How does the Sales Pipeline Kanban work in Zeki CRM?

Zeki CRM organizes all sales opportunities visually across customizable pipeline stages.

What is the RFM Matrix in Zeki CRM?

The RFM Matrix automatically segments your customer base by Recency, Frequency, and Monetary value.

Does Zeki CRM support multi-agent support?

Yes! Your sales and support teams can manage conversations centrally on a single WhatsApp number.

Zeki CRM | WhatsApp Customer Support & AI Sales Agents

The market is shortsighted: other tools are just disorganized chats. Zeki is a sales engine.

With Zeki, we change the rules of the game:
we own your business funnel end-to-end.

Nurturing & Continuous Cycle Management

Reception

Triage

Distribution

Support

Automation

...

The Complete Journey

Scroll down and watch the magic happen.

Omnichannel &
Inbox

Did a lead message you on WhatsApp, Instagram, or Facebook? They land straight into Zeki's unified panel, ready for initial outreach.

Triage &
Automation

Smart bots and AI Agents answer questions and qualify leads in seconds.

Distribution &
Speed

Automatically route leads to your sales team and direct contacts straight to account owners with zero waiting queues.

Kanban &
Metrics

Organize each deal into visual Kanban stages, assign tasks to your sales reps, and track performance with clean visual management.

Elite Features

Everything your sales team
needs on a single screen.

Customer Service Chatbot

Multichannel responses.

Automate initial interactions. Respond to customers instantly on WhatsApp, Instagram, and Messenger, collecting data and speeding up first contact without human intervention.

1 Triggers

Add trigger

General Settings Configurar

Wait limit: 24 hours

Tolerance: 1 second

New Group 16

Send message

Hello, First Name... How are you?

I have transferred your chat to our sales team. Please wait a moment.

Add Tag

LEAD QUENTE

Transfer to Team

Selected team: Sales Team

Smart CRM

Visual and efficient management.

Track the entire journey on Kanban boards. Know where each deal stands and eliminate chaos.

5. Negotiation (1)

FC-3

Zeo...

Zeki Demo Presentation

Meeting

Hoje, 14:00

FC-1

Lara...

Retomar o Contact | Schedule Meeting

Attempt to schedule a meeting to demo Zeki. She was waiting for her husband to return from travel.

Novo Lead

Atrasado

6. Ganho (1)

FC-2

Lara...

Send Zeki CRM Proposal

Lead Recup...

29/05/2026

Solte aqui

psychology

AI Agents

Smart qualification in seconds.

Available Actions

AI - Independent Blocks

Add AI Supervisor

Add AI Agent

Message

Send message

Send template

Dashboards

Clear metrics of your commercial operation.

11 Pendentes

122 Novos

119 Completed

14 Pendentes

Capacidade

tune

Automatic Routing

Bye-bye waiting queues.

The system intelligently routes contacts directly to your sales reps. No lead goes cold waiting for a response.

Grow without boundaries.

Team Management

Gain complete operational control over each sales rep. Define access hierarchies, smart lead distribution rules, and track response time and conversion metrics individually.

Guided Onboarding

Don't waste time setting up everything alone. Our specialists map out your commercial process, build your funnel stages, and train your team so operations launch with maximum efficiency.

Unified Inbox

End the chaos of multiple phones and open browser tabs. Integrate WhatsApp, Instagram Direct, and Messenger into a single panel with complete chat history.

Perguntas Frequentes (FAQ)

1. How does per-user billing work in Zeki CRM?

In Zeki CRM, you have the flexibility to add or remove agents based on your team size. Billing is conducted monthly (or annually with a discount) per active seat/user, allowing you to scale costs proportionally with your team.

2. Why does Zeki CRM charge an onboarding fee?

To ensure maximum performance. The fee covers consultative onboarding by our specialists who map your sales process, configure initial Kanban funnels, and fully train your sales team for a frictionless launch.

3. Can I connect the same WhatsApp number for multiple sales reps?

Yes! Zeki CRM centralizes customer service. Multiple agents can use the same WhatsApp (or Instagram and Messenger) number simultaneously, with smart routing and easy department transfers.

4. Does Zeki CRM replace my ERP or accounting system?

Zeki CRM organizes your Support and Sales pipeline. It unifies chat channels, qualifies leads with AI, and manages deal Kanban. Keep your existing ERP for invoicing and inventory.

5. Are there limits on contacts or deals stored?

No! Store unlimited leads, contacts, and opportunities on Kanban. Our platform is built to scale smoothly with your sales volume without extra storage fees.

6. O Zeki CRM atende qualquer segmento?

Yes! The CRM is completely adaptable. Whether you are a marketing agency, real estate firm, medical clinic, dealership, software company, or service provider, you can customize funnel stages to match your exact sales journey.

7. Is there a lock-in contract or minimum commitment?

Monthly plans have no lock-in contract; cancel anytime without penalties. Annual plans offer significant discounts with a term commitment, backed by a 7-day unconditional guarantee.

8. Is Zeki CRM integrated with Zeki Automation?

Yes, absolutely! Both are official Zeki products engineered to work in perfect sync. Zeki Automation captures and nurtures leads, while Zeki CRM organizes chats and closes sales.

Complete platform for
Customer Service, CRM & Sales
with Chatbots and AI Agents.

The market is shortsighted: other tools are just disorganized chats. Zeki is a sales engine.

Scroll down and watch the magic happen.