AI-Powered CRM for Service Businesses
Capture every enquiry, manage your pipeline, and convert more customers — all from one intelligent dashboard designed for appointment-led organisations.
Zentri CRM is the operational hub behind every Zentri product. Whether enquiries arrive from your website chatbot, voice agent, WhatsApp, email, or social channels, everything lands in one place — with full conversation history, custom pipeline stages, and automated follow-ups.
Built for teams that sell services, not products, Zentri CRM gives you a drag-and-drop pipeline, task management tied to every lead, workflow automations, and analytics that measure real business outcomes — response times, conversion rates, and pipeline value. And with built-in team chat, your whole team can collaborate on leads and coordinate follow-ups without ever leaving the platform.
Everything You Need
Capture, manage, and convert customer enquiries with our comprehensive suite of AI-powered tools
Drag-and-Drop Pipeline
Visual Kanban board with customisable stages, per-column deal values, and drag-to-update lead status — scoped by service or location.
360° Lead Profiles
Every lead gets a complete record: contact details, service interest, value, source, notes, tasks, files, and full conversation history.
Unified Omnichannel Inbox
One timeline across chatbot, email, WhatsApp, Facebook Messenger, Instagram, and SMS — filterable by channel from any lead record.
Team Chat
Built-in real-time messaging so your team can collaborate on leads, share updates, and coordinate follow-ups — all without leaving the CRM.
Tasks & Follow-Ups
Global task views for today, overdue, and upcoming work. Auto-generated follow-up tasks keep your team on top of every opportunity.
Workflow Automations
Trigger emails, SMS, delays, and conditional branches when leads are created, statuses change, or enquiries go inactive.
Email & SMS Outreach
Send from the CRM with rich templates, Google Review requests, and personalised follow-up sequences — without leaving the platform.
Analytics & Performance
Track leads by status, source, and service. Measure pipeline value, conversion rates, and Time to Action with business-hours awareness.
Team & Business Settings
Custom lead statuses, business hours, service pricing, team roles, activity logs, and notification rules — tailored to how you operate.
Frequently Asked Questions – Zentri CRM
Find answers to common questions about our AI-powered solutions
Built for Your Industry
See how Zentri helps businesses like yours capture and convert more enquiries.
Ready to Transform Your Lead Management?
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