AI CRM for SMBs

    Your best salesperson works 24/7
    and never asks for a raise

    ZekkoCRM AI answers leads, qualifies them, books meetings and briefs your reps before every call — so your team shows up prepared, every single time.

    • AI that works without rigid flows or bots
    • No credit card required
    • Ready in 5 minutes

    After 14 days, choose a plan or stay on the free tier. No pressure.

    ZekkoCRM sales pipeline dashboard

    What makes ZekkoCRM different

    Not just another CRM. An AI that works alongside your team.

    Rep briefing before every call

    Before dialing, your rep sees company data, the contact's role, their likely challenges and an AI-suggested script. No more winging it.

    AI that qualifies — not just chatbots

    Our AI holds real conversations, understands context and qualifies leads without rigid decision trees. It transfers to a human when it matters.

    Deals that move themselves

    If a lead goes cold, the AI spots it, writes the follow-up and puts it on your rep's agenda. No deal slips through unnoticed.

    Proposals accepted in one click

    Send customizable proposals the client opens in the browser. They can add notes, accept or decline, and each action triggers automations inside the CRM.

    The core of what HubSpot does — at a price SMBs can actually afford.

    Start free — no credit card

    Recognize any of these situations?

    A lead arrived. Nobody answered.

    The customer sent a WhatsApp message at 7 p.m. By morning, they had already gone to a competitor.

    A call without context

    Your rep calls without knowing the company, the contact's role or what to say. They improvise. They lose.

    Did that DM become a lead? Never.

    Instagram comments and messages disappear in the chaos. None becomes a deal because nobody follows up.

    Proposal sent. Silence.

    A PDF by email, a customer who disappears, a rep who doesn't know whether it was opened. The deal went cold without you noticing.

    A full CRM, an empty pipeline

    Data recorded, follow-up forgotten. The CRM became a dead archive nobody really uses.

    The month is over. Why did we lose?

    Nobody knows exactly where deals got stuck. Next month, the same mistake.

    ZekkoCRM was built to solve exactly this.

    See how it works

    What happens when a lead arrives

    01

    A lead arrives on WhatsApp

    AI responds right away, holds a natural conversation, understands what the lead needs and qualifies them without rigid flows. When there is a fit, it creates a deal in the pipeline and assigns the right rep. Leads from Instagram flow straight into your pipeline, automatically registered.

    02

    Your rep receives a complete briefing

    Before calling, the rep sees the company, the contact's role, the main challenges for that profile and an AI-suggested script for that specific call. No improvisation.

    03

    The deal moves forward — or AI follows up

    If a lead goes quiet, AI spots it, suggests the follow-up, writes the message and puts it on the rep's agenda. The team knows when a deal is going cold.

    What sets ZekkoCRM apart

    WhatsApp with AI — no rigid flows, no bots

    AI holds natural conversations with your leads, understands context and responds like a trained human agent. It hands over to a person when needed.

    A complete briefing before every call

    Company context, the contact's role, likely challenges and an AI-suggested script appear before dialing. Your rep goes into the conversation prepared.

    Company and contact context in one place

    Bring company and contact information together before reaching out. Your rep has the business context needed for a relevant conversation, rather than scattered notes and guesswork.

    Instagram directly into the pipeline

    Connect your Instagram account and bring leads straight into the funnel, automatically registered.

    Proposals accepted in one click

    Send customizable proposals the client opens in the browser. They can add notes, accept or decline, and each action triggers automations inside the CRM.

    Learns from every deal

    AI analyzes won and lost deals and keeps improving its suggestions. The more you use it, the more context it has to support your team.

    Features you find in enterprise HubSpot and Pipedrive plans — at a price a small business can afford.

    See all features
    Inside the product

    See inside ZekkoCRM

    The screens your team uses every day — and the problem each one solves.

    ZekkoCRM screen: One dashboard to start your day
    Start the day knowing what to do

    One dashboard to start your day

    Managers and reps waste time hunting down numbers across spreadsheets and different screens before they know what to do. My Dashboard brings the indicators that matter — pipeline, daily activities and targets — into one place, so the team starts the day knowing where to focus without assembling a report.

    ZekkoCRM screen: AI highlights what needs attention today
    Start the day knowing what to do

    AI highlights what needs attention today

    Important deals sit without contact for days and nobody notices until the opportunity goes cold. The dashboard highlights deals at risk through inactivity, helps build daily priorities with AI and flags reps falling behind on weekly targets before the month ends.

