Front Office AI · Consulting

ZANUS FRONT OFFICE FOR CONSULTING — PROPOSAL FOLLOW-UP

Follow-up that does not go cold — and stops the moment a partner should call.

The proposal sent last Tuesday, the attendees of the partner’s conference talk, the webinar registrants, the client whose last engagement ended eighteen months ago, the referral partner not heard from since spring, the annual sector briefing you publish. Every sequence runs on its own clock, on the channel the contact prefers, in their language, in the firm’s tone — and a reply stops it and alerts a partner.

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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

Marketing — funnels, campaigns, follow-up sequences

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

What it does

Proposals followed up

Day 2, day 7, day 14 — written from what the client asked and which sections they opened; a reply hands the thread to a partner.

Talks and webinars turned into calls

Attendees get the slides, then the invitation to a conversation with the speaker — the one who replies lands in the partner’s queue, warm.

Dormant clients and quiet partners

Past clients invited to the sector briefing, referral partners thanked and updated — with your approved wording, never a generic newsletter blast.

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.
Start free — see it on your own firm7 days · no credit card · nothing to install. Give it your website and it is yours to test.

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 client, 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

Available on its own — or inside a solution

One subscription per company — never per seat. Your whole team uses it, on their own phones, at no extra charge; add operators only for the people who run the dashboard. See pricing →  ·  Try it free 7 days, no credit card →
Software your team operates — or an AI Front Office that does the work? This capability is part of one integrated Front Office: enable it when you need it, and the AI runs it with the rest.

Questions, answered

Can contacts opt out?

Always, in one tap, per sequence or entirely. Opt-outs are honored across every channel and recorded on the contact’s file — and a client organization’s people are never sequenced while a dispute is open, if your rules say so.

Which solution includes it?

Available on its own or inside a solution. Which solution includes what: see pricing.

Try it free on your own firm. 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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