Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Customer Service. One record per customer, every channel on it

AI CRM is a CRM for customer service that keeps one record per customer across phone, chat, e-mail and forms, filled by the Front Office itself as it works. Each contact carries a health score with its reason, tasks go to your agents, and Brief me writes a one-page summary before a callback.

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Zanus AI · AI CRM · Contacts
CRM for customer service: every person who left a name on any channel, with source and status, real Zanus AI screen

Contacts

Anyone who leaves a name with an e-mail or a phone on any channel lands here, with where they came from and where they stand.

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

You“Brief me on the account that complained this morning before I call back.”

Lisa“Here is a one-page brief: the three tickets, the refund promised Tuesday, the e-mail sent and what to say next. Shall I open the record?”

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

How Customer Service use it

1

A customer who called Monday, chatted Tuesday and e-mailed Wednesday appears as one record with one problem and three conversations.

2

A business account opens several tickets in two weeks; its health score drops and the tooltip says why.

3

Before calling back an upset customer, the agent asks Lisa for a brief and reads what was promised and what was sent.

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

What it keeps

Customer service CRM that fills itself from every channel

Every channel on one record

Calls, chats, e-mails and forms write themselves onto the contact as they happen, each with its channel and what it meant.

Companies grouped for you

People with a verified address at the same business domain become one company, with their people, tasks and combined timeline in one record.

A health score with its reason

Every contact and company carries a score from 0 to 100, and the tooltip explains why it moved, so attention goes where it is needed.

Brief me before a callback

One click writes a one-page brief from the story: who the customer is, what they asked, what was sent and what to say next.

Ready in 2 minutes

Set up a CRM for customer service in 2 minutes

1

Nothing to type on day one

The first call, chat, form or e-mail with a name and an address creates the contact; old lists wait in Import review.

2

Your kinds of contact

End customer, business account, installer or reseller: tell Lisa the kinds you serve and she fills in the settings.

3

Fields of your own

Add fields to contacts and companies, such as a contract number or a warranty end date, as text, number, date or choice.

4

Seven days to judge

Run it on your own customers free for a week and read every contact it captured and every story it wrote.

AI CRM for Customer Service, trade by trade

By industrySoftware & SaaSUtilitiesHardware & ElectronicsTravel AgenciesE-commerceRetail StoresTelecom & Internet ProvidersConsumer BrandsBanks & Credit UnionsLaw FirmsMedia CompaniesAerospace & Aviation

Questions & answers

AI CRM for Customer Service: questions & answers

Does the customer service CRM keep one history per customer?

Yes. As customer history software, it puts calls, chats, e-mails, forms, tickets and returns from the same person on one record with a timeline of every event, newest first, so whoever picks up next sees the whole story and the customer does not explain twice.

What is a customer health score?

A number from 0 to 100 on every contact and company, with a tooltip that explains why it moved. The service team sees which customers need attention first and the reason behind each, instead of guessing from memory.

Do agents have to type contacts into the CRM?

No. Anyone who gives a name with an e-mail or a phone on a call, a chat, a form or an e-mail becomes a contact by themselves, with the source kept on the row. A CSV import waits in Import review until accepted.

Are customer service calls stored on the record?

Every call the AI answers lands on the contact's timeline. Switch call recording on and each call also keeps its recording and transcript in the call register; recording stays off until you turn it on.

Can notes on a contact change what the AI writes?

Yes. Notes on a contact are read by the AI before every e-mail it writes to that person, such as prefers e-mail to calls or holds a service contract, so each reply fits the customer it goes to.

Keep exploring

Where next?

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

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.

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Try it free on your own business — no credit card, per company, never per seat.

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