Apps & features

P0 · MVP

The ZetSuite catalog: each app, its features, which plan unlocks them, and the connections between apps.

Audit log
Apps in GA
5 / 12
Features
34 beta
259
AI features
shared AI
57
Connectors
12 flags live
29

Global kill switch

All systems running

Pause a capability for every company in every app at once. Apps stop it straight away and show a banner; work that tries to run is held, not dropped, and resumes when you release. Engage and release are audit-logged.

AI generation
Zed and AI features in every app
Autonomous agents
SDR agent, smart dispatch
Voice calling
Inbound & outbound AI calls
Outbound sends
Sequences, campaigns, WhatsApp

Recent changes

Full audit log

Every app, feature, connector, plan, colour and flow change is recorded.

  1. Ayesha Khan changed rollout ZetField › AI features › Smart dispatch
    10% → 30% of companies
    1h ago
  2. Neha Sharma published colour scheme ZetPlan
    Accent #0E9AA7 → #0891B2, tints refreshed
    2h ago
  3. Riya Shah changed status ZetPeople › Leave › Encashment
    Off → Beta, Enterprise only
    3h ago
  4. Sneha Pillai enabled app ZetField
    Al Noor Motors LLC · single-app plan ZetField Pro
    5h ago
  5. Arjun Rao set connector to beta ZetWork ↔ ZetPlan · Project staffing
    Default for new companies: Off
    Yesterday
  6. Vikram Desai changed plan Nordwind Software B.V.
    Sell bundle → Business bundle (6 apps, Standard)
    Yesterday
  7. Neha Sharma published industry flow Real Estate · ZetCRM
    v3: added "Site visit done" stage
    2d ago
  8. Ravi Kumar overrode feature Skyline Realty · ZetCRM › AI Agents › SDR agent
    Inherit → Off (owner request)
    3d ago
Apps & featuresConnectors 29Connection mapFeature flags 15

Suite core

Always onNot sellable · free with any app

Shared records and services every app builds on. Apps never depend on each other, only on the core, so a company can start with any single app.

Contacts & companies
One customer directory. ZetCRM adds leads, scores and pipeline on top.
People directory
Users, teams and managers. ZetPeople adds HR records, leave and payroll fields.
Products & services
One catalogue. ZetSales adds price lists, quotes and orders.
Calendar & availability
Meetings, working hours and holidays, used by every app.
Zed
Assistant, knowledge base, guardrails and usage caps, shared by every app.
Automations & approvals
One engine for workflows and approvals inside and across apps.
Files & notes
Attachments and notes on any record.
Users, roles, master data, audit
Security, RBAC, master data, integrations and audit log.
ZetCRMGA
CRM · v4.12

Leads, pipeline, contacts and AI agents

Companies
8/12
Features
27
MAU
318
Pairs with 6
ZetSalesGA
Sales · v3.4

Products, quotes, orders and revenue

Companies
6/12
Features
26
MAU
164
Pairs with 5
ZetPeopleGA
HR · v2.1

Employees, leave, attendance and org chart

Companies
4/12
Features
31
MAU
402
Pairs with 5
ZetATSBeta
Recruitment · v0.6

Jobs, candidates, interviews and offers

Companies
3/12
Features
27
MAU
47
Pairs with 5
ZetChatBeta
Team Chat · v0.5

Project spaces, channels, DMs, huddles and calls

Companies
3/12
Features
21
MAU
286
Pairs with 7
ZetPitchBeta
Presentations · v0.1

Templated decks, AI slides, sharing and viewer analytics

Companies
2/12
Features
7
MAU
0
Pairs with 4
ZetDocBeta
Documents · v0.1

Proposals, contracts and letters from templates, with e-sign

Companies
2/12
Features
7
MAU
0
Pairs with 7
ZetTimeGA
Timesheet · v1.8

Timesheets, approvals and billable hours

Companies
4/12
Features
22
MAU
96
Pairs with 3
ZetPlanBeta
Planning · v0.9

Resource schedules, shifts and capacity

Companies
5/12
Features
19
MAU
141
Pairs with 4
ZetFieldBeta
Field Service · v0.7

