WHAT IT DOES
Less admin. Better decisions.
Spots risk earlyFinds deals with no activity, slipping close dates or silent buyers before the month ends.
Suggests the next stepRecommends the call, email or meeting most likely to move each deal, with a draft ready.
Coaches the teamSends each rep a short daily focus list and the sales head a pipeline health summary.
HOW IT WORKS
Four steps, fully automated.
The agent follows the same steps your best team member would, every time, at any hour.
1ScanEvery open deal, daily
2DiagnoseRisk signals and patterns
3AdviseNext best action per deal
4ReportDaily focus and health
CONNECTS WITH
Works where your data already lives.
Zoho CRMZoho MailZoho AnalyticsZoho Cliq
Data stays in your ZohoAgents run on Zoho Zia Agents and Zoho Catalyst, inside your Zoho account.
Role-based accessAn agent can only see and change what its Zoho role allows.
Full audit trailEvery step, tool call and approval is logged for review.
You stay in controlPause, adjust or switch off any agent at any time.
RELATED AGENTS
Agents that work well together.
SALES & CRMLead Qualifier Agent →Scores, enriches and routes every new lead in Zoho CRM in seconds, so your sales team only spends time on buyers who are ready.SALES & CRMProposal Drafter Agent →Turns a deal in Zoho CRM into a polished quote or proposal on your own template in minutes, ready for approval and e-signature.FINANCECollections Agent →Follows up overdue invoices from Zoho Books every day, politely and on the channel each customer prefers, and escalates only when needed.
What does the Deal Coach Agent do?
Reviews your pipeline every morning, flags stalled deals and tells each owner the next best action to move them forward.
Which Zoho apps does the Deal Coach Agent work with?
It works with Zoho CRM, Zoho Mail, Zoho Analytics and Zoho Cliq.
Is our data safe?
The agent runs on Zoho Zia Agents and Zoho Catalyst inside your Zoho account, and it can only see and change what its Zoho role allows.
Can it be set up around our process?
Yes. Kelevo designs, builds and deploys each agent around your own rules and hand-offs, and keeps improving it after go-live.