🚀 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)

🤖 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

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