Front Office AI

ZANUS FRONT OFFICE — MARKETING: FUNNELS & AUTOMATED FOLLOW-UP

Nobody follows up like a machine that never forgets.

Every demo watched, quote sent and web lead captured drops into a follow-up funnel: preset chase sequences the AI writes from your knowledge and your tone, sent on schedule, escalated to a human call when the lead warms up — and measured to the dollar on the forecast board.

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One flat price · unlimited users · live in weeks, not quarters

Marketing — funnels, campaigns, follow-up sequences

The real Marketing menu: funnels, chase presets, templates, automated events and follow-ups.

What it does

Follow-up funnels

Presets for the three moments that lose deals: after a demo, after a quote, after a web lead. Pick a preset, give the AI a direction, done.

Chase sequences

Day 1, day 3, day 7 — personalized on what the customer watched, asked and was quoted. A reply stops the sequence; silence escalates to a human call.

Templates, events, newsletters

Email templates in your tone, automated events (birthdays, renewals, seasonal), campaigns and newsletters — drafted by the AI, approved by you.

Inside Marketing — the real screens

Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.

Marketing — funnels, campaigns, follow-up sequences
The Marketing module: funnels and follow-up sequences (demo, quote, nurture), campaigns and newsletters from presets, scheduled actions, and the escalation rules when a lead goes quiet.

From demo to quote to signature — one funnel, no gaps

The AI Demo, AI Quoting and Web Forms all hand their leads to Marketing. Each preset knows what happened before: "watched 80% of the demo, asked about pricing twice, quote unopened for 6 days" becomes the next email, not a guess.

  • Presets: demo chase, quote chase, web-lead chase
  • AI direction in one sentence: "friendly, mention the trade-in offer"
  • Every send, open, click and reply on the contact timeline
Marketing — Chase presets (demo · quote · web leads)
Marketing — Automated followups

Escalation to a human, on purpose

A funnel is not a spam cannon. When a lead replies, opens the quote three times or asks a question, the sequence stops and the lead lands in the NEEDS HUMAN queue with the whole story attached — your rep calls a warm customer, not a list.

  • Reply = sequence stops, human notified
  • Engagement thresholds you set
  • Phone call-back can be the last step of any funnel

Measured on the forecast board, not in feelings

Every funnel step shows on the Statistics → Forecast board: which sequence moved which deal, close probability before and after, and the WHY sentence for each change.

  • Funnel performance per preset
  • Close probability with the WHY
  • Export PDF / XLS or schedule the report by email
Statistics — Forecast

Included in SELL and above

ANSWERSELL ✓CLOSE ✓SCALE ✓
Big CRM suites with AI list at up to $550 per user, per month (published prices, Aug 2026) — a 10-person team is ~$66,000 a year in seats, before usage-metered AI on top. Zanus Front Office is one flat price, unlimited users — and this feature is INCLUDED, not an add-on.

Questions, answered

Do I need my mailing tool?

You can keep it, but most customers retire it — sequences, templates, events and tracking are in the Marketing menu, and every email is grounded in the same knowledge as your chat and phone.

Will it spam my customers?

No. A reply, an unsubscribe or an engagement threshold stops the sequence. Every send obeys your daily fuses in Protection, and drafts for new campaigns wait for your approval.

Which plan includes Marketing?

Marketing (funnels, chase presets, templates, automated events) is included from the SELL plan. ANSWER covers the phone, chat, contacts and bookings.

See it working on YOUR business — the demo IS the product.

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