Jobs, dispatch, technicians and site visits

Companies
4/12
Features
26
MAU
58
Pairs with 4
ZetWorkGA
Projects · v2.6

Projects, tasks, milestones and Gantt

Companies
4/12
Features
22
MAU
77
Pairs with 6
ZetCampaignsBeta
Email Marketing · v0.8

Newsletters, audiences and automated journeys

Companies
8/12
Features
24
MAU
39
Pairs with 2
ZetBooks
Accounting · Q2 2027
Coming soon

Invoices, payments and GST / BTW / VAT returns

Waitlist7 companies
Pairs with
ZetDesk
Helpdesk · Q3 2027
Coming soon

Tickets, SLAs and a customer help center

Waitlist5 companies
Pairs with

ZetCRM

v4.12

Leads, pipeline, contacts and AI agents · Product owner Arjun Nair · 26 of 27 features live

App status
Features Appearance
FeatureGlobal statusNew cosPlansLimit · AIRequires · connector
Leads & contacts3 sub
Lead capture, contacts, accounts
–
–
Bulk import & dedupe
CSV, Excel, portal feeds
–
–
Data enrichment
Company size, socials, GST / KvK
–
–
Data hygiene
Merge suggestions, stale record sweeps
–
–
Pipeline3 sub
Deals, stages and forecasting
Pipelines
1 · 5 · ∞ · 10
–
Kanban
Drag deals across stages
–
–
Forecast column
Weighted value per stage
–
–
Stage SLAs
Alerts when a deal sits too long
–
–
Sequences & templates3 sub
Multi-step cadences
Active sequences
5 · 25 · ∞ · 40
–
Email steps
–
–
WhatsApp steps
Approved templates only
–
–
Subject line A/B
–
–
AI Agents3 sub
Autonomous agents with human approval
–
–
SDR agent
Prospects and books meetings
Claude Sonnet
Draft for approval
Sequences & templates
Voice agent
Inbound and outbound AI calls
Voice minutes / mo
0 · 500 · 3000 · 1500 min
AI Agents › Approvals
Approvals
Human sign-off before agents act
–
–
Scheduler & chat3 sub
Booking pages and website chat
–
–
Booking pages
–
–
Chat widget
AI first response, human handoff
–
–
Routing & SLA
Round-robin, territory, skills
–
–
Conversation intelligence2 sub
Transcripts, talk ratios, coaching
–
–
Call transcripts
–
–
Live coaching cards
–
AI Agents › Voice agent
AI features3 sub
Powered by Zed, metered on the company AI cap
–
–
Lead scoring
Claude Haiku
Suggest
–
Reply drafting
Claude Sonnet
Draft for approval
–
Daily brief
Claude Sonnet
Suggest
–
SPlan includes itSNot in plan (can be added per company) RequiresSame-app requirementVia connectorLights up only when both apps are on
Preset palettes
AccentAA pass · 4.6:1Active pills, primary buttons, wordmark start
Secondary accentGradient end, charts, highlights
Background tintsSoft blobs behind every page of the app
Live preview
ZetCRM
DashboardLeadsDealsContactsAccounts
LeadsNew
Today24
This week132
OpenMine

Preview updates as you pick. Dark mode derives tints from the accent automatically.

Connectors

Optional syncs between two apps. A connector is available to a company only when both apps are on, and reuses suite core records so nothing is re-entered.

