🚀 Now in Early Access

Pilot for Zoho CRM

The AI copilot that configures Zoho CRM for you. Describe what you need in plain English — modules, fields, pipelines, workflows — and watch it happen via directly in Zoho.

📦
Modules

Create & configure custom modules

📝
Fields

Add, modify, organize fields

📊
Pipelines

Build sales pipelines with stages

⚡
Workflows

Automate with rules & actions

What Pilot Can Do

Everything you'd normally click through menus for — now just describe it

📦

Custom Modules

Create new modules with custom fields, layouts, and relationships. Perfect for tracking entities Zoho doesn't have built-in.

"Create a Projects module linked to Accounts with status tracking"
📝

Fields & Layouts

Add any field type — text, picklist, lookup, formula. Organize them into sections and create role-based layouts.

"Add a Deal Source picklist with Referral, Website, Event options"
📊

Sales Pipelines

Build pipelines with custom stages, probability mappings, and stage transition rules. Match your exact sales process.

"Create an Enterprise pipeline with 7 stages and 90-day SLA"
⚡

Workflow Rules

Set up automation triggers, conditions, and actions. Email alerts, field updates, task creation — without Deluge.

"When deal > $50K, alert the sales manager and create follow-up task"
🔗

Relationships

Create lookup fields, related lists, and multi-select lookups. Connect your data the way your business works.

"Link Contacts to multiple Accounts with roles"
✅

Validation Rules

Enforce data quality with field validation, required fields, and conditional logic. Keep your CRM clean.

"Require phone or email on all new Leads"

See It In Action

Watch how Pilot turns your words into Zoho configuration

Pilot for Zoho CRM
I need to track partner companies separately from regular accounts. They should have a tier level (Gold, Silver, Bronze), commission percentage, and be linked to the deals they refer.

I'll create a Partner Accounts module for you. Here's my plan:

Create "Partner Accounts" custom module
Add "Partner Tier" picklist (Gold, Silver, Bronze)
Add "Commission %" number field (0-100)
Create lookup from Deals → Partner Accounts
Add related list on Partner to show referred Deals
Create page layout with logical sections

This will use approximately 4 credits. Shall I proceed?

Yes, go ahead!

✅ Done! I've created the Partner Accounts module with all fields and relationships. You can find it in your Zoho CRM under custom modules.

Would you like me to also create a workflow to auto-calculate partner commissions when deals close?

Zoho Apps Support

Starting with CRM, expanding based on your feedback

📊

Zoho CRM

Live
📚

Zoho Books

Coming Soon
🎫

Zoho Desk

Coming Soon
📧

Zoho Campaigns

Planned

Product Roadmap

What we're building next

Now

Core CRM Configuration

  • Modules, fields, layouts
  • Pipelines and stages
  • Basic workflow rules
  • Relationships and lookups
  • Change preview & approval
Next

Advanced Automation

  • Complex workflow conditions
  • Blueprint configuration
  • Scoring rules
  • Assignment rules
  • Deluge script generation
Later

Multi-App Support

  • Zoho Books integration
  • Zoho Desk configuration
  • Cross-app workflows
  • Zoho One optimization
  • Custom functions

Ready to Try Pilot for Zoho CRM?

Get 100 free credits and see how fast you can configure Zoho CRM with natural language.

Get Early Access →