Front Office AI

ZANUS FRONT OFFICE — CONTACTS, COMPANIES & QUALIFICATION

A CRM that fills itself in.

Every call, chat, email, demo and form becomes a contact record the AI writes: who they are, which company, what they asked, what they were quoted, how warm they are. Qualification rules you set — budget, timeline, fit, business-email check, competitor filter — sort the serious buyers from the noise before a human ever looks.

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One flat price · unlimited users · live in weeks, not quarters

Contacts & Leads — the CRM: contacts, companies, qualification

The real Contacts & Leads menu: end customers, companies, resellers, import review — one record per human, every touch attached.

What it does

Records the AI writes

No data entry. Name, company, role, channel, language, every question asked and every answer given — captured from the conversation itself.

Qualification rules, yours

Budget · timeline · fit · business-email check · competitor filter. A lead score on every contact, recomputed on every touch.

The NEEDS HUMAN queue

The AI works the rest. What lands on a human is short, warm and comes with the whole story — a rep reads two lines and calls.

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.

Contacts & Leads — the CRM: contacts, companies, qualification
The Front Office CRM: every contact with its channel, company, industry and reference, the qualification status, the running follow-up sequence, the full timeline, the buying committee per company, the Import review queue and the Blacklist.

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
Contacts & Leads — 🏢 Companies
Contacts & Leads — End customers

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
Contacts & Leads — Import review

Included in ANSWER and above

ANSWER ✓SELL ✓CLOSE ✓SCALE ✓
Big CRM suites with AI list at up to $550 per user, per month (published prices, Aug 2026) — a 10-person team is ~$66,000 a year in seats, before usage-metered AI on top. Zanus Front Office is one flat price, unlimited users — and this feature is INCLUDED, not an add-on.

Questions, answered

Do I still need my CRM?

Many customers retire it: the Front Office contact base holds the full history of every AI and human touch. If you keep one, Connectors syncs records both ways.

Who decides what "qualified" means?

You do, in the rules. The AI applies them in every conversation and shows the answers behind each score, so you can tune the rules and see the effect the same day.

Which plan includes the CRM?

Contacts, companies and resellers are in every plan, from ANSWER up. Marketing funnels that work the records start at SELL.

See it working on YOUR business — the demo IS the product.

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