Features
Everything a lean sales team needs to organize leads, follow up on time and close more deals.
Call without switching screens
Build the day's call queue by task or pipeline stage, call straight from the CRM and get an AI-generated script, lead profile and real-time suggestions. Every call is recorded and logged on the contact.
Know the lead before you talk
AI checks the company website, public business records, LinkedIn and news to enrich every company and contact, then scores how well they fit your ideal customer profile.
WhatsApp inside the CRM
Conversations with leads stay attached to the deal, so nothing gets lost when a rep is out or leaves the company.
Multiple pipelines
Separate processes for sales, post-sale or partnerships, each with its own stages, fields and automations.
360º timeline
Emails, calls, tasks, notes and pipeline moves for every lead in one visual history.
Task management
Tasks linked to each deal, with priorities and automatic reminders at the right time.
Automated follow-up
Email sequences, waits and automatic actions. A lead enters the flow and the CRM handles the follow-up for you.
Know when the proposal was opened
See when each email was opened and which link was clicked, so reps act while interest is hot.
See where the pipeline is stuck
Conversion by stage, activity volume and pipeline evolution — decisions based on data, not guesswork.
Alerts before deals go cold
Real-time notifications when a lead opens a proposal, replies, or sits in a stage for too long.
Email logged on the deal
Send email from ZekkoCRM with native SendGrid and custom SMTP integration; history stays on the deal.
Custom fields
Capture the information that matters to your business model. The CRM adapts to your process.