Apps & connections
P0 · MVPEvery app works on its own. Connect the ones you use, and shape each app's flow for your industry.
Apps on
12 of 12
plus core records, always on
Connectors
9 active
2 available to connect
Synced today
1,931
records, no re-entry
Sync health
99.9%
1 error waiting for retry
AppsConnectorsCore recordsIndustry flowsSync activity
Your apps
ZetCRM
IncludedLeads, pipeline, contacts and AI agents
Works on its ownPairs well withZetSalesZetCampaignsZetWork
Seats · Business plan7 of 10 used
Lead scoring
AI SDR & voice agents
Reply drafting
Daily brief
Features3 of 3 on
- Leads & pipeline
- Lead scoring
- Multiple pipelines
- Routing & SLA
- AI agents
- SDR agent
- Voice agentP1
- Call intelligence
- Engage
- Sequences
- Scheduler
- Chat widget
ZetSales
IncludedProducts, quotes, orders and revenue
Works on its ownPairs well withZetCRMZetWorkZetField
Seats · Business plan7 of 10 used
Quote drafting
Discount guidance
Forecast
Deal risk
Features4 of 4 on
- Quotes
- E-signature
- Discount approvals
- Deal roomsP2
- Orders
- Delivery tracking
- Invoice hand-off to accounting
- Products & price lists
- Multi-currency price lists
- Stock levels
- Revenue intelligence
- AI forecast
- Deal risk
ZetPeople
IncludedEmployees, leave, attendance and org chart
Works on its ownPairs well withZetTimeZetPlan
Seats · Business plan14 of 20 used
Policy answers
Attrition risk
Leave impact check
Job description writer
Attendance anomaly check
Payroll variance explain
Broadcast translation
Features3 of 3 on
- Employee records
- Documents & IDs
- Org chart
- Leave
- Leave policies
- Holiday calendars
- Attendance
- Geo check-in (mobile)
- Biometric import
ZetATS
Trial · 21 days leftJobs, candidates, interviews and offers
Works on its ownPairs well withZetPeopleZetCampaignsZetPlan
Seats · 21 days left4 of 4 used
Resume parsing
Candidate match score
JD writer
Interview kit generator
AI screening calls
Bias check
Features4 of 4 on
- Jobs
- Requisition approvals
- AI JD writer
- Bias check
- Pipeline
- AI match score
- Bulk actions
- Interviews
- Interview kits
- AI screening callsP1
- Offers
- Approval chain
- E-sign
ZetChat
IncludedProject spaces, channels, DMs, huddles and calls
Works on its ownPairs well withZetWorkZetCRMZetField
Seats · Business plan15 of 20 used
Catch me up summaries
Thread to task
Smart replies
Meeting notes & action items
Ask across chats
Features3 of 3 on
- Messaging
- Channels & DMs
- Threads
- Guest access
- Project spaces
- Auto-create from projects
- Client guestsP1
- Huddles & calls
- Screen share
- Recording + AI notes
ZetPitch
Add-onTemplated decks, AI slides, sharing and viewer analytics
Works on its ownPairs well withZetCRMZetSalesZetChat
Seats · ₹250 / user / month6 of 10 used
Deck from a brief
Slide from a prompt
Rewrite & shorten
Personalise for a deal
Speaker notes
Viewer insights
Features3 of 3 on
- Decks
- Template library
- AI deck from brief
- Live data slides
- Sharing
- Password links
- Email verification (OTP)
- Custom domainP1
- Collaboration
- Comments
- Live co-editing
ZetDoc
Add-onProposals, contracts and letters from templates, with e-sign
Works on its ownPairs well withZetCRMZetSalesZetPeopleZetATSZetWork
Seats · ₹200 / user / month10 of 12 used
Draft from a brief
Clause suggestions
Risk review
Summarise a contract
Fill from record
Redline compare
Features4 of 4 on
- Templates
- Template library
- Clause library
- AI draft from brief
- Approvals
- Multi-level approval
- Clause deviation alerts
- E-sign
- Signing order
- Aadhaar eSign (IN)P1
- Audit certificate
- Contracts
- Renewal reminders
- Obligation trackingP1
ZetTime
Add-onTimesheets, approvals and billable hours
Works on its ownPairs well withZetWorkZetPeopleZetField
Seats · ₹180 / user / month13 of 15 used
Auto-fill from calendar
Anomaly detection
Billable suggestions
Features3 of 3 on
- Timesheets
- Timer
- AI draft from calendar
