Follow-ups
Draft late-payment and customer follow-up messages with human review.
Zetra CRM will connect customer work to the operating system.
CRM is planned for customers, leads, quotes, proposals, follow-ups and relationship history that can connect to invoices, documents and workflows.
Planned module
Customer work should not sit apart from finance and documents.
Zetra CRM will make customer activity visible to the parts of the business that depend on it.
Quotes and proposals
Connect commercial promises to invoices and documents.
Relationship history
Summarize customer activity and highlight next actions.
Inside Zetra One
Connected to the rest of the platform.
Every module is designed to work with Zetra AI, permissions and audit trails.
Follow-ups
Draft late-payment and customer follow-up messages with human review.
Quotes and proposals
Connect commercial promises to invoices and documents.
Relationship history
Summarize customer activity and highlight next actions.