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Zoho

Your Zoho apps. One AI workspace for the work.

Bring CRM follow-ups, support questions, and business records into Dear.so. Work across the Zoho services you connect with requests in your own words.

New to Dear.so?Start 7-Day Trial

For eligible new accounts. Review the recurring price and trial terms before payment.

Already use Dear.so?Install Zoho in Dear.so

Open the desktop app and confirm installation.

Connect your Zoho account in Dear.so after installation.

  • 7-day trial for eligible new accounts
  • Windows 10+ · Dear.so desktop required
  • Independent software by Macrofix
Explore what you can do
SEE ZOHO IN ACTION

Choose an example to explore the workflow.

Dear.so / ZohoIllustrative preview

Show new leads that need a follow-up.

Dear.so

Your CRM follow-up list

NorthstarRequested a product introduction
MeadowAsked about service availability
CedarWaiting for the next conversation

Illustrative lead records.

Bring your Zoho work into one conversation

Ask in your own words Use your connected apps Choose what to share

Follow the work across your Zoho apps.

A customer can be a lead in CRM, a conversation in Desk, and an invoice in Books. Dear.so gives you a place to work with those connected services, guided by the task at hand.

Give every lead a clear next step.

Start with the leads you need to contact. Ask for the customer records that match your request and summarize the context for a follow-up. Check the notes and details before deciding how to continue the conversation.

  • Find relevant Zoho CRM leads and records
  • Bring the customer’s context into focus
  • Prepare for the next follow-up
Try a request like this

“Show new leads that need a follow-up.”

Zoho / CRMEXAMPLE VIEWYour CRM follow-up listThe details behind your next stepRECORD / TOPICDETAILS TO REVIEWNorthstarRequested a product introductionMeadowAsked about service availabilityCedarWaiting for the next conversationStart with the answer. Follow up on the details.
Illustrative workflow · Sample information

Catch up on open customer issues.

An open ticket should tell you more than its status. Ask Dear.so to summarize the customer’s issue and the conversation around it. Use that context to understand what still needs attention in Zoho Desk.

  • Read and summarize open support tickets
  • Look at the details behind an individual issue
  • Prepare the next step with the customer’s context
Try a request like this

“Summarize open customer tickets in Zoho Desk.”

Zoho / SupportEXAMPLE VIEWSummarize open customer tickets in Zoho Desk.Account questionCustomer needs help accessing their account.Delivery enquiryCustomer requested an order update.Product feedbackCustomer shared a feature suggestion.Read the context. Decide what needs your attention.
Illustrative workflow · Sample information

Find the records behind the question.

Ask a focused question about information in the Zoho service you have connected. For example, find outstanding invoices in Books or look into product records in Inventory. Available actions follow the services and permissions on your account.

  • Work with the Zoho services you have connected
  • Look up the records behind a business question
  • Keep account permissions and service access in place
Try a request like this

“Find outstanding customer invoices in Zoho Books.”

Zoho / Business recordsEXAMPLE VIEWInvoices for your next follow-upThe details behind your next stepRECORD / TOPICDETAILS TO REVIEWNorthstarInvoice awaiting paymentMeadowPayment date to confirmCedarRecent receipt to checkStart with the answer. Follow up on the details.
Illustrative workflow · Sample information

Connect the services your team actually uses.

Add Zoho in Dear.so and authorize the services you need. Your available actions depend on your Zoho subscriptions and permissions, so you can begin with the part of the business you work in.

See how to get started
Dear.so app picker showing business app connections and the extension store.
Actual Dear.so interface · Example app selectionView full image

From this page
to your first task.

Choose Zoho here. We’ll remember your request, so you can spend less time finding extensions and more time on your work.

  1. 01

    Choose Zoho

    Use an install button on this page. Already have Dear.so? Open it and confirm. New users can register or sign in to save this choice.

  2. 02

    Sign in to Dear.so

    Download and install the desktop app, then sign in with the same account. Complete any required account activation.

  3. 03

    Your extension installs

    Dear.so checks the package and installs a compatible release automatically. If it is already installed and compatible, you’re ready to continue.

  4. 04

    Connect Zoho

    Open project setup and connect your Zoho account. Installation alone does not grant access to your service or data.

Good to know
before you start.

Have another question?
Talk to us

What is Dear.so for Zoho?

It is an extension for the Dear.so desktop workspace. Bring CRM follow-ups, support questions, and business records into Dear.so. Work across the Zoho services you connect with requests in your own words.

Do I need the Dear.so desktop app?

Yes. The Zoho extension runs inside Dear.so, rather than in this website. You need a Dear.so account and an active plan or trial that allows you to use the app. Connect your Zoho account and the services you need. Available actions depend on your Zoho subscriptions and account permissions.

How does automatic installation work?

Choose “Start 7-Day Trial” and register or sign in. We save your explicit Zoho installation request to your account. Download the standard Dear.so app and sign in with the same account. Once your account is ready, Dear.so installs a trusted compatible release, or reuses one already installed. The extension is not bundled into a personalized installer.

Does installing Zoho connect my account too?

No. Installation adds the extension to Dear.so. You then connect your Zoho account through project setup, providing the required credentials or completing authorization. You can do that later.

What if the app does not open or the download fails?

Your browser may ask permission to open Dear.so. If nothing happens, download or update the app and sign in with the same account. Failed extension requests offer Retry in the app; queued or failed requests can be cancelled. You can continue onboarding while installation runs.

Will it install again every time I sign in?

No. A completed request is not repeated on later sign-ins. If you remove the extension, the old completed request will not reinstall it. You can explicitly request it again when you need it.

Does this replace Zoho?

No. The extension helps you work with Zoho from Dear.so. You still use your existing account or workspace, with its usual permissions and any required subscription.

Is Dear.so affiliated with Zoho?

Dear.so is an independent product from Macrofix Software Private Limited. It is not made, endorsed, or sponsored by Zoho unless we explicitly state otherwise. Third-party names and trademarks belong to their respective owners.

Are the examples on this page live?

No. They use illustrative records to show the kinds of requests you can make. Connect your own account in Dear.so to work with your information. Results depend on your data, permissions, and chosen AI.

Can I use other extensions too?

Yes. You can add other available extensions in Dear.so and choose which connected apps to use for a task.

Bring your next Zoho task into Dear.so.

Start your trial with Zoho selected, then sign in to the Dear.so desktop app.

New to Dear.so?Start 7-Day Trial With Zoho

For eligible new accounts. Review the recurring price and trial terms before payment.

Already use Dear.so?Install Zoho in Dear.so

Open the desktop app and confirm installation.

7-day trial for eligible new accounts · Windows 10+ · See plans and trial terms