- Approvals
- Two-level approval
- Overtime rules
- Billable hours
ZetPlan
Add-onResource schedules, shifts and capacity
Works on its ownPairs well withZetPeopleZetFieldZetWork
Seats · ₹150 / user / month7 of 10 used
Auto-plan schedules
Clash detection
Capacity forecast
Features2 of 2 on
- Schedules
- Shift templates
- Open shifts
- Capacity planning
- Skills matching
ZetField
Trial · 12 days leftJobs, dispatch, technicians and site visits
Works on its ownPairs well withZetSalesZetPlanZetCRM
Seats · 12 days left4 of 6 used
Smart dispatch
Route optimisation
Job report writer
Parts prediction
Features2 of 2 on
- Jobs & dispatch
- Route optimisation
- Auto-assign by skill & distance
- Technician app
- Photos & checklists
- Customer e-sign
- Offline mode
ZetWork
IncludedProjects, tasks, milestones and Gantt
Works on its ownPairs well withZetCRMZetSalesZetTime
Seats · Business plan4 of 8 used
Plan from brief
Risk & delay alerts
Status update writer
Features2 of 2 on
- Projects
- Templates
- Gantt
- Budgets (hours)
- Tasks
- Dependencies
- Client portalP2
ZetCampaigns
Add-onNewsletters, audiences and automated journeys
Works on its ownPairs well withZetCRMZetSales
Seats · ₹350 / user / month4 of 4 used
Email writer
Subject A/B ideas
Send-time optimisation
Segment builder
Features2 of 3 on
- Email builder
- A/B tests
- Dynamic content
- Audiences
- AI segment builder
- Journeys
Add to your suite
Each app works on its own. When you add one, its connectors to your other apps light up and it reuses your existing customers, people and products.
ZetCRM
Leads, pipeline, contacts and AI agents
Works on its ownPairs withZetSalesZetCampaignsZetWork
Lead scoring
AI SDR & voice agents
Reply drafting
Daily brief
ZetSales
Products, quotes, orders and revenue
Works on its ownPairs withZetCRMZetWorkZetField
Quote drafting
Discount guidance
Forecast
Deal risk
ZetPeople
Employees, leave, attendance and org chart
Works on its ownPairs withZetTimeZetPlan
Policy answers
Attrition risk
Leave impact check
Job description writer
Attendance anomaly check
Payroll variance explain
Broadcast translation
ZetATS
Jobs, candidates, interviews and offers
Works on its ownPairs withZetPeopleZetCampaignsZetPlan
Resume parsing
Candidate match score
JD writer
Interview kit generator
AI screening calls
Bias check
ZetChat
Project spaces, channels, DMs, huddles and calls
Works on its ownPairs withZetWorkZetCRMZetField
Catch me up summaries
Thread to task
Smart replies
Meeting notes & action items
Ask across chats
ZetPitch
Templated decks, AI slides, sharing and viewer analytics
Works on its ownPairs withZetCRMZetSalesZetChat
Deck from a brief
Slide from a prompt
Rewrite & shorten
Personalise for a deal
Speaker notes
Viewer insights
ZetDoc
Proposals, contracts and letters from templates, with e-sign
Works on its ownPairs withZetCRMZetSalesZetPeopleZetATSZetWork
Draft from a brief
Clause suggestions
Risk review
Summarise a contract
Fill from record
Redline compare
ZetTime
Timesheets, approvals and billable hours
Works on its ownPairs withZetWorkZetPeopleZetField
Auto-fill from calendar
Anomaly detection
Billable suggestions
ZetPlan
Resource schedules, shifts and capacity
Works on its ownPairs withZetPeopleZetFieldZetWork
Auto-plan schedules
Clash detection
Capacity forecast
ZetField
Jobs, dispatch, technicians and site visits
Works on its ownPairs withZetSalesZetPlanZetCRM
Smart dispatch
Route optimisation
Job report writer
Parts prediction
ZetWork
Projects, tasks, milestones and Gantt
Works on its ownPairs withZetCRMZetSalesZetTime
Plan from brief
Risk & delay alerts
Status update writer
ZetCampaigns
Newsletters, audiences and automated journeys
Works on its ownPairs withZetCRMZetSales
Email writer
Subject A/B ideas
Send-time optimisation
Segment builder
How your apps connect
Lines are connectors between two of your apps. Hover an app to trace its connections.
