Features — eight modules, every tier, no per-feature traps
ZIVUX.AI brings eight core modules, an AI layer running on Anthropic Claude Sonnet 4.6, a no-code automation engine, and dozens of integrations into one platform. Below — every capability, organised the way your team will actually use it. Items marked Roadmap are on the near-term product plan; everything else is live in the product today.
Lead Management
Capture, qualify and route every lead — automatically.
Available on all plansWeb Form Capture
Auto-route by territory, product or score. 2-second lead creation.
IndiaMart Native
Real-time pull of buyer queries with full context.
JustDial Native
Phone-call leads auto-create contacts with caller ID.
TradeIndia
Same flow as IndiaMart — both major B2B marketplaces.
Facebook + LinkedIn Ads
Direct lead-form sync. No Zapier middle layer.
WhatsApp Inbound
Every "Hi" enquiry becomes a lead, thread attached.
Bulk Import
CSV / Excel with smart field mapping + de-dup.
AI Lead Scoring
0-100 score on intent, fit, engagement. Tunable to your data.
Round-Robin Assignment
Auto-assign by availability, load, territory, product.
Source ROI Tracking
Closed-won attribution back to source channel.
Auto-Welcome
Triggers email / WhatsApp / SMS within 60 seconds.
Smart De-Dup
One-click merge. Preserves all interaction history.
Sales Pipeline & Deal Management
Visual pipelines tuned for Indian B2B — RFQs, quotes, POs, AMCs.
Available on all plansMultiple Pipelines
Products vs services · India vs export · new vs renewal.
Custom Stages
Custom stages + required fields per stage. Fully configurable per pipeline.
Kanban + List + Calendar
Switch views in one click. Mobile-optimised.
GST Quote Builder
Auto CGST / SGST / IGST split based on location.
Digital Signatures Roadmap
Send → sign → auto-stage update. DigiLocker integration on roadmap.
PO Tracking
Match PO to quote. Split into delivery milestones.
AMC Renewals
Auto-create renewal deals 90 days before expiry.
Weighted Forecast Roadmap
Best-case / likely / commit views vs quota. Weighted probabilities landing next quarter.
Win/Loss Analytics
By reason, competitor, rep, product, region.
Activity Timeline
Every email, call, WhatsApp, meeting on the deal.
Mobile Pipeline
Move deals, log calls, send WhatsApp from your phone.
Team Collaboration
Multi-owner, @mentions, file library, approval flows.
Contact & Account 360°
One unified record per contact and per company.
Available on all plansUnified Identity
Name, designation, email, phone, WhatsApp, LinkedIn — all in one record.
Company Roll-Up
Org chart, hierarchy, parent-subsidiary support.
Activity Timeline
Every interaction — chronological, filterable, exportable.
Tags & Segments
Dynamic segments. Reuse across marketing, sales, support.
Field-Level Permissions
Restrict by team, territory, deal size, role.
Consent Management
DPDP / GDPR opt-in/out tracking with timestamps.
Bulk Operations
Update 200 contacts at once. Audit-logged.
Auto-Enrichment
LinkedIn / Apollo / ZoomInfo (bring your own keys).
Right to Erasure
One-click GDPR-compliant deletion workflow.
Task & Workflow Automation
No-code rule engine — triggers, conditions, actions.
Advanced on Grow & ScaleReady-made automations
Turn any of these on with one click. Live templates ship first, more roll out through the year.
Hot Lead Capture
New IndiaMart / WhatsApp lead → instant WhatsApp + P1 task + escalation. Live now.
Custom Builder
Drag-and-drop canvas on our embedded workflow engine. Test on a record. Pause / rollback any time. Live now.
Post-Demo Follow-up Roadmap
Demo done → recap email + 48hr task + 3-day reminder.
Stalled Quote Nudge Roadmap
Proposal stage 7+ days → polite WhatsApp template fires.
AMC Renewal Roadmap
90-day countdown auto-creates renewal deal + reminders.
Discount Approval Roadmap
Quote with >15% discount → block + manager approval.
Lost Deal Feedback Roadmap
Lost mark → 2-day wait → "what could we improve?" email.
Festival Cadence Roadmap
Diwali/Eid/Navratri auto-greeting to right segment.
Marketing & Campaigns
WhatsApp-first campaigns today · email + drip flows on the roadmap.
Grow & Scale plansWhatsApp Broadcasts
Business API templates. Bulk to opt-in segments. Live templates library with approved multi-lingual copy.
Campaign Scheduler & Calendar
Schedule, group and view every campaign across time. Reuse templates. Filter by status.
Audience Segmentation
By stage, region, behaviour, lifecycle, custom tags — all built on the CRM's live data.
Closed-Loop ROI
Sends → leads → deals — traced back to the campaign that started the conversation.
WhatsApp Opt-outs
Native opt-out tracking. Any contact that opts out is excluded from future sends automatically.
Email Builder Roadmap
Drag-and-drop composer, mobile-responsive templates. Landing this quarter.
