⚡ Zoho CRM Widget

One intelligent panel.
Your entire Zoho ecosystem.

SmartAssistant unifies CRM contacts, Books invoices, and Desk tickets into an intelligent dashboard — opening in one click from any CRM contact.

🚀 Install Widget See Features
❌ The Problem
Your data is scattered
  • CRM, Books, and Desk live in separate tabs
  • Every customer conversation starts with 5 minutes of context-gathering
  • No single view of customer health — is the account current or overdue?
  • Reps waste time hunting for information instead of selling
✅ The Solution
Everything at a glance
  • Unified widget with CRM, Books & Desk data in real-time
  • AI-powered strategic summaries — understand the account in seconds
  • Overdue flags, support ticket alerts, payment history — all in one view
  • Opens in one click from any contact — no more hunting across apps
3
Zoho Systems Unified
<3s
Average Context Load Time
AI
AI-Powered Insights
1
One Click from CRM
Features

What SmartAssistant does

Three streams of data, one intelligent widget.

👤

CRM & Account Context

Full contact profile, account details, lifecycle stage, and last activity — loaded instantly from your CRM.

💰

Financial Health

Overdue invoices, payment history, and total balance from Zoho Books. Know if a customer can buy before you pitch.

🎫

Support Snapshot

Open tickets, critical issues, and recent interactions from Zoho Desk — so you never walk into a fire blind.

🤖

AI Strategic Summary

AI-powered analysis that reads across all three systems and produces risk flags, upsell cues, and next actions.

How It Works

Two steps to unified context

Install from the Zoho Marketplace, connect your accounts, and start seeing everything in one place.

1

Install from Zoho Marketplace

Go to ⚙️ Setup → Marketplace → All in Zoho CRM, find SmartAssistant, and click Install. The SmartAssistant link will appear on your Contact pages.

→
2

See Everything

Open any contact in CRM, click the SmartAssistant link, and see CRM profile, Books invoices, Desk tickets, and an AI summary — all in one tab.

Powered By

Your Zoho stack, unified

SmartAssistant connects to the Zoho services you already use.

📊 Zoho CRM
💰 Zoho Books
🎫 Zoho Desk
★★★★★

"Before SmartAssistant, I had three tabs open just to understand a customer. Now I see their invoices, open tickets, and an AI summary in one widget panel. It's saved my team hours every week."

— Sarah Chen
Account Manager, Integmia
Documentation

Learn more about SmartAssistant

Everything you need to understand and use the widget.

Get Started

Deploy in minutes

Install from the Zoho Marketplace and connect your Zoho accounts.

1

Install from Zoho Marketplace

Go to ⚙️ Setup → Marketplace → All in Zoho CRM. Find SmartAssistant and click Install. The SmartAssistant link will appear on Contact pages.

2

Connect Your Zoho Account

Open any contact page, click the SmartAssistant link, and authorize with your Zoho credentials. OAuth 2.0 PKCE flow keeps your tokens secure.

3

Full Context, Instantly

The dashboard loads CRM contact details, Books invoice status, Desk support tickets, and an AI-powered strategic summary — all in one place.

Ready to unify your Zoho stack?

Install SmartAssistant today and give your team full customer context without leaving the CRM.

📦 Start Setup