AI for Zoho CRM that knows the rest of your business
Zoho CRM holds your pipeline and your customers. Liaison connects to it with access you grant and reads every deal, contact and activity, keeps one record per customer across the CRM, the books and the inbox, and works the follow-ups your team does not get to.
Because it reads Zoho CRM together with your inbox, your books and your outreach, an answer about your pipeline and your customers comes with the rest of the picture. You keep Zoho CRM; nothing is replaced or re-entered.
What Liaison does with Zoho CRM
- Answers new inquiries from your account in your voice and books the call.
- Drafts the follow-up for every stalled deal and logs it back to the record.
- Keeps the CRM honest: closes the gaps between what is in the CRM and what is in the books.
- Wins back customers who quietly stopped buying, with a short sequence in your voice.
Questions it answers across Zoho CRM and your other tools
- “Which deals went quiet for two weeks, and what did we promise them last?”
- “Who are our best customers by what they actually paid, not by deal size?”
- “Which new inquiries this week have not had a reply yet?”
- “What is in the pipeline for this quarter, and how much of it has a next step?”
What it reads in Zoho CRM
7 kinds of Zoho CRM data Liaison can read on its own, every time it answers a question or does a job.
- Convert LeadConverts a Lead into a Contact or an Account
- Get Object
- List AttachmentsGets the list of attachments for a record in Zoho CRM
- List Fields
- List ModulesRetrieves a list of all the modules available in your CRM account
- List ObjectsGets the list of available records from a module
- Search ObjectsRetrieves the records that match your search criteria
What it can do in Zoho CRM
5 actions Liaison can take in Zoho CRM. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Create Object
- Download Attachment
- Update ObjectUpdates existing entities in the module
- Upload AttachmentUploads an attachment file to Zoho CRM from a URL or file path
- Upsert Records
Works alongside Zoho CRM
The tools Liaison most often reads together with Zoho CRM.
Liaison in Zoho CRM, set up with you, for $629 a month.
- Connects to Zoho CRM with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Zoho CRM with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Zoho CRM?
No. You keep Zoho CRM exactly as it is. Liaison connects to it, reads it together with your inbox, your books and your outreach, and does the work in it the way a person on your team would.
How does Liaison connect to Zoho CRM?
With access you grant from your own Zoho CRM account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Zoho CRM without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.