ZANUS FRONT OFFICE FOR QUOTE DESK — CUSTOMERS & REQUESTS
The customer record that updates itself — and works the next quote.
Every call, chat, email, form and quote lands on the customer’s record: who they are, which company or account, what they asked for, what they were quoted, whether they opened it, accepted it or went quiet. The AI writes it as it talks — nobody types notes after the call. Your qualification rules — budget range, timeline, fit, business-email check — sort the buyer with a deadline from the price shopper before an estimator ever looks.
Try it free 7 days on your own business · no credit card · per company, never per seat
REAL AI - the whole Front Office is AI, not old software with an AI button. Give it your website: it learns your company, works from your approved knowledge and gets better with every answer you approve.
Live on this site right now — the assistant in the corner is the product · Award-winning AI — CES · ISE · TMCnet
The real Contacts & Leads menu: end customers, companies, resellers, import review — one record per human, every touch attached.
What it does
Contact, company, role, language, every question asked, every quote sent, opened, accepted or declined — captured from the conversations themselves.
Budget range, decision timeline, fit questions, business-email check, competitor filter: a score on every request, recomputed on every touch, explained by the answers.
What lands on your estimator is short and warm: the custom request, the discount ask, the large account — two lines and the whole story.
Inside the CRM — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
End customers, companies, resellers — three tabs, one truth
Contacts & Leads keeps end customers, the companies they belong to and your reseller network in one menu. A company card shows every stakeholder, the combined timeline and the health score; a reseller card shows their leads, approvals and web code.
- Contact → company → buying committee, mapped by the AI
- Health score 0–100 with the WHY on every record
- Reseller applications, approvals and their own lead flow
Qualification: the rules are yours, the work is the AI’s
Set what a qualified lead means for YOUR business: minimum budget, decision timeline, the fit questions the AI must ask, whether free-mail addresses count, which competitors’ employees to filter out. The AI asks in the conversation, scores the answers, and routes: qualified → demo or booking; unqualified → polite close; unsure → NEEDS HUMAN.
- Rules per department or funnel
- Competitor domains and free-mail screening built in
- Every score explained by the answers that produced it
Import review: old lists become live records
Trade-show badges, purchased lists, exports from a retired CRM — import them, review the AI’s matching (duplicates merged, companies recognized, junk flagged), then let the funnels work them.
- Duplicate detection and company matching
- Junk and competitor rows flagged before they pollute your base
- Hands the clean list to Marketing funnels
Available on its own — or inside a solution
Questions, answered
Do we still need our CRM?
Many businesses retire it: the Front Office contact base holds the full history of every AI and human touch, quotes included. If you keep one, Connectors syncs records both ways. Available on its own or inside a solution — see pricing.
Who decides what a serious request is?
You do, in the rules: minimum quantity, budget range, timeline, whether personal-email addresses count. The AI asks in the conversation, scores the answers and routes: qualified to a quote, unsure to your estimator, out of scope to a polite close.
Try it free on your own business. 7 days. No credit card.
Give it your website. It learns your company. Then call it, chat with it, e-mail it — and decide. Nothing to install, nothing to cancel.
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