ZUUZ AI

Email

Phone calls

Meetings

Teams

LinkedIn

Structure

• Clean 48 records
• Remove 3 duplicates
• Standardize 6 fields

Connect

• Link contact ↔ Harbor Dental
• Move to Qualified
• Assign Logan M.

Click a box to view its steps

Prospect Harbor Dental

Leads 12 new

Pipeline $34,000

Revenue +$34K

CRM update

Link to Zoho CRM

Owner Aisha K.

Status Qualified

Next Step Follow-up

Link to Pipedrive

Owner Dan W.

Status Qualified

Next Step Follow-up

Link to Attio

Owner Logan M.

Status Qualified

Next Step Follow-up

SOC 2 Type I certified First prize B4SF Startup Pitch Night 4.4 / 5 Gartner Peer Insights (5 ratings) Intel published a ZUUZ partner brief

Sound familiar?

Your next deal is going cold in someone’s inbox right now.

A buyer asks for pricing and waits weeks for an answer. Nobody notices until the deal is gone. ZUUZ flags every lead and every unanswered reply on the day it starts to slip.

• 02

  Your pipeline report is fiction.

  Reps are busy selling, so the CRM never gets updated and managers end up guessing. ZUUZ fills in the CRM from the emails, calls and meetings themselves.
• 03

  “Circle back in October.” Nobody wrote it down.

  A rep promises a quote by Friday. A customer mentions a second project in passing. It all stays in the email thread. ZUUZ finds it and adds it to the CRM.
• 04

  Your reps start every day guessing.

  Two hundred emails come in and maybe eighteen matter. ZUUZ shows each rep which ones, and shows managers which reps need a nudge.
• 05

  One deal. Five places. No full picture.

  Email, calls, meetings, LinkedIn and the CRM. ZUUZ pulls them into one record for each deal.

Trusted by IT services and channel teams

ZUUZ transformed how our team works. We’ve reduced admin time by 60% and increased our close rate by 45%. The interface is incredibly intuitive, and our team was productive from day one.

RA TechnologiesIT Services

38% increase in deal velocity

45% Higher close rate

Auto-triage Every lead sorted Hot, Warm, or Cold automatically

Flagged, not missed Unanswered leads surfaced before they go quiet

ZUUZ has helped customers win $324.5K in revenue.

Straight from the platform. These are the totals ZUUZ has processed for its customers.

All-time totals

42,793 Emails processed

966 Leads generated

$95.5M Pipeline generated

Where the leads came from

• Email 850
• Calls 60
• LinkedIn 26

Updated just now

Built for Deals that live in emails

Your CRM stores what someone types in. Claude and Copilot answer whoever asks them. ZUUZ works inside your CRM, nobody types, and it covers the whole team: every rep, account manager and shared inbox, across channel deals that run through a vendor, a distributor, a reseller and a customer.

Live Click any item in the sidebar to explore New lead · Meridian Foods Intent · renewal 0.96 Budget · $34,000 Urgency · high, Jan 31 Reply drafted in 1.6s Deal updated in CRM Owner assigned · Alex + $34,000 pipeline

Dashboard

✦ Agent

1D7D30D90DAll MineTeam

✉

Emails to reply 12

◫

Proposals to send 6

▤

Meetings 8

◎

Pipeline risk 2

!

Lead risk 4

▨Pipeline health

Open 24 24 deals, 18 quoted

At risk 3 3 past your SLA

Added this week 7 7 deals confirmed

◷Response rate

Reply rate 42% 18 answered

Avg first reply 1.6h target 24h

Awaiting reply 26 4 past SLA

◍Portfolio health · last 7 days

Live 38 of 60 accounts

Quiet 14 no activity in last 7 days

Reachable 60 all have a contact

Emails to reply

Meridian Foods Warm

Client replied, respond · Alex · 2d ago

Halcyon Robotics Warm

Client replied, respond · Alex · 4d ago

northgate-devices.com

Client replied, respond

Tidewater Logistics Warm

Client replied, respond · Alex · 1d ago

Bluepeak Analytics Cold

Client replied, respond · Alex · 6d ago

Move faster

Track deals, update stages, and log activity in seconds. Not minutes.

Make smarter decisions

Clear pipeline visibility means fewer surprises in every pipeline review.

Stay focused

See only what matters: active deals, next steps, and priorities.

Work as one team

Shared views, defined ownership, and structured workflows keep everyone aligned.

How it works?

From email to pipeline, Five steps.

Every lead, every renewal signal, every buying intent. Pulled from your email, qualified, and pushed into your CRM and PSA automatically, with full change history and one-click rollback.

STEP 1 / 5

An Email lands

A demo request, an RFP, a renewal reply.

CompanyNameStatus

▢ Harbor DentalAiden ParkerActive

✦ Kestrel LogisticsCaleb ReedActive

R Ridgeview SchoolsElijah HarrisLead

S Summit LegalMason Thom…Lost

STEP 2 / 5

Signal Extracted

Source, intent, urgency, budget, who’s asking.

