Part of Zentro Suite
Your CRM shouldnot wait for you.
A multi-tenant CRM for service businesses — lead to proposal to signature to payment, with the follow-up handled by AI across WhatsApp, Messenger, Instagram and the phone.
No setup call. No configuration by us.
- Modules
- 15Modules
- Channels
- 4Channels
- Integrations
- 7Integrations
- Automated tests
- 600+Automated tests
One deal, start to finish
- 1
Enquiry
6 ways in
- 2
AI answers
Unsupervised
- 3
Proposal
AI-drafted
- 4
Agreement
Timestamp + IP
- 5
Invoice
Per milestone
- 6
Delivery
One client link
See a deal go from first message to paid
Two minutes, one real enquiry — answered, quoted, signed and invoiced.
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Deals are lost in the gap, not in the pitch
- An enquiry arrives at 9pm and gets answered on Tuesday.
- A proposal is promised on the call and never written.
- An invoice goes out, goes late, and nobody chases it.
zentroCRM closes those gaps by doing the follow-up itself.
The deal path
Six steps, and it walks most of them alone
From the first message to the final payment. The parts a person must judge stay with the person; everything else happens without being asked.
- 01
Enquiry arrives
WhatsApp, Messenger, Instagram, a web form, a call to the website call button, or typed in by hand. All of them become one lead in the same pipeline.
- 02
AI answers
The bot replies from the business's own knowledge base, day or night, and captures the name, the contact details and what they actually want.
- 03
Proposal
Drafted by AI from the enquiry itself, priced, split into instalments if you want, and sent as a branded document behind a link that needs no login.
- 04
Agreement
Signed in the browser. The signer’s name, the timestamp and the IP address are recorded, and both sides get a PDF copy.
- 05
Invoice
Raised automatically as each agreed milestone falls due, paid by card into the business’s own Stripe account, and chased on its own if it goes late.
- 06
Delivery
The won deal opens a delivery card, and the client keeps one link to follow everything that happens next.
Nothing goes to a client without a person seeing it first.
Proposals are drafted, not sent. Invoices are raised as drafts. The AI answers strangers all night and never signs anything. Automation removes the typing, not the judgement.
Sales pipeline
The daily work, without the admin
Everything a small team actually touches — and the rules that do the repetitive half of it.
Automations
Fires on stage entryRules that run the moment a lead enters a stage — including the moment it is created, which is how most inbound leads arrive. Each rule fires once per lead, so a card dragged back and forth never sends four copies of the same message.
Create a task
Assign follow-up work with a due date
Assign an owner
Route the lead to the right person
Send an email
Templated, from your own address
Send a WhatsApp
Straight to the client’s phone
Add a note
Record context on the timeline
Call a webhook
Tell another system what happened
AI across every channel
Answers on every channel, written once
The same knowledge base drives all of them, so a business writes its answers once and they are used wherever a client happens to turn up.
Write it once
- Typed textPaste anything you already say to clients
- A web pagePoint it at a URL and it reads the page
- A documentUpload a PDF or Word file — terms, a price list
- FAQ pairsQuestion and answer, as you would write them
A visible budget shows how much of the limit is in use, because every character is sent to the model on every single message.
WhatsApp
LiveAnswers enquiries unsupervised and files each one as a lead. A person can take over a conversation at any point, which switches the bot off for that thread alone.
Messenger
LiveThe same bot and the same knowledge, on a Facebook page.
Instagram
LiveDirect messages answered and captured as leads.
Website calling
LiveA call button on your site. Real-time speech to speech — the assistant answers, qualifies, captures the lead and files a transcript. Ten voices to choose from.
Phone numbers
PlannedInbound and outbound calls on a real number.
Bring your own model
Configured per workspace, with automatic fallback to a backup provider if the first one stalls. A slow model becomes a slower answer, never a hung page.
- OpenAI
- Anthropic
- Groq
- OpenRouter
Documents & money
Everything the client actually sees
Branded, signed in the browser, and billed at the milestones you agreed — with the arithmetic done once and stored.
A branded document behind a link that needs no login.
- Your logo and colours, inclusions and exclusions shown separately
- AI-drafted from the enquiry, written by hand, or built from your catalogue
- An expiry date, after which the price no longer holds
- Print or save as PDF, and preview a draft before anything goes live
Integrations
One button each. No API keys.
Every service is configured once, by us, for everybody. The businesses using zentroCRM press Connect and approve — they never open a developer console or paste a secret.
- StripeCard payments into the business’s own account
- Google CalendarReads your free/busy, writes bookings back
- Google MeetA video link on every booking, automatically
- WhatsAppConnected through Meta’s own popup
- EmailResend or Postmark, from your own verified domain
- WebhooksNine events posted to any URL you choose
- Intake APIPush leads in from any other system
- BookingA public availability page with your hours
- FormsEmbeddable, spam-protected, routed per form
Your customers never see a client ID or a secret — those live with the platform, once.
Security & multi-tenancy
Separation you can check, not just trust
Every business on the platform is isolated at the database level. That is a claim worth testing rather than taking, so it is tested.
- Row-level security
- Separation is enforced by the database itself, not only by application code. A query for another business’s data returns nothing even if the application asks for it.
- 20 granular permissions
- View, edit, delete and export handled separately per module, combined into roles you define yourself.
- Three visibility modes
- Everyone sees every lead, a manager sees their team’s, or each person sees only their own.
- Hardened by default
- Unguessable public link tokens, secrets kept server-side, verified webhook signatures, rate limiting, and soft deletes with an undo window.
- ›signing in as two separate tenants
- PASSalice creates a lead in her own workspace
- PASSbob sees none of it in his
- PASSbob asking for alice's workspace by id is refused
- PASS …and cannot read her settings either
- PASS …and he cannot write into it
- PASSa missing workspace id is refused, not defaulted
- ✓21 passed, 0 failed
Verified, not asserted
Tenant isolation is proved by an automated suite that signs in as two real tenants and confirms that neither can read, write or even list the other’s data.
Built to not break
The boring parts, done properly
The decisions that do not show up in a demo and matter every day afterwards.
- Next.js, Node and Express, PostgreSQL with row-level security
- Stripe Connect — each business is paid directly, never through us
- Idempotent payments: a unique index plus a log of every event already processed
- A timeout on every outbound request, so a stalled provider is an error and not a hung page
- Automatic fallback to a second AI provider
- 600+ automated tests across roughly twenty suites, including full tenant isolation and a browser sweep of every page
Pricing
Sign up and start. There is no setup call.
Every plan includes the full pipeline, documents and invoicing. What changes is how many channels answer for you, and how much of the follow-up runs itself.
Starter
One person, getting every enquiry answered.
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- Full sales pipeline and tasks
- Proposals, agreements and invoices
- One messaging channel
- Knowledge-base AI replies
- Stripe card payments
- Most complete
Growth
A small team, with the follow-up running itself.
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- Everything in Starter
- All four messaging channels
- Website voice calling
- Automations and payment splits
- Roles, permissions and visibility modes
- Google Calendar and Meet
Scale
Multiple teams and a real volume of deals.
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- Everything in Growth
- Unlimited pipelines and custom fields
- Webhooks and intake API
- Priority support
- Bring your own AI provider
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Customer quotes go here once there are real ones to publish.
No setup call. No configuration by us.
A workspace is created by signing up. Your pipelines are seeded, your roles exist, and you can send the first proposal the same afternoon.