Patricia works your Zoho CRM.
Ask her in Slack. She reads the pipeline, logs the leads, and moves the deals, but anything that changes a record waits for your yes.
@Pati what's the deal pipeline this quarter, and what's gone quiet?
Open pipeline is $142,000 across 9 deals. Two are drifting:
- Lumen: $38,000, in Proposal for 16 days with no activity logged
- Three leads came in from Friday's webinar and are still unassigned in the Leads module
- Want me to assign the leads and log a follow-up on Lumen? Nothing changes until you approve.
Assign the leads to me and log the Lumen follow-up for tomorrow.
Done. All three leads are on you, and a follow-up task sits on the Lumen deal for tomorrow. Here is the quarter's pipeline by stage for your Monday review.
Patricia + Zoho
What she does in Zoho.
Real actions she takes on your say-so, not a list of API endpoints.
Read the pipeline like a sales lead
Open deals, stages, close dates, and what has stalled, answered in the channel so a pipeline review does not mean building a report first.
Log and route new leads
New leads captured in the Leads module, owners set, and details kept clean, so a webinar lead does not sit unclaimed while it goes cold.
Move deals through the stages
She updates the deal, converts a qualified lead into a contact and account, and logs the next step, keeping the forecast honest instead of a week behind.
Keep accounts and contacts current
Accounts, contacts, and their relationships kept accurate, and records tagged, so the CRM reflects who you are actually talking to across every module.
Answer the CRM questions on the spot
Who owns a deal, what stage it is in, which leads came from a campaign, pulled with a search across modules without anyone building a view.
Keep record changes locked behind approval
Creating, updating, converting, or deleting a record touches live CRM data, so she drafts the change and shows it to you first. Nothing writes until you say yes in Slack.
Say it like you'd say it
Things to ask her on day one.
What's in our deal pipeline this quarter, and what's stuck?
Assign the new webinar leads to me
Convert the qualified Lumen lead into a contact and deal
Which deals have had no activity in the last two weeks?
Pull the quarter's pipeline by stage for Monday's review
Better together
Zoho is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Zoho, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Zoho CRM
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Zoho connected
Ask
Mention @Pati with the question. Reads and searches happen on their own; anything that changes a record waits for your yes.
@Pati What's in our deal pipeline this quarter, and what's stuck?
On it.
FAQ
Zoho questions, answered.
What can Patricia actually do in Zoho CRM?
She reads and searches leads, contacts, deals, and accounts across modules, converts leads, and creates, updates, and tags records. Reads are instant; anything that writes to live CRM data waits for approval.
Will she edit or delete records on her own?
No. Creating, updating, converting, or deleting a record is drafted and shown to you in Slack first, and happens only after your explicit yes. Reading the pipeline and flagging stalled deals run on their own.
Which Zoho CRM plan do we need?
Any edition with API access works. She connects through Zoho's official OAuth flow, the same way other approved apps do, and only sees the account you connect.
We keep client records in separate Zoho accounts. Does that stay separate?
Yes, that is the setup she expects at an agency. Connect the accounts you want her in and each client's contacts, deals, and records stay walled off from the rest.
What does the Zoho integration cost?
Nothing extra. Every integration is included, on every plan.
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Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.