Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Small Business. A small business CRM that fills itself.

AI CRM is a small business CRM for owners who have no evening to spare for typing: every call, chat, e-mail and form becomes a customer record on its own. Quotes, bookings and callbacks sit on the same record, and the customers ready to buy rise to the top.

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

Zanus AI · AI CRM · Contacts

Small business CRM: every person who called, chatted or wrote, with source and status, real Zanus AI screen

Contacts

Everyone who left a name with a phone number or an e-mail, on any channel, lands in one list with where they came from and where they stand.

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

You“Which quotes from this month are still open, newest first?”

Lisa“Five are open. The newest is the patio cleaning quote sent yesterday, opened twice and not accepted yet. Shall I brief you on it?”

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

How Small Business use it

A returning client calls the tailor about a second suit; the record shows his measurements note, his last order and the deposit paid.

Before the first coffee, the owner sorts by ready to buy and calls the three people who opened a quote this week.

A homeowner asks for the boss by name; the AI files a callback task for the evening with what she wanted on it.

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

The record

What a small business CRM does without being asked

Most CRMs wait for someone to type. AI CRM is written by the phone, the chat, the inbox and the forms as they work.

Contacts from every channel

A name with a phone number or an e-mail, given on a call, a chat, a form or a mail, becomes a contact by itself, with where it came from on the row.

One story per customer

Calls, mails, chats, quotes, bookings, files and tasks on one timeline, newest first, so a regular never has to repeat herself.

Deals that move themselves

A deal opens when someone asks for a quote and moves as they open it or pay. Only a person marks it lost, and the reason is asked.

A brief before you call back

Ask Lisa to brief you and read one page: who the customer is, what they asked, what was sent and what to say next.

Your day

A day with a CRM for small business that fills itself

The change is not one big feature but a dozen small moments when the record is already there.

Early morning

Sort by ready to buy: customers who opened a quote, watched a demo or replied in the last fortnight come first, each with the reason under the name.

Between two jobs

Ask which quotes have gone quiet for a week and get the list back with each contact's health and the follow-up running for them.

When someone says stop

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

End of the day

The callbacks promised today sit on one task list with each customer's local time, so nobody you said you would ring is forgotten.

Compare

CRM software for small business: what changes with AI

The same four jobs, done by a spreadsheet, by a CRM you fill in and by AI CRM.

What you need	A spreadsheet	A CRM you fill in	AI CRM
New contacts	Typed by hand	Typed or imported	Created by themselves: from calls, chats, forms and mail
The customer's history	One cell of notes	Whatever someone logged	Every event on one timeline: with the channel of each
Open quotes	A column you update	A stage you move	Moves as the customer acts: opened, accepted or paid
Who to call today	Your memory	A report you build	Ready to buy, sorted: with the reason under each name

Quotes and deals

A CRM system for small business with a pipeline that keeps itself

The pipeline follows the customer, not a reminder on someone's desk.

A board by stage

New, qualified, demo, quoted, negotiation, won and lost, as a board or a sortable list, filtered by owner and saved as a view of your own.

The forecast on top

Open deals and a weighted forecast sit above the board, each amount counted by a probability that blends the stage with the contact's health score.

Why deals were lost

Marking a deal lost asks for the reason, and the win and loss report shows where deals stall and how many days each stage takes.

Sales, support, marketing

Customer relationship management for small businesses on one record

Managing customer relationships gets easier when sales, customer support and email marketing read and write the same CRM data, so nobody keeps a second list.

The sales pipeline

Quotes and demos open deals on the sales pipeline, and every move is written down, so your sales process shows which stage slows a job down and for how many days.

Customer support and customer service

With AI Tickets, every support request lands on the same customer's record, so whoever answers a complaint sees the open quote and the last call first.

Email marketing and marketing campaigns

AI Email Marketing picks the group for each campaign from this CRM data, by tag, stage, source or language, and every reply comes back to the record.

Customer relationships with a whole company

People with a verified address at the same business become one company record, with the role each one plays, so you know whom to reach before the quote.

Choosing

Choosing a CRM for small business that keeps up as the business grows

Most CRM tools list the same features; what decides is whether the record is still complete six months later.

Make sure it fills itself

Choosing the right CRM starts with who does the typing. Here contacts, calls, mails and quotes arrive by themselves, so the record stays complete without an evening of data entry.

Priced per company, not per user

AI CRM is priced per company, never per seat, so a new helper starts on day one and nobody shares a login to save money.

Room to grow

As the business grows, add fields, kinds of contact and stages of your own, and group people into companies, without moving to another system.

Help to close deals

The CRM helps you close deals by sorting the people ready to buy first and writing a brief before each call, so you stay on top of every open quote.

Set-up

Start your CRM in 2 minutes

There is nothing to migrate before you start: the CRM fills from the first conversation.

Nothing to type

From the first call, chat, form or mail that gives a name and a contact, the person lands in your contacts with the source.

Name your customer kinds

Tell Lisa the kinds of contact you use, such as homeowner, landlord or business client, and she fills the settings for your yes.

Keep or rename the stages

Leave the deal stages as shipped or rename them, and add fields of your own, such as the boiler model or the dog's name.

Read the free trial

After the 7-day free trial on your own customers, read every contact captured and every deal opened, then decide.

Questions & answers

Questions about choosing a small business CRM

Which CRM suits a very small business?

The one nobody has to feed. Look for contacts captured from every channel, deals that move as the customer acts, follow-up written from the customer's history and a price per company. AI CRM fills itself from the calls, chats, e-mails and forms of your Front Office, so a team of two reads the record instead of typing it.

Which CRM is beginner friendly?

One with nothing to set up before it is useful. AI CRM starts filling from the first call or form; you ask Lisa in plain words, such as who opened a quote this week, and read the answer. The deal stages can stay as shipped.

Can I build a CRM in a spreadsheet instead?

You can, but a spreadsheet only knows what you type into it at night. AI CRM writes the caller, the question, the quote and the outcome by itself, and keeps a timeline of every event that no spreadsheet can rebuild after the fact.

Will AI replace the CRM?

It replaces the typing. In AI CRM the AI does the data entry: contacts arrive from every channel, deals open on the first sales signal and move as the customer acts. People still decide, and only a person can mark a deal lost.

What should a CRM system for small business do?

Keep every customer and what is happening with them in one place. AI CRM holds each person's calls, mails, chats, quotes, bookings and tasks on one record, scores how ready they are to buy and reminds you of the callbacks you promised.

How does the CRM capture contacts without me?

Anyone who gives a name with an e-mail or a phone number on a call, a chat, a form or a mail becomes a contact by themselves, with the source kept on the row. Anonymous chats stay out, and imported lists wait in review until you accept them.

Can I see which customers are ready to buy?

Yes. Each contact carries a health score with its reason, and the ready-to-buy sort puts first the people who opened a quote, watched a demo or replied during the last two weeks.

Can my helper use the CRM too?

Yes. Records and tasks have owners, and each task reaches the person who should act on it, with a reminder. Exports of customer data are for managers only, and each one is logged with the name of who made it.

Does the CRM record phone calls?

With AI Phone, every call the AI answers lands on the contact's timeline with its summary. Switch call recording on and each call also keeps its recording and transcript; recording stays off until you turn it on.

Is there a simple CRM for small business with no migration project?

AI CRM needs none: there is nothing to type on day one, a spreadsheet import waits in review, and the deal stages can stay as they are. Changes are made by asking Lisa, who shows the before and after first.

Keep exploring

Where next?

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

Award-winning AI

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