Front Office AI · Software

ZANUS FRONT OFFICE FOR SOFTWARE — ONBOARDING & RENEWALS

Follow-up that does not miss an account — and stops the moment a person should call.

The evaluator who signed up and never connected an integration, the demo watched to the end with no reply, the proposal unopened for six days, the new admin due for the second onboarding milestone, the account ninety days from renewal, the customer who asked about seat limits last week, the release that changes a feature they use. Every sequence runs on its own clock, in the account’s language — and a reply alerts a person.

Start free

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

Marketing — funnels, campaigns, follow-up sequences

The real Marketing menu: funnels, chase presets, templates, automated events and follow-ups.

What it does

Onboarding that reaches everyone

Day 1, 3 and 7: the next how-to grounded in what the account has not set up, in their language — not a generic drip.

Renewals and expansion

Reminders at ninety, sixty and thirty days per your terms; an admin who asked about SSO or more seats gets the expansion conversation that week.

Demo and proposal chase

Watched the demo, asked about pricing twice, proposal unopened: the next email written from that, not a template — silence escalates to a human call.

Inside Marketing — the real screens

Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.

Marketing — funnels, campaigns, follow-up sequences
The Marketing module: funnels and follow-up sequences (demo, quote, nurture), campaigns and newsletters from presets, scheduled actions, and the escalation rules when a lead goes quiet.
Start free — see it on your own product7 days · no credit card · nothing to install. Give it your website and it is yours to test.

From demo to quote to signature — one funnel, no gaps

The AI Demo, AI Quoting and Web Forms all hand their leads to Marketing. Each preset knows what happened before: "watched 80% of the demo, asked about pricing twice, quote unopened for 6 days" becomes the next email, not a guess.

  • Presets: demo chase, quote chase, web-lead chase
  • AI direction in one sentence: "friendly, mention the trade-in offer"
  • Every send, open, click and reply on the contact timeline
Marketing — Chase presets (demo · quote · web leads)
Marketing — Automated followups

Escalation to a human, on purpose

A funnel is not a spam cannon. When a lead replies, opens the quote three times or asks a question, the sequence stops and the lead lands in the NEEDS HUMAN queue with the whole story attached — your rep calls a warm customer, not a list.

  • Reply = sequence stops, human notified
  • Engagement thresholds you set
  • Phone call-back can be the last step of any funnel

Measured on the forecast board, not in feelings

Every funnel step shows on the Statistics → Forecast board: which sequence moved which deal, close probability before and after, and the WHY sentence for each change.

  • Funnel performance per preset
  • Close probability with the WHY
  • Export PDF / XLS or schedule the report by email
Statistics — Forecast

Available on its own — or inside a solution

One subscription per company — never per seat. Your whole team uses it, on their own phones, at no extra charge; add operators only for the people who run the dashboard. See pricing →  ·  Try it free 7 days, no credit card →
Software your team operates — or an AI Front Office that does the work? This capability is part of one integrated Front Office: enable it when you need it, and the AI runs it with the rest.

Questions, answered

Will it spam our customers or send during an incident?

No. A reply, an unsubscribe or an engagement threshold stops the sequence; every send obeys your daily caps in Protection; and you can pause all sequences with one switch while an incident is open. New campaign drafts wait for your approval.

Which solution includes it?

Available on its own or inside a solution. Which solution includes what: see pricing.

Try it free on your own product. 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.

Start free
VIEW ALL NEXT❯

← Previous: Quoting  ·  Sharing with a colleague? 📄 Get the PDF · ✉️ Email this page ·