The problem it solves
Customer information ends up scattered — a spreadsheet here, an inbox there, notes in someone’s head. Follow-ups get missed, handovers fall apart, and you can’t see your pipeline. Most “small-business CRMs” then prove too shallow the moment you have multiple contacts per account, a real sales process, or campaigns to run. Zulu’s CRM is the connected spine of your business — deep where it counts, and tied to every other module.
What it does
- Rich contact records — companies with multiple contact people (each with role, buying role, primary flag), plus billing, shipping and physical addresses, and properly formatted phone numbers
- Segmentation — custom client groups and options (e.g. Industry → Tech / Retail), with bulk assignment
- Lifecycle statuses — Lead → Prospect → Client (and Cancelled), with bulk transitions
- Opportunities & pipeline — configurable stages, probability, product line items, and revenue scheduling that spreads value or quantity across future periods
- Activity notes — logged against any record, with note action types you define (Call, Email, Meeting, Site Visit…) and colour-coded recency
- Automated sequences — multi-step email/SMS/task cadences with merge tags and custom tokens, auto- or manually enrolled, with a test mode and opt-out (
mail_stop) respected - Bulk mailer — branded email/SMS to groups with attachments and send tracking
- Statements — per-client balances and bulk statement send (PDF)
- Custom objects — define your own record types linked to a client (e.g. insurance policies, assets, contracts) with typed fields
- Xero contact sync and an optional client portal/login
Use cases
An agency tracks every lead through the pipeline with revenue scheduled across the project. A distributor segments account customers into tiers and bulk-mails a price update. An insurance or services firm stores policies as custom objects against each client and runs a renewal sequence automatically.
How it connects
The CRM is the foundation: Quoting, Invoicing, Job Cards, Bookings, Statements and Pipeline all read from and write back to the contact, so a customer’s whole story lives in one place.
For your AI agent
Live on the API today.
- Create, update and search contacts —
GET/POST /client,PUT /client/{token} - Read a full record —
GET /client/{token} - Log notes after a call or email —
POST /note/client/{token}
Best for
Every Zulu business — and especially B2B service, agency, distribution and account-based operations that manage multiple contacts, a real pipeline and ongoing campaigns.