Close more leads with the right plan
Pay for the features you need, when you need them
Flexible pricing to fit your needs
Close more leads with our AI-powered CRM
Standard
Prices exclude VAT (*)
Powerful CRM with advanced reporting
1
User
Main features
- Lead management
- Contacts and deals
- Reporting
- Calling & SMS
- Tasks, events and calendar
- File management
- Call Assistant
- Loop optimisation
New customer? Save 50% Trial Plus for 3 months for only £49/mo
Plus
Prices exclude VAT (*)
Calls, SMS messages and AI assistance
2
Users
Main features
- Lead management
- Contacts and deals
- Reporting
- Calling & SMS
- Tasks, events and calendar
- File management
- Call Assistant
- Loop optimisation
Pro
Prices exclude VAT (*)
Cheaper usage, unlimited users and Loop
Unlimited
Users
Main features
- Lead management
- Contacts and deals
- Reporting
- Calling & SMS
- Tasks, events and calendar
- File management
- Call Assistant
- Loop optimisation
Not sure which plan is right for your business?
Speak with a member of our team
* Usage fees apply, full breakdown can be found in the section below
123 reviews on
All features
Zapo CRM provides everything needed to manage, nurture and close sales leads in bulk.
Main Features
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Lead managementQuickly manage leads individually or in bulk with our lead management tools.
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Lead alertsGet notified as soon as new leads arrive, helping you close more deals.
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Contact directoryQualified leads can be added as a contact, helping you focus on the most important people.
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DealsAttach deals to contacts and view them separately so you can focus on driving sales revenue.
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Deal pipelineOrganise, track and manage your deals across a visual pipeline; see forecasted revenue and close more of your deals.
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HubsEach contact and deal has its own hub page, storing all information and interactions in one place.
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EmailsSend and receive emails with your contacts to close more deals.
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TimelinesView your complete history with a contact or deal on a timeline, helping you pick up where you left off.
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FiltersSearch, sort, group and analyse your data in Zapo CRM.
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NotificationsGet notified of tasks and appointments as soon as they happen.
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Display optionsCustomise each and every page in Zapo CRM to suit your business needs.
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CallsMake and receive calls directly in Zapo CRM to close more deals.
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SMS messagingSend and receive SMS messages with your contacts. Close more deals with open rates of 98% and above.
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Task managementSet tasks and manage them in a dedicated task list.
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Scheduled eventsBlock out time for meetings or projects to stay organised.
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CalendarView your tasks and appointments on the calendar for added visibility.
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File managementUpload files to your hub pages to keep everything in one place.
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Call AssistantCategorise, summarise and extract key information from your calls with our AI powered assistant.
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Loop optimisationSend value data back into Zapo Ads to improve lead quality
Main Features
-
Lead managementQuickly manage leads individually or in bulk with our lead management tools.
-
Lead alertsGet notified as soon as new leads arrive, helping you close more deals.
-
Contact directoryQualified leads can be added as a contact, helping you focus on the most important people.
-
DealsAttach deals to contacts and view them separately so you can focus on driving sales revenue.
-
Deal pipelineOrganise, track and manage your deals across a visual pipeline; see forecasted revenue and close more of your deals.
-
HubsEach contact and deal has its own hub page, storing all information and interactions in one place.
-
EmailsSend and receive emails with your contacts to close more deals.
-
TimelinesView your complete history with a contact or deal on a timeline, helping you pick up where you left off.
-
FiltersSearch, sort, group and analyse your data in Zapo CRM.
-
NotificationsGet notified of tasks and appointments as soon as they happen.
-
Display optionsCustomise each and every page in Zapo CRM to suit your business needs.
-
CallsMake and receive calls directly in Zapo CRM to close more deals.
-
SMS messagingSend and receive SMS messages with your contacts. Close more deals with open rates of 98% and above.
-
Task managementSet tasks and manage them in a dedicated task list.
-
Scheduled eventsBlock out time for meetings or projects to stay organised.
-
CalendarView your tasks and appointments on the calendar for added visibility.
-
File managementUpload files to your hub pages to keep everything in one place.
-
Call AssistantCategorise, summarise and extract key information from your calls with our AI powered assistant.
-
Loop optimisationSend value data back into Zapo Ads to improve lead quality
Main Features
-
Lead managementQuickly manage leads individually or in bulk with our lead management tools.
-
Lead alertsGet notified as soon as new leads arrive, helping you close more deals.
-
Contact directoryQualified leads can be added as a contact, helping you focus on the most important people.
-
DealsAttach deals to contacts and view them separately so you can focus on driving sales revenue.
-
Deal pipelineOrganise, track and manage your deals across a visual pipeline; see forecasted revenue and close more of your deals.
