Features

Every capability, without the sprawl

Stop stitching tools together. Zenret CRM covers the whole customer and delivery lifecycle.

The full module catalogue

Generated from the running platform, so it is always accurate.

CRM

Leads

Lead capture, board & scoring.

Contacts

Person contacts and address books.

Companies

Organisations / customers directory.

Customer portal

Self-service login for customers.

Sales

Deals

Pipelines, stages and weighted values.

Estimates

Quotes that convert to invoices.

Proposals

Documented proposals & approvals.

Contracts

Contract lifecycle and renewals.

Web-to-lead forms

Embeddable lead capture forms.

Finance

Invoices

Billing, numbering and PDFs.

Payments

Recorded & gateway payments.

Expenses

Expense claims & categories.

Credit notes

Refunds and credit applications.

Point of sale

Retail checkout across outlets.

Projects & HR

Projects

Project hub, milestones & boards.

Tasks

Task lists and task Kanban.

Timesheets

Time entries & approvals.

Attendance

Clock-in/out and shifts.

Leave

Leave requests and balances.

Appointments

Bookings, scheduling & calendar.

Operations

Assets

Company assets & documents with expiry tracking.

Products & inventory

Products, warehouses, stock movements.

Purchases

Purchase orders and receiving.

Goals

Goal tracking & progress.

Surveys

Surveys, questions & responses.

Reminders

Personal reminders & iCal feed.

Support tickets

Ticket desk (Jira-style).

Announcements

Internal announcement banner.

Engagement

Social marketing

Channels, planner & analytics.

WhatsApp

Cloud API chat & campaigns.

Email accounts

Connected mailboxes & templates.

AI system assistant

In-app AI copilot over your data.

Client website chat

Widget + training + visitor history.

MCP servers

Model Context Protocol connections.

Calendar

Events & appointments calendar.

Automation

Workflows, runs & webhooks.

Serious about the fundamentals

Multi-tenant by design

Server-side tenant resolution, database-level scoping and cross-tenant 404s.

Role-based access

A stable permission catalogue with roles you can shape per organization.

Full audit trail

Every security-significant action is recorded and reviewable.

Automatic backups

Run backups from the browser — no console access required.

See it with your own data

Start a trial and invite your team.

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