Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Health & Human Services. A human services CRM that fills itself

AI CRM is a human services CRM that keeps one record for every client, caregiver, provider and partner agency, filled by the Front Office itself: every call, chat, e-mail and form lands on it with its source. It is the client contact history for agencies, kept in front of your case files, never the case file itself.

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

Zanus AI · AI CRM · Kinds of contact

Kinds of contact

Set your own kinds of contact, such as client, caregiver or provider, and start from organization types already filled in.

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

You“Add an authorized representative field and a preferred language field to every contact.”

Lisa“Two fields, authorized representative and preferred language, are ready for every contact; here is the before and after. Apply?”

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

How Health & Human Services use it

A daughter calls about her father's appointment; the record shows the authorized-representative field your staff filled in.

A child-care center that wrote three times this month shows a falling health score, with the reason in the tooltip.

Before calling a landlord back, the housing worker presses Brief me and reads one page on what was asked and 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

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 Phone AI Webchat AI Web Forms AI Demo AI Quoting AI Booking AI Follow-up AI Tickets AI Returns & Warranty AI Calls Transcripts AI Marketing

One record

CRM for human services agencies, filled by every channel

Every person, every channel

Anyone who leaves a name with an e-mail or a phone, on a call, a chat, a form or a mail, becomes a contact with the source on the row.

The whole history

Calls, chats, mails, forms, appointments and requests sit on one timeline, newest first, each marked with its channel.

Fields of your own

Add text, number, date or choice fields such as preferred language, authorized representative or the program a person asked about.

Brief me

One press writes a one-page brief from the record: who the person is, what they asked, what was sent and what to say next.

Partners and providers

Provider and partner records in one place

Organizations by domain

Staff of a clinic, a school or a child-care center who write from the same verified domain form one organization record by themselves.

A health score with its reason

Each contact carries a score from 0 to 100, and the tooltip says why it moved, so a provider growing frustrated is noticed early.

Kinds of contact you name

Client, caregiver, provider, landlord or partner agency: you name the kinds your agency works with, and every list filters by them.

Questions & answers

AI CRM for Health & Human Services: questions & answers

What is a human services CRM?

A record of every person and organization your agency talks to, with each conversation on it. AI CRM fills itself from your phone, chat, e-mail and forms, so the worker who calls back reads the whole history instead of asking again.

Is a CRM for social services agencies the same as a case-management system?

No. It keeps the front-office record: conversations, appointments, requests, tasks and the fields you add. Eligibility, case notes, service plans and outcomes reporting stay in your case-management system; the CRM sits in front of it.

Can it hold partner agencies and providers?

Yes. You name the kinds of contact you need, such as client, caregiver, provider or partner agency, and people who write from the same verified e-mail domain are grouped into one organization record by themselves.

Who can export client contact data?

Exports of contact data are for Managers only, and each one is logged with its author. Imported lists wait in Import review until someone accepts them one by one, and imported people are never auto-called.

Can outreach to one client be paused?

Yes. Tell Lisa to pause all outreach to that person; she shows the before and after, every scheduled step holds until you resume, and a reply a worker writes by hand still goes out.

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