ActiveAvailable
ZetCampaigns
ZetCRM
ZetPitch
ZetDoc
ZetSales
ZetField
ZetPlan
ZetATS
ZetPeople
ZetTime
ZetWork
ZetChat
Core records
one copy of every record
Connectors appear when you have two apps
Your app already uses the core records. Add a second app and the connectors between them are ready to switch on, using the records you already have.
Deals to quotes & orders
ActiveAvailable Needs appZetCRM ⇄ ZetSales
- Won deal creates a draft quote
- Accepted quote closes the deal as won
214 runs · last Today 09:12Ready: 1,240 existing records can syncBoth apps keep working on their ownAdd app to unlock
Won deals to projects
ActiveAvailable Needs appZetCRM → ZetWork
- Won deal creates a project from a template
14 runs · last Today 09:12Ready: 37 existing records can syncBoth apps keep working on their ownAdd app to unlock
Orders to projects
ActiveAvailable Needs appZetSales ⇄ ZetWork
- Confirmed order links budget hours to the project
22 runs · last Today 09:15Ready: 64 existing records can syncBoth apps keep working on their ownAdd app to unlock
Orders to field jobs
ActiveAvailable Needs appZetSales ⇄ ZetField
- Order needing installation creates a field job
- Parts used are billed on the order
17 runs · last Today 09:40Ready: 52 existing records can syncBoth apps keep working on their ownAdd app to unlock
Campaign leads & consent
ActiveAvailable Needs appZetCRM ⇄ ZetCampaigns
- Clicks and forms create or update leads
- Consent changes update audiences
1,450 runs · last 2 min agoReady: 8,412 existing records can syncBoth apps keep working on their ownAdd app to unlock
Tasks to timesheets
ActiveAvailable Needs appZetWork ⇄ ZetTime
- Assigned tasks appear on timesheets
- Logged hours burn the project budget
318 runs · last 4 min agoReady: 940 existing records can syncBoth apps keep working on their ownAdd app to unlock
Hours to payroll
ActiveAvailable Needs appZetTime → ZetPeople
- Approved timesheets feed payroll and overtime
96 runs · last Today 11:02Ready: 412 existing records can syncBoth apps keep working on their ownAdd app to unlock
Leave to schedules
ActiveAvailable Needs appZetPeople → ZetPlan
- Approved leave blocks the schedule and flags clashes
41 runs · last Today 10:31Ready: 48 existing records can syncBoth apps keep working on their ownAdd app to unlock
Technician scheduling
ActiveAvailable Needs appZetPlan ⇄ ZetField
- Field jobs are booked into technician schedules
63 runs · last Today 09:41Ready: 120 existing records can syncBoth apps keep working on their ownAdd app to unlock
Job hours to timesheets
ActiveAvailable Needs appZetField → ZetTime
- Completed jobs log travel and on-site hours
0 runs · last NeverReady: 286 existing records can syncBoth apps keep working on their ownAdd app to unlock
Project staffing
ActiveAvailable Needs appZetWork ⇄ ZetPlan
- Project tasks reserve people in the schedule
0 runs · last NeverReady: 37 existing records can syncBoth apps keep working on their ownAdd app to unlock
Deal decks
ActiveAvailable Needs appZetPitch ⇄ 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
58 runs · last 20 min agoReady: 0 existing records can syncBoth apps keep working on their ownAdd app to unlock
Live pricing slides
ActiveAvailable Needs appZetPitch → ZetSales
- Pricing slides pull the latest quote lines and totals
12 runs · last Today 09:30Ready: 0 existing records can syncBoth apps keep working on their ownAdd app to unlock
Deck reviews
ActiveAvailable Needs appZetPitch → ZetChat
- Share decks into a channel
- Slide comments notify reviewers in ZetChat
0 runs · last NeverReady: 0 existing records can syncBoth apps keep working on their ownAdd app to unlock
Proposals & NDAs
ActiveAvailable Needs appZetDoc ⇄ 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
41 runs · last 12 min agoReady: 0 existing records can syncBoth apps keep working on their ownAdd app to unlock
Priced proposals & order forms
ActiveAvailable Needs appZetDoc ⇄ ZetSales
