Complete Platform Overview

Every Service Your Business Needs
in One Intelligent Platform

From managing customers and closing deals to publishing social media and paying your team — ZeroAI CRM handles every layer of your operations so you can focus on growth.

Start Free Trial View Pricing

Know Every Customer Inside and Out

Store every contact, company, and relationship in one organized place. Never lose track of a lead, a deal, or a conversation again.

Company Profiles

Full company records with contact info, industry, location, social media links, and AI-generated descriptions.

Contact Profiles

Unlimited contacts with phone, email, address, birthday, social handles, and full interaction history per person.

Bulk Import

Import contacts from CSV with a field-mapping wizard, duplicate detection, and full import history.

Multi-Location Support

Track all your business locations — offices, warehouses, retail stores — each with full contact details.

Tags & Segmentation

Organize contacts with tags, types, and advanced filters for targeted outreach and list management.

Contact Sharing

Share contacts across your team with permission-based access so the right people see the right information.

Close More Deals, Faster

A visual sales pipeline that shows every opportunity in real time — from first contact to closed deal. Know exactly where the money is at every moment.

  • Drag-and-drop pipeline stages for effortless deal management
  • Revenue forecasting to project your cash flow
  • Win/loss tracking to learn from every outcome
  • Automated follow-up reminders so no lead slips through
  • Sales team performance metrics and leaderboards
  • Link opportunities to companies, contacts, and projects
  • Quote and proposal tracking per opportunity
  • Lead scoring and priority management
  • Conversion rate analytics per pipeline stage
  • Deal history and note threads per opportunity

Deliver Projects On Time, Every Time

Full project management built into your CRM. Assign tasks, track progress, log time, and keep every project on schedule — without switching tools.

Projects

Create projects with descriptions, deadlines, milestones, and linked clients or companies.

Tasks

Assign tasks to team members with priorities, due dates, and status tracking from open to complete.

Time Tracking

Log billable and non-billable hours per task or project for accurate client invoicing.

Bug & Issue Tracking

Report, assign, and resolve bugs with priority levels and full resolution history.

Team Comments

Discussion threads on every task and project keep communication in context, not scattered in email.

File Attachments

Attach files, images, and documents directly to tasks, projects, and client records.

An AI That Works as Hard as You Do

Kate, your built-in AI secretary, is available 24/7 to answer questions, generate content, draft proposals, and automate repetitive work — so you never have to.

Kate — AI Secretary

Ask Kate anything in plain language. She navigates the CRM for you, answers business questions, and keeps you organized 24/7.

AI Workshop

Build custom AI agents for any business workflow — no coding required. Chain agents together for complex multi-step automation.

AI Content Writing

Generate company descriptions, social media posts, email campaigns, and proposals instantly with a single prompt.

AI Image Generation

Create professional images for social media, campaigns, and marketing materials directly inside the platform.

Resume Enhancer

AI-powered resume optimization with ATS compatibility checking, keyword insertion, and format improvement.

Local AI Processing

Run AI on your own infrastructure — zero per-query charges, full data privacy, no cloud dependency when you need it.

One Place to Manage Every Platform

Connect Facebook, Instagram, Threads, and LinkedIn. Write once and publish everywhere — or craft platform-specific content and schedule it all in advance.

Facebook Pages & Posts

Post to any of your Facebook Pages on a schedule or immediately. AI-generated captions and images included. Full post history and status tracking.

Instagram

Connect your Instagram Business accounts and schedule image posts with AI-generated captions. Full campaign management included.

Threads

Post text and image content to Threads on a schedule. Connect through the Meta Hub — no extra login steps.

LinkedIn

Post to LinkedIn company pages and personal profiles. Schedule content in advance and track engagement from your dashboard.

Social Media Blaster

Write one post and blast it to Facebook, Instagram, Threads, and LinkedIn simultaneously. Unified campaign analytics track engagement across all platforms in one view.

Facebook Ads Manager

Create and manage Facebook ad campaigns, ad sets, and ads from inside your CRM. Track spend, impressions, clicks, and CTR per campaign.

Facebook Groups Reminder Bridge

Can't auto-post to Groups? Set a timed reminder. Receive a push notification at your scheduled time with a one-click copy and open button.