    ZekkoCRM screen: Understand why you are losing deals
    Start the day knowing what to do

    Understand why you are losing deals

    When a deal is lost, the explanation disappears with the record, leaving no learning for the next negotiation. Loss analysis summarizes reasons for the period, identifies recurring competitors and suggests adjustments, alongside recent sales performance and today's tasks.

    ZekkoCRM screen: Conversion and lead sources at a glance
    Start the day knowing what to do

    Conversion and lead sources at a glance

    Without knowing where won deals come from, investment in prospecting becomes a gamble. Won and lost deals, email rankings by rep, lead sources and recent activity are visible together, showing where it is worth focusing.

    ZekkoCRM screen: No forgotten follow-ups
    Productivity

    No forgotten follow-ups

    Leads go cold and deals are lost because a rep simply forgets to respond at the right moment. Tasks centralizes everything due today — calls, emails and follow-ups — turning sales discipline into a routine rather than an exercise in memory.

    ZekkoCRM screen: Your script is ready before you dial
    Prepared reps close more deals

    Your script is ready before you dial

    Every rep improvises the opening of a call, and results vary too much from person to person. Before the call, the session loads the current script — your saved version, an AI-improved version or a new one — with an opening and qualification questions ready to review and edit.

    ZekkoCRM screen: Call Center with live AI assistance
    Prepared reps close more deals

    Call Center with live AI assistance

    Reps call without context about the company on the other end and get stuck when answering objections. The call workspace brings company context together with Zekko Answers, which suggests responses in real time during the call to help the rep keep the conversation moving.

    ZekkoCRM screen: Structured feedback after every call
    Prepared reps close more deals

    Structured feedback after every call

    Managers don't know whether their sales script works and lack real data to train the team. After each call, the system collects feedback on the script used, providing concrete information to refine approaches and train the team using real calls rather than guesswork.

    ZekkoCRM screen: A pipeline for every sales process
    A pipeline that moves forward

    A pipeline for every sales process

    Each product, segment or sales channel has a different process; one generic funnel doesn't reflect the operation. Configure the pipelines you need — inbound, outbound or upsell — each with its own stages, without forcing the business into a single model.

    ZekkoCRM screen: A visual drag-and-drop sales funnel
    A pipeline that moves forward

    A visual drag-and-drop sales funnel

    Without a clear view of where deals are stuck, opportunities sit idle unnoticed. The Kanban pipeline shows exactly which stage each deal is in, lets you move opportunities with drag-and-drop and makes bottlenecks visible at a glance.

    ZekkoCRM screen: The entire deal history in one place
    A pipeline that moves forward

    The entire deal history in one place

    Negotiation details are scattered across email, WhatsApp and spreadsheets, and nobody has the full picture. The deal detail page combines interaction history, next steps and the opportunity's context, so anyone on the team can take over without losing the thread.

    ZekkoCRM screen: Churn should not be a surprise
    See churn coming, not as a surprise

    Churn should not be a surprise

    Companies discover they are losing a customer only once that customer has decided to cancel — too late to react. The Customer Success dashboard tracks health scores, at-risk accounts and automated onboarding, giving the team visibility to act before churn rather than after it.

    ZekkoCRM screen: Clear targets for every rep
    Decisions based on data, not guesswork

    Clear targets for every rep

    Managers don't know in real time who is hitting target or needs support; they only find out at month-end. Sales Targets shows individual performance — calls, proposals, conversion and sales value — so you can act during the month, not just ask for results at the end.

    ZekkoCRM screen: Every customer interaction, traceable
    Decisions based on data, not guesswork

    Every customer interaction, traceable

    It is almost impossible to know what was said, when and by whom in each interaction; without reliable history, every dispute becomes conflicting accounts. Communication History records calls, emails and messages, with filters and recordings, making the relationship with each account traceable.

    ZekkoCRM screen: Contact performance analyzed, not estimated
    Decisions based on data, not guesswork

    Contact performance analyzed, not estimated

    Managers look at call volume but cannot distinguish a lack of discipline from a gap in conversation skills. Communication Analysis shows calls per day, answer rates, talk time and comparisons by rep, giving a clear view of each person's bottleneck.

    ZekkoCRM screen: Campaigns and automated sequences
    A cold lead is not a lost lead

    Campaigns and automated sequences

    Leads that don't convert immediately disappear because nobody has time to nurture them manually, one by one. Create email campaigns and automated nurturing sequences with an approval workflow to re-engage cold leads and maintain interest without manual effort from the team.

