Know your customers. Reach them on SMS & WhatsApp.
One shared contact list with pipeline, activities, and segments - plus reusable templates and targeted bulk SMS or WhatsApp campaigns, straight from your Zana workspace.
CRM & Campaigns
Inside the module
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Shared contact directory
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Pipeline & activities
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Segments & groups
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Reusable templates
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Bulk SMS campaigns
What you get
Everything in this module, built to work with the rest of the Zana suite.
Shared contact directory
One contact list across the whole platform - the same records your invoices are raised against. Import from a CSV or sync from your billing customers.
Pipeline & activities
Track relationships through a pipeline, log calls and notes, and keep a timeline of every interaction with a customer.
Segments & groups
Organise contacts into segments for targeted sends. A contact can belong to multiple segments at once.
Reusable templates
Write message templates once with personalisation variables - name, amount, due date - and reuse them across campaigns.
Bulk SMS campaigns
Send targeted bulk SMS campaigns to any segment or your whole contact list. Track delivery status per contact.
WhatsApp campaigns
Reach customers on WhatsApp with the same simple campaign flow - compose, pick recipients, send or schedule.
Delivery tracking
See delivered, failed, and pending counts per campaign. Drill into individual contact statuses to troubleshoot.
Opt-out management
Opt-outs are recorded automatically and honoured on every subsequent send - compliance built in, not bolted on.
From contact to campaign in three steps
Build your contacts
Import contacts from a CSV or pull them straight from your billing customers. Organise them into segments for targeted sends.
Compose your campaign
Pick a template, add personalisation variables, choose your recipients, then set a send time or send immediately.
Send & track delivery
Messages go out via SMS or WhatsApp. Track delivery per contact in real time - and manage opt-outs automatically.
What businesses do with CRM
Ready to reach your customers?
CRM shares one workspace, one customer list, and one ledger with invoicing and utility billing. Start free - no card required - or talk to us for a walkthrough.