Smart CRM Platform

Zorost CRM is an intelligent customer relationship management system built for modern businesses that offer complex services or static product lines. Unlike traditional sales CRMs, Zorost CRM is designed to unify client interactions, quote generation, delivery management, and AI-powered business insight into one seamless platform.

This system combines customizable pipelines with embedded AI agents that assist with lead prioritization, follow-up sequencing, and task orchestration—making it ideal for B2B, public sector engagement, and multi-channel service providers.

 Key Features:

• Client Lifecycle Management
  Track clients from inquiry to delivery with intelligent segmentation and auto-prioritization based on engagement, potential, or sector.

• Quotation & Proposal Builder
  Quickly generate branded quotes or proposals using templates and AI-assistance based on client history and product/service type.

• AI Copilot for Workflow Automation
  Use an integrated agent that can draft follow-up emails, summarize call transcripts, and generate task checklists based on client interactions.

• Task & Project Board View
  Assign internal tasks tied to each client, with timelines, due dates, and Kanban-style organization.

• Integrated Communications Log
  Automatically sync emails, calls, and chat history (from integrations like Gmail, Outlook, Slack) into each client profile.

• Product & Service Catalog Sync
  Manage a static list of offerings (products or services), allowing one-click quote insertion and inventory-status checks.

• Custom Dashboards
  Create dashboards for sales managers, service coordinators, or executives to monitor pipeline health, deal velocity, or churn risk.

• Permissioned Multi-Tenant Support
  Built to support large teams or departments with role-based access for sales, service, finance, and leadership.

• Analytics & Reports
  Forecast revenue, track lead sources, and measure client retention or conversion across periods with auto-generated reports.

• API & Integration-Ready
  Connect with accounting tools (e.g., QuickBooks, Xero), cloud storage (e.g., Google Drive), or platforms like HubSpot and Fabric using secure APIs.

 Optional Add-ons (Modular Features):

• AI Lead Scoring System

• Customer Portal with Ticket Tracking

• Multi-language Support

• Mobile App (iOS & Android)

• Government Contract Pipeline Tracker

• Digital Signature and Document Builder

• Embedded Feedback & Satisfaction Surveys