zen&zen. Talk to us
Customized business software

CRM, support,
and phone.
All set up for you.

Customer records, a support portal, and your business phone system in one workspace. We handle the setup and customize it around your team.

Discuss your setup See what’s included
Setup handled for youCustomized for your business
Six naturally shaped grey beach stones carefully balanced on sand.
ZEN & ZENMade to work together.
ONE CONNECTED WORKSPACE Customer relationships Customer support Business phone
What’s included

Three tools.
One place to work.

Keep customer information, support requests, and calls connected, so your team has the context it needs.

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
Explore the CRM
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
Explore support
03 / PHONE

Handle business calls
with customer context.

Bring your phone system into the same workspace as your customer information.

  • Calls alongside customer records
  • Call notes and activity history
  • Next steps after the conversation
Explore phone
A shared customer history

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 workflow
zen&zenYour workspaceExample workspace
Customers / Jamie Lee
JL

Jamie Lee

Northline Studio

Customer
Account ownerAlex Morgan
Next stepCheck in after setup
Customer history All in one place
✓
Support request resolved

Account access confirmed with Jamie.

Today
↗
Call with Jamie

Notes and follow-up saved to this record.

Today
◎
Customer record created

Details shared with sales and support.

Earlier

Illustrative screens with fictional records. Your setup will reflect your team’s needs.
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
Configured with you. Set up by us.
Customization, without the DIY project

Software that fits
how you work.

You should not have to reorganize your business around a fixed set of fields and screens.

We configure the records, support experience, and workflows around your team’s needs, using one connected system.

Explore customization
How setup works

We handle
the setup.

You bring the business knowledge.
We turn it into a working setup.

  1. 01

    Tell us what your team needs.

    We review your customer process, current tools, data, and phone requirements.

  2. 02

    Review a setup made for you.

    We configure the tools, records, branding, and workflows. You review them with us before launch.

  3. 03

    Get your team started.

    We help your team get familiar with the workspace and work through the changes needed as you use it.

A few practical questions

Before we
get started.

Ask us something else
What is Zen & Zen?

Zen & Zen is a customizable business workspace that brings together a CRM, a customer support portal, and a business phone system. We handle the setup and configure it around your team.

What can we customize?

Customer fields, record layouts, workflows, and branding. We start with how your team works, then agree on the changes needed for your setup.

Can we start with just the tools we need?

Yes. We can scope your setup around CRM, support, phone, or a combination. You do not have to introduce everything at once.

Do we need our own technical team?

We handle configuration and help your team get started. You tell us what your business needs and review the setup before your team starts using it.

Can we bring our existing data and phone setup?

We review your current data, tools, and phone provider during planning. We confirm what can be brought across and any limitations before agreeing on the setup.

How much does it cost?

Pricing depends on the tools, customization, and setup your business needs. Contact us with a little about your team and we’ll work through the scope with you.

Let’s plan your setup

One CRM. One support portal.
One business phone system.

Tell us about your team, your current tools, and what you want to improve.

Talk to us