Drip Nurture Flows Roadmap
Multi-step, multi-channel, behavioural branching. In active build.
A/B Testing Roadmap
Subject lines, send times, CTAs, layouts — planned alongside Email Builder.
Ad-Source Attribution Roadmap
Google · Meta · LinkedIn campaigns tied to CRM lead source. Roadmap.
Customer Support / Helpdesk
Ticketing tied to your customer record — every channel, one inbox.
Grow & Scale plansEmail-to-Ticket
Forward support@ — every email becomes a tracked ticket.
WhatsApp-to-Ticket
Customer DMs your number → ticket auto-created.
Web Form & Chat
Embeddable form + live chat widget on your site.
Phone-to-Ticket
Exotel / Knowlarity integration. One-click conversion.
SLA Policies
Tier-aware, priority-aware, business-hour aware.
Auto-Routing
By product, region, language, customer tier, skill.
Agent 360° Workspace
Customer history, deals, AMC — all on one screen.
Knowledge Base
Self-service deflection. Multi-lingual articles.
CSAT Surveys
One-question post-resolution. Trend by agent / category.
Escalation Rules
Auto-escalate on SLA breach or frustration keywords.
Ticket Merge / Split
Combine duplicates. Split multi-issue tickets.
Time Tracking
Per-ticket logging for billable support contracts.
Reports & Analytics
Pre-built dashboards + drag-and-drop custom report builder.
All plans · Custom on Grow+Sales Dashboard
Pipeline, forecast vs quota, win rate, leaderboard.
Marketing Dashboard
Funnel · campaign ROI · source mix · cost per lead.
Support Dashboard
Volume · SLA · CSAT · agent performance.
Customer Health
LTV · churn risk · upsell signals · renewal calendar.
Operations Dashboard
Open tasks · overdue · activity heatmap · adoption.
Custom Builder
Pick fields, group, filter, chart — no SQL.
Scheduled Email
Daily / weekly / monthly delivery to inbox.
External Sharing
Read-only links for board / investors / advisors.
Goal Tracking
Live gauge vs quota. Red / green real-time.
YoY / QoQ / MoM
Period-over-period comparison with delta %.
Data Export & BI Connectors Roadmap
CSV / Excel export live now. Power BI · Tableau · Looker · S3 · SharePoint connectors on roadmap.
HR & Attendance
Geo-tagged attendance + visit verification — built for field teams.
Scale planGeo-Tagged Clock-In
GPS + selfie verification + radius rules.
Visit Verification
Rep clocks in at customer's address — auto-logged.
Leave Management
Apply via app · one-click approval · auto balance.
Shift Scheduling
Roster builder · conflict detection · swap requests.
Expense Reimbursement
Photo-of-bill upload · auto-calc · Tally export.
Monthly Reports
Auto-generated payroll-ready exports on the 1st.
Org Chart
Auto-generated from reporting hierarchy.
Onboarding Checklists
Per-hire flow: laptop, ID, training, system access.
The AI Layer
Anthropic Claude Sonnet 4.6 · three agents working across the CRM · action tools that write back to the system.
Available on all plans (credits metered)Reply Agent
Answers inbound WhatsApp from your existing leads. Takes actions on your behalf — comments, updates, hand-off to human.
Nurturing Agent
Reaches out to leads on a schedule to keep them warm. The proactive side of the AI.
Prospect Agent
Chats first with unknown numbers. Only creates a lead once the person shows real intent — filters noise.
Action Tools
Create Lead · Add Comment · Update Profile · Hand Over to Human — all live. More tools (task / meeting / stage-move) rolling out.
WhatsApp Opt-outs
Every AI conversation respects opt-out. Full audit trail per lead.
AI Credits Meter
Every AI action counts against your plan credits. Live usage, per-user usage, admin top-up — all visible.
Branch-level Controls
Model, rate-limits, business hours, sub-status mapping — set per branch. Emergency kill-switch on the dashboard.
AI Reports
Conversion, hot-lead ratio, agent contribution, credits burn, stale-lead recommendations — all in one place.
Integrations Out of the Box
Native connectors to the tools Indian SMEs actually use.
Communication
Lead Sources
Accounting & ERP
Productivity & Payments
Security & Compliance
Enterprise-grade trust signals. Procurement-ready.
Mobile Apps
Full ZIVUX in your reps' pockets.
iOS Native
Pipeline, contacts, tasks, WhatsApp.
Android Native
Same parity, same UX.
Geo Check-In
Field rep visit verification.
Voice-to-Note
Quick post-meeting logging.
Offline Mode
Syncs when reconnected.
Push Notifications
Hot-lead alerts, SLA breaches.
Admin & Customisation
Configure without engineering tickets.
Custom Fields
Text, number, date, dropdown, formula.
Custom Modules
Your own object types (Scale plan).
Layout Designer
Per-role screen layouts.
Sandbox Environments Roadmap
Test config changes before going live. Scale-plan feature — rolling out this year.
Bulk Tools
Import / export / update / merge.
Version History
Roll back any config change.