- Pricing tables pull live quote lines, taxes and totals
- Signed order form confirms the sales order
19 runs · last Today 10:05Ready: 0 existing records can syncBoth apps keep working on their ownAdd app to unlock
SOWs to projects
ActiveAvailable Needs appZetDoc → ZetWork
- Signed SOW creates the project with its milestones and budget
- Change requests on a project generate a SOW amendment
6 runs · last YesterdayReady: 0 existing records can syncBoth apps keep working on their ownAdd app to unlock
HR letters
ActiveAvailable Needs appZetDoc ⇄ ZetPeople
- Appointment, experience and relieving letters merge from the employee record
- Signed letters are filed in the employee documents and portal
23 runs · last Today 09:12Ready: 0 existing records can syncBoth apps keep working on their ownAdd app to unlock
Offer letters
ActiveAvailable Needs appZetDoc ⇄ ZetATS
- Approved offers generate the offer letter from the offer record
- Candidate signs in the Applicant portal and the offer is marked accepted
9 runs · last Mon 16:40Ready: 0 existing records can syncBoth apps keep working on their ownAdd app to unlock
Deck to proposal
ActiveAvailable Needs appZetDoc → ZetPitch
- Turn a deck into a written proposal, or embed a deck link in a proposal
0 runs · last NeverReady: 0 existing records can syncBoth apps keep working on their ownAdd app to unlock
Document reviews
ActiveAvailable Needs appZetDoc → ZetChat
- Approval requests and comments notify reviewers in ZetChat
- Signed alerts post to the deal or project channel
34 runs · last 1 h agoReady: 0 existing records can syncBoth apps keep working on their ownAdd app to unlock
Project spaces
ActiveAvailable Needs appZetChat ⇄ ZetWork
- Every project gets a space with its team
- Task updates and mentions post to the space
- Turn a message into a task
1,380 runs · last 1 min agoReady: 4 existing records can syncBoth apps keep working on their ownAdd app to unlock
Deal channels
ActiveAvailable Needs appZetChat → ZetCRM
- Big deals get a private deal channel
- Won/lost and risk alerts post to the sales channel
212 runs · last 12 min agoReady: 9 existing records can syncBoth apps keep working on their ownAdd app to unlock
Job threads
ActiveAvailable Needs appZetChat ⇄ ZetField
- Each field job opens a thread with the technician
- Photos and sign-off post back to the job
88 runs · last Today 09:44Ready: 31 existing records can syncBoth apps keep working on their ownAdd app to unlock
Hiring channels
ActiveAvailable Needs appZetChat → ZetATS
- Each open job gets a hiring channel with the panel
- Interview feedback reminders
0 runs · last NeverReady: 7 existing records can syncBoth apps keep working on their ownAdd app to unlock
Teams & announcements
ActiveAvailable Needs appZetChat → ZetPeople
- Departments become channels automatically
- New joiners are added and welcomed
6 runs · last Mon 10:00Ready: 6 existing records can syncBoth apps keep working on their ownAdd app to unlock
Hire to onboarding
ActiveAvailable Needs appZetATS → ZetPeople
- Accepted offer creates the employee and onboarding checklist
- Headcount requests in ZetPeople open jobs in ZetATS
9 runs · last Yesterday 17:20Ready: 0 existing records can syncBoth apps keep working on their ownAdd app to unlock
Interview scheduling
ActiveAvailable Needs appZetATS → ZetPlan
- Interview panels are booked around team schedules and leave
26 runs · last Today 10:05Ready: 0 existing records can syncBoth apps keep working on their ownAdd app to unlock
Talent nurture
ActiveAvailable Needs appZetATS → ZetCampaigns
- Talent pool segments receive job alerts and newsletters
0 runs · last NeverReady: 642 existing records can syncBoth apps keep working on their ownAdd app to unlock
Core records are always on
Whatever apps you buy, these records and services exist once for the whole company. Apps extend them with their own fields and screens; they never own them, so turning an app off never deletes a customer or a person.
