Notes, activities, deals, contact moments, and follow-up steps are reviewed in conjunction.
ZIA AGENT FOR ZOHO CRM
Doortje Account Health Check
Automatically see which accounts need attention, and why.
Doortje monitors accounts, deals, and activities in Zoho CRM and indicates where follow-up is needed. This way, you don't have to go through every account yourself to discover where things are at risk of stalling.
Why Account Health?
All information is in Zoho CRM. Just not in one place.
To get a good picture of an account, you often need to combine various pieces of information. What notes have been made? Which deals are open? When was the last contact? Which activities and appointments are still pending? And has a clear next step been agreed upon?
With a single account, that is still manageable. But when you manage dozens or hundreds of accounts, it takes a lot of time to manually review each one. Doortje takes over that initial analysis and shows which accounts deserve attention.
Doortje shows not only that something needs attention, but also why.
You see faster which customers and deals you need to review first.
Example of an assessment
This is what an Account Health Check looks like.
Doortje does not just assign a status. She also shows which signals lead to that assessment and what the logical next step is.
- What does Doortje see in Zoho CRM?
- Why is that important?
- What action is appropriate for this?
Account HealthHavenbouw Groep BV
Action needed
- Last contact42 days ago
- Outstanding tasks3
- Important dealStill in the quotation stage
- Next stepNot planned
Doortje advises:
Get back in touch and schedule a next step for the open deal.
What information does Doortje use?
It combines the information that is already in your CRM.
Doortje uses these signals to assess accounts, deals, and follow-up in conjunction.
When was there last contact with this account?
Are there any tasks, appointments, or actions awaiting follow-up?
Is a deal taking longer than suits your sales process?
Does the current phase still match the activity visible in CRM?
Is there no clear next step planned, even though it makes sense?
Do accounts with higher value or more risk require attention sooner?
Is this a real customer, prospect, competitor, or an account that deliberately requests little contact?
Which CRM fields can Doortje reliably use for her check?
No standard score
What constitutes a healthy account varies by organization.
A three-week sales process requires different signals than a nine-month sales process. A €10,000 deal can be large for one company and normal for another.
Doortje therefore does not use a universal rule. She learns how your CRM and sales process work once and then uses that context for every assessment.
No general promptCRM logic, yes
No fixed time limitWell, your lead time
No separate scoreExplanation and advice
No unnecessary customizationWell-targeted alignment
Institutions
Doortje needs to know how your sales process works.
The basic Account Health Check works with standard Zoho CRM information. More complex environments can be extended with custom-made logic.
Free Account Health
The free Account Health Check is tailored to eight basic rules that enable Doortje to correctly assess your CRM.
How long does a sales process take on average at your company, from initial contact to a won deal?
We agree on when a deal is at the stage where a missing next step becomes particularly important.
We determine after how much time without contact an account deserves extra attention.
We record when a longer period without contact truly becomes too long.
Doortje looks at your own pipeline and does not use a general boundary that does not suit you.
Doortje needs to know which phases mean open, won, or lost.
Doortje needs to know which types of customer, prospect, or conversely, are not relevant to account management.
Doortje checks in advance what information is available and uses only data that actually exists.
Custom-made extensions
Do you work with non-standard processes, additional data sources, or more complex sales structures? Then Doortje can be further expanded.
Some organizations work with multiple sales processes side by side, each with its own phases.
Doortje can go through a fixed list of accounts at an agreed time.
Doortje can take account size or account type into account.
Doortje can be configured for a custom module, for example for subscriptions or projects.
Layout and use
Four steps to a usable solution.
Doortje is configured based on your CRM data, sales process, and recognizable examples from practice.
Check CRM
We examine which relevant data is available in Zoho CRM.
Tune logic
We record when an account is healthy, requires attention, or needs action.
Tests
We test Doortje with recognizable accounts from your own CRM.
Activate
After a successful test, Doortje can be used in the production environment.
Doortje is first securely tested in the Zoho CRM Sandbox before any potential production rollout takes place, provided this fits technically within the current implementation.
Why MFORZ and Doortje
Practical AI for Zoho CRM.
MFORZ combines Zoho knowledge, process design, and AI. As a result, Doortje is not a generic chatbot with access to CRM data, but a specialized Zia Agent with pre-developed evaluation logic, exceptions, and test scenarios.
Frequently Asked Questions
Questions about Doortje Account Health Check
There is no public release date yet. People on the waitlist will be the first to be notified as soon as the release and any early access are announced.
The basic Account Health Check is free and runs on standard Zoho CRM fields. If you use custom fields or different processes, we need to train and adapt the model.
Early access may be offered via the waitlist. Signing up means you will be notified, but it does not promise automatic access to a test version.
Yes, if Zoho CRM is the base. The free version uses default fields.
Available soon
Do you want to be the first to test Doortje in your Zoho CRM?
Sign up for the waitlist. As soon as the Account Health Check is available, you will be the first to receive information about the release and potential early access.
- First message regarding availability
- Updates regarding the release
- Opportunity to test an early version when it becomes available
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