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Solutions · Sales & support

See new leads and unanswered chats in your AI assistant.

Connect Zoho CRM and Zoho SalesIQ once. Ask about leads, the pipeline and live chat in plain words.

Try free for 7 days Questions
  • Zoho SalesIQ
  • Zoho CRM
  • Email
Claude
Who asked about pricing this week, and from which companies?
Read Zoho SalesIQ and Zoho CRM with HeyMetra
12 chats asked about pricing; 8 of the visitors are in the CRM and 3 already have an open deal: Acme, Harbor Foods and Atlas Group.
Email me this every Friday at 4 pm.
Every Friday, 4 pmScheduled task in Claude · HeyMetra email
Done. Every Friday at 4 pm I’ll send that week’s pricing questions, with companies, to you@yourcompany.com.
Reply to Claude…

The accounts you already use.

Accounts

For sales and support teams on Zoho: HeyMetra connects Zoho CRM and Zoho SalesIQ to your AI assistant, so you ask about new leads, the pipeline and missed chats without opening a report.

Send the answer on to Slack Telegram Email

Ask it the way you would ask a colleague.

Questions

Same question, same AI assistant. On the left it cannot see your accounts; on the right it reads them, answers and sends the report.

Without HeyMetra

Claude
Which of yesterday’s chat leads still have no owner?
I can’t see your Zoho CRM and Zoho SalesIQ. Download yesterday’s chats and the CRM’s leads and paste it here, and I’ll work it out.

With HeyMetra

Claude
Which of yesterday’s chat leads still have no owner?
Read with HeyMetra
7 chat leads have no owner; 4 came in asking about pricing.
Make this a PDF and email it to the team every Monday at 9:00.
  • report.pdfMade by Claude
  • Every Monday at 9:00Claude scheduled task
  • Sent to team@yourcompany.comFrom your own address, with HeyMetra email

Without HeyMetra

ChatGPT
How many chats went unanswered this week, and how many of those visitors became leads anyway?
I don’t have access to Zoho SalesIQ and Zoho CRM. If you export this week’s chats and the CRM’s leads and share it, I can compare.

With HeyMetra

ChatGPT
How many chats went unanswered this week, and how many of those visitors became leads anyway?
Read with HeyMetra
23 chats went unanswered; 6 of those visitors filled in a form and are now leads.
Make this a PDF and email it to the team every Monday at 9:00.
  • report.pdfMade by ChatGPT
  • Every Monday at 9:00ChatGPT scheduled task
  • Sent to team@yourcompany.comFrom your own address, with HeyMetra email

Without HeyMetra

Grok
How many of this month’s closed deals have a customer with an open Jira ticket?
I’m not connected to Zoho CRM and Jira. Upload the closed deals and Jira’s open tickets as CSV and I’ll try.

With HeyMetra

Grok
How many of this month’s closed deals have a customer with an open Jira ticket?
Read with HeyMetra
This month 14 deals closed, and 3 of those customers have an open Jira ticket; two tickets are over a week old.
Email this to the team.
  • Sent to team@yourcompany.comFrom your own address, with HeyMetra email

Without HeyMetra

Perplexity
Which department answers slowest, and do its chats turn into deals less often?
I can’t reach your Zoho SalesIQ and Zoho CRM data. Share response times by department and deals by source and I’ll look into it.

With HeyMetra

Perplexity
Which department answers slowest, and do its chats turn into deals less often?
Read with HeyMetra
Support answers in 4 min on average, sales in 1; support chats turn into deals half as often.
Email this to the team.
  • Sent to team@yourcompany.comFrom your own address, with HeyMetra email

Set it up once. Then just ask.

How it works
  1. 01

    Connect your accounts

  2. 02

    Add HeyMetra to your AI assistant

  3. 03

    Ask

Where each assistant adds it

It reads freely. It changes nothing without you.

Trust
How approval works

You might be wondering

Do you cover HubSpot?

HubSpot is coming, and it is marked live here the day it ships. Zoho CRM and Zoho SalesIQ work today.

What does it cost?

Each plan has one monthly price, shown below, and the first 7 days are free. Plans differ in how many accounts you connect and how many people use them, and every live connector works on every plan. Forgot to cancel the trial? Write to us within 24 hours of the first payment and, if HeyMetra has not been used since, we refund it in full.

Can it change anything in my accounts?

Only in an account you allowed to take changes when you connected it. Your AI assistant says in the chat what it wants to change, and nothing changes until you say yes there. HeyMetra cannot undo a change afterwards.

Plans and what each one covers.

Pricing

For the accounts on this page we suggest Pro.

  • Starter

    For one person starting with their main account.

    $6$5/mo

    billed monthly $60 billed annually, save 17%

    Try free for 7 daysTry free for 7 days
    • 2 connectors at once
    • 2 accounts across them
    • 1 seat
    • Unlimited conversations

  • Most popular

    Pro

    For a small team running several accounts together.

    $19$15.83/mo

    billed monthly $190 billed annually, save 17%

    Try free for 7 daysTry free for 7 days
    • 5 connectors at once
    • 10 accounts across them
    • 2 seats
    • Unlimited conversations

  • Superior

    For teams and agencies with many accounts to connect.

    $49$40.83/mo

    billed monthly $490 billed annually, save 17%

    Try free for 7 daysTry free for 7 days
    • 50 connectors at once
    • Unlimited number of accounts
    • 3 seats
    • Unlimited conversations

  • Enterprise

    For organizations with custom scale and security needs.

    • Custom connectors
    • Custom accounts
    • Custom seats
    • Unlimited conversations

    Contact us

    Contact sales
Compare plans →

Try it on your own accounts.

Try free for 7 days