Always on
Contacts & companies
8,412 contacts · 1,128 companies
One customer directory. ZetCRM adds leads, scores and pipeline on top.
Extended by
Always on
People directory
48 people · 7 teams
Users, teams and managers. ZetPeople adds HR records, leave and payroll fields.
Extended by
Always on
Products & services
124 products & services
One catalogue. ZetSales adds price lists, quotes and orders.
Extended by
Always on
Calendar & availability
1,906 events this month
Meetings, working hours and holidays, used by every app.
Extended by
Always on
Zed
12,400 AI actions this month
Assistant, knowledge base, guardrails and usage caps, shared by every app.
Extended by
Always on
Automations & approvals
38 workflows · 4 approval chains
One engine for workflows and approvals inside and across apps.
Extended by
Always on
Files & notes
3,210 files
Attachments and notes on any record.
Extended by
Always on
Users, roles, master data, audit
9 roles · 16 master types
Security, RBAC, master data, integrations and audit log.
Extended by
Skyline Realty runs on the Real Estate template
Each app reads its resolved flow: ZetSuite's default, then the Real Estate template, then your changes. Nothing is hard-coded, so editing here changes the app immediately.
DefaultIndustryCompany
ZetCRM
Company- Enquiry
- Site visit scheduled
- Site visit done
- Negotiation
- Token paid
- Booking
- Lost
TypesIndustry: Real EstateBuyerTenantChannel partnerTermsDeal → BookingAccount → Household
AI playbookQualify on budget, location and possession date. Push for a site visit within 48h.
ZetSales
Industry: Real Estate- Cost sheet
- Sent
- Token received
- Agreement
- Registration
TypesIndustry: Real EstateCost sheetBooking formTermsQuote → Cost sheet
AI playbookDraft quotes from deal context, flag unusual discounts.
ZetPeople
Default- Onboarding
- Probation
- Active
- Notice
- Exited
TypesDefaultFull-timePart-timeContract
AI playbookAnswer policy questions, flag attrition risk.
ZetATS
Industry: Real Estate- Applied
- Phone screen
- Site round
- Manager round
- Offer
- Joined
- Rejected
TypesIndustry: Real EstateSales executiveSite engineerChannel partner
AI playbookParse resumes, score fit against the JD, draft interview kits, check job ads for biased wording.
ZetChat
Default- Open
- Archived
TypesDefaultProject spaceTeam channelAnnouncementDirect message
AI playbookSummarise unread threads, turn requests into tasks, never share private channel content outside its members.
ZetPitch
Default- Draft
- In review
- Approved
- Shared
- Archived
TypesIndustry: Real EstateProject launchSite visit follow-upChannel partner deckPrice sheet
AI playbookUse the company brand theme and knowledge base. Keep slides to one idea each, cite numbers from connected apps only.
ZetDoc
Default- Draft
- In review
- Approved
- Sent
- Viewed
- Signed
- Declined
- Expired
TypesIndustry: Real EstateBooking formAllotment letterSale agreementRental agreementChannel partner agreementNDA
AI playbookDraft from approved templates and the clause library only. Fill merge fields from connected records, flag deviations from standard clauses, never invent prices or legal terms.
ZetTime
Default- Draft
- Submitted
- Approved
- Returned
TypesDefaultClient workInternalLeave
AI playbookAuto-fill from calendar, flag anomalies.
ZetPlan
Default- Open
- Assigned
- Confirmed
- Done
TypesDefaultShiftAssignmentOn-call
AI playbookPlan by skills and availability, avoid clashes.
ZetField
Industry: Real Estate- Requested
- Scheduled
- On site
- Snag list
- Handed over
TypesIndustry: Real EstateSite visitSnaggingHandoverMaintenance
AI playbookDispatch by skill, distance and SLA. Write the job report.
ZetWork
Default- To do
- In progress
- Review
- Done
TypesIndustry: Real EstateFit-outHandoverInterior
AI playbookPlan from the brief, warn about delays and budget burn.
