A CRM Platform For
Connected Customer Context
Bring customer relationship management, supported conversation history, opportunities, stages, meetings, notes, files, activities, and AI context into one workspace.
Customer Information Is Scattered Everywhere
When customer data, conversation context, meetings, notes, files, and opportunity activity live in separate tools, teams have to reconstruct the customer picture.
One Customer. One Timeline.
One Source Of Truth.
Supported conversations, contact fields, opportunities, meetings, notes, files, and activities stay connected for authorized team members.
Everything About Your
Customer In One Place
Connect contact details, groups, custom fields, supported conversation history, opportunities, appointments, notes, files, activities, and reviewable AI context.
Customer requested a property with a pool and golf view. Two properties are linked. Confirm viewing availability and update the opportunity after the meeting.
Review Connected Customer Activity
Keep recorded conversations, qualification details, assignments, meetings, stages, files, notes, and follow-up activity in context.
Reviewable AI Opportunity Context
Configured AI can collect qualification details and help summarize supported conversation requirements for linked opportunities.
Qualification Details
Collect organization-defined customer requirements through configurable AI questions.
Conversation Summaries
Summarize supported conversation context for a linked opportunity.
Requirement Extraction
Extract relevant customer requirements into opportunity context.
Suggested Next Action
Provide a reviewable next-action suggestion for an opportunity.
Meeting Context
Keep compatible calendar meetings connected to customer and opportunity records.
Ownership Context
Keep opportunity stage and assigned owner visible to authorized team members.
Connect CRM And Conversation Context
Authorized team members can review supported WhatsApp conversation context alongside linked contact and opportunity details.
Confirm the requested property details, record the response, and update the linked opportunity after team review.
Built For Collaborative Customer Management
Authorized team members can review shared opportunity ownership, notes, meetings, files, and recorded activity.
Ownership
Assign an opportunity to an authorized team member and keep ownership visible.
Notes
Add team context to the opportunity record for future review.
Activity History
Review recorded opportunity activities and stage changes in context.
Meetings & Files
Keep linked meetings and supporting files with the opportunity.
CRM Context For Dedicated Industry Workflows
Use Zappilo's real estate and ecommerce capabilities alongside configurable contacts and opportunities.
Track Opportunities Through Configurable Stages
Use stages, ownership, meetings, files, notes, custom fields, and activities to reflect the way your team manages opportunities.
This illustrative pipeline shows how a team can organize opportunity progress. Stage names and related fields can be configured for the organization.
Connected Context, Not Just Contact Storage
Zappilo connects supported conversations, customer records, opportunities, meetings, files, activities, and reviewable AI context.
What Connected Customer Context Provides
Give authorized teams a structured CRM platform for customer records, opportunities, ownership, meetings, files, activities, and AI-supported context.
Customer Records
Manage contact and opportunity context in one CRM platform.
Business Fields
Use groups and custom fields for organization-specific customer data.
Opportunity Ownership
Keep stages and responsible team members visible.
Meetings & Activity
Connect meetings, files, notes, and recorded activities.
Conversation History
Link supported WhatsApp and website conversation context.
AI Opportunity Context
Review summaries, extracted requirements, and suggested actions.
Part Of The Zappilo Platform
Connect CRM records with supported communication, AI configuration, automation, campaigns, calendars, analytics, and integrations.
CRM Platform Questions
Clear answers about customer records, opportunities, conversation context, AI support, and contact data management.
What is the Zappilo CRM platform?
Zappilo CRM is a customer relationship management workspace that connects contacts, supported conversation history, opportunities, appointments, notes, files, activities, and configurable customer data.
What customer information can teams manage in Zappilo CRM?
Teams can manage contact details, groups, custom fields, assigned agents, supported conversation history, meetings, notes, files, activities, and linked opportunities.
Does Zappilo CRM include opportunity management?
Yes. Teams can manage opportunities with configurable stages, ownership, meetings, files, activities, custom fields, and links to the relevant customer and conversation context.
How does Zappilo CRM connect with customer conversations?
Supported WhatsApp Business and website chat conversations can be linked to contact records so authorized team members can review customer context while managing communication and follow-up.
How does AI support Zappilo CRM?
Configured opportunity intelligence can summarize supported conversations, extract customer requirements, and suggest a useful next action. AI qualification can also collect organization-defined customer details.
Can contacts be imported or exported from Zappilo CRM?
Yes. Zappilo includes contact import and export capabilities, along with groups and custom fields for organizing customer records. Availability may depend on account permissions and plan.
Know Every Customer
Before Every Conversation
Give your team connected contact, opportunity, conversation, meeting, file, activity, and AI-supported context.