Capture as you converse.
Information captured by Viviseven populates CRM during customer interactions, from contact details to purchase requirements.
Zencillo CRM Integrated artificial intelligenceAutomate your sales process. Make decisions with AI.
Connect customers, conversations, opportunities and sales in one continuous process. Zencillo CRM integrates Viviseven AI to capture information during customer interactions, support your team and help you interpret results.
Automate the stages you need. Keep your team in charge.
How your sales process connects
A conversation
“We need ten units for next month.”
Customer interaction with Viviseven AIZencillo CRMAn opportunity with context
- Requirement
- 10 units
- Expected date
- Next month
- Next action
- Confirm terms
Information to forecast and act
The relationship can begin on
- Messenger
- Phone
Information that drives action
Every interaction brings more than a conversation.
Work with context and AI.
Your team knows the context and uses AI analysis to decide how to move each deal forward.
Connect investment and sales.
Follow the customer's source through appointments, quotations and purchases to understand campaign results.
From interaction to action
From your ad to a conversation. From the sale to an electronic invoice.
Your customer discovers an ad, clicks and starts a conversation. Viviseven responds and information begins to populate your CRM, preserving the campaign source when identified. Explore how the process continues.
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The conversation beginsThe conversation starts with context
Which ad caught their attention and which product interests them: context to start the conversation.
Example with an identified source and an ad linking to WhatsApp. You can use Facebook, Instagram, Google Ads or other configured channels.
Read the full journey
- Advertising. The customer discovers an ad, clicks and opens a conversation. The campaign source follows the contact when identified.
- Contact. The relationship starts with the channel and