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.

View CRM Plans See features
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.