ZetCampaigns
Default- Draft
- Scheduled
- Sending
- Sent
TypesIndustry: Real EstateNew launchPrice updateSite visit invite
AI playbookWrite on-brand emails, pick send time, build segments.
Nordwind Software B.V. runs on the SaaS / IT template
Each app reads its resolved flow: ZetSuite's default, then the SaaS / IT template, then your changes. Nothing is hard-coded, so editing here changes the app immediately.
DefaultIndustryCompany
ZetCRM
Industry: SaaS / IT- Lead
- Discovery
- Demo
- Trial
- Proposal
- Closed won
- Closed lost
TypesIndustry: SaaS / ITInboundOutboundPartner
AI playbookScore on fit and product usage. Map the buying committee.
ZetSales
Default- Draft quote
- Sent
- Accepted
- Order confirmed
- Delivered
- Invoiced
TypesIndustry: SaaS / ITSubscription quoteRenewalUpsell
AI playbookDraft quotes from deal context, flag unusual discounts.
ZetPeople
Default- Onboarding
- Probation
- Active
- Notice
- Exited
TypesDefaultFull-timePart-timeContract
AI playbookAnswer policy questions, flag attrition risk.
ZetATS
Industry: SaaS / IT- Applied
- Screening
- Tech interview
- Take-home
- Culture fit
- Offer
- Hired
- Rejected
TypesDefaultFull-timeContractIntern
AI playbookParse resumes, score fit against the JD, draft interview kits, check job ads for biased wording.
ZetChat
Default- Open
- Archived
TypesDefaultProject spaceTeam channelAnnouncementDirect message
AI playbookSummarise unread threads, turn requests into tasks, never share private channel content outside its members.
ZetPitch
Default- Draft
- In review
- Approved
- Shared
- Archived
TypesDefaultSales pitchProposalInvestor deckOne-pagerInternal update
AI playbookUse the company brand theme and knowledge base. Keep slides to one idea each, cite numbers from connected apps only.
ZetDoc
Default- Draft
- In review
- Approved
- Sent
- Viewed
- Signed
- Declined
- Expired
TypesIndustry: SaaS / ITProposalMSAOrder formSOWDPASLANDA
AI playbookDraft from approved templates and the clause library only. Fill merge fields from connected records, flag deviations from standard clauses, never invent prices or legal terms.
ZetTime
Default- Draft
- Submitted
- Approved
- Returned
TypesIndustry: SaaS / ITBillableNon-billableSupport
AI playbookAuto-fill from calendar, flag anomalies.
ZetPlan
Default- Open
- Assigned
- Confirmed
- Done
TypesDefaultShiftAssignmentOn-call
AI playbookPlan by skills and availability, avoid clashes.
ZetField
Default- New
- Scheduled
- En route
- On site
- Completed
- Signed off
TypesDefaultInstallationMaintenanceRepairInspection
AI playbookDispatch by skill, distance and SLA. Write the job report.
ZetWork
Default- To do
- In progress
- Review
- Done
TypesIndustry: SaaS / ITImplementationCustom developmentSupport retainer
AI playbookPlan from the brief, warn about delays and budget burn.
ZetCampaigns
Default- Draft
- Scheduled
- Sending
- Sent
TypesDefaultNewsletterPromotionNurture journey
AI playbookWrite on-brand emails, pick send time, build segments.
Al Noor Motors LLC runs on the Automotive template
Each app reads its resolved flow: ZetSuite's default, then the Automotive template, then your changes. Nothing is hard-coded, so editing here changes the app immediately.
DefaultIndustryCompany
ZetCRM
Industry: Automotive- Enquiry
- Test drive
- Finance check
- Booking
- Delivered
- Lost
TypesIndustry: AutomotiveRetail buyerFleetTermsAccount → Fleet account
AI playbookQualify by budget, need, timeline. Suggest next best action.
ZetSales
Default- Draft quote
- Sent
- Accepted
- Order confirmed
- Delivered
- Invoiced
TypesDefaultQuoteSales order
AI playbookDraft quotes from deal context, flag unusual discounts.
