Customer management
Keep all your customer information in one place.
CRM-002 · ZB Digital product
Tailor-made for your sales process
Custom CRM.
A customer relationship management system built specifically for your business needs, with nurture cadences, integration with Meta Ads, Google Ads and the WhatsApp Bot, plus contract e-signature.
01 / FeaturesWhat the product delivers day to day.
Built for
your day to day.
Features designed for real operations: ready to use and customizable as your company grows.
Sales pipeline
Track every opportunity from first contact to close.
Nurture cadences
Automatic warm-up and nurture cadences for your leads and customers.
Meta Ads and Google Ads
Direct integration with your campaigns to track each lead's source and performance.
Native WhatsApp bot
Native integration with our WhatsApp Bot, so support and sales run in a single flow.
Built-in e-signature
Send and track e-signed contracts right from the CRM, through ZB Signature.
02 / Connects withEach product solves one part. Together, your whole operation talks to itself.
Connected to the
ZB ecosystem.
Custom CRM shares information with other ZB products on behalf of the same company, with a single login.
Connection
ZB Finance
An approved proposal creates the customer, the receivables, the draft invoice and the payment request. The financial standing flows back to Customer 360.
Explore product
Connection
ZB Signature
Contracts sent for signature, with or without a payment request, and the status tracked inside the CRM.
Explore product
Connection
ZB Agenda
Customers synced with their booking history, including the status of the deposit and the consent form.
Explore product
Connection
WhatsApp Bot
WhatsApp message templates, leads created from the chat and tasks visible in the inbox.
Explore product
Connection
ZB Franchises
Charts and a sales ranking by unit for the franchisor.
Explore product
Connection
ZB Identity
One login for every ZB product, switching between them from the top bar.
Create a trial account
See the complete flows.
The connection map shows, step by step, how ZB products work together day to day.
03 / BenefitsWhy companies choose this product.
Why choose
Custom CRM.
- A system fully customized for your business
- Automatic lead warm-up and nurture cadences
- Native integration with Meta Ads and Google Ads
- Native integration with the ZB Digital WhatsApp Bot
- Built-in contract e-signature (ZB Signature)
- Dedicated technical support
Free trial
Try it before you decide.
Create a trial account and explore Custom CRM with your team. If it's a good fit, we handle the rollout and integrations together with you.
04 / Other productsSolutions that work together.
Products that
complement each other.
ZB products integrate with one another. Combine them as your company's operation grows.
AAS-003
AI Agents
We build and integrate AI agents that solve real problems in your business.
Explore product
SIG-004
ZB Signature
Legally valid digital signatures with an audit trail, receiving contracts from the CRM and ZB Finance and consent forms from ZB Agenda.
Explore product
FRQ-005
ZB Franchises
Franchise network management: network royalties, each unit's finances in ZB Finance and a sales ranking in the CRM.
Explore product
05 / Request a demoWe're here to listen ↙
Contact
Want to see Custom CRM working in your operation?
Tell us how your process works today. We'll prepare a demo focused on what makes a difference for your team.
Message us on WhatsApp (19) 2626-0727contato@zbdigital.dev