Everything your team needs to stop winging it
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.
Calls from your browser, nothing to install
Make calls from the browser with automatic recording and logging. Every call is recorded and logged in the lead's history with date, duration and transcript.
Security built in
Data is protected with end-to-end encryption, TLS/SSL in transit and AES-256 at rest. Set granular permissions by role to control who sees and who edits each piece of information.
See inside ZekkoCRM
The screens your team uses every day — and the problem each one solves.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.