Caleb Reed · caleb@kestrel-logistics.com9:42 AM

Re: 2026 renewal

Hi Logan, we’re ready to renew our managed services agreement before our budget closes on Jan 31. We’d also like to add 40 users for the ops team, so roughly $35,000 all in. Can you send the updated proposal this week?
. Caleb, VP Operations

Source Renewal thread

Intent Expansion

Urgency High · Jan 31

Budget $35,000

Who Caleb Reed, VP Ops

STEP 3 / 5

Lead Qualified

Context becomes pipeline-ready.

▯ Company Is ▾

Kestrel Logistics

👤︎ Owner Owned by ▾

Logan Mitchell

▭ Date

From→To

Company Kestrel Logistics

Owner Logan Mitchell

Date Jan 31 – Mar 31, 2026

STEP 4 / 5

Reply Drafted

Follow-up suggested, gaps and risk flagged.

STEP 5 / 5

CRM Update

Clean pipeline, with an audit trail.

$150k$100k$50k

Target: $180k

+ $35,000 · Kestrel Logistics renewal

Pipeline in the CRM ⋮

84.3% $47,100 to sync

Pipeline found in email $300,000

CRM Sync

Every signal written back to the CRM and PSA you already run, automatically, with full change history and one-click rollback.

Watch an inbox turn into pipeline.

Every email follows the same path: read, understand, qualify, reply, sync. Drag to look around, or pick a stage to see what happens there.

Live · simulated traffic

Drag to orbit · pinch to zoom · swipe to move

New email Read by AI Hot lead Warm lead Archived

The 3D view needs WebGL, which this browser has turned off.
The stage details on the right still work.

Six layers between an email and your pipeline

Each layer does one job and hands a cleaner result to the next. Select a layer to see what it handles.

1. L1 Mailbox connectors Connects the mailboxes your team sells from and picks up every new thread as it arrives.
2. L2 Signal model Reads each email the way a rep would and pulls out source, intent, urgency, budget and who’s asking, each with a confidence score.
3. L3 Qualification rules Your rules decide what’s hot, what needs nurturing, who owns it, and the deal size above which the owner also signs off on a reply.
4. L4 Reply drafter Drafts the next email with the full thread in context, and flags what’s missing before your rep hits send.
5. L5 CRM sync Writes clean, de-duplicated contacts, companies and deals, so the pipeline matches what’s really happening.
6. L6 Audit trail Every update links back to the email that caused it, so anyone can see why a deal moved and roll the change back in one click.

Why ZUUZ

What you get that other tools don’t.

• 01

  It tells you why a deal is at risk.

  You get the reason in plain words: no reply in 35 days, a promised quote that never went out, four emails with no answer.
• 02

  No new login. Nothing new to learn.

  Reps keep working in their inbox. Managers get one email each morning: what moved, what’s at risk and who needs a nudge. No onboarding call needed.
• 03

  Keep your CRM. Finally make it work.

  ZUUZ works with Salesforce, HubSpot, Microsoft Dynamics 365, Zoho, Attio and Pipedrive, and sends won customers to ConnectWise PSA. You don’t move anything to a new system.
• 04

  Ask Claude or ChatGPT: “What should I work on today?”

  Connect ZUUZ to the AI tool you already use, and it answers from your real deals instead of guessing.
• 05

  It makes the update. You can undo it.

  ZUUZ writes changes to the CRM on its own and logs each one. If a change is wrong, one click puts it back.
• Why ZUUZ See what makes ZUUZ different

FAQs

Straight answers to what MSPs, IT vendors, VARs and distributors ask before connecting their first mailbox.

