CRM hygiene that runs itself
The problem. Operators raise invoices in Books without linking them to a CRM deal. The bookkeeper can't tell which deals paid. Sales reports lie. Marketing can't see which clients actually produced revenue. Demand Reactivation can't tell who has gone quiet because the data is broken.
What runs. The Daily Sync Agent walks the Zoho Books to Zoho CRM bridge three times a day, matches invoices to deals via the zcrm_account_id bridge (never by name), and pings the team only when something is genuinely ambiguous.
Where the value flows. Invoicing audit-clean. Sales reports finally true. Marketing sees revenue by segment, not enquiry. Demand Reactivation knows which paying clients have gone quiet.
Built in 11 days. Live for 4 months.