Leads
Lead capture, board & scoring.
Features
Every capability, without the sprawl
Stop stitching tools together. Zenret CRM covers the whole customer and delivery lifecycle.
The full module catalogue
Generated from the running platform, so it is always accurate.
CRM
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.
Serious about the fundamentals
Multi-tenant by design
Server-side tenant resolution, database-level scoping and cross-tenant 404s.
Role-based access
A stable permission catalogue with roles you can shape per organization.
Full audit trail
Every security-significant action is recorded and reviewable.
Automatic backups
Run backups from the browser — no console access required.