Seize Every Sales Opportunity with Zoho CRM Automation
Zoho CRMÂ alerts and automation to close more & faster deals effectively
No credit card required.
Powering the world’s most sophisticated operations teams
Win more deals, together & faster
Empower your team to sell efficiently and close deals faster with maximum visibility and accountability
Boost Sales Productivity
Help your reps close more deals with the same pipeline
Boost your team's sales productivity by notifying them of all major happenings, helping them to take effective action.
Faster Deal Closure
Give your reps real-time insight to act quicker
Accelerate deals with real-time sales signals, empowering your team to close opportunities faster.
Better Customer Support
Get more share of the wallet from each customer
Stay one step ahead! Get customer sales signals for seamless upsell and cross-sell opportunities.
Build for Your Use Cases
Get alerted from Zoho CRM to Slack when a customer has not used the product for 30 days
Send alerts from Zoho CRM to Gmail when a customer adds multiple users
Get notified on WhatsApp from Zoho CRM when a customer removed multiple users
Send alerts to Gmail from Zoho CRM when a user downgrades their plans
Get alerted from Zoho CRM to Gmail about upcoming renewals of customers
Get notified on Slack from Zoho CRM about a new competitor
Get alerted on Teams from Zoho CRM when end of trial coming soon
Send alerts from Zoho CRM to Slack when a close date is missed
Get notified on Slack from Zoho CRM when sales call log or notes is missing
Send alerts to WhatsApp from Zoho CRM about approval delays for a contract
Get alerted on Gmail from Zoho CRM when a new deal is assigned to the rep
Get alerted on WhatsApp from Zoho CRM when a new lead is added in pipeline
Get notified on Gmail from Zoho CRM when product adoption rate drops
Get alerted on Slack from Zoho CRM when a deal lost due to missing feature
Send alerts to Slack from Zoho CRM about incomplete fields
Act on Sales Signals/Issues Proactively
Locale automatically notifies your team on what needs to be done - at the right time - to the right individual
Automatically alert your sales team about all sales signals & issues
Collaborate on every sales signals & ensure it is acted upon with auto-escalation
Measure the performance of your team, thereby improving accountability