01 / CRM
Manage your
customer relationships.
Keep contacts, companies, activity, and next steps in one shared record.
- Customer records and history
- Fields that match your business
- Notes, tasks, and follow-ups
Customized business software CRM, support,
CRM, support,
and phone.
All in one SaaS, or à la carte.
Zen & Zen brings CRM, a customer support portal, and browser-based business phone into one customizable workspace. Use one tool or all three, with a flat monthly software price and separate AI and phone usage at cost.
Simple to set up and customizeFlat software plans from $99/monthYour data stays yoursAccess by waitlist approval
What’s includedThree tools.
Three tools.
One place to work.
Choose one tool or all three — they are natively integrated, not siloed. Customer information, support requests, and calls stay connected, so your team has the context it needs.
Manage your
02 / SUPPORT
Give customers
a clear way to get help.
A customer portal for requests and a shared support workspace for your team.
- A portal with your branding
- Requests, replies, and status
- Support linked to customer records
03 / PHONE
Handle business calls
from the browser.
No desk phones — your office number follows your laptop, or forwards to your mobile, with customer context alongside every call.
- Calls in the browser — no hardware
- PBX features: waiting, forwarding, transfers
- Optional AI transcription and call logging
AI in your workspaceAI with customer context.
AI with customer context.
On both plans.
Turn conversations and customer history into less manual work. Use the built-in AI capabilities or connect your own agents.
Call transcripts in your CRM
Automatically transcribe calls and add a note containing the transcription to the lead’s CRM record.
Follow-ups with customer context
Automate follow-ups using lead history and the context of earlier conversations.
AI updates for leads and contacts
Keep lead and contact fields up to date with automated AI updates.
API access for your own agents
Connect your own AI agents to read and update CRM data through API endpoints.
These optional capabilities are available on Standard and Pro. AI usage, phone minutes, and VoIP service costs are charged at the underlying API or vendor cost, with no additional Zen & Zen markup.
A shared customer historyThe record.
The record.
The request.
The conversation.
Your team can see what happened before the call, what support is working on, and what needs to happen next.
Talk through your workflowJLCustomer
Jamie Lee
Northline Studio
Account ownerAlex Morgan
Next stepCheck in after setup
Customer history All in one place
Support request resolved
TodayAccount access confirmed with Jamie.
Call with Jamie
TodayNotes and follow-up saved to this record.
Customer record created
EarlierDetails shared with sales and support.
NORTHLINE STUDIO
Help with account access
ResolvedLinked customerJamie Lee · Northline Studio
Request, reply, and customer details together.
JLCall completed
Jamie Lee
Northline Studio
CALL NOTES
Jamie confirmed account access. Check in next week to see how the team is getting on.
Check in with Jamie
Assigned to Alex · Next week
Linked customerJamie Lee · Northline Studio
The call ends. The context stays with the customer.
Example workspace. Your setup follows your team’s workflow.
Inside the workspaceOne customer.
One customer.
Connected work.
A request the customer can follow
Avery submits a request through the customer portal. The saved staff reply appears in the same customer-visible conversation, alongside the request status.
The lead status follows the configured rule
The call workflow moves the lead to Sales Qualified and creates a follow-up task, keeping the next step connected to the customer record.
Your configurationMade for your team
Your business.
Your setup.
01
Your customer recordsFields, layouts, and relationships
02
Your customer experiencePortal, branding, and language
03
Your team’s workflowTasks, follow-ups, and handoffs
Customization, without the programmingSoftware that fits
Software that fits
how you work.
You should not have to reorganize your business around a fixed set of fields and screens.
Describe the records, support experience, and workflows your team needs — one connected system shapes itself around them.
Explore customizationHow setup worksSimple to set up
Simple to set up
and customize.
You describe what you need.
The workspace shapes itself around your team.
- 01
Describe what your team needs.
Tell the workspace about your customer process, tools, and data — in plain words, no programming.
- 02
Watch it take shape.
Records, branding, and workflows configure themselves from your description. Adjust anything before launch.
- 03
Make it yours as you go.
Rename, reorder, and refine whenever you like — changes apply right away, no technical team needed.
- 04
Moving from Salesforce, Zendesk, or a PBX?
Salesforce and Zendesk migrations are supported for most users. Talk to us about the records, support history, and phone setup you want to bring across.
What is Zen & Zen?
Zen & Zen brings CRM, a customer support portal, and browser-based business phone into one customizable workspace. Use one, two, or all three — the monthly software price stays the same. It is simple to set up and customize around your team.
Can we start with just the tools we need?
Yes. Choose CRM, support, phone, or any combination depending on your needs. You do not have to use all of them — though there is real value in how they work together when you do.
What can we customize?
Every plan includes standard customization — customer fields, record layouts, workflows, and branding. Pro adds advanced business-flow customization guided by AI.
Can we start fresh or migrate from our current tools?
Both. Start fresh, or discuss a migration with us. Salesforce and Zendesk migrations are supported for most users of those services. Talk to us about your source system, records, and history so we can discuss what comes across. Other migration needs can also be discussed.
Read how our own Salesforce move wentDo we need our own technical team?
No — it is simple to set up and customize yourself. Describe what your business needs in plain words and the workspace configures around your team.
How much does it cost?
Standard is $99/month for up to 100 seats and 500,000 records. Pro is $199/month for up to 1,000 seats and 4,000,000 records. These are flat monthly software subscriptions, with no per-seat charge and no annual contract. Pro adds advanced AI-based custom workflows. AI usage, phone minutes, and VoIP service costs are charged at the underlying API or vendor cost, with no additional Zen & Zen markup.
Compare the two plans and usage costsWho owns our data?
Your database belongs to you. You can download your full database and request deletion of all your workspace data from our servers. Once deletion is complete, we do not retain that workspace data. Your data is never held hostage to keep you subscribed.
How do we get access?
Signups currently require waitlist approval. A credit card may be required for verification during the trial. Trial features and usage are limited or capped for fair use. White-glove support is initially available in North America, with worldwide expansion planned soon.
Ask about waitlist accessDo we have to use the AI features?
No. Both Standard and Pro support automatic call transcription and CRM logging, follow-ups based on lead history and conversation context, AI field updates for leads and contacts, and API access for your own AI agents. AI research and email response processing are also optional — use the capabilities that fit your team. AI usage, phone minutes, and VoIP service costs are charged at the underlying API or vendor cost, with no additional Zen & Zen markup.
Get set up your wayOne CRM. One support portal.
One CRM. One support portal.
One business phone system.
Tell us about your team, your current tools, and what you want to improve. Flat software plans start at $99/month, with AI and phone usage separate at cost.