-
HubsEach contact and deal has its own hub page, storing all information and interactions in one place.
-
EmailsSend and receive emails with your contacts to close more deals.
-
TimelinesView your complete history with a contact or deal on a timeline, helping you pick up where you left off.
-
FiltersSearch, sort, group and analyse your data in Zapo CRM.
-
NotificationsGet notified of tasks and appointments as soon as they happen.
-
Display optionsCustomise each and every page in Zapo CRM to suit your business needs.
-
CallsMake and receive calls directly in Zapo CRM to close more deals.
-
SMS messagingSend and receive SMS messages with your contacts. Close more deals with open rates of 98% and above.
-
Task managementSet tasks and manage them in a dedicated task list.
-
Scheduled eventsBlock out time for meetings or projects to stay organised.
-
CalendarView your tasks and appointments on the calendar for added visibility.
-
File managementUpload files to your hub pages to keep everything in one place.
-
Call AssistantCategorise, summarise and extract key information from your calls with our AI powered assistant.
-
Loop optimisationSend value data back into Zapo Ads to improve lead quality
Reporting
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Lead ReportingView all leads that have been generated from Zapo products on a visual graph.
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Lead FunnelSee how much you've spent with Zapo, the leads received and resulting revenue.
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Lead PathAnalyse the lifetime value of each lead by looking at its entire path from acquisition to the amount of revenue generated.
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Deal PipelineSee where you're losing deals to maximise revenue.
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Deal MetricsMonitor your core metrics, including value, win rate, deal size, volume, sales cycle length, and more.
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Deal LossDiscover why you're losing deals to help win more in future.
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Call metricsSee how many calls you've answered and your response time to improve lead conversion rates.
Reporting
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Lead reportingView all leads that have been generated from Zapo products on a visual graph.
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Lead funnelSee how much you've spent with Zapo, the leads received and resulting revenue.
-
Lead pathAnalyse the lifetime value of each lead by looking at its entire path from acquisition to the amount of revenue generated.
-
Deal pipelineSee where you're losing deals to maximise revenue.
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Deal metricsMonitor your core metrics, including value, win rate, deal size, volume, sales cycle length, and more.
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Deal lossDiscover why you're losing deals to help win more in future.
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Call metricsSee how many calls you've answered and your response time to improve lead conversion rates.
Reporting
-
Lead reportingView all leads that have been generated from Zapo products on a visual graph.
-
Lead funnelSee how much you've spent with Zapo, the leads received and resulting revenue.
-
Lead pathAnalyse the lifetime value of each lead by looking at its entire path from acquisition to the amount of revenue generated.
-
Deal pipelineSee where you're losing deals to maximise revenue.
-
Deal metricsMonitor your core metrics, including value, win rate, deal size, volume, sales cycle length, and more.
-
Deal lossDiscover why you're losing deals to help win more in future.
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Call metricsSee how many calls you've answered and your response time to improve lead conversion rates.
Usage fees
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Make calls£0.08Charged per minute
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Send SMS£0.08Charged per message
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Data storage£0.08Charged per GB, per month
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Call storage£0.004Charged per minute, per month
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Call Assistant-Charged per minute
Usage fees
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Make Calls£0.06Charged per minute
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Send SMS£0.06Charged per message
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Data storage£0.06Charged per GB, per month
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Call storage£0.002Charged per GB, per month
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Call Assistant£0.08Charged per minute
Usage fees
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Make calls£0.04Charged per minute
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Send SMS£0.05Charged per message
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Data storage£0.04Charged per GB, per month
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Call storage£0.001Charged per minute, per month
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Call Assistant£0.04Charged per minute
Offers & bundles
Extra products and discounted services to support your Zapo package
Try Plus today!
Free upgrade!3 month trial for all new Zapo customers - pay for Standard and receive Plus!
Additional features
- Call Assistant
- Calls & SMS messaging
- Tasks, events and calendar
- File management
Zapo customers receive a 25% discount off Trustpilot
Sign up
Sign up for any Zapo service to receive your discount
Frequently asked questions
Product
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Zapo CRM is a lead management platform, built to help small business owners nurture leads into paying customers. The platform focuses on the early stages of the customer acquisition process, improving sales funnel efficiency, reducing the time it takes to close sales, and ultimately increasing revenue.
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Our AI-powered Call Assistant automatically categorises, summarises and extracts key information from your calls, so you can spend more time closing deals.
Call categorisation: With Call Assistant enabled, your leads are instantly categorised, so you can quickly understand which services your prospects are interested in.
Summarise what’s important: Get an overview of every conversation with automated call summaries. Understand every conversation without the need for playing back calls in full.
Enrich your contact data: Key contact data is extracted from your calls, making it simple to create new contacts from promising leads.
