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]

Anthropic API Key

Not verified

Zoho CRM Connection

Not connected

Your keys are stored only in your browser session and never sent to our servers. Each API call goes directly from your browser to Anthropic.