ZIVUX.AI

The CRM your SME actually uses

ZIVUX.AI is a value-led CRM built for the way SMEs actually run sales, support and operations — 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

Built around how SMEs sell — not how enterprises think they sell

Most CRMs are designed for a 200-person sales org and crushed under their own weight at an SME. ZIVUX is engineered for the team 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

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 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

Buy how it suits your balance sheet — perpetual on-prem, monthly cloud, or hybrid.

Option Best for What you get
Starter Solo founders & teams of up to 5 All 8 modules, basic dashboards, email + WhatsApp support. ₹2,499/mo.
Growth Growing SMEs of up to 20 users All Starter features + custom dashboards, RBAC, priority support. ₹4,999/mo.
Scale Established SMEs with unlimited users All Growth features + custom integrations, dedicated success manager. ₹9,999/mo.

Built for enterprise 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.

Start free trial

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