Category
CRM
Key features
AI lead follow up
Inquiry qualification
Automatic CRM updates
01 — Overview
What is
Zipteams
Zipteams offers ZIP, an AI CRM agent that follows up with leads, qualifies inquiries, updates CRM records and suggests the next best action for sales reps. It works across calls, email and WhatsApp, building a shared customer memory from every conversation. Teams can run it on top of an existing CRM such as Salesforce or HubSpot, or use ZIP as their CRM.
02 — Who it’s for
Ideal Customer Profile
Aimed at sales teams and SDRs at SMB, mid-market and enterprise companies that want to automate lead follow up and CRM upkeep.
03 — Capabilities
Key Features
AI lead follow up
Inquiry qualification
Automatic CRM updates
Next best action suggestions
Call, email and WhatsApp coverage
Customer conversation memory
05 — Similar tools
Alternatives
06 — FAQ
Frequently Asked Questions
What is Zipteams used for?
Zipteams is used to put an AI agent to work on CRM tasks such as lead follow up, qualification, record updates and next step suggestions for reps.
Do I need a separate CRM to use Zipteams?
No. ZIP can run on the CRM you already have, or you can start with ZIP itself as your CRM with records, conversations and AI agents in one place.
Which tools does Zipteams integrate with?
It works with Salesforce, HubSpot, Zoho CRM, Freshsales, Pipedrive, Microsoft Dynamics and LeadSquared, plus Google Calendar, Google Meet, Zoom, Microsoft Teams, Twilio, Gupshup, Amazon SES and SendGrid.
Which channels does ZIP work across?
ZIP follows up and captures context across phone calls, email and WhatsApp.