Executive Dashboard
Closed revenue vs. monthly targets, weighted pipeline value, overall conversion rates, and quarterly sales forecasting.
Accelerate B2B Sales with Zenit CRM
Omnichannel CRM with WhatsApp Business Cloud API, Gmail, PDF Quotes & AI Sales Intelligence: centralize every prospect, visualize your sales pipeline in real time, generate interactive proposals in seconds, and never lose a deal due to lack of follow-up.
✓ WhatsApp & Gmail Integrated
✓ ChatGPT AI Sales Assistant
✓ Free Pipeline Setup
✓ Zero-Cost Team Training
Sales Pipeline · Active Opportunities
+38% Conversion
In Negotiation
$1,840,000
Quotes Today
48 Sent
WhatsApp SLA
< 3 min
💬 WhatsApp Business: Proposal #COT-2094 opened by client · AI follow-up suggestion ready.
Automated Follow-Up
Meeting reminder + Stripe payment link dispatched automatically.
Native Integration with Your Core Tool Stack:
WhatsApp Business Cloud API
Gmail & Google Workspace
Brevo (Marketing Automation)
ChatGPT / OpenAI (Sales AI Assistant)
Stripe (Integrated Online Checkout)
Engineered by Commercial Sales Software Experts
Never Let Another Lead Go Cold or Disappear on a Personal Phone
Most organizations lose valuable deals because WhatsApp conversations, emails, and proposals live scattered across personal smartphones and disconnected spreadsheets. Zenit CRM unites your entire sales cycle into an institutional enterprise system.
- Protected commercial portfolio: Every chat, email, call, and agreement belongs to your company, never locked in a personal smartphone.
- Proposals that close deals: Generate flawless PDF quotes in under 60 seconds with instant open-rate tracking.
- Applied Artificial Intelligence: Summarize complex conversation threads, craft persuasive follow-ups, and score high-intent leads automatically.
ZENIT CRM CORE MODULES
Select any module to explore how it empowers your commercial team
Omnichannel Lead Capture & Scoring
Lead Management
Automatically aggregate incoming leads across WhatsApp, web forms, paid ad campaigns, phone inquiries, and outbound prospecting.
OmnichannelWhatsApp, Web & Ads
Auto-RoutingRules per Rep
Lead ScoringPrioritization
Omnichannel Capture & Scoring
Commercial Module Capabilities
- Automated intake from web forms, WhatsApp Business, and digital marketing funnels
- Intelligent lead routing by geographic territory, product line, or rep availability
- De-duplication engine and company profile enrichment with key decision-makers
- Real-time lead temperature scoring (Cold, Warm, Hot, Ready for Proposal)
REAL-TIME SALES DASHBOARDS
Executive visibility into sales pipelines, team performance, marketing ROI, and cash collections
Commercial Performance Dashboard
Individual rep activity metrics, stage velocity, quotations delivered, customer calls logged, and lost deal analysis.
Marketing Analytics Dashboard
Lead attribution by source channel (Google, Meta, Organic, Referrals, Events), cost per qualified lead, and Brevo campaign performance.
Customer Service Dashboard
Average first-response time on WhatsApp, active resolution tickets, customer satisfaction (CSAT), and account repeat purchase rates.
Financial Collections Dashboard
Cash collected via Stripe or bank transfer, outstanding receivables, transparent commission calculations, and account margins.
OUR UNIQUE ADVANTAGE
We do not leave you alone with a software manual: we configure your pipeline and coach your sales team
Free Implementation
We configure your deal stages, quotation templates, and rep permissions with zero initial setup fees.
Zero-Cost Team Coaching
We train your sales reps and managers to achieve rapid CRM adoption and daily habit formation.
Tailored to Your Sales Cycle
We adapt deal fields, commission rules, PDF layouts, and required evidence to your exact sales process.
End-to-End Integration
Seamlessly connected with WhatsApp Business, Gmail, Brevo, Stripe, ChatGPT, and Zenit WMS.
Continuous Engineering Support
Direct technical backing from the engineering authors at Zenit Consultores en Tecnología.
🚀 Connected Ecosystem · Zenit CRM + Zenit WMS
From WhatsApp Closing to Warehouse Fulfillment and CFDI 4.0 Invoicing
Connect Zenit CRM with Zenit WMS so every approved quotation reserves warehouse stock automatically, generates pick orders, and stamps Mexican CFDI 4.0 invoices without redundant data entry.
Explore Zenit WMS for Warehouses →
ZENIT CRM PLANS & IMPLEMENTATION MODELS
Start today with 6 months free for up to 5 reps and experience measurable revenue velocity
Immediate Sales Velocity
Claim My 6 Free Months
Free Trial
Organize your sales team and proposals for 6 full months with zero license fees.
6 MONTHS FREE
Up to 5 users · Setup and team coaching included
- Leads, Accounts, Deals, Kanban Funnel, and PDF Quote Generator
- Up to 5 commercial sales reps included
- Assisted initial client database onboarding via Excel
- Remote sales coaching and workflow configuration
- Direct technical SLA support during the entire 6 months
Scaling Sales Teams
Quote Growth Plan
Growth Plan
The complete omnichannel CRM with WhatsApp, Gmail, Brevo, Stripe, and ChatGPT.
MONTHLY OR ANNUAL
Commercial Modules + Real-Time Dashboards + Tool Integrations
- Full Zenit CRM commercial modules and executive analytics
- Native WhatsApp Business Cloud API, Gmail, and Brevo email campaigns
- ChatGPT AI assistant for prospect summarization and persuasive drafting
- Sales target tracking, commission rules, and Stripe payment links
- Branded PDF quotation layouts customized to your identity
Enterprise Scale & AI Agents
Speak with a CRM Specialist
Enterprise Plan
For corporate sales organizations with bespoke logic and 24/7 autonomous AI agents.
DEDICATED INSTANCE + AI AGENTS
Unlimited users + Full ERP / WMS system integration
- Autonomous 24/7 conversational WhatsApp AI agents that qualify and book
- Real-time bidirectional synchronization with Zenit WMS or enterprise ERPs
- Custom approval hierarchies, tiered pricing matrices, and territory rules
- Dedicated private cloud deployment with advanced data security
- Ongoing architectural consulting and assigned enterprise solutions lead
ZENIT CRM FREQUENTLY ASKED QUESTIONS
Everything you need to know to professionalize and scale your commercial sales engine
What happens to WhatsApp conversations if a sales representative leaves the company?
With Zenit CRM, all WhatsApp Business conversations, Gmail threads, follow-up notes, and quotes are permanently archived in the institutional account record. If a rep departs, their entire portfolio and conversation history are reassigned in one click with zero data loss.
How does the ChatGPT AI integration help our sales team?
The native AI assistant summarizes multi-week negotiation histories in seconds, drafts persuasive follow-ups to overcome client objections, and recommends the next best action to accelerate deal velocity.
What is included in the Zenit CRM 6-month free trial?
It includes 6 months of cloud platform access for up to 5 sales reps, custom funnel pipeline configuration, assisted Excel client import, branded PDF quote template setup, and complete team training with zero license fees.
Does Zenit CRM connect with Zenit WMS to verify live inventory when preparing quotations?
Yes. When paired with Zenit WMS, sales reps inspect live warehouse availability while drafting quotations. Once a deal is marked won, the system automatically triggers warehouse picking orders and Mexican SAT CFDI 4.0 invoices.
