🚀 ZeroAI CRM

Complete Business Management Platform with AI-Powered Automation

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📊 CRM Features

🏢

Company Management

  • Complete company profiles with contact details
  • Track company relationships and interactions
  • Custom fields and tags
  • Company hierarchy and subsidiaries
  • Document storage and attachments
  • Activity timeline and history
💰

Sales Pipeline

  • Visual sales pipeline with drag-and-drop
  • Deal tracking and forecasting
  • Revenue analytics and reporting
  • Win/loss analysis
  • Sales team performance metrics
  • Automated follow-up reminders
👥

Contact Management

  • Unlimited contacts per company
  • Email and phone integration
  • Communication history tracking
  • Contact segmentation and filtering
  • Import/export contacts (CSV, Excel)
  • Duplicate detection and merging
📈

Analytics & Reporting

  • Real-time dashboard with KPIs
  • Custom report builder
  • Sales performance analytics
  • Traffic and visitor tracking
  • Revenue forecasting
  • Export reports (PDF, Excel)

📋 Project Management

📁

Project Tracking

  • Unlimited projects and tasks
  • Kanban board view
  • Gantt chart timeline
  • Project milestones and deadlines
  • Progress tracking and status updates
  • Project templates for quick setup
✅

Task Management

  • Task assignment and delegation
  • Priority levels and due dates
  • Subtasks and checklists
  • Time tracking and estimates
  • Task dependencies
  • Recurring tasks automation
👨‍💼

Team Collaboration

  • Team member roles and permissions
  • Internal comments and discussions
  • File sharing and collaboration
  • @mentions and notifications
  • Activity feeds and updates
  • Team workload balancing
⏱️

Time & Resource Management

  • Time tracking per task/project
  • Timesheet management
  • Resource allocation planning
  • Budget tracking and billing
  • Utilization reports
  • Invoice generation

🤖 AI-Powered Features

👩‍💼

AI Secretary (Kate)

  • 24/7 intelligent virtual assistant
  • Natural language conversations
  • Context-aware page navigation
  • Personalized video responses
  • Voice interaction support
  • Task automation and reminders
🔬

AI Workshop

  • Custom AI agent creation
  • Multi-agent crew workflows
  • Local AI processing (zero cost)
  • Cloud AI integration options
  • Pre-built agent templates
  • Agent performance analytics
📝

AI Content Generation

  • Automated email drafting
  • Meeting notes and summaries
  • Report generation
  • Content suggestions and improvements
  • Multi-language support
  • Brand voice customization
🎯

AI Insights & Predictions

  • Sales forecasting and predictions
  • Lead scoring and prioritization
  • Churn risk detection
  • Opportunity recommendations
  • Sentiment analysis
  • Automated data insights

🔌 Integrations & Security

🔗

Integrations

  • Stripe payment processing
  • PayPal integration
  • WebArmor security monitoring
  • Email service providers
  • Calendar sync (Google, Outlook)
  • REST API for custom integrations
🔒

Security & Privacy

  • End-to-end encryption
  • Role-based access control
  • Two-factor authentication
  • Audit logs and activity tracking
  • GDPR compliance tools
  • Regular security updates
📱

Mobile & Access

  • Responsive web design
  • Mobile-optimized interface
  • Offline mode support
  • Cross-platform compatibility
  • Browser extensions
  • Progressive Web App (PWA)
⚙️

Customization

  • Custom fields and forms
  • Workflow automation
  • Email templates
  • Dashboard customization
  • White-label options
  • API access for developers

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