Kognitos
Zoho CRM

Keep Zoho CRM Clean, Enriched, and Actionable.

Zoho CRM data decays fast. Kognitos continuously enriches records, routes leads by territory, and generates pipeline reports — all defined in plain English, not workflow builder spaghetti.

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English as Code

Describe It in English.
It Runs Deterministically.

Overview

Scan Zoho CRM for incomplete or stale records; enrich with firmographic and engagement data; auto-assign leads based on territory and capacity; generate weekly pipeline health reports for sales leadership.

Execution Steps

1

Detect Data Quality Issues

  • Query Zoho CRM for leads missing phone, industry, or company size fields
  • Identify contacts with no activity logged in the last 45 days
2

Enrich and Assign

  • Pull company data from external APIs and update Zoho CRM fields
  • Route new and re-enriched leads to reps based on territory and current pipeline load
3

Report Pipeline Health

  • Calculate stage velocity, conversion rates, and aging by rep and territory
  • Email a weekly pipeline digest to sales managers with actionable highlights
Use Cases

Enterprise
Use Cases

Automated Lead Enrichment

Enrich every new Zoho CRM lead with company size, funding stage, and tech stack data — no manual research required.

Territory-Based Routing

Route Zoho CRM leads to the right rep instantly based on geography, deal size, and workload — defined in plain English rules.

Deal Risk Scoring

Analyze engagement patterns in Zoho CRM and flag deals likely to slip based on email frequency, meeting cadence, and stage duration.

FAQs

Frequently asked
questions.

Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.

Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.

Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more

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