ZohoCRM · Books · Sheet · WorkDrive · Cliq

AI that does it all
in Zoho.

Quotes, leads, follow-ups, filing. It prepares, you approve.

Prepare the quote for Mr Léonard, full roof renovation.
Zoho BooksDraft
CustomerMr Léonard
Full roof replacement€6,500
Loft insulation€1,800
Delivery€600
Total excl. tax€8,900
Approve and send
Book my free Zoho audit →
30-min audit · No commitment
Zoho CRM

Your leads create themselves.

An email or a call comes in. The record is complete in Zoho CRM, the follow-up call already scheduled.

In under a minute
Zoho CRMNew lead
Claire Martin
Received by email · 09:02
Phone06 12 34 56 78
NeedRoof renovation
Sales repThomas
Follow-up call scheduled tomorrow, 9 am
Zoho Cliq

Your team is kept in the loop.

Quote accepted, new lead, payment received. The message lands in the right channel, without opening Zoho.

No accepted quote missed
Zoho Cliq# operations
IA
BenIT14:30
Quote accepted by Mr Léonard. Deal moved to “Won”, order ready.
IA
BenIT15:12
New lead: Claire Martin. Follow-up set for tomorrow at 9 am.
Dashboard

You see what it brings in.

Time saved is shown day by day, in hours and in euros. Anything that had to be redone by hand doesn't count.

A quote in 2 min instead of 20 to 40
Time savedExample
14 h
this week
Zoho automation

And everything else in your Zoho.

Each case has its own article, with the method step by step.

AI and security

The AI prepares. You approve.

Nothing goes out without you

Everything comes out as a draft. Sending stays a human click.

Nothing is made up

Missing information: the field stays empty and a note flags it.

Everything is logged

Every change made in Zoho leaves a trace: what, when, on which record.

AI and automation audit

Zoho is only one part of your business.

Quotes, invoices, scheduling, follow-ups, phone, documents. The audit reviews every part of your business, with or without Zoho, and puts a figure on what can run on its own.

Book my AI and automation audit → 30 min · Free · You leave with the costing
SolutionsWhat we automate AI collaboratorQuotes, prospecting, posts MethodFrom audit to go-live PricingPlans to fit your size
By industryConstructionReal estateFirms and consultingTrainingHealthcareLegalMulti-site groupsBlog
Aclory IngeclimaINGECLIMA OptiFlow Adopte un conteneur Pluton Consulting VKam Solutions InSitu Work & Food PSL Sécurité Incendie
Frequently asked questions

Zoho and AI, in short.

No. The quote is created as a draft in Zoho Books and stays there until you approve it. Sending stays a human click.
No. We start from your Zoho as it is: your modules, your fields, your catalogue, your templates. No migration.
Zoho CRM, Zoho Books, Zoho Sheet, Zoho WorkDrive, Zoho Cliq and Zoho Connect. For any other product in the suite, we check during the free audit.
Between 2 and 6 weeks depending on how many tasks are taken over. Everything starts as drafts, on your real cases.
Your Zoho, your tasks

Show us your Zoho.
We'll tell you what can run on its own.

Free 30-minute audit · No commitment

Book my free Zoho audit

contact@benit.fr · +33 7 66 52 02 11