Zi SoftTech

Powered by Zenith Intelligence AI

My CRM — AI-powered leads, pipeline, and Zi Copilot in one portal.

Capture Meta Lead Ads, manage kanban pipelines, and let Zi Copilot score leads, draft quotations, and brief your team daily — powered by Zenith Intelligence AI.

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Zi Copilot AI AI lead scoring 14-day trial

Pipeline

My CRM

Starting at $19.99 / mo

New

2

Sarah M.

Meta Lead

James K.

Website form

Contacted

1

Aisha R.

Follow-up today

Won

1

Northline Co.

$2,400 deal

Zi Copilot AI Quotes Meta Leads
Zi Copilot AI
AI quotations
Leads & kanban
Meta Lead Ads
AI daily digest
Contacts & deals
Zenith Intelligence AI

Zi Copilot — AI built into your CRM

Ask questions, score leads, draft quotations, and get daily AI briefings — all powered by Zenith Intelligence AI.

Zi Copilot chat

Search leads, check follow-ups, and draft quotes in plain language from your client portal.

AI lead scoring

Automatic intent analysis, duplicate detection, and next-step suggestions on every lead.

AI quotation drafts

Generate line items, terms, and totals from a lead — review and send in minutes.

AI daily digest

Morning briefings on hot leads, follow-ups due, and expiring quotations.

Powered by Zenith Intelligence AI

Overview

A complete CRM built for agencies, freelancers and growing teams

Stop juggling spreadsheets and missed follow-ups. My CRM combines pipeline management with Zi Copilot — ask about leads in plain language, auto-score intent, draft quotes with AI, and get daily briefings on what needs attention.

Zi Copilot Visual kanban Meta Lead Ads routing

Zi Copilot

Chat with your CRM — search leads, check follow-ups, pipeline stats, and draft quotations instantly.

Visual kanban

Drag leads across stages with AI scores and next-step hints on every card.

Meta Lead Ads routing

Facebook and Instagram leads land in CRM with AI enrichment and routing rules.

Choose My CRM Pro or grow with a bundle

Subscribe from your client portal. Start with a free 14-day trial, then pick the plan that fits.

MY CRM

My CRM Pro

Leads, kanban, contacts, deals and Meta routing

$ 19.99
per month
Billed $19.99 / mo
  • Leads pipeline & kanban
  • Kanban board & CSV export
  • Contacts & deals management
  • Meta Lead Ads auto-routing
  • Email alerts on new leads
  • Dashboard metrics & follow-ups
  • 14-day free trial available
  • Social Page Manager included
Get My CRM Pro
POPULAR

Social + CRM Bundle

My CRM Pro plus Facebook & Instagram Social Page Manager

$ 29.99
per month
Billed $29.99 / mo
  • Everything in My CRM Pro
  • Leads pipeline & kanban
  • Contacts & deals management
  • Meta Lead Ads auto-routing
  • Email alerts on new leads
  • Social Page Manager included
  • CSV export & dashboard metrics
Get Social + CRM

Features

Everything you need to capture leads and close more deals

Zi Copilot, AI lead analysis, quotation drafts, Meta routing, and email alerts — everything to capture and close faster.

Zi Copilot

Natural-language CRM assistant for leads, follow-ups, pipeline, and quote drafts.

AI lead scoring

Intent summaries, duplicate detection, and recommended next actions on every lead.

AI quotation drafts

Generate line items and terms from a lead — review PDFs before sending.

Leads pipeline & kanban

Track every inquiry from new to won with visual boards and CSV export.

Meta Lead Ads auto-routing

Connect Meta Lead Ads and route form submissions into the right pipeline.

AI daily digest

Morning briefings on hot leads, follow-ups due, and expiring quotes.

Workflow

From Meta Ads to closed deal — one connected workflow

Workflow

Lead in. Deal closed.

Meta forms and manual leads feed one AI-enriched pipeline. Zi Copilot helps you qualify, draft quotes, and stay on top of follow-ups — with email alerts when new inquiries arrive.

1

Capture

Manual entry, Meta Lead Ads, or service inquiry forms.

2

Qualify

Kanban stages, follow-ups and lead rules keep work moving.

3

Convert

Turn qualified leads into contacts and tracked deals.

4

Win

Track wins, pipeline value and monthly performance.

Questions before starting with Zi SoftTech CRM

Zi Copilot is your CRM AI assistant in the client portal. Ask about leads, follow-ups, pipeline value, and draft quotations in plain language — powered by Zenith Intelligence AI.
Yes. AI generates quotation drafts with line items and terms from your leads. You review and edit before sending or downloading PDFs.
Yes. Connect Meta Lead Ads and use routing rules so Facebook and Instagram form leads land in your pipeline with AI enrichment.
Yes. Start with a free 14-day trial, then subscribe to My CRM Pro from the client portal marketplace.
Zi Copilot, AI lead scoring, AI quotation drafts, kanban pipeline, contacts & deals, Meta Lead Ads routing, and AI daily digest.
Log in to your client portal and open My CRM for dashboard, Zi Copilot, kanban, leads, quotations, and Meta Lead Ads settings.

Start capturing leads with My CRM today.

Pick a plan, open Zi Copilot, connect Meta Lead Ads, and let AI help you capture and close every lead.

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