ZoneCRM

Every feature

Everything Zone CRM does today, and the parts that are on the way, marked as such.

Customer records Available

The record is the centre of Zone CRM. Everything else writes to it.

  • People, companies and opportunities as standard objects
  • Custom objects and custom fields: text, number, currency, date, select, multi-select, relation, rating, address, links and more
  • Relations between any objects, one-to-many and many-to-many
  • Table and kanban views with filters, sorts and grouping, saved and shared per team
  • Full-text search across every object
  • Activity timeline on every record: calls, messages, emails, notes, tasks and file changes
  • Notes and tasks with assignees, due dates and reminders
  • Files attached to any record
  • CSV import with field mapping, and duplicate detection
  • Email and calendar synchronisation on the record

Pipeline and sales Available

A pipeline is just a view over your deals, so it can be shaped to the way your business sells.

  • Deal stages of your own naming, with values and close dates
  • Kanban board per pipeline, drag between stages
  • Several pipelines for several lines of business
  • Tasks and follow-ups tied to the deal
  • Quotations and documents attached to the opportunity
  • Reporting over the same data, no export required

Telephony Available

A real telephone system, not an integration with somebody else's.

  • SIP telephone system (Asterisk) as a module on the same server
  • Click-to-dial from any phone number on any record
  • Inbound screen pop: the caller's record opens before you answer
  • Call log and recordings filed against the contact
  • Missed-call notifications by email and in the CRM
  • Extensions, call queues, IVR menus and voicemail
  • GSM and SIP trunks, so existing numbers and mobile SIMs keep working
  • Desk phones and softphones on any device
  • Zone Phone, an iPhone softphone with push notifications for incoming calls (In development)

WhatsApp and chat Available

Messaging through the official WhatsApp Business Platform, on the same customer record as the calls.

  • WhatsApp Business through the Meta Cloud API, with Meta-approved templates
  • Shared team inbox: every conversation visible, assignable and searchable
  • Campaigns to a segment of the CRM, queued and paced so a run of any size completes without loss or duplication
  • Delivery, read and reply status per recipient
  • Images, documents, audio and video in the thread
  • Reply from the customer record, or from the companion iPhone app
  • Web chat from your own website into the same inbox (In development)

Mail, calendar and files Planned

The parts of the working day that usually live with three other suppliers.

  • Mailboxes on your own domain with IMAP and SMTP, so any mail client works
  • Shared calendars over CalDAV, on the phone and on the desktop
  • Files and folders with share links, synced to the desktop and the phone
  • Emails and meetings shown on the customer record
  • All of it behind the same sign-in as the CRM

Automation and API Available

Everything the interface can do, the API can do.

  • Workflows: a trigger (record created, field changed, form submitted, schedule, manual) followed by actions (create or update records, send email, call a webhook, run code)
  • Outgoing webhooks on any object event
  • REST and GraphQL APIs covering every object, including custom ones
  • API keys scoped to the workspace
  • Playground with the live schema for developers
  • Custom applications built on the Zone CRM SDK

Team, identity and security Available

One identity for the whole stack, managed in one place.

  • Roles and permissions per object, down to individual fields
  • Single sign-on across CRM, chat, mail, calendar and files
  • Two-factor authentication
  • Invitations by email, and one-step offboarding across every module
  • Every workspace isolated in its own schema in PostgreSQL
  • Backups you can read: plain PostgreSQL dumps and plain files

Assistant Available

An assistant that works on your records, with the model provider you choose.

  • Ask questions across your CRM data in plain language
  • Draft replies and summaries from the record's history
  • Bring your own model provider and key, or switch it off entirely
  • Nothing leaves the server unless you connect a provider

Deployment Available

The same stack, wherever you want it.

  • Hosted workspace at yourname.zonecrm.io, ready the same day
  • Your own domain pointing at your workspace
  • Self-hosted on your own server, in the UK, the EU or on premises
  • Modules installed one at a time as Docker services on one machine
  • Export of every object as CSV and of the database as a PostgreSQL dump, at any time

Tell us how your company works today

A conversation, not a sales call. We will say what Zone CRM would change and what it would leave alone.

Talk to us [email protected]