Zoho Authorized Partner • Dialpad Delivery Partner
CRM, voice CX and AI agents delivered properly.
Lead or enquiry captured
Form, call, chat, email, referral or campaign
CRM workflow starts
Zoho record, owner, task, pipeline and next action
Conversation captured
Dialpad / Zoho Voice call, summary, transcript and outcome
TRENDING OPPORTUNITY
AI agents are only as effective as the systems they operate in. They can act safely inside structured CRM and contact-centre workflows.
- Zoho CRM & Zoho One
- Dialpad Contact Centre
- Zoho Voice
- Integrated Agentic AI
Platform partnerships that reduce delivery risk.
Trusted delivery partner for Zoho CRM and Dialpad-powered customer experience.
CRM, voice, contact centre and AI tools only create value when they are designed properly, integrated cleanly and adopted by the people who use them every day.
As a Zoho Authorised Partner and Certified Dialpad Partner, we help businesses turn powerful platforms into practical customer experience systems — with the right setup, workflows, reporting, training and support behind them.
The result is cleaner data, better conversations, faster follow-up and a customer journey that feels connected from first enquiry to long-term relationship.
Zoho Authorized Partner
Zoho can run the core of your customer journey — from CRM and marketing through to service, analytics, automation and internal workflows.
As a Zoho Authorised Partner, we help you design and implement Zoho around the way your business actually operates. That means fewer disconnected tools, cleaner customer records, smarter automation and a CRM your team is more likely to use.
We help with:
- CRM architecture, Agentic AI implementation, integrationn and optimisation
- Zoho CRM: Pipelines, Dashboards, CRM Portals, Widgets and workflow
- Zoho Voice: Contact Centre, Unified Communication and Phones
- Zoho One: Campaigns, Zoho Desk, Analytics, Automations and WorkDrive
- Team training so Zoho becomes daily operating rhythm
Not just a software setup. A Zoho system designed around your customer journey.
Certified Dialpad Partner
Dialpad helps modern teams manage calling, messaging, meetings and contact centre conversations in one AI-powered communications platform.
As a Certified Dialpad Partner, we help you roll out Dialpad with the right call flows, routing, queues, reporting, AI summaries and CRM connection from the start.
Used properly, Dialpad does more than replace your phone system. It turns customer conversations into useful business intelligence your team can act on.
We help with:
- Contact centre setup, call routing, queues and reporting
- AI transcription, summaries, coaching and follow-up workflows
- CRM integration so calls become usable customer intelligence
- Voice and contact centre delivery connected back into customer journeys
Not just a better phone system. A smarter way to capture and act on customer conversations.
Want Zoho, Dialpad and AI working together instead of sitting in separate systems?
Three connected pillars
The real opportunity is not CRM or voice or AI. It is connecting all three.
Most businesses buy tools separately. Automate.CX should own the space between them: clean customer data, visible conversations, reliable handoffs and AI agents that know what action to take next.
01
Zoho CRM solutions
- Zoho CRM, Zoho One and CRM Plus implementation
- Data models, pipelines, portals, dashboards and permissions
- Marketing automation, Desk, Forms, Analytics and WorkDrive
- Training, adoption and continuous improvement
02
Contact centre & CX
- Dialpad contact centre delivery and rollout
- Zoho Voice for Zoho-first environments
- IVR, routing, queues, service levels and escalation design
- Call logging, summaries, recordings and reporting
03
Agentic AI
- Lead qualification and enquiry triage
- Call summaries turned into CRM actions
- Service follow-up drafts and task creation
- AI guardrails, human review and audit trails
Productised offers
Practical ways to start
CX Operating System Blueprint
Zoho CRM Implementation
Dialpad Contact Centre Launch
AI Agent Readiness & Build
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What is trending and what the site should own
The website should sell the future without sounding like AI hype.
A trend across strong B2B sites is clearer packaging. These offers turn broad consulting into easier buying decisions.
1
AI agents need clean systems
2
Contact centre becomes customer intelligence
3
Answer-engine visibility matters
4
Governed AI beats random AI use
5
Vertical accelerators are more believable
New flagship offer idea
- Customer journey map and leakage score
- Zoho CRM data and workflow blueprint
- Dialpad / Zoho Voice call-flow design
- AI agent use-case shortlist and guardrails
- One prototype automation or dashboard
Verticalised solutions
Industry pages should not be generic. They should show the workflow.
01
Financial Services
02
Retail & Wholesale
03
Professional Services & Law
04
Speakers & Consultants
05
Healthcare
06
Not for Profit
07
ECommerce
08
Manufacturing & Distribution
1
Diagnose the journey
2
Design the operating model
3
Build and integrate
4
Train and optimise
Implementation method
A stronger design needs a stronger delivery story.
Answer-engine ready content
Pages need to answer the questions buyers and AI tools ask.
What does Automate.CX help businesses automate?
Is Automate.CX a Zoho partner?
Yes. Automate.CX is a Zoho Authorised Partner and helps businesses design, implement, customise and optimise Zoho CRM and Zoho One solutions.
Is Automate.CX a Dialpad partner?
Yes. Automate.CX is a Dialpad Delivery Partner and helps businesses implement Dialpad for voice, contact centre workflows, AI-powered conversation intelligence and CRM-connected customer communication.
Does Automate.CX only work with Zoho?
Zoho is a core platform focus, but Automate.CX also works with Dialpad, Zoho Voice and related tools that support CRM, contact centre, customer experience and AI automation outcomes.
What is agentic AI in customer experience?
Agentic AI in customer experience refers to AI agents that can help complete defined tasks, such as qualifying enquiries, summarising calls, drafting follow-ups, creating CRM updates or supporting service workflows, usually with human oversight and guardrails.
How does Dialpad connect to customer experience?
Dialpad supports customer experience by helping teams manage calls, messages, meetings and contact centre conversations. When connected properly to CRM, customer conversations can become part of the customer record and improve follow-up, reporting and service quality.
Why connect CRM, contact centre and AI?
CRM, contact centre and AI should be connected because customer journeys do not happen in one system. Leads, calls, emails, service issues and follow-up need to work together so teams have better context and customers receive a more consistent experience.
Who does Automate.CX work with?
Automate.CX works with businesses and organisations in financial services, retail and wholesale, healthcare, not-for-profit, eCommerce, professional services, law, manufacturing, distribution, and professional speaking or consulting.
What is the best first step?
The best first step is to book a CX Discovery or run the CX Leak Check. This helps identify where your current customer journey, CRM, contact centre or AI workflows need improvement.
What does Automate.CX do?
Automate.CX is a customer experience, CRM and AI automation consultancy. It helps businesses implement Zoho CRM, Dialpad, Zoho Voice and agentic AI workflows to improve customer journeys, sales follow-up, service delivery and operational efficiency.