team total
  • Processes up to 200 open deals
$19/mo
Individual tool
TOOL 07
📧
Email Template Builder
Builds complete email sequences — cold outreach through close — tailored by industry, persona, deal size and brand tone.
  • Full sequence: cold → nurture → close
  • Persona and industry-specific copy
  • Subject line variants included
  • Export-ready for CRM email campaigns
$19/mo
Individual tool
TOOL 08
👥
Contact Segmentation
Segments your entire contact base by ICP fit, buying stage and campaign readiness. Writes AI_Segment__c back to Zoho CRM.
  • AI_Segment__c + AI_ICP_Score__c updated
  • ICP Tier 1 / 2 / 3 classification
  • Campaign-ready segment output
  • Scheduled monthly or on-demand
$19/mo
Individual tool
TOOL 09
📝
Meeting Notes Updater
Paste raw meeting notes — AI extracts field updates, action items and key intelligence and pushes them directly to the deal record.
  • CRM fields auto-updated from notes
  • Tasks + Notes created in CRM
  • Pain points + buying signals extracted
  • Competitors + objections logged
$19/mo
Individual tool
TOOL 10
🏆
Win/Loss Analyser
Analyses all closed deals across a period and surfaces patterns — win themes, loss reasons, competitive intel and coaching recommendations.
  • Win vs loss pattern analysis
  • Competitor win/loss breakdown
  • Rep coaching recommendations
  • Scheduled end-of-month or on-demand
$19/mo
Individual tool
The Workflow

How Every Tool Works

The same clean four-step flow powers all 10 tools. Your data stays inside Zoho at every step.

1
Fetch from Zoho CRM
The tool pulls live records — leads, deals, contacts — directly using native Zoho Deluge functions. No API keys needed for CRM.
2
Claude AI Processes
Your data is sent to Claude via your own Anthropic API key, stored securely in Zoho Creator Connections. Never shared.
3
Results Parsed
Claude's JSON response is parsed and structured — scores, grades, emails, briefs — ready for display and CRM write-back.
4
Written Back to CRM
AI outputs are written directly to custom CRM fields using zohocrm.update — visible to your whole team instantly.
Pricing

Simple, Transparent Pricing

All plans include the Zoho Creator deployment package, setup guide, and email support from WiseThink.

Starter
$19/mo
Any single tool of your choice. Perfect for teams wanting to pilot AI in one workflow before scaling.
  • ✓ 1 AI tool of your choice
  • ✓ Zoho Creator Deluge code
  • ✓ HTML UI component
  • ✓ Setup guide + support
  • ✓ Your own Anthropic API key
  • ✗ Multi-tool dashboard
  • ✗ Scheduled automations
Most Popular
Full Suite
$99/mo
All 10 AI tools. The complete CRM intelligence stack for serious sales teams.
  • ✓ All 10 AI tools
  • ✓ Full Zoho Creator app package
  • ✓ All 10 HTML UI components
  • ✓ Shared helper functions
  • ✓ Scheduled automation templates
  • ✓ Priority email support
  • ✓ Future tool updates included
Pro Bundle
$49/mo
Choose any 3 tools. Ideal for teams with specific pipeline, lead or enrichment priorities.
  • ✓ Any 3 AI tools
  • ✓ Zoho Creator Deluge code
  • ✓ HTML UI components (×3)
  • ✓ Shared helper functions
  • ✓ Setup guide + email support
  • ✗ Scheduled automations
  • ✗ Future updates

All prices in USD. Payments processed securely via PayPal. Cancel anytime. Zoho CRM + Anthropic API subscription required separately.

Ready to put AI inside your Zoho CRM?

WiseThink Information Solutions — Zoho Premium Partner · Global Champion for Zoho Creator · 20 years · 60+ countries

Get Full Suite — $99/mo Talk to our team

wisethinksolutions.com · [email protected]

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