Turning one Off pauses it everywhere, queued events are kept
ConnectorWhat it doesGlobal statusOn for new cosCompaniesRuns · 30d
Deals to quotes & orders
C1 · ZetCRM ↔ ZetSales
  • Won deal creates a draft quote
  • Accepted quote closes the deal as won
5 with both apps
4,120
Won deals to projects
C2 · ZetCRM ↔ ZetWork
  • Won deal creates a project from a template
4 with both apps
210
Orders to projects
C3 · ZetSales ↔ ZetWork
  • Confirmed order links budget hours to the project
4 with both apps
340
Orders to field jobs
C4 · ZetSales ↔ ZetField
  • Order needing installation creates a field job
  • Parts used are billed on the order
3 with both apps
188
Campaign leads & consent
C5 · ZetCRM ↔ ZetCampaigns
  • Clicks and forms create or update leads
  • Consent changes update audiences
7 with both apps
9,800
Tasks to timesheets
C6 · ZetWork ↔ ZetTime
  • Assigned tasks appear on timesheets
  • Logged hours burn the project budget
3 with both apps
3,400
Hours to payroll
C7 · ZetTime ↔ ZetPeople
  • Approved timesheets feed payroll and overtime
2 with both apps
960
Leave to schedules
C8 · ZetPeople ↔ ZetPlan
  • Approved leave blocks the schedule and flags clashes
4 with both apps
410
Technician scheduling
C9 · ZetPlan ↔ ZetField
  • Field jobs are booked into technician schedules
3 with both apps
520
Job hours to timesheets
C10 · ZetField ↔ ZetTime
  • Completed jobs log travel and on-site hours
1 with both apps
0
Project staffing
C11 · ZetWork ↔ ZetPlan
  • Project tasks reserve people in the schedule
2 with both apps
75
Deal decks
C12 · ZetPitch ↔ ZetCRM
  • Attach decks to deals and accounts
  • AI personalises a deck from deal and account data
  • Viewer activity becomes a buying signal on the deal
2 with both apps
0
Live pricing slides
C13 · ZetPitch ↔ ZetSales
  • Pricing slides pull the latest quote lines and totals
2 with both apps
0
Deck reviews
C14 · ZetPitch ↔ ZetChat
  • Share decks into a channel
  • Slide comments notify reviewers in ZetChat
2 with both apps
0
Proposals & NDAs
C15 · ZetDoc ↔ ZetCRM
  • Create a proposal or NDA from a deal, filled from the deal and account
  • Viewed, signed and declined update the deal timeline and stage
  • Signed documents are filed on the account
2 with both apps
0
Priced proposals & order forms
C16 · ZetDoc ↔ ZetSales
  • Pricing tables pull live quote lines, taxes and totals
  • Signed order form confirms the sales order
2 with both apps
0
SOWs to projects
C17 · ZetDoc ↔ ZetWork
  • Signed SOW creates the project with its milestones and budget
  • Change requests on a project generate a SOW amendment
2 with both apps
0
HR letters
C18 · ZetDoc ↔ ZetPeople
  • Appointment, experience and relieving letters merge from the employee record
  • Signed letters are filed in the employee documents and portal
1 with both apps
0
Offer letters
C19 · ZetDoc ↔ ZetATS
  • Approved offers generate the offer letter from the offer record
  • Candidate signs in the Applicant portal and the offer is marked accepted
2 with both apps
0
Deck to proposal
C20 · ZetDoc ↔ ZetPitch
  • Turn a deck into a written proposal, or embed a deck link in a proposal
2 with both apps
0
Document reviews
C21 · ZetDoc ↔ ZetChat
  • Approval requests and comments notify reviewers in ZetChat
  • Signed alerts post to the deal or project channel
2 with both apps
0
Project spaces
C22 · ZetChat ↔ ZetWork
  • Every project gets a space with its team
  • Task updates and mentions post to the space
  • Turn a message into a task
3 with both apps
1,840
Deal channels
C23 · ZetChat ↔ ZetCRM
  • Big deals get a private deal channel
  • Won/lost and risk alerts post to the sales channel
3 with both apps
260
Job threads
C24 · ZetChat ↔ ZetField
  • Each field job opens a thread with the technician
  • Photos and sign-off post back to the job
1 with both apps
95
Hiring channels
C25 · ZetChat ↔ ZetATS
  • Each open job gets a hiring channel with the panel
  • Interview feedback reminders
2 with both apps
40
Teams & announcements
C26 · ZetChat ↔ ZetPeople
  • Departments become channels automatically
  • New joiners are added and welcomed
1 with both apps
610
Hire to onboarding
C27 · ZetATS ↔ ZetPeople
  • Accepted offer creates the employee and onboarding checklist
  • Headcount requests in ZetPeople open jobs in ZetATS
2 with both apps
64
Interview scheduling
C28 · ZetATS ↔ ZetPlan
  • Interview panels are booked around team schedules and leave
2 with both apps
132
Talent nurture
C29 · ZetATS ↔ ZetCampaigns
  • Talent pool segments receive job alerts and newsletters
2 with both apps
0