    ZekkoCRM screen: A contact cadence planned step by step
    A cold lead is not a lost lead

    A contact cadence planned step by step

    Without a defined cadence, follow-up depends on each rep's initiative and leads receive too many or too few contacts. Campaign sequences organize every touch with scheduled dates, conditional steps and tracking of sends, opens and clicks, so you can see what works before scaling.

    ZekkoCRM screen: Salespeople focused on selling, not repetitive tasks
    Your team sells. Zekko handles the rest.

    Salespeople focused on selling, not repetitive tasks

    Every stage change, new deal and incoming lead requires repetitive manual tasks — creating tasks, notifying people and sending emails — that steal selling time. Automations triggers actions from events such as deal creation or stage changes, sending email, WhatsApp messages and notifications or creating tasks without anyone having to remember manually.

    Artificial intelligence

    An AI sales assistant, right by your side

    Suggests the ideal next step
    Helps write messages and proposals
    Analyzes your leads and opportunities
    What should I do today?
    You have 3 hot leads that haven't received a follow-up. I'd recommend starting with Maria Silva — she opened your proposal twice yesterday.
    Which deals can I close fastest?
    The TechCorp deal is 85% qualified. I suggest sending a final proposal with an urgency discount.

    As simple as it should be

    01

    Organize

    Centralize your leads and conversations

    02

    Prioritize

    See who's ready to buy

    03

    Execute

    Talk to your leads and move deals forward fast

    For those who sell every day

    It's not just for the manager. It's for you, on the front line.

    You no longer lose commission because you forgot to follow up with a lead.

    You know exactly who to call first the moment you sit down to work, no guesswork needed.

    And when the customer replies, you already have the conversation's context in hand.

    We're not just software. We're your CRM department.

    You get a team that listens, iterates and evolves the product with you — as if Zekko were hired by your own company.

    Human support

    Talk to real people who understand your business. No bots, no queues, no templates.

    Your ideas become product

    Suggested a feature? We review it, vote on it, and can ship it in weeks. You shape the CRM you use.

    A growth partner

    With every new plan or sales challenge, Zekko grows alongside you. It's not a tool — it's a partnership.

    You don't have to be organized to sell well

    ZekkoCRM handles the organization, the execution and the direction, so you can focus on what really matters: closing deals.

    Companies already selling better with ZekkoCRM

    +20%
    dbsnOOp closed 20% more deals in the first month
    +40%
    Timefy sold 40% more in the same period
    <5 min
    To set up.
    No IT, no credit card.

    "We closed 20% more in the first month"

    "ZekkoCRM changed how our team sells. We stopped losing leads and closed 20% more in the first month."

    Photo of Vinicius Gouveia, Founder & CEO at dbsnOOp

    Vinicius Gouveia

    Founder & CEO, dbsnOOp

    "The AI tells me what to do"

    "Finally a CRM I actually understand. The AI tells me what to do and I just execute. Our reps got more confident and are producing more, and better."

    Photo of Alyssa Duarte, Sales Manager at HTI Tecnologia

    Alyssa Duarte

    Sales Manager, HTI Tecnologia

    "I know exactly who needs my attention"

    "Without ZekkoCRM, I depended on memory. Now I know exactly who needs my attention, and we saw a 40% increase in sales."

    Photo of Pedro Mendes, Director at Timefy

    Pedro Mendes

    Director, Timefy

    ZekkoCRM vs Spreadsheet vs Traditional CRM

    Why small businesses are swapping spreadsheets and complicated CRMs for ZekkoCRM.

    FeatureSpreadsheetTraditional CRMZekkoCRM
    Set up in minutes, no IT requiredPartialNoYes
    AI that suggests the next sales stepNoNoYes
    Automatic lead follow-upNoPartialYes
    Visual sales pipelineNoYesYes
    Reports built for small teamsNoPartialYes
    Human support, no botsNoPartialYes
    Affordable pricing for small teamsYesNoYes
    Start free — no credit card

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    Freelancers and those just getting started

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    • Up to 50 leads
    • Up to 2 users
    • Basic pipeline
    • AI assistant (limited)
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    Start on the free plan
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    $10/user/month
    • Unlimited leads
    • From 1 user
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    Growing companies

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    • Everything in Flow
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    • API integration
    • Account manager
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    Teams that want AI doing the real work

    Custom pricing
    • Everything in Pulse
    • Advanced AI with no limits
    • Custom automations
    • Dedicated integrations
    • Guaranteed support SLA
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    Your 14-day trial includes every feature in the most complete plan. No credit card. Then decide: stay on the free tier or choose the right plan for your team.

    Frequently asked questions

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