ZoneCRM
People, companies, deals and everything that happens to them.
Overview
ZoneCRM 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
ZoneCHAT
Web, iOS
WhatsApp campaigns and a shared inbox, on the record.
ZonePHONE
Web, SIP
A telephone system that knows who is calling.
ZoneMEET
Web
Video meetings on a server you own.
ZoneMAIL
Web, IMAP, SMTP
Mailboxes on your own domain, behind one sign-in.
ZoneCAL
Web, CalDAV
Shared calendars that open in the apps you already use.
ZoneFILES
Web, desktop and mobile sync
Files, folders and share links, on your own server.
ZoneVIS
Web
What the AI assistants say when customers ask about you.
ZoneBOARDING
Command line
Every account a colleague needs, created and closed in one step.
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.
LaterUp
Web, browser extension
Every video you want to keep, in one place.
Converto Calculate
iOS, iPadOS, macOS
Live rates, instant conversion.
Questions about ZoneCRM
Which telephone systems does ZoneCRM work with?
The platform's own telephone system, ZonePHONE, 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 ZoneCHAT. 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 ZoneCRM 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.