1. 01Does ZUUZ read all of our emails? No. ZUUZ connects via the official Microsoft Graph or Google Workspace OAuth API and runs a classification filter before anything is processed. Only emails that match sales patterns (inbound inquiries, RFPs, renewal threads, quote requests) are passed to the pipeline engine. Personal email, HR, finance, and legal threads are never read, never stored, never processed. You also choose exactly which mailboxes and folders are in scope.
2. 02Will ZUUZ email a customer without us approving it? Never. ZUUZ drafts. It does not send autonomously. Every reply suggestion and follow-up is queued for your team to review. Nothing goes out until a human approves it. CRM updates work differently: ZUUZ writes them to your CRM automatically, keeps a full change history, and lets you roll back any change in one click. You get the speed of AI without giving up control of your customer relationships. The change history records what ZUUZ changed, the conversation it came from, and when.
3. 03We already run ConnectWise and a CRM. Do we need to replace either? No replacement needed. ZUUZ writes into your existing CRM and PSA. It doesn’t compete with them. RA Technologies ran HubSpot for two years before they connected ZUUZ. Within 72 hours, ZUUZ surfaced $120K in pipeline on top of the same HubSpot instance, with the same team (identified pipeline, not closed revenue). Your CRM stores what reps type in. ZUUZ captures what they never type in, and writes it there for you.
4. 04We don’t use a CRM. Can we still use ZUUZ? Yes. ZUUZ works with or without a CRM. If you don’t run one yet, ZUUZ can be your AI CRM: it builds your leads, contacts, accounts, deals and renewals from your team’s email, calendar, meetings and LinkedIn messages, so nobody has to set up a CRM or type into one first. If you already run Salesforce, HubSpot, Dynamics 365, Zoho, Attio or Pipedrive, ZUUZ works inside it instead. Either way, ZUUZ keeps ConnectWise PSA current too.
5. 05How is ZUUZ different from HubSpot, Salesforce, Claude or Copilot? HubSpot and Salesforce store what someone types in. Claude and Copilot answer the person who asks them. ZUUZ does the part neither does: it works inside your CRM, nobody types, and it covers the whole team. It picks up the deal signals in every connected mailbox, calendar, meeting and LinkedIn conversation and keeps leads, deals and renewals current on its own, with full change history and one-click rollback. You can still ask ZUUZ questions from Claude, ChatGPT or Copilot, but the records stay current whether anyone asks or not.
6. 06How long does setup take? Most teams see surfaced pipeline within 72 hours. You connect one mailbox and one CRM. There’s no IT project, no data migration, no custom code, and no onboarding call is required to start. Full field mapping across the team typically takes one to two weeks. RA Technologies found $120K in pipeline within 72 hours starting from a single mailbox connection (identified pipeline, not closed revenue).
7. 07How is this different from Gong or Clari? Gong records calls and analyzes conversation patterns for enterprises paying $100K+ per year. Clari forecasts revenue for large sales organizations with established pipeline data. Both tools require your reps to already be capturing deals in the CRM. They optimize what’s there, they don’t find what’s missing. ZUUZ starts one step earlier: it reads the inbound email, qualifies the lead, and writes the deal to your CRM automatically, with one-click rollback. For MSPs, VARs, distributors and IT services teams where deals live in email threads rather than call recordings, ZUUZ solves a problem Gong and Clari weren’t built for. At a fraction of the cost.
8. 08Who is ZUUZ built for? ZUUZ is built for the IT channel: managed service providers (MSPs) and the vendors, distributors and value-added resellers (VARs) they work with. In this channel one opportunity is spread across a vendor, a distributor, a reseller and a customer, over email, LinkedIn, calls and meetings. Most MSPs run a PSA and a CRM, not an ERP, and somebody has to read every thread and update both. ZUUZ does that work, updating your CRM and PSA automatically, with full change history and one-click rollback. The same approach works for IT services firms and other B2B teams that sell by email. If your CRM lags reality by two weeks, ZUUZ was built for you.
9. 09Our reps don’t update the CRM and PSA. Will that change? That’s exactly the problem ZUUZ solves, and you don’t need reps to change their behavior for it to work. ZUUZ reads the email, not the rep. It surfaces the signal, qualifies the lead, and updates the CRM and PSA automatically. Every change is recorded in the change history and can be rolled back in one click. Your reps stop doing data entry and spend that time on customers. Most teams see CRM completeness improve markedly within the first month, without a single training session.
10. 10What does the 30-day free trial include? Full access to every feature on your chosen plan, connected to your actual mailbox and your actual CRM, running on your live sales data. No demo environment, no sample data, no credit card until you’re ready. You’ll see your own pipeline, deals that have been sitting in your inbox uncaptured, within 72 hours. If you don’t see meaningful pipeline surfaced in 30 days, cancel with one click. No questions, no friction.
11. 11We’re in a regulated industry. Is ZUUZ safe to use? Yes. ZUUZ is SOC 2 Type I certified. Independently audited, with security controls verified by a third-party assessor. The API-first design means ZUUZ only processes what you explicitly authorize: no full mailbox access, no password storage, no bulk email export. The sales-email classifier filters out everything that isn’t a sales conversation before it reaches the pipeline engine. You define exactly which mailboxes and folders are in scope and can exclude domains, senders, or subject patterns. Enterprise plans add compliance exports, audit logs, and SSO. Contact us at contact@zuuz.ai to discuss your specific requirements before starting a trial.
12. 12What results should we expect? RA Technologies, an IT services firm, found $120K in pipeline within 72 hours (identified pipeline, not closed revenue). Leads and active conversations their CRM had never seen, surfaced from their existing sales mailbox. Cloud Box Technologies tracks 10 to 12 renewals in minutes. Across our trial and current customers, ZUUZ has surfaced more than $180M in identified pipeline (not closed revenue). Results depend on your email volume and deal size. The ROI calculator estimates your specific situation. One recovered deal typically pays for a full year of ZUUZ.