Beta · Phase 1
Dial, text and follow up from one screen
Built by an insurance agent
Calls, texts, email and drips all run from the lead.
Power dial
Queue
Callback
Quoted
New lead
Automation
Text1 day
iMessage2 days
EmailIf no reply
Disposition
Built on the phones by an insurance agent. Run every day by his own sales team.
Inside Zenith
One CRM.
Every conversation.
Less clicking, more closing.
Power dialer
- Call queues built from your views
- Voicemail drops
- Local presence numbers
- Calls recorded
Branded caller ID
- Your name, logo and call reason on their screen
- Numbers registered for call reputation
Text, iMessage and email
- Texting on registered 10DLC numbers
- iMessage
- Email from your own domain
- One thread per lead
Automation
- Drips across text, iMessage and email
- Delays, conditions and split paths
- Disposition and stop steps
Contacts and pipelines
- Your own dispositions, tags and pipelines
- Lead import and lead sources
- Documents and PDF previews on every lead
Planner
- To-dos and calendar
- Calendly booking links
Zenith AI
- An agent that works inside the CRM
- Your assistant and CRM guide
Money
- QuickBooks sync
- Fixed and variable expenses
- Paycheck splits
Compliance and security
- Every user's data kept separate
- 2-step sign-in for admins
- Opt-outs honored on every channel
Status
Beta · Phase 1
No subscription tiers yet.