Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Retail Stores. The retail CRM that fills itself from every call.

AI CRM is a retail CRM that keeps every customer's calls, chats, e-mails and forms on one record, written by the Front Office as it works. Special-order quotes, team deals and follow-up tasks sit beside the conversation, tags feed your campaigns, and the register system you already use stays the record of sales.

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

Zanus AI · AI CRM · Deal board

Deal board

Deals for team, corporate and special orders open on the first quote request and move by stage as the buyer opens the quote or pays.

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

You“Add a field for the store each customer prefers, with our three locations as choices.”

Lisa“Before: contacts have no preferred store. After: a choice field with your three locations on every contact. Apply?”

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

How Retail Stores use it

In the customer database for retail stores, a shopper waiting on a special-order sofa has her fabric choice, two calls and accepted quote on one record.

Before calling back a corporate buyer about holiday gift baskets, the owner presses Brief me and reads one page on what was asked and sent.

The owner asks Lisa which office-furniture quotes went quiet this week and gets the list with each contact's health and running plan.

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

What it keeps

What a retail CRM keeps without anyone typing

Most CRM platforms wait for a busy associate to type; this CRM system is written by the phone, the chat, the mail and the forms as they work.

Every channel, one contact

A shopper who leaves a name with a number or an e-mail on a call, a chat, a form or a mail becomes a contact by himself, with the channel on the row.

The whole story on one record

The customer journey of calls, chats, mails, quotes, tasks and deals sits on one timeline, newest first, so the associate at the other location reads what the first one promised.

A health score with its reason

Each customer carries a score from 0 to 100, and the tooltip says why it moved, such as a quote opened or a week of silence after a visit.

Deals that open themselves

A deal opens when a buyer asks for a quote, for twelve office chairs or a team's jerseys, and moves forward as the customer opens it or pays.

Brief me before the callback

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

Written in their hours

The time zone comes from the country, so the AI's e-mails to a customer wait for seven in the morning to seven in the evening, their time.

Customer data

Customer data a CRM for retail stores can act on

Contacts & Leads lists every person the Front Office identified, with the contact details and customer information each one gave, split into tabs for customers, resellers, the import review, the blacklist and the companies.

The source of every shopper

Mail, form, call, chat, desk or web: each contact shows where they came from and where they stand, from new to quote sent, quote opened and purchased.

Kinds of customer you name

Walk-in customer, corporate buyer, interior designer or team coach: you name the kinds of contact your stores work with, and one person can belong to several.

Fields of your own

Add text, number, date or choice fields to contacts, companies and deals, such as the preferred store, a ring size or the floor a delivery goes to.

Imports reviewed, exports logged

A spreadsheet of past customers waits in Import review until accepted one by one, and only Managers export customer data, each export logged with its author.

A week in the store

A day with a retail CRM, from the first coffee to closing time

Before the doors open

Sort by READY TO BUY: the customers who opened a quote or replied in the last two weeks come first, with the reason written under each name.

The special order that is late

A customer calls about her sectional; the associate opens her record and sees the fabric, the quote she accepted and the promise made on the last call.

The corporate buyer gone quiet

Ask Lisa which quoted deals have been silent for a week; the list comes back with the health of each contact and the follow-up plan running for them.

Two stores, one customer

A shopper who chatted with the north store and then calls the south one is the same contact across multiple stores, with one timeline both teams read.

A customer who says stop

Tell Lisa to pause all marketing to one customer; every scheduled step holds until you resume, and a reply you write by hand still goes out.

Won, or lost and why

A team order paid on the quote page closes as won; a lost deal asks for the reason, and the win/loss report shows the stage where deals stop.

Deals

Retail CRM software for team, corporate and special orders

A board by stage

Store deals run from New, Qualified and Demo to Quoted, Negotiation, Won or Lost, shown as a board or a list you filter by salesperson and save.

A forecast you can read

Open deals and the weighted forecast sit above the board: each amount times a chance that blends the stage with the customer's health score.

Every move written down

Each team or corporate order keeps a dated log of its stage changes with the person and the reason; only a person moves a deal back or calls it lost.

Companies from e-mail domains

Buyers with a verified address at the same school, club or office become one company, with its people, deals, tasks and one combined timeline.

Where it stops

What a CRM for retail does, and what stays in your store systems

Not a register

AI CRM does not ring up sales, take card payments or count loyalty points, and it is no inventory management tool; sales stay in your register system and stock in your own records.

Every channel on the timeline

Every call the AI answers and every chat, mail and web form lands on the timeline with its channel, and every reply is read and filed with what it meant.

Quotes and tasks in one place

Quotes sent, opened and paid move the customer's status and the deal's stage, and the TO DO desk lists replies to answer and calls due, with local times.

Weigh the options

A spreadsheet, a CRM you type into, or a CRM for small retail business that fills itself

The same customer moments, handled by a spreadsheet, by a CRM platform your staff fill in, or by a CRM solution that fills itself.

What the store needs	A spreadsheet by the register	A CRM your staff type into	AI CRM
A customer who called twice about one sofa	Two lines, if anyone wrote them	One record, if someone typed both calls	One record by itself:: both calls with their transcripts and the quote
Who to call back first	Whoever is on the sticky note	A report someone has to build	READY TO BUY:: buying signals of the last two weeks, with the reason
A corporate buyer gone quiet	Noticed in December	Noticed if someone checks	The health line says so:: with the reason the score moved
The note before a callback	Memory	The last note someone typed	Brief me:: one page written from the whole story

2 minutes

Set up your retail CRM in 2 minutes

Nothing to type on day one

Every call, chat, form or mail that gives a name with a number or an e-mail lands in Contacts & Leads from the first day.

Your kinds of customer

Tell Lisa the kinds of contact your stores use, such as walk-in customer, designer and corporate buyer; she shows the change before applying it.

Your stages and fields

Keep the deal stages as shipped or rename them, and add your own fields, such as preferred store, to contacts, companies and deals.

A week on your own customers

Try it free for 7 days with no credit card, then read every contact it captured and every deal it opened at your stores.

Questions & answers

Questions stores ask about a retail CRM

What is a retail CRM?

A retail CRM is customer relationship management software that centralizes customer data and customer interactions in one place. In AI CRM every shopper who calls, chats, e-mails or fills a form becomes a contact with the whole story on one unified customer record, so an associate at any location sees what was asked, promised and sent before calling back.

What is the best CRM for retail stores?

The best retail CRM for an independent store or a small chain is the one nobody has to feed. Look for contacts captured from the phone, the chat, e-mail and forms, deals that move by themselves, follow-up written from each customer's story and a price per company. AI CRM does all four, and the 7-day trial runs on your own customers.

Does a retail CRM replace our point-of-sale system?

No. AI CRM keeps the front-office side of the relationship: the conversations, the quotes, the deals and the tasks, so the purchase history on a contact is what went through the Front Office, quotes sent, opened and paid. Register sales, receipts and loyalty programs stay in the system you already run at the counter.

How does the CRM capture customers without typing?

Anyone who leaves a name with a phone number or an e-mail on a call, a chat, a web form or a mail becomes a contact by themselves, with the source on the row. Anonymous chats stay out of the list, and an imported spreadsheet of customers waits in Import review until you accept it.

Can we segment customers for campaigns by store or interest?

Yes. Give contacts tags, such as the store they prefer or the department they shop. AI Marketing, the marketing automation of your Front Office, filters on tag, kind of contact, source, country, language, deal stage and the date of the last contact, so a trunk-show invitation reaches only the customers it concerns.

Can we keep corporate and team buyers apart from walk-in shoppers?

Yes. Buyers with a verified address at the same school, club or office become one company by themselves, with their people, deals and quotes. Roles are read from what each person asked, and when nobody has talked to the one who signs, the company's health line says so.

What does the health score tell a store?

Every shopper's record has a score from 0 to 100 whose tooltip explains the last change, such as a quote opened. READY TO BUY puts first the people with buying signals in the last fourteen days, such as a quote opened or a reply, so the morning starts with the customers closest to a decision.

Who writes the notes after a customer calls the store?

Nobody on your team. A call AI Phone answers lands on the contact's timeline with its transcript and summary, and every chat, mail and form appears there with its channel. That is where the CRM helps most: whoever returns the call reads what was promised instead of asking the customer again.

Can a retail CRM record phone calls?

Yes, once AI Phone is added. A shopper's call that the AI answers is filed on that shopper's record; switch recording on and the store's call register keeps the audio beside the transcript. Recording ships switched off, and the AI can warn callers the call may be recorded.

Is a CRM worth it for a small retail business with one shop?

Yes, when it costs no typing. In small retail businesses the owner is the CRM; here the calls, chats and quotes write themselves onto each customer, and the owner sorts by READY TO BUY between sales instead of keeping callbacks on paper beside the till.

Who can export our customer data?

Only Managers. Every export of customer data is logged with its author, imported lists wait in Import review until someone accepts them one by one, and an imported customer is never auto-called.

How long does a retail CRM take to set up?

2 minutes to start, because there is nothing to migrate: the CRM fills from the first call, chat, form or mail. Tell Lisa the kinds of contact your stores use, such as walk-in customer and corporate buyer, rename the deal stages if you like and add fields of your own.

Keep exploring

Where next?

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

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.