ZetPeople
Default- Onboarding
- Probation
- Active
- Notice
- Exited
TypesDefaultFull-timePart-timeContract
AI playbookAnswer policy questions, flag attrition risk.
ZetATS
Default- Applied
- Screening
- Interview
- Assessment
- Offer
- Hired
- Rejected
TypesDefaultFull-timeContractIntern
AI playbookParse resumes, score fit against the JD, draft interview kits, check job ads for biased wording.
ZetChat
Default- Open
- Archived
TypesDefaultProject spaceTeam channelAnnouncementDirect message
AI playbookSummarise unread threads, turn requests into tasks, never share private channel content outside its members.
ZetPitch
Default- Draft
- In review
- Approved
- Shared
- Archived
TypesDefaultSales pitchProposalInvestor deckOne-pagerInternal update
AI playbookUse the company brand theme and knowledge base. Keep slides to one idea each, cite numbers from connected apps only.
ZetDoc
Default- Draft
- In review
- Approved
- Sent
- Viewed
- Signed
- Declined
- Expired
TypesIndustry: AutomotiveBooking formDealer agreementService contractWarranty terms
AI playbookDraft from approved templates and the clause library only. Fill merge fields from connected records, flag deviations from standard clauses, never invent prices or legal terms.
ZetTime
Default- Draft
- Submitted
- Approved
- Returned
TypesDefaultClient workInternalLeave
AI playbookAuto-fill from calendar, flag anomalies.
ZetPlan
Default- Open
- Assigned
- Confirmed
- Done
TypesIndustry: AutomotiveWorkshop bayTechnician shiftRoadside on-call
AI playbookPlan by skills and availability, avoid clashes.
ZetField
Industry: Automotive- Booked
- Vehicle received
- In service
- Quality check
- Ready
- Collected
TypesIndustry: AutomotivePeriodic serviceRepairRecallRoadside assistTermsJob → Job cardCustomer → Vehicle owner
AI playbookPredict parts from vehicle history, suggest upsell services.
ZetWork
Default- To do
- In progress
- Review
- Done
TypesDefaultClient projectInternal project
AI playbookPlan from the brief, warn about delays and budget burn.
ZetCampaigns
Default- Draft
- Scheduled
- Sending
- Sent
TypesDefaultNewsletterPromotionNurture journey
AI playbookWrite on-brand emails, pick send time, build segments.
Sync activity
Today| Time | Connector | What happened | Records | Status |
|---|---|---|---|---|
| 11:02 |
Hours to payroll | 9 timesheets approved → payroll | 312 hours | Synced |
| 10:31 |
Leave to schedules | Leave approved: Kabir Shah → schedule blocked | 1 record | Synced |
| 10:05 |
Campaign leads & consent | 14 newsletter clicks → leads | 14 records | Synced |
| 09:58 |
Campaign leads & consent | Bounce on 2 contacts: email invalid | 2 records | Failed |
| 09:41 |
Technician scheduling | FJ-318 booked into Sara Khan's schedule | 1 record | Synced |
| 09:40 |
Orders to field jobs | SO-2041 needs installation → FJ-318 created | 1 record | Synced |
| 09:15 |
Orders to projects | SO-2041 confirmed → budget hours on P-104 | 1 record | Synced |
| 09:12 |
Won deals to projects | Deal won: Joshi Pharma → project P-104 | 1 record | Synced |
| 08:30 |
Tasks to timesheets | 26 task assignments → timesheet lines | 26 records | Synced |
Audit trail
Who changed what- AMAarav customised the ZetCRM flow: ZetCRM flowAdded stage "Token paid" before Booking · 3 Nov · 12:10
- AMAarav turned on Orders to field jobsBackfilled 52 existing orders · 2 Nov · 16:20
- VRVikram changed field mapping on Won deals to projectsOwner → Project lead (was: Created by) · 1 Nov · 11:04
- NJNeha set conflict policy on Hours to payrollZetPeople wins (was: Ask) · 30 Oct · 09:12
- AMAarav paused Job hours to timesheetsWaiting for travel-time policy · 28 Oct · 18:40
- MIMeera turned on Campaign leads & consentBackfilled 8,412 contacts, consent kept · 21 Oct · 10:00