Ditch manual note taking: Don't waste time taking notes, let Call Assistant capture the most important details of your call, so you can quickly follow up later.
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Loop is a Pro feature that helps Zapo Ads generate leads that are more valuable to your business. Loop sends value data from Zapo CRM back into the ad platforms that power Zapo Ads, allowing campaigns to be optimised for value, instead of just volume.
For example, a high-value lead is generated from Zapo Ads and delivered into Zapo CRM. You can then update Zapo CRM with this lead’s value. Loop then sends this value data back into Zapo Ads, and your campaigns are optimised to generate leads that are worth more to your business — making the most out of your ad budget.
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Zapo CRM is designed with simplicity in mind. Even if you're a complete beginner, you'll have all the tools you need to manage leads, close deals and stay organised. If you ever need any help, you can take a look in our help centre, or chat with our team.
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Currently, Zapo CRM is only available to Zapo customers. We do not have a public release date as yet, but fully intend to release publicly in future.
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Yes you can! Easily import data into Zapo CRM from other applications using CSV files.
Pricing
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Zapo CRM comes in 3 plans; Standard, Plus and Pro.
Standard provides basic access to Zapo CRM, allowing a single user to nurture leads through to contacts and deals. You can manage deals in a dedicated pipeline, helping to focus on those that will bring more revenue into your business. Standard comes with email messaging to communicate with your contacts. You also have full access to our full reporting suite, that automatically calculates the return on investment (ROI) of your Zapo marketing spend.
Plus provides full access to Zapo CRM for two users. In addition to everything in Standard, you’re able to call and send SMS messages directly within the platform. Plus also gives you access to our AI-powered Call Assistant. Call Assistant automatically records, transcribes, categorises and summarises every phone call, then pulls out key contact data, so you can spend more time closing deals! Plus also provides access to tasks, appointments, the calendar and file management, helping to keep you organised and on-track, wherever you are.
Pro provides access to Zapo CRM for an unlimited amount of users. Grow until your heart’s content, we won’t charge you for increasing your headcount. You also receive heavy discounts on our usage fees when subscribing to the Pro plan.
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Some features of Zapo CRM are chargeable. We wanted to make the platform as cost-effective as possible for all small businesses, so instead of increasing our prices to cover the likely cost of all users, we chose to offer cheaper plans and allow users to be billed based on how much they use Zapo CRM. We believe this is the fairest (and cheapest) way for customers to enjoy the platform.
Chargeable features include:
Calls
Call recording
Call transcription
Call assistant
SMS messaging
Call storage
Data storage
You pay for usage with your account balance. Refilling your balance is easy, you choose the amount you’d like to refill, and when your balance gets low, it’s refilled automatically. All usage is fully metered, fully transparent, and can be easily managed in Zapo CRM.
Specific usage fees for chargeable features can be found in the “All features” section above or in our support article: How Zapo CRM's usage billing works
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Before using Zapo CRM, you need to add funds to your account balance to pay for usage. Account balance refill options can be found on the Usage tab in Settings. Here, you can make a manual payment to refill your balance, or set up an automatic payment to refill your balance when it hits a specific threshold.
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It’s easy to pay for Zapo CRM, simply subscribe to a plan and then top up your account balance to pay for usage.
Subscribing to a plan: You can subscribe to Zapo CRM on a monthly or yearly plan. With monthly billing, you will be charged on the same day each month. So if you sign up on the 2nd September, you will always be billed on the second day of the month. However, there are some exceptions, for example, if you sign up on the 31st January, we will look to bill you on the last day of the month, i.e. 28th February (or 29th February in a leap year), then 31st March, 30th April, and so on. With annual billing, you’re charged once for the whole year.
Refilling your Zapo balance: You also need to refill your account balance to pay for usage. You can refill your balance manually, but we recommend activating automatic refills in your account - this allows your Zapo balance to be topped up automatically when it gets too low. All usage statements are available to view in the Usage tab in Settings within your Zapo account.
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Currently, new Zapo customers receive a 40% discount off our Plus plan for their first 3 months. Full details of the offer can be found in the “Offers & bundles” section above.
We also provide a 10% discount off all plans if you subscribe annually.
Management
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If you change your mind, you can cancel your plan at any time in your Zapo account.
If you’ve paid for a yearly subscription within the last 30-days, and wish to cancel your plan, you’re entitled to a prorated refund. If you have any questions, chat to support in Zapo CRM.
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You can switch to a new plan at any time by going to Settings > Subscriptions in your Zapo account. Select the plan you’d like to switch to and immediately start using new features.
Not sure which plan is right for you?
Speak with our sales team
Get tailored advice from a small business marketing consultant. Message us with your questions and business goals, and we can help you choose a Zapo service that supports your future.