The Zoho ecosystem offers incredible value to businesses capable of learning and configuring their applications on their own. Yet there always comes a point where limits appear: complex automations, multiple integrations, scattered documentation…

Certified Zoho partners are there to take you further. However, the higher their partnership level, the more expensive their services, as they deploy entire teams of managers and experts.

👉 Between the two, there is a crucial step: AI-assisted guidance. "From Zero to Zoho Expert: The Step 90% of Companies Overlook"

Do you have a personalized usage guide for your Zoho ecosystem?
We do!

And we create it tailor-made for you.

An exceptional document, designed specifically for your business, including:

• A clear explanation of each of your modules

• A simplified navigation map

• Direct links to the best Zoho resources

• A glossary of your automations (workflows)

• A list of your active integrations and connections

• Sample “prompts” to leverage AI effectively

• An inventory of potential improvements

Our role:
To give you a clear and structured view of your Zoho environment, so that:

• your investment quickly becomes profitable,

• your processes are ready to scale,

• and when you engage an official Zoho partner, you arrive with a solid, documented roadmap.

Contact us today and turn Zoho into a true growth lever for your organization.

Artificial Intelligence in Zoho: Zia
The Zoho ecosystem integrates its own artificial intelligence, Zia, designed to assist businesses on a daily basis. Unlike external solutions, Zia is native across all Zoho applications: CRM, Desk (customer service), Mail, Analytics, Creator, Books, and many more.

What Zia Can Do for You

• CRM and Sales: Predict the likelihood of success for a deal or opportunity, detect anomalies, and recommend the best time to contact a customer.

• Customer Service: Automatically respond to inquiries, analyze message sentiment, summarize tickets, and suggest quick actions.

• Analytics and Reporting: Create reports and dashboards in natural language using “Ask Zia.”

• Productivity: Assisted writing in Zoho Mail and organization of unstructured data (documents, videos, meeting notes).

• Custom Agents: With Zia Agent Studio, you can create your own specialized assistants that perform actions within your Zoho applications.

Why Choose Zia Over Other AI Assistants?
Many companies are already familiar with Microsoft Copilot or Google Duet AI, integrated respectively into Office 365 and Google Workspace. Others use ChatGPT Business for more general purposes.
Here’s how Zia stands out:

• Business-Centric: Zia works directly with your business data (CRM, billing, support), whereas Copilot and Duet are primarily office-focused.

• Customization: Zia allows you to build agents tailored to your own processes without relying on external tools.

• Data Sovereignty: All data stays within Zoho’s cloud, managed directly by Zoho, with no use for external model training.

• Built-in Cost Efficiency: No additional license is required if you’re already using compatible Zoho applications.

Quick Comparison

• Microsoft Copilot is ideal for organizations heavily invested in Office 365 and Dynamics 365.

• Google Duet AI targets companies primarily working in Google Workspace and Google Cloud.

• ChatGPT Business is a versatile assistant but often requires integrations to leverage business data.

• Zoho Zia is the most natural solution for companies using Zoho CRM and its satellite applications.