CallPlan is the perfect
add-on for Zoho CRM.
Zoho CRM is the smart choice for growing sales teams. CallPlan makes it smarter: hands-free call notes via CarPlay & Siri – automatically on the right Zoho record.
Zoho CRM offers powerful automation and AI features – but manually entering call notes is still time-consuming. CallPlan automates exactly this step, making Zoho CRM your complete sales command centre.
What CallPlan does for Zoho users
- Automatic call logging – every completed call is logged as an activity on the right Zoho contact, lead or deal.
- Voice notes via Siri – dictate outcomes hands-free while driving. CallPlan transfers them in a structured format to Zoho CRM.
- Auto-create Zoho tasks – next steps from the conversation are created as Zoho tasks or activities directly on the record.
- CarPlay-native – full app control on the car display. Zoho CRM stays fully updated while you drive.
- Power up Zoho Zia – CallPlan feeds the call data that makes Zia's AI predictions even more accurate.
- Complete call analytics – call frequency and outcomes in Zoho reports with zero manual entries.
How the connection works
Connect Zoho CRM
In CallPlan go to Settings → Integrations → Sign in with Zoho. Supports all Zoho CRM editions (Free, Standard, Professional, Enterprise).
Link a call to a Zoho record
When creating a call, select the matching Zoho contact, lead or deal. Recent activities are displayed right away.
Make the call – take notes hands-free
Dictate via Siri or CarPlay during or right after the conversation. No typing required.
Automatic Zoho entry
Note and follow-up task appear automatically on the right Zoho record. Zero manual effort, complete conversation history.
Zoho features that CallPlan extends
| Zoho CRM does | CallPlan adds |
|---|---|
| Contact, lead & deal management | Call planning with CRM context |
| Manual call logging | Automatic call logging |
| Zia AI assistant | Call data as AI input |
| Workflow automation | Auto follow-up from the call |
| Mobile app | Full CarPlay support |
Get started now
Download CallPlan for free and connect it to your Zoho CRM.
CRM integration included in the Premium plan · Join the Beta