14 AI functions that plug into your existing Zoho One — no new platform, no migration, your data stays in your tenant.
You already pay for Zoho One. These functions get more out of it.
Pick your entry point — the grid jumps to the matching functions.
New lead "Sample Ltd" → industry, headcount and website tech are in the record before you call.
Limit: Only as good as the sources; thin for very small firms.
40 supplier invoices a month → line items land as a purchase order in Books, PDF attached to the record.
Limit: Very inconsistent layouts need a review loop at first.
Invoice by email → number, IBAN and total recognised, filed in Books, PDF in WorkDrive.
Limit: Handwriting and poor scans remain edge cases.
Shared inbox → each mail gets a category, urgency and language and lands in the right queue.
Limit: New categories need a few examples to learn.
Customer question → a draft from the history is ready, you check and send in one click.
Limit: Always with approval — the draft does not replace the final judgement.
A website chat shifts from "support" to "buying intent" → the right salesperson gets an instant alert.
Limit: Signals, not certainty — the human still decides.
New lead from the south region, speaks English → lands with the right owner who has capacity.
Limit: Needs clear rules for territories and cover.
200 open leads → each gets a score and tier A/B/C, your call list is ready.
SalesIQ Limit: Zia scores natively; the tuning to your criteria comes from us.
After the customer call → decisions and to-dos are tasks with owners in the project.
Limit: Needs a clean recording; very noisy calls get inaccurate.
Deal 21 days without activity → a recommendation with its reason ("in 38 won deals a quote followed here") and a ready task.
Limit: A recommendation with its reason — the owner still decides.
New ticket → category, priority and SLA set, matching KB article suggested.
Limit: The article suggestion is only as good as your knowledge base.
24-message thread → condensed to a short brief, your colleague takes over immediately.
Limit: A summary does not replace reading the critical detail.
Offer in German → clean English/Turkish, technical terms stay identical.
Limit: We control terminology via a glossary — no guessing.
Visitor question → answered from the knowledge base with a source; unclear cases go to the team with context.
Limit: When unsure it hands over to a human — by design, not a weakness.
Zia is the native AI inside Zoho One: it scores, spots anomalies and suggests. Everything Zia does not do out of the box, FXW integrates straight into your tenant — no second platform.
You already pay for Zoho One. Zia is included — we get the rest out of it.
The functions above do not stand alone. In practice they hand over to each other — an enquiry runs through without anyone re-typing in between.
A PV enquiry comes in: enriched, after the on-site visit to-dos are created, delivery notes land in the system without re-typing, the file is handed over in seconds.
A customer mail lands in the shared inbox: sorted, a draft is ready, on handover there is a brief in seconds — and for international customers straight in the right language.
You do not have to build everything at once. Most start with one manual task and grow from there.
One clear manual task, 1–2 functions, inside your existing Zoho.
You see the first time saved within the same week.
A whole department: several functions work together.
Sales or service works noticeably faster, with clean approval.
Cross-app: AI steps across CRM, Desk, Books and more.
Manual work disappears from the whole process, not just one step.
Yes. Everything runs in your own Zoho tenant. There is no export to a foreign platform, and you keep control over every connection.
No. It removes the manual work — re-typing, sorting, looking things up. The final step, the approval, stays with a human where it matters.
No. No second software is added. The functions plug into your existing Zoho One — the same screens, the same workflows.
We start with a quick win on a real manual task. Once it runs, we build out — no big bang, no risk up front.
It depends on the scope. A quick win is a matter of days; a cross-app platform is a project. You get an honest assessment up front, no sales pressure.
Pick 2–3 functions above. They appear here and go to us with your request — like the sketched plan in the Zoho One Planner.
Nothing selected yet. Take your industry's suggested set: