CRM
People, companies, deals and everything that happens to them.
Overview
The CRM of the Zone platform puts the customer record under the way a company already works. People, companies and deals sit on one server the organisation owns, and the telephone system, WhatsApp, mail, calendar and files attach to that record as modules, so every call, message and document is on one timeline. Pipeline, quotations, tasks and reporting run on the same data.
Summary
| Platform | Web |
|---|---|
| Status | Live |
| Website | zonecrm.io |
| Built by | MassIO |
What it does
- One customer record carrying calls, recordings, messages, mail and documents
- Phone, chat, mail, calendar and files as modules on one server you own
- Pipeline, quotations, tasks and reporting on the same data
- Deployed as the CRM, or synchronised alongside an existing one
- Cloud or on-premises, with the telephone system able to stay on site
Further products
Chat
Web, iOS
WhatsApp campaigns and a shared inbox, on the record.
Phone
Web, SIP
A telephone system that knows who is calling.
Legisure
Web
Certificate of Sponsorship management for UK immigration lawyers and sponsor licence holders.
LOOK
iOS
Proximity discovery for people who are in the same place.
Rested
macOS
A macOS break reminder that defers to the work in progress.
Questions about CRM
Which telephone systems does the CRM work with?
The platform's own Phone module, and other SIP-based systems including Asterisk and Issabel installations. Inbound calls open the caller's record, outbound calls are placed from the record, and call history and recordings are filed against the contact.
Which chat channels are included?
WhatsApp through the Meta Cloud API, and web chat from your own site, through the Chat module. Conversations sit in the same inbox and on the same customer record as the calls.
Does it replace an existing CRM or integrate with it?
Either. It can be deployed as the CRM, or run alongside an existing platform with contacts and activity synchronised, so that telephony and chat gain a single record without a migration.
Where is the CRM hosted?
On one server the organisation owns, in the cloud or on its own premises, according to data and telephony requirements. The telephone system can remain on site.