Customer context is scattered
Calls, emails, chats, WhatsApp conversations, and CRM fields tell different parts of the customer story.
AI AGENTS FOR CRM
Turn your CRM from a system of records into a system of action.
ZIP connects AI agents to your CRM and communication channels so sales work happens continuously: conversations are understood, records stay current, leads are followed up, and your team steps in at the right moment.
What ZIP changesOne agent interface for your team, backed by specialised agents that share the same customer context.
01 / THE WORK
Where the current process breaks.
Records depend on manual updates
Reps have to summarise conversations, fill fields, create tasks, and remember the next action after every interaction.
Automation lacks judgment
Rule-based workflows trigger actions without understanding intent, objections, commitments, or what happened previously.
02 / THE ZIP WORKFLOW
How ZIP handles the job.
ZIP works across the CRM and communication channels you already use. Human sellers stay involved where judgment or a relationship matters.
1→
Connect
ZIP connects to your existing CRM, telephony, WhatsApp, email, chat, and meeting tools.
2→
Understand
Every conversation becomes structured customer context: needs, intent, objections, promises, and next steps.
3→
Act
Agents score, call, follow up, update records, and move work forward using the full customer history.
4
Collaborate
ZIP hands the customer to a human seller when judgment, negotiation, or relationship-building matters.
03 / WHAT YOUR TEAM GETS
Work completed, with context your team can trust.
- ✓CRM records updated after every conversation
- ✓Consistent follow-up across sales channels
- ✓Qualified opportunities routed to the right seller
- ✓One current customer history for humans and agents
- ✓A clear audit trail of what ZIP understood and did
SalesforceHubSpotZoho CRMLeadSquaredWhatsAppVoiceEmailChat
No CRM migration required. Start with one workflow and expand after your team sees the result.
04 / COMMON QUESTIONS
What teams ask before deployment.
Do we need to replace our CRM?+
No. ZIP is designed to start on top of the CRM you already use. You can deploy one workflow first and expand without interrupting your current sales process.
Which CRMs can ZIP work with?+
ZIP supports leading CRMs including Salesforce, HubSpot, Zoho CRM, Freshsales, Pipedrive, Microsoft Dynamics, and LeadSquared, with custom deployment options for other systems.
Can humans review or take over?+
Yes. ZIP can route conversations and tasks to your team whenever a workflow requires human judgment, approval, negotiation, or a relationship-driven close.
How does ZIP maintain context?+
ZIP turns conversations and CRM updates into shared customer memory. Every agent reads the same current context and writes outcomes back for the next action.
Put ZIP to work on your CRM.
Choose the sales work consuming your team’s time. ZIP connects to your existing systems and starts with a focused deployment.
Book a deployment call ↗