- zentroCRM
CRM for Small Business That Fills Itself
zentroCRM keeps every lead, deal and customer in one simple pipeline. Leads from calls, WhatsApp, Instagram and Messenger arrive on their own, so you spend your time closing jobs, not typing contacts.
- 60-day free trial. No card needed.
- Simple pipeline
- Leads arrive automatically
- Quotes, e-sign and invoices built in
Leads Scattered Across Phones, Chats and Notebooks
A lead in your WhatsApp, another in your call log, a quote in your email and the invoice in a spreadsheet. Follow-ups get missed because nobody can see the whole picture. A CRM with lead management software built in puts it all in one place.
What zentroCRM Does
Simple pipeline
New, Contacted, Qualified, Won or Lost. Drag a deal forward as it moves.
Leads arrive automatically
zentroVoice and zentroMSG save every call and chat as a lead with the full history.
Quotes, e-sign and invoices built in
Send the quote, get it signed and invoice from the same customer record.
Automations
Move leads and trigger follow-ups without manual work.
Team permissions
Detailed roles control who can see and edit what.
Your data stays separate
Each business's data is isolated at database level.
What Is a CRM for Small Business?
A CRM for small business is software that stores your leads and customers in one place, tracks each deal from first enquiry to payment and reminds you to follow up, without the complexity of enterprise sales tools.
Why does a service business need a CRM?
Service businesses win work from fast follow-up. A CRM for service business shows every open enquiry, who owns it and what happens next, so no quote goes cold.
zentroCRM vs a Typical CRM Setup
Need
Typical CRM setup
zentroCRM
Lead capture from calls and WhatsApp
Extra tools or integrations
Built in with zentroVoice and zentroMSG
Quotes and e-signature
Separate e-sign tool
Built in
Invoices and payment reminders
Separate invoicing tool
Built in
Setup
Often needs setup and customisation
Pipeline ready on day one
Up and Running in 3 Steps
Sign up
Sign up and invite your team.
Connect
Connect your channels, or import your existing contacts.
Work the pipeline
New leads appear on their own in your lead management software. Move them to Won.
Simple Pricing. Start Free for 60 Days.
A CRM and an AI that answers every call, in one plan. Start free, then pick the minutes you need.
Free
Try it on your own number before you choose a plan.
for 60 days · no card needed
- 60 AI call minutes
- Your own US phone number
- zentroCRM: up to 3 users
- 1,000 contacts
- WhatsApp chatbot, booking and invoices
Lite
For a light flow of calls.
$40 per month, billed $384 a year
- 100 AI call minutes a month
- Your own US phone number
- zentroCRM: up to 3 users
- 500 contacts
- WhatsApp chatbot, booking and invoices
Plus
For steady calls every day.
$63 per month, billed $600 a year
- 150 AI call minutes a month
- Your own US phone number
- zentroCRM: up to 3 users
- 500 contacts
- WhatsApp chatbot, booking and invoices
Prime
For a busy phone line.
$119 per month, billed $1,140 a year
- 300 AI call minutes a month
- Your own US phone number
- zentroCRM: up to 10 users
- 2,500 contacts
- WhatsApp chatbot, booking and invoices
Elite
For high call volume.
$225 per month, billed $2,160 a year
- 600 AI call minutes a month
- Your own US phone number
- zentroCRM: up to 25 users
- 10,000 contacts
- WhatsApp chatbot, booking and invoices
Max
For the busiest phone lines.
$413 per month, billed $3,960 a year
- 1,200 AI call minutes a month
- Your own US phone number
- zentroCRM: unlimited users
- Unlimited contacts
- WhatsApp chatbot, booking and invoices
Free
Try it on your own number before you choose a plan.
for 60 days · no card needed
- 60 AI call minutes
- Your own US phone number
- zentroCRM: up to 3 users
- 1,000 contacts
- WhatsApp chatbot, booking and invoices
Lite
For a light flow of calls.
per month, billed monthly · 100 minutes
- 100 AI call minutes a month
- Your own US phone number
- zentroCRM: up to 3 users
- 500 contacts
- WhatsApp chatbot, booking and invoices
Plus
For steady calls every day.
