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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7 days free · per company, never per seat · nothing to install


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
Before calling a regular back, the receptionist presses Brief me and reads what she asked and what was sent.
A practice names its kinds of contact patient, parent and referring office, so the list sorts the way the desk speaks.
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
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI CRM does, for every business ›
Works withAI PhoneAI WebchatAI Web FormsAI DemoAI QuotingAI BookingAI Follow-upAI TicketsAI Returns & WarrantyAI Calls TranscriptsAI Marketing
Every client, one record
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 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.
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 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
From the first day, every chat, call, form or mail that gives a name and a contact detail lands in Contacts & Leads by itself.
Tell Lisa the kinds you use, patient, client or tenant, and the types of business you serve; she shows the change first.
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.
Run it for 7 days and read every contact the desk captured, with its source and timeline, when the week ends.
By industryHealthcareHome ServicesRestaurantsLaw FirmsAuto DealersHospitalityConsulting FirmsTraining CentersHome & Senior CareSmall BusinessSoftware & SaaSTravel Agencies
Questions & answers
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.
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.
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.
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
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Appointment Scheduling ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›


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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Or call +1 (954) 736-3939 — the AI answers.