Digital Transformation Project
Review the user profile update process.
Turn handoffs into better outcomes
Turn intent into automated sequences across email, chat, and voice — with every touch tied to one live customer record.
No card required
Trusted by 200K+ companies in 92 countries
Distractions by research, proposals, planning, and data entry — scroll to watch Zinnect absorb the busywork, leaving only the conversations that close deals.
Productivity
You have a lot on your plate. Zinnect untangles your web of priorities so your day starts with clear skies and stays that way.
Reply required: Nina Patel at Lambda Labs emailed asking for their latest request — prompt response needed after 30 hours before the conversation goes cold.
Before meetings: complete "Validate March usage CSV for Acme seat counts" and "Send QBR outline-solid to Acme champion" so you are ready for today's renewal / account conversations.
Ask Zinnect questions about your customers, tickets, and deals.
Book a 30-minute demo and see how Zinnect connects enrichment, prospecting, and workflows from one live customer record.
Sales
Zinnect captures interest from your website, routes it into your pipeline, and keeps every deal moving
with automated sequences, AI-generated proposals, and e-signature.
Brand identity
How your bot represents itself
Zinnect
Brand name
Zinni
Bot name
Hi there 👋
Greeting
Appearance
Primary color
LIVE PREVIEW
Hi there 👋 How can we help?
Typically replies in under a minute
An AI agent on your website qualifies visitors and routes them straight into your pipeline.
Pipeline overview
Total value across stages
Total pipeline
$330k
Open deals
12
Weighted
$214k
Open
i$136k
JMVD Deal
Jordan Lee
Brightline SaaS
Maya Li
May
i$42.5k
Info Corp
Noah B.
Omni Tech
Jack M.
June
i$68k
Acme Renew
Sam R.
Nova Labs
Priya K.
A clean, intuitive kanban your team will actually use.
Signature
Generate professional proposals in seconds, with integrated e-signature.
Enrollment trigger
Deal enters Pipeline → sequence starts
Intro — value prop
Task
Call the champion
Create personal sequences that draw from your deal’s context to maximize your response rate.
Integration
Accounts
Zinnect reads every interaction your customers have had and surfaces what actually matters. Predict renewals, churn, and opportunities with enough time to act.
AI Account Summary
Delta Innovations is approaching renewal with strong health. Finance is engaged, but the champion has gone quiet on the last two cadence calls. Usage is flat week-over-week. Support volume sits slightly above peer median.
Account health
HealthyHealth 88/100
Risk
Champion disengagement — last meaningful touch was 18 days ago.
Opportunity
Financial health strong (88/100). Upsell window on the analytics add-on.
Catch up on any account in seconds.
The AI synthesizes every email, ticket, and interaction into a clear, actionable briefing.
Accounts
All ▾Delta Innovations
SMB · Cloud
$40,000
Sam Patel
Info Corp
Enterprise · SaaS
$200,000
Taylor Kim
Northwind Trading
Enterprise · Retail
$156,000
Jordan Lee
Built from real signals: ticket volume, response times, and engagement.
Know which accounts are healthy, at risk, or critical before renewal is on the line.
Account Research
Headcount 240 · Series B · $28M ARR
HQ Austin, TX. Selling into mid-market SaaS with 3 open buying roles.
Public data · Company profile
Likely champion — last active on LinkedIn 2 days ago
Previously led renewals at Nova Systems. Reports to CRO Maya Li.
Enrichment · People signal
Detected Salesforce + Segment in production
Suggests analytics add-on fit. Competitor eval window likely open.
Web signal · Intent
Zinnect does the digging for you.
Enrich accounts with firmographic data, company details, and public signals so your team never starts a conversation cold.
Apr 01, 2026
Priya Shah · Stage → Negotiation (+1 more)
6 months agoMichael Williams · Status → Done (+1 more)
6 months agoSystem · Visibility → Internal
6 months agoSystem · First response due → Apr 10, 5:00 PM
6 months agoZinnect automation · Team → Billing (+1 more)
6 months agoTaylor Kim added 2 attachments
6 months agoEvery note, ticket, and activity lands in one timeline.
Get a complete picture of your team's history with every account — without switching tools.
Reporting & Forecasting
Zinnect gives you customizable dashboards, scheduled reports, and forecasting funnels that track pipeline health,
team efficiency, and deal performance so you always know where you stand and what to do next.
Build the view your team needs. KPIs, pipeline charts, account health.
Send weekly pipeline summaries, monthly revenue reports, or daily deal alerts.
See exactly where your revenue is coming from, how deals are moving, and whether you'll hit your number.
Customization
No two revenue teams work the same way.
Zinnect gives you the flexibility to build a CRM that fits your exact process.
Track the data that matters to your business. Add fields to accounts, deals, or contacts in seconds.
Each team member sees the CRM layout and filters that make them most effective.
Control who sees what, at a granular level. Set permissions by role, team, or individual — and keep sensitive data exactly where it belongs.
Keep your company's data secure and compliant with industry-leading security standards and certifications.
SOC 2 Type II
ISO 27001
GDPR
HIPAA
See how Zinnect brings your team together, starting with a personalized walkthrough.