◆ Zyan CRM

CRM for agencies.

Find prospects, manage leads, and track deals in one workspace, with an AI assistant that reads each lead’s history and drafts the next step.

Start now Watch the assistant
◆ AI prospecting◆ An assistant on every lead◆ Automations you enable
Example workspace · fictional lead
01 Find

AI prospecting for agencies.

Describe the businesses you want. The agent searches, keeps the ones that fit, and proposes adding them to your CRM for you to confirm.

Prospecting in the admin app: the operator asks for roofing companies in Portland, Maine without a website; the assistant searches, keeps the six listings without a site, proposes adding them to the CRM, and Add to CRM writes six lead rows before Review status opens the Lead Manager.
  • 8 listings searched
  • 6 without a website kept
  • Added to the CRM as cold leads
Demo workspace. Business details are fictional; search results and replies are scripted.

Searches use workspace credits. Contact-data filters use your own Apollo or People Data Labs key, and new campaigns start paused.

Cold email sequences →
02 Work the lead

An AI assistant on every lead.

Ask about any lead. The Assistant reads the record, the calls and the emails, tells you where things stand, and drafts the next message for you to send.

A lead record in the admin app with the Assistant docked beside it: the operator asks it to catch them up on Cedar Point Roofing and draft the pre-call email; it reads the lead and its timeline, answers with the call summary and the open deal, drafts the email, and Insert into reply puts the draft in the lead’s reply box, next to Send.
  • Read the lead, its call and emails
  • Summed up the call and the open deal
  • Drafted the email into the reply
Demo workspace. Business details are fictional; the assistant’s replies are scripted.

Every conversation in one inbox.

Team chat, client threads, texts and social DMs, answered through the channel they came in on.

  • Team chat
  • Client portal threads
  • Instagram DMs
  • Facebook and Messenger
  • WhatsApp
  • Quo (OpenPhone) lines
  • Telnyx lines
  • Twilio lines
  • Prospecting texts
  • Slack channels
  • Telegram
  • AI Assistant
03 Route

Lead management, routed and scored.

Every enquiry lands in one queue with its source, an owner and a response deadline, so nothing waits in a personal inbox.

  • One lead queue for the whole team

    Every lead with its source, owner, next follow-up and status, filtered by lens.

  • Lead routing, round robin or least loaded

    New website leads get an owner within a minute, or stay manual.

  • Lead scoring from real engagement

    Emails, calls, forms and visits add points. From 70 a lead reads as Hot.

  • A first-touch SLA on every new lead

    Set the target in minutes. Overdue leads move into the Attention lens.

  • Do not contact, with the reason on record

    A blocked lead’s follow-ups pause and the router skips it.

Leads from every source.

Forms and webhooks, imports, a photo of a business card, and visitors your LeadPost account identifies.

  • Typeform
  • Webflow forms
  • Tally
  • Fillout
  • Google Forms
  • Meta lead forms
  • Website Visitors
  • CSV imports
  • Business-card capture
04 Follow up

CRM automations for every follow-up.

Turn a lead, a form response or a booking into an owner, a timely message and a task your team can follow through.

  • Start from a template or build a sequence with waits, reminders, deal updates and team notifications.
  • Preview a test without sending messages or changing external accounts, then enable the workflow.
  • Save edits as a draft while the published version keeps running.
The Zyan automation editor: Lead created, Route lead, Send email, and Create task, with Save draft and Enable controls.
Actual product capture · fictional workspace. Assign an owner, acknowledge the enquiry, and create the next task.

Messages use your connected channels. Smartlead and Apollo enrolments start paused. Explore outbound →

05 Win

A sales pipeline that ends in a client portal.

Move deals from prospecting to won with their value and projected commission. A won deal becomes a client, with onboarding and a portal of their own.

The Sales Workspace’s Pipeline tab in the admin app: the rep selector and New deal above a kanban with Prospecting, Qualified, Proposal and Negotiation columns, each with its monthly total, holding invented deals that show value, close date, commission and days left.
Pipeline: deal stages, values and projected commission.
From won deal to client portal →
◆ Questions

Agency CRM questions

Is the CRM included, or an add-on?
Lead Manager, Pipeline, Automations and the Messages hub are part of the workspace; what each plan includes is on the pricing page, where “Leads, pipeline & automated outreach” and “Visitor ID & prospecting” are listed by plan. Prospecting searches spend workspace credits, and the contact-data filters use your own Apollo or People Data Labs key from Settings → Integrations.
Where do leads come from?
Leads arrive from a hosted Zyan form, the capture API from your own form, Typeform, Webflow, Tally or Fillout through a webhook, website visitor identification with your LeadPost account, AI Prospecting, and by hand — Add lead, Quick add, Import CSV, or a photo of a business card that prefills the form. Meta lead forms, Google and Meta ads, texts to your lines and Instagram DMs are recorded as sources on the same record.
Does the AI send anything on its own?
Prospecting proposes and you confirm; the campaigns it creates start paused. A draft automation runs nothing. Once you enable one, its steps run on every trigger — including an email or a text step — through the transports you connected, and Smartlead and Apollo enrolments are still created paused. In Messages, the AI draft is a button you press, and on a lead the Assistant’s draft goes into the reply for you to send.
What happens when I edit a live automation?
Save draft stores your edits and changes nothing live: the published version keeps running, the top bar reads “Draft differs from live”, and Publish changes replaces it. Pause stops a live automation from firing.
How does the pipeline connect to leads and clients?
New deal from a lead, or the “Add lead to pipeline” step, opens a deal on the board. The stages are fixed — Prospecting, Qualified, Proposal, Negotiation, Won, Lost — a stage move or a new deal can trigger an automation, and a won deal has Convert to client and Begin onboarding. Projected commission comes from the catalog products on the deal and the rep’s payroll percentages.
Which channels does the Messages hub cover?
Team chat, client portal threads, texts on Quo, Telnyx or Twilio lines, Instagram, Messenger, Facebook and WhatsApp DMs, prospecting text campaigns, Slack and Telegram channels, and an AI Assistant lane kept out of the unread counts. Texting runs on business lines you connect, never a personal number.
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