per month, billed monthly · 150 minutes
- 150 AI call minutes a month
- Your own US phone number
- zentroCRM: up to 3 users
- 500 contacts
- WhatsApp chatbot, booking and invoices
Prime
For a busy phone line.
per month, billed monthly · 300 minutes
- 300 AI call minutes a month
- Your own US phone number
- zentroCRM: up to 10 users
- 2,500 contacts
- WhatsApp chatbot, booking and invoices
Elite
For high call volume.
per month, billed monthly · 600 minutes
- 600 AI call minutes a month
- Your own US phone number
- zentroCRM: up to 25 users
- 10,000 contacts
- WhatsApp chatbot, booking and invoices
Max
For the busiest phone lines.
per month, billed monthly · 1,200 minutes
- 1,200 AI call minutes a month
- Your own US phone number
- zentroCRM: unlimited users
- Unlimited contacts
- WhatsApp chatbot, booking and invoices
- 60-day free trial
- No card needed
- AI voice included
- Prices in US dollars
Each call is rounded up to the next minute. Extra minutes on monthly plans cost $0.25 each. The free trial stops at 60 minutes or after 60 days. Not sure which plan? Talk to us.
When zentroCRM Is Not the Right Fit
If you run a large sales team with complex marketing automation, territory rules or deep enterprise reporting, a platform like HubSpot or Salesforce may suit you better. zentroCRM is a sales CRM built for service businesses that want simple and fast.
Better With the Rest of zentroStack
Leads come into zentroCRM from the AI answering service and the WhatsApp chatbot for business. Quotes and invoices go out through quote and invoice software.
Everything a Service Business Needs, Nothing It Doesn't
Pipelines you design. Rename stages, add new ones, run more than one pipeline and choose which stage means won or lost.
One timeline per lead. Calls, chats, notes, tasks, quotes and stage changes in one history, with one-click email, WhatsApp and call buttons.
Clients and lifetime value. Won deals become client records automatically, and repeat work adds up on the same account.
Tasks and a morning digest. Every follow-up has a due date, and each team member gets a short list of the day’s tasks.
Reports. See your loss rate and four more reports, and export any list to CSV.
Lead forms. Add a form to your website and every submission lands in the pipeline.
How to Choose a CRM for Small Business
Most guides, including the general definition of CRM, describe tools built for sales teams. A service business needs a different kind of CRM. Before you choose, ask four questions:
- Do leads arrive by themselves from calls, WhatsApp and forms, or will someone type them in?
- Can you send the quote and the invoice from the same customer record?
- Can the team start on day one without a consultant?
- Do you pay only for the parts you use?
zentroCRM was built to answer yes to all four, for owners who sell a service.
A CRM for Service Businesses
Plumbers, HVAC and electrical contractors, cleaning companies, clinics, salons, agencies and consultants use zentroCRM to see every open enquiry, who owns it and what happens next. If a customer can call or message you before they buy, a lead pipeline stops that enquiry going cold.
Frequently Asked Questions
Is zentroCRM easy to set up?
Yes, zentroCRM comes with a ready pipeline, so you can start adding and moving leads on day one. Connecting your phone, WhatsApp and social channels is the only setup most businesses need.
Can I import my existing contacts?
Yes, you can bring your existing contacts into zentroCRM, so your customer history starts in one place from the first day instead of being split between old and new tools.
What is the best CRM for small business?
The best CRM for small business is the one your team actually uses every day. For service businesses, look for automatic lead capture, a simple pipeline and quotes and invoices in the same place.
Can my team use it?
Yes, zentroCRM supports multiple users with detailed role permissions, so each person sees the leads and data they need and nothing they shouldn’t.
Is there a free trial?
Yes, zentroCRM comes with a 60-day free trial and no card needed. Test it with real leads from your business before choosing a plan.
Does zentroCRM find duplicate contacts?
Yes. When you import contacts or new leads arrive, zentroCRM checks for duplicates by email and name, so the same customer does not end up in your pipeline twice.
Can I add my own fields?
Yes, you can add custom fields to leads, such as job type, property size or budget, so each record holds the details your business needs.
Can I export my data?
Yes, you can export your leads and other lists to CSV at any time, so your data is never locked inside zentroCRM.
Put Every Lead in One Place
Try the CRM for small business free for 60 days. No card needed.