CRM
Drummer + Zoho CRM
Zoho CRM deals stay current after every call: notes, tasks, stage and the custom fields you rely on.
Every call fills in Zoho CRM
The rep talks. Drummer writes what was agreed into the record, with the moment in the call that proves it.
DrummerDiscovery call, 34 min
- 12:41An PeetersAnything above twenty-five thousand comes to my desk.
- 21:05An PeetersThe board decides on the twelfth of November.
- 29:40Jonas MaesI will send pricing for the three showrooms by Friday.
Zoho CRMDeal
Verbeke Keukens, three showrooms
- Owner
- Jonas Maes
- Amount
- €38,400
- Stage
- Proposal31:08
- Economic buyer
- An Peeters, CFO12:41
- Decision process
- Board sign-off, 12 November21:05
- Next step
- Pricing for three showrooms, Friday29:40
Written by Drummer
Zoho CRM holds the deals; your reps hold the conversations. Drummer connects the two. After every call each rep’s AI twin writes the notes on the deal, creates the follow-up task, moves the stage when the conversation justifies it and fills the custom fields you rely on. The rep approves; nothing is sent without it.
Because the fields fill from what the buyer actually said, with a timestamp behind every value, your forecast starts from evidence. Each call is scored against your scorecard in the same pass, so coaching and CRM hygiene come from one source.
An admin connects Zoho CRM once and chooses which modules and fields Drummer may write to. No migration, and no new screens for reps.
What moves between Zoho CRM and Drummer
Drummer reads
- Accounts and contacts
- Deals with stage, amount and closing date
- Deal owners
- Your custom fields, MEDDIC and BANT included
Drummer writes back
- Call notes and a summary on the deal
- Follow-up tasks for the deal owner
- Stage changes the conversation justifies
- Custom fields filled from what the buyer said
- The call, linked to the deal, account and contacts
Set up once, in minutes
An admin connects it once for the whole company. Reps do nothing.
- 1A Zoho CRM admin connects Drummer once, with OAuth.
- 2Pick the modules and fields Drummer may write to. Everything else stays read-only.
- 3Map your qualification fields to the scorecard criteria they belong to.
- 4Reps keep working in Zoho CRM. They change nothing.
Questions about Drummer and Zoho CRM
Does Drummer work with our custom fields in Zoho CRM?
Yes. Drummer reads the custom fields on your deals and can fill the ones you allow from what was said in the call: a budget, a decision date, a competitor, a MEDDIC criterion. Each value links to the timestamp that supports it, so a manager can check it in seconds instead of asking the rep.
Do reps have to log calls in Zoho CRM themselves?
No. The drummer notetaker records the meeting, and the twin prepares the notes, the follow-up task and any stage change. The rep reviews them in Focus mode and approves with one click. Nothing reaches Zoho CRM without that approval, and every write keeps an audit trail.
Where is the call data processed?
In the EU. Drummer transcribes and processes calls on AWS in Frankfurt, and only the outcome, meaning notes, tasks and field values, goes to Zoho CRM. We do not train our models on your data. Ever. Access is governed by SSO and roles, with an audit trail on every change.
Teams that connect Zoho CRM also connect
Give every rep a day back, starting next week.
Thirty minutes, on your own calls and your own CRM. No migration, nothing for your reps to learn.