Meta Hub — Connected Accounts

One secure login connects your Facebook and Threads accounts. Tokens stored per organization, refreshed automatically, no repeated logins.

Reach Your Audience at the Right Moment

Create, schedule, and track email campaigns directly from your CRM. Your contacts and your campaigns live in the same place, fully connected.

  • Email campaign builder with rich content editing
  • Send to your contact lists with one click
  • Schedule campaigns days or weeks in advance
  • Real-time delivery tracking — sent, failed, bounced
  • Open rate and click-through statistics per campaign
  • Campaign status management: draft, scheduled, sending, sent
  • Per-organization sending domains for deliverability
  • Campaign history with full send logs
  • AI-powered email content generation and rewriting
  • Automated follow-up sequences

Manage Your Team From One Dashboard

Employee records, roles, compensation, and access control — all managed from the same platform you use to run your business, no separate HR tool needed.

  • Complete employee profiles with photo, bio, and contact info
  • Position, department, and hire date tracking
  • Salary and hourly rate management
  • Skills tracking and proficiency levels
  • Emergency contacts per employee
  • Link employees to user accounts for CRM access
  • Role-based access control (Admin, Manager, Employee, Custom)
  • Active / inactive / terminated status management
  • Certifications, education history, and document storage
  • Single sign-on (OAuth) login support

Get Paid Quickly and Reliably

Accept payments, generate invoices, and manage subscriptions — all connected to your customer records so billing is always accurate and nothing falls through.

Stripe & PayPal

Accept credit card and PayPal payments. Manage subscriptions and refunds without leaving your CRM.

Invoices

Generate professional invoices, track payment status, and export PDF copies for your records.

Subscription Plans

Create and manage subscription tiers for your own product with automated recurring billing.

Transaction History

Full payment history with receipts, refund tracking, and downloadable records per customer.

Usage Tracking

Track credit consumption and resource usage per account. Set limits and alert thresholds.

Account Top-Up

Customers add credits at any time. Balances apply automatically to usage-based billing.

Enterprise-Grade Security, Built In

Your data is protected at every layer — from login to storage. Role-based access ensures every team member sees exactly what they should, and nothing more.

  • Role-based access control (Admin, Manager, Employee, Custom)
  • Granular per-user permission assignment
  • Multi-factor authentication (2FA) support
  • Automatic session timeout and inactivity detection
  • CSRF and XSS protection on all forms and inputs
  • SQL injection prevention on all database queries
  • Full audit log of every account and data change
  • IP threat detection via WebArmor integration
  • Automated IP blocking for high-threat visitors
  • Password hashing with bcrypt — no plain-text storage
  • Secure, encrypted session management
  • Login history and device tracking per user

Data That Drives Confident Decisions

Real-time dashboards, custom reports, and cross-platform analytics give you a clear picture of your business — so you always know exactly where to focus.

  • Live dashboard with real-time KPIs and quick stats
  • Sales pipeline conversion rates and revenue forecasting
  • Project completion rates and team performance metrics
  • Marketing campaign effectiveness per channel
  • Social media engagement across all platforms in one view
  • Customer acquisition cost and lifetime value tracking
  • Website visitor and traffic analytics
  • Custom report builder — build exactly what you need
  • Export reports to PDF or spreadsheet for stakeholders
  • Date-range filtering and historical trend comparison

Connect the Tools You Already Use

One-click integration setup. Every connection works seamlessly with your CRM data — contacts, invoices, projects, and more stay in sync automatically.

Stripe

Payment processing, subscriptions, webhooks, and customer management.

PayPal

Payment processing, subscription billing, and dispute management.

Mailgun

Transactional and campaign email delivery with open rate tracking.

GitHub

Repository management, issue tracking, PR automation, and commit tracking.

Replicate

AI image generation, video creation, and model hosting for creative content.

WebArmor

IP threat detection, automated blocking, traffic filtering, and real-time security alerts.

WordPress

Manage and AI-generate WordPress content directly from your CRM dashboard.

OpenCart

E-commerce store management and AI-powered product content generation.

Everything You Need to Operate and Grow

One platform. Every tool. No switching apps, no disconnected data, no hidden fees. Start your free trial today.

Start Free Trial — No Card Required View Pricing