Zoho’s Zia is an AI sales assistant embedded in Zoho CRM, designed to streamline outreach and data management. It enriches lead/contact records by gathering missing information (from email signatures and public data). Zia analyzes email sentiment and intent, then suggests the best times to contact prospects for higher response rates. It can even auto-create follow-up tasks or schedule meetings from email content. Zoho also provides a pre-built “Sales development representative” agent that crafts targeted emails, handles objections, and books meetings autonomously. Zia operates via conversational chat/voice or as automated agents, leveraging CRM data to guide sales reps. It’s included in Zoho’s Enterprise/Ultimate plans, fully integrating with the CRM for end-to-end sales automation.

Zoho CRM (which includes Zia) offers the $40/mo Enterprise plan (annual billing) - the most affordable plan which includes Zia. A 30-day free trial is available on paid plans.

• Sales Agent Automations
• Lead Scoring
• Data Enrichment
• Communication Analysis
• Follow-Up Suggestions
• Best-Time Recommendations
• Workflow Automation
• Conversational UI

• Email
• Phone Calls (via Telephony integration)

• Decently Quick Onboarding
• No-code Interface
• Quick Connections to CRM (especially into the native Zoho CRM)
• Can Be Deployed in Minutes
• User-friendly Interface

• Built-In Sending
• Mass Email
• IP Reputation
• Tracking

• Flexible CRM
• Simple agent configuration
• Prediction Builder lets you create custom AI models
• Multiple language support

• Works with the data you have in Zoho CRM
• Continuously updates and enriches records
• Can upload own lead lists or connect external sources
• No built-in prospect database

• Leverages context for personalization
• Analyzes past communication
• Not fully automated email writing
• As contacts reply, Zia adapts its suggestions

• Co-Pilot mode
• Fully automatic
• Manual

• CRM integrations
• Zoho ecosystem
• Email (Gmail, Office) integrations
• Telephony integration
• Zapier integration
• Open API

• Help center
• Live support
• Dedicated assistance (with Ultimate plan)
• Active user community

Zia is ideal for businesses already using Zoho CRM that want to infuse AI into their sales process. It best suits mid-market and enterprise sales teams (including dedicated SDR teams) that handle high lead volumes and complex pipelines. These companies typically value data-driven lead scoring, automated follow-ups, and the ability to quickly scale outreach without adding headcount. Zia works well when your deals have high lifetime value (making CRM integration and data investment worthwhile) and when you’re comfortable with a somewhat hands-off, AI-driven approach. It’s less ideal for solo founders or very small teams seeking a lightweight, plug-and-play cold-email tool outside a full CRM.