CRM dashboard
P0 · MVPPipeline, tasks and your hottest leads.
WeekMonthQuarter
ZetCRM isn't part of your company's suite
ZetCRM: leads, pipeline, contacts and AI agents. It works on its own and reuses your existing contacts, people and products, so nothing has to be entered again.
- Lead scoring
- AI SDR & voice agents
- Reply drafting
- Daily brief
Your admin decides which apps your company uses.
You don't have access to this page
Your ZetCRM role is Employee. This page is for other roles.
What needs my attention today?
AMZed
Across your apps: 5 approvals waiting, 2 overdue tasks and 1 integration that needs re-authorising. Your first meeting is at 11:30.
Summarise my week across apps
AMZed
This week: 14 tasks done, 3 documents signed and 2 new hires onboarded. Two items slipped to next week; I can draft a note to the owners.
Show me today's pipeline.
AMZed
You closed 3 deals worth ₹3.86 Cr today, 12% above yesterday. Meetings converted at 41%.
Which deals need my attention?
AMZed
5 high-priority deals worth ₹9.42 Cr. 2 haven't been updated in 10+ days. Want me to draft re-engagement emails?
Which quotes are about to expire?
AMZed
4 quotes expire this week, worth ₹1.28 Cr. Two were viewed in the last 48 hours.
Should I offer a discount on Q-2041?
AMZed
Similar won deals closed at 6% to 8% off. Above 8% needs manager approval. I suggest 6% with a 30-day payment term.
Who is on leave next week?
AMZed
6 people are on leave next week. Sales South is down to 2 of 5 on Tuesday; no approved cover yet.
Draft a job description for a site engineer
AMZed
Done: a draft JD with responsibilities, must-have skills and the salary band from your grade structure. It is ready for review.
Top candidates for open jobs
AMZed
3 strong matches above 85%: two for Site Engineer, one for Sales Executive. Two have not been contacted yet.
Write an interview kit for Site Engineer
AMZed
Kit ready: 8 questions across safety, planning and stakeholder skills, each with a scoring guide.
Catch me up
AMZed
Since yesterday: 3 decisions in #project-techpark, a client question waiting for you in #sales, and the huddle notes from 4 pm.
Turn this thread into tasks
AMZed
I found 4 action items with owners and due dates. Review them before I create the tasks.
Build a deck from a brief
AMZed
A 12-slide outline is ready: problem, offer, pricing, case study and next steps, in your brand theme.
Who viewed my decks this week?
AMZed
9 viewers across 4 decks. The pricing slide got the most time; one viewer forwarded the deck to a colleague.
Summarise this contract
AMZed
12-month term, auto-renews, 30-day notice. Payment net 45. Liability capped at fees paid in 12 months.
Find risky clauses
AMZed
2 clauses to review: unlimited indemnity (section 9) and a one-sided termination right (section 14). Suggested redlines are ready.
Fill my timesheet from my calendar
AMZed
I added 31.5 hours from 14 calendar events, 24 of them billable. Two meetings had no project; please pick one.
Any unusual entries?
AMZed
One entry stands out: 11 hours on Tuesday for P-104. Everything else is within your usual range.
Who is free on Thursday afternoon?
AMZed
4 people are free from 2 pm: two carpenters, one electrician and one site supervisor.
Find schedule clashes next week
AMZed
2 clashes: Sara is double-booked on Monday, and Ravi has a shift during approved leave on Friday.
Which jobs are at risk today?
AMZed
3 jobs may miss their SLA: two waiting for parts and one with a technician running 40 minutes late.
Write the job report for the last job
AMZed
Report drafted from the checklist, photos and parts used. Ready to send to the customer after your check.
Which projects are at risk?
AMZed
2 projects are behind: Tech Park fit-out is 6 days late on electrical, and the budget on P-109 is at 88% with 3 weeks left.
Write a status update for Tech Park
AMZed
Draft ready: progress 64%, the electrical delay and the recovery plan, written for the client.
Ideas for subject lines
AMZed
3 ideas for the November newsletter, each under 45 characters, with a suggested A/B pair.
Best time to send?
AMZed
Your audience opens most on Tuesday 10:00 to 11:00. Sending then should lift opens by about 9%.
Metered on the tokens each answer uses
Ask Zed2