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ZIVUX.AI
The CRM for SME your team will actually use
ZIVUX.AI is the leading CRM for SME built for the way small and medium enterprises actually run sales, support and operations — offering eight modules, role-based access, native WhatsApp campaigns and geo-tagged HR attendance, all on one stack.
LEADS
WHATSAPP
TASKS
HR
VIZO361 · Live · Multi-site · Federated
A CRM for SME built around how you sell — not how enterprises think you sell
Most CRMs are designed for a 200-person sales org and crush under their own weight at an SME. ZIVUX is a dedicated CRM for SME engineered specifically for teams of 5 to 50.
Role-based, not seat-based
Manager, Salesperson and Engineer roles ship pre-configured. No 40-hour implementation.
WhatsApp Business native
Run campaigns, send broadcasts and nurture leads on the channel your customers actually open.
Geo-tagged HR built in
Field staff clock in/out with location. Leave, attendance and reports without a separate HRMS.
The eight modules of our CRM for SME
Everything an SME needs to run — without the licence sprawl. Every module ships in every tier.
01
Lead ManagementCapture from web forms, WhatsApp, IndiaMART, Justdial and bulk imports. De-duplication, source attribution and round-robin assignment.
02
Sales PipelineVisual stage-based pipeline with weighted forecast, won/lost reasons and conversion analytics by source and salesperson.
03
Marketing & Campaign EngineCampaign builder, WhatsApp broadcasts, email drips and lead nurturing flows — measurable, segmentable, repeatable.
04
Sales Activity TrackingCalls, meetings, site visits and follow-ups logged with timestamps. Daily/weekly activity reports per rep.
05
Customer Support TicketsMulti-channel ticketing with SLA, priority, ownership and resolution tracking.
06
Task ManagementAssign, track and complete tasks across teams. Recurring tasks, dependencies, escalation rules.
07
HR & AttendanceGeo-tagged clock in/out, leave management and monthly reports. Designed for distributed sales and field teams.
08
Reports & DashboardsPre-built dashboards for sales, support, marketing and operations. Custom reports without SQL.
Where ZIVUX CRM for SME fits
Built for SMEs in industries where field teams, follow-ups and customer relationships drive revenue.
B2B services & consulting
Long sales cycles, multi-stakeholder deals and account-based follow-up — without the enterprise CRM bill.
Manufacturing & industrial
Channel partner management, dealer-distributor pipelines and field engineer scheduling.
Real estate & broking
Lead lifecycle from portal to site visit to closure, with WhatsApp follow-ups built in.
Education & coaching
Counsellor pipelines, batch enrolment and parent communication on WhatsApp.
Healthcare & clinics
Patient enquiry management, appointment scheduling and follow-up reminders.
SaaS & tech startups
SDR pipeline, demo scheduling, churn-risk tracking and customer success workflows.
Deployment options for your CRM for SME
Buy how it suits your balance sheet — perpetual on-prem, monthly cloud, or hybrid.
The CRM for SME built with enterprise-grade security from day one
WhatsApp BusinessNative integration
Mobile-firstiOS & Android
Geo-tagged HRField-team ready
ISO 27001Enterprise security
Open APIConnect any tool
Try ZIVUX with your own pipeline
14-day free trial. No card. We’ll help you import your leads and run your first campaign in under an hour.