Customers & pipeline
Companies, contacts, leads and deals with a board your team will actually use.
One platform, every team
Run your entire business from a single workspace
Zenret CRM unites your customers, pipeline, invoices, projects and support desk — with the security and isolation a multi-tenant business demands.
Built to run a real business
- 30+
- Business modules
- 100%
- Tenant-isolated data
- 13
- Role templates
- 24/7
- Audit trail
Everything in one place
Billing & invoicing
Estimates, invoices, payments, credit notes and expenses with real reporting.
Projects & tasks
Milestones, task boards, timesheets and approvals that stay in sync.
Support desk
Tickets, SLAs and a knowledge base so nothing slips through.
Marketing & social
Campaigns, web forms, audiences and scheduled social publishing.
AI where it helps
A governed copilot over your own data, with policies and audit logging.
Built for every team
Turn modules on or off per organization — the list below is generated from the platform itself.
CRM
Leads
Lead capture, board & scoring.
Contacts
Person contacts and address books.
Companies
Organisations / customers directory.
Customer portal
Self-service login for customers.
Client access
Grant customer portal logins and sign in as a client to help them.
Sales
Deals
Pipelines, stages and weighted values.
Estimates
Quotes that convert to invoices.
Proposals
Documented proposals & approvals.
Contracts
Contract lifecycle and renewals.
Web-to-lead forms
Embeddable lead capture forms.
Storefront
Public shopfront publishing your products, with guest checkout.
Affiliates & commissions
Multi-level affiliate tree, commission tracking and payouts.
Finance
Invoices
Billing, numbering and PDFs.
Payments
Recorded & gateway payments.
Expenses
Expense claims & categories.
Credit notes
Refunds and credit applications.
Point of sale
Retail checkout across outlets.
Accounting & bookkeeping
Chart of accounts, double-entry journal and financial reports.
Projects & HR
Projects
Project hub, milestones & boards.
Tasks
Task lists and task Kanban.
Timesheets
Time entries & approvals.
Attendance
Clock-in/out and shifts.
Leave
Leave requests and balances.
Appointments
Bookings, scheduling & calendar.
Payroll
Salary structures, payroll runs, loans & advances.
Recruitment
Job openings, candidate pipeline, interviews & offers.
Operations
Password vault
Encrypted team and personal password manager.
Files & sharing
Upload files, organise folders and share password-protected links.
Cloud storage
Store tenant files in your own S3 or Wasabi bucket.
Meetings
Schedule meetings on Zoom, Google Meet or Teams (or the built-in room).
Services
Service catalogue, packages and customer engagements with renewals.
Domains & hosting
Domain registration, hosting accounts, expiry tracking and optional WHMCS sync.
API & integrations
Issue API tokens and monitor programmatic access.
Website monitoring
Uptime, SSL and visitor heatmaps for your clients' websites.
QR codes
Generate branded QR codes with scan tracking.
Login tracker
Who signed in, from where, with which device — and failed attempts.
Assets
Company assets & documents with expiry tracking.
Products & inventory
Products, warehouses, stock movements.
Purchases
Purchase orders and receiving.
Goals
Goal tracking & progress.
Surveys
Surveys, questions & responses.
Reminders
Personal reminders & iCal feed.
Support tickets
Ticket desk (Jira-style).
Announcements
Internal announcement banner.
Engagement
Social marketing
Channels, planner & analytics.
Cloud API chat & campaigns.
Email accounts
Connected mailboxes & templates.
Greetings
Birthday, anniversary and festival greetings to customers.
Telemarketing
Call campaigns, click-to-call and a structured call log.
AI voice agent
An AI that answers and places client calls — training, country voices, transcripts and recordings.
AI system assistant
In-app AI copilot over your data.
Client website chat
Widget + training + visitor history.
MCP servers
Model Context Protocol connections.
Calendar
Events & appointments calendar.
Automation
Workflows, runs & webhooks.
Your business in your pocket
A mobile-first experience with sticky navigation and touch-friendly controls, designed for how you actually work away from the desk.
- Sticky, thumb-friendly navigation
- Works offline-first where it matters
- Installable to your home screen
Simple, transparent pricing
Start with a trial, upgrade when you are ready. Every package is managed by your administrator.
Packages are being finalised — please check back shortly.
Frequently asked questions
Can I change packages later?
Yes. An administrator can move your organization between packages at any time, and your data stays exactly where it is.
Is my data separated from other organizations?
Yes. Every record is scoped to your organization at the database level, and cross-organization access is rejected outright.
Do you support multiple teams within one organization?
Yes. Roles, departments and teams let you give each group exactly the access it needs.
What happens when my trial ends?
Your workspace is paused rather than deleted. Choose a package and everything resumes immediately.