Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Appointment Scheduling. A CRM for appointment-based businesses that fills itself

AI CRM is a CRM for appointment-based businesses that fills itself from the desk: everyone who calls, chats, writes or sends a form with a name and a phone or e-mail becomes a contact, with the source on the row and every exchange on one timeline. Your team reads the story instead of typing it.

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Zanus AI · AI CRM · Contacts & Leads
CRM for appointment-based businesses: everyone who called, chatted or sent a form, source and status, real Zanus AI screen

Contacts & Leads

Everyone who leaves a name with a phone or e-mail on any channel lands here with where they came from and their status.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Add patient and referring office to our kinds of contact.”

Lisa“Patient and referring office join your kinds of contact, beside end customer. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Appointment Scheduling use it

1

Before calling a regular back, the receptionist presses Brief me and reads what she asked and what was sent.

2

A practice names its kinds of contact patient, parent and referring office, so the list sorts the way the desk speaks.

3

Three assistants from one law office who book for their partners appear together under a single company record.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

  • Every person and company qualified from the conversations, health score with its WHY, gauges, photo, LinkedIn; nothing typed by your staff
  • Deals with stages, probability and expected close, created and moved by the events themselves: lead qualified → demo → quote → won
  • Tasks and to-dos assigned to your people, from the AI or by hand, with reminders; calls, meetings and notes logged on the record
  • Your own fields on contacts, companies and deals; saved views; tags and segments; record ownership
  • Pipeline forecast weighted by probability; win / loss review; "ask your pipeline" in plain language
  • Basic contacts and companies stay in every Front Office, this item adds the qualification, the pipeline and the forecast

Every client, one record

A CRM for appointment-based businesses, filled by the desk

Contacts from every channel

A caller, a chat visitor, a form or a mail that leaves a name and a phone or e-mail becomes a contact, with where they came from.

One timeline per client

One timeline keeps the client history for booking desks: calls, chats, mails and forms, newest first, so whoever picks up the phone knows what was said last week.

A health score with its reason

Each contact carries a score from 0 to 100, and the tooltip says why it moved, so a regular going quiet is noticed.

Ask Lisa in plain words

Ask Lisa to brief you before a call, or to pause the e-mails to one client, and she shows the before and the after.

In 2 minutes

Start client records for appointment businesses in 2 minutes

1

Nothing to type

From the first day, every chat, call, form or mail that gives a name and a contact detail lands in Contacts & Leads by itself.

2

Your kinds of contact

Tell Lisa the kinds you use, patient, client or tenant, and the types of business you serve; she shows the change first.

3

Your own fields

Add fields of your own to contacts and companies, such as a preferred provider or a first-visit date, as text, number, date or choice.

4

A free week of records

Run it for 7 days and read every contact the desk captured, with its source and timeline, when the week ends.

AI CRM for Appointment Scheduling, trade by trade

By industryHealthcareHome ServicesRestaurantsLaw FirmsAuto DealersHospitalityConsulting FirmsTraining CentersHome & Senior CareSmall BusinessSoftware & SaaSTravel Agencies

Questions & answers

AI CRM for Appointment Scheduling: questions & answers

Does the CRM fill itself from the booking desk?

Yes. Anyone who gives a name with an e-mail or a phone on a call, a chat, a web form or a mail becomes a contact by themselves, with the source kept on the row. Anonymous chats stay out of the list.

Can I read a client's history before calling back?

Yes. The contact's timeline holds the customer history from every booking channel, newest first, and one press on Brief me gives a one-page brief: who they are, what they asked, what was sent and what to say next.

Can I sort clients my own way?

Yes. Contact management for clinics and salons starts with your own words: name the kinds of contact your business uses, such as patient, tenant or client, and add fields of your own to contacts: text, number, date or choice. Saved views keep the lists your desk opens every day.

Who can export client data?

Only Managers. Every export of customer data is logged with its author, and imported lists wait in Import review until someone accepts them one by one; they are never called automatically.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Appointment Scheduling ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.

REAL AI - the whole Front Office is AI, not old software with an AI button.

Awards & trade shows ›
TMCnet Enterprise AI Product of the Year 2026
Visitors meeting Zanus AI live at a 2026 trade show
Hands-on with the Zanus AI demo at a 2026 technology trade show

Give Lisa your website.
She sets up your business in 2 minutes.

Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.

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