CRM Data Agent leverages OpenAI GPT via LangChain to interpret user queries in natural language and execute data retrieval tasks across multiple CRM systems. It supports connectors to Salesforce using REST APIs, HubSpot via OAuth, and Zoho CRM, consolidating disparate data into a uniform vector store. Users can ask the agent to list top deals, forecast revenue, or identify inactive contacts. Built-in workflows automate report generation sending summaries over Slack or email. Its plugin architecture allows developers to integrate custom data sources, configure memory for context retention, and tailor prompt templates. By abstracting API calls and data processing, CRM Data Agent accelerates analysis and workflow automation, enabling teams to make informed decisions faster.

Callbook.ai is an advanced phone AI system designed to integrate effortlessly with Zoho CRM, enabling businesses to optimize their call processes. The system automates call handling, data entry, and analytics, making it easier for users to focus on strategic tasks. With features like human-like conversations and real-time data integration, Callbook.ai significantly improves communication efficiency. Ideal for medium to large businesses, this tool not only saves time but also elevates customer engagement through intelligent, conversational AI.