Connection map

Every app stands alone on the suite core. Lines are optional connectors that light up when a company has both apps.

AllOnBeta
Suite coreAlways on · 8 servicesC1: Deals to quotes & ordersC1C2: Won deals to projectsC2C3: Orders to projectsC3C4: Orders to field jobsC4C5: Campaign leads & consentC5C6: Tasks to timesheetsC6C7: Hours to payrollC7C8: Leave to schedulesC8C9: Technician schedulingC9C10: Job hours to timesheetsC10C11: Project staffingC11C12: Deal decksC12C13: Live pricing slidesC13C14: Deck reviewsC14C15: Proposals & NDAsC15C16: Priced proposals & order formsC16C17: SOWs to projectsC17C18: HR lettersC18C19: Offer lettersC19C20: Deck to proposalC20C21: Document reviewsC21C22: Project spacesC22C23: Deal channelsC23C24: Job threadsC24C25: Hiring channelsC25C26: Teams & announcementsC26C27: Hire to onboardingC27C28: Interview schedulingC28C29: Talent nurtureC29ZetCRM8 cos · 6 connectorsZetSales6 cos · 5 connectorsZetPeople4 cos · 5 connectorsZetATS3 cos · 5 connectorsZetChat3 cos · 7 connectorsZetPitch2 cos · 4 connectorsZetDoc2 cos · 7 connectorsZetTime4 cos · 3 connectorsZetPlan5 cos · 4 connectorsZetField4 cos · 4 connectorsZetWork4 cos · 6 connectorsZetCampaigns8 cos · 2 connectors
Connector, onConnector, betaBuilt on the suite coreHover an app or connector to trace it, click an app to edit it

Connectors

Optional, both apps must be on.

C1Deals to quotes & ordersWon deal creates a draft quote
C2Won deals to projectsWon deal creates a project from a template
C3Orders to projectsConfirmed order links budget hours to the project
C4Orders to field jobsOrder needing installation creates a field job
C5Campaign leads & consentClicks and forms create or update leads
C6Tasks to timesheetsAssigned tasks appear on timesheets
C7Hours to payrollApproved timesheets feed payroll and overtime
C8Leave to schedulesApproved leave blocks the schedule and flags clashes
C9Technician schedulingField jobs are booked into technician schedulesBeta
C10Job hours to timesheetsCompleted jobs log travel and on-site hoursBeta
C11Project staffingProject tasks reserve people in the scheduleBeta
C12Deal decksAttach decks to deals and accountsBeta
C13Live pricing slidesPricing slides pull the latest quote lines and totalsBeta
C14Deck reviewsShare decks into a channelBeta
C15Proposals & NDAsCreate a proposal or NDA from a deal, filled from the deal and accountBeta
C16Priced proposals & order formsPricing tables pull live quote lines, taxes and totalsBeta
C17SOWs to projectsSigned SOW creates the project with its milestones and budgetBeta
C18HR lettersAppointment, experience and relieving letters merge from the employee recordBeta
C19Offer lettersApproved offers generate the offer letter from the offer recordBeta
C20Deck to proposalTurn a deck into a written proposal, or embed a deck link in a proposalBeta
C21Document reviewsApproval requests and comments notify reviewers in ZetChatBeta
C22Project spacesEvery project gets a space with its team
C23Deal channelsBig deals get a private deal channelBeta
C24Job threadsEach field job opens a thread with the technicianBeta
C25Hiring channelsEach open job gets a hiring channel with the panelBeta
C26Teams & announcementsDepartments become channels automatically
C27Hire to onboardingAccepted offer creates the employee and onboarding checklist
C28Interview schedulingInterview panels are booked around team schedules and leaveBeta
C29Talent nurtureTalent pool segments receive job alerts and newslettersBeta
AllOn% rolloutAllow-listOff
Evaluated per request · cached 30s at the edge
FlagApp · featureRolloutEnvironmentsUpdated
field.smart_dispatch
AI picks the technician on new jobs
ZetField
AI features
%30% of companies
devstagingprod
1h ago
Ayesha Khan
time.calendar_autofill
Draft timesheet entries from calendar events
ZetTime
AI features
Allow-list2 allow-listed
devstagingprod
5h ago
Riya Shah
campaigns.dynamic_content
Per-segment content blocks in emails
ZetCampaigns
Builder
%20% of companies
devstagingprod
Yesterday
Arjun Rao
plan.shift_swaps
Employees swap shifts with approval
ZetPlan
Shift templates
Allow-list1 allow-listed
devstagingprod
2d ago
Riya Shah
people.leave_encashment
Pay out unused leave at year end
ZetPeople
Leave
OffOff
devstagingprod
3d ago
Riya Shah
work.client_portal
Clients review deliverables in a portal
ZetWork
Client collaboration
Allow-list1 allow-listed
devstagingprod
1w ago
Arjun Rao
voice_agent.outbound
Outbound AI calls from sequences
ZetCRM
Voice agent
Allow-list3 allow-listed
devstagingprod
2h ago
Arjun Nair
ai_sdr.autonomous_send
SDR agent sends without human approval
ZetCRM
AI agents
%25% of companies
devstagingprod
Yesterday
Riya Shah
inbox.whatsapp_flows
WhatsApp Flows (forms inside chat)
Suite core
Unified inbox
OnOn for all
devstagingprod
3d ago
Meera Iyer
forecast.scenarios
Scenario planner on forecast page
ZetSales
Forecasting
OffOff
devstagingprod
1w ago
Arjun Nair
quotes.esign_native
Native e-signature (no DocuSign)
ZetSales
Quotes
%50% of companies
devstagingprod
4d ago
Kabir Rao
ci.live_coaching
Live call coaching cards
ZetCRM
Conversation intelligence
Allow-list1 allow-listed
devstagingprod
6d ago
Meera Iyer
deal_rooms.beta
Buyer-facing deal rooms
ZetSales
Deal rooms
OffOff
devstagingprod
2w ago
Kabir Rao
chat_widget.ai_first
AI answers first, human handoff on intent
ZetCRM
Chat widget
%10% of companies
devstagingprod
5d ago
Arjun Nair
byok.gemini
Bring-your-own key for Gemini
Suite core
AI agents
Allow-list2 allow-listed
devstagingprod
1mo ago
Riya Shah
ESC
Console actions
Onboard a new company Extend a subscription Enable a module for a company Find a user across companies
Jump to
Overview
All companies
Onboard company
Users across companies
Customer success
Support
Subscriptions
Quotes
Billing
Revenue reports
Apps & features
Plans & pricing
Industry templates
Roles & permissions
Master data
AI
ZetSuite team
System health
Announcements
Email & notifications
Integrations catalog
Privacy & data
Audit log
Console settings
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