Smart CRM
Every lead, from first call to booked job.
Leads, contacts, call history and the next action in one lightweight pipeline built for trades. No third-party CRM needed.
01
Leads created from every call
When ZEYTA takes a call, the details go straight into a lead record. No copying from voicemails.
- Contact details and job type
- Location and notes
- Linked call history
02
A simple pipeline
New, contacted, quote sent, booked. Move leads along as the job progresses, or let ZEYTA update them after a callback.
- Clear status for every lead
- What's waiting on you
- Lightweight, not a full CRM
03
Works without other software
You don't need a separate CRM to use ZEYTA. Connections to external CRMs are on the roadmap.
- Built in from day one
- Export-friendly records
- External CRM connections planned
How Smart CRM works
Four steps, the same on every call.
- 01Call creates the lead
Details captured on the call fill the record automatically.
- 02Status stays current
New, contacted, quote sent and booked at a glance.
- 03History in one place
Every call, summary and note against the customer.
- 04Next action shown
See what needs doing so nothing goes quiet.
More of the platform
Frequently asked questions
Do I need my own CRM?
No. ZEYTA includes a lightweight leads pipeline. Connections to external CRMs are planned and we'll list each one once it works.
Can I edit leads myself?
Yes. You can update details, move a lead along or add notes at any time.
See Smart CRM in action.
Request a demo and we'll reply within 24 hours.