ZANUS FRONT OFFICE FOR SMALL BUSINESS — CUSTOMER RECORDS
The customer record that writes itself — and works the next step.
Every call, chat, email, form, quote and appointment lands on the customer’s record: who they are, what they asked, what they were quoted, when they last came, what is still open. The AI fills it in from the conversations it had — nobody types notes after closing. The customer never repeats the story; the new hire knows every regular on day one; the spreadsheet retires.
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
Name, language, what they asked, the quote sent, the appointment booked, the return filed — written by the AI as it talks, on every channel.
The mother who books for three children, the couple who share a car, the office that orders every Friday — linked, the whole picture.
Deposit for new customers, no-show policy, which jobs you take, which area you serve — followed in every conversation, the same way every time.
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
I use a spreadsheet and my phone contacts. Do I have to migrate anything?
No. Records build themselves from the first call. Import the spreadsheet if you want the history; the AI merges duplicates and flags junk. Available on its own or inside a solution — see pricing.
Who can see the records?
You decide, per person: your helper sees appointments, your partner sees everything, a Saturday temp sees the day’s bookings. Every AI and human touch is logged on the record.
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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