Zoho CRM

A customer relationship management system for tracking sales, managing leads, and automating business workflows.

What Adopt agents can do with Zoho CRM

• Read deals, accounts, and revenue records
• Pull pipeline for forecasting
• Sync customer data with accounting
• Track collections context on accounts

Why finance teams connect Zoho CRM

Adopt agents read from and write to Zoho CRM over a governed connection, so close, reconciliation, and reporting work runs across Zoho CRM and the rest of your finance stack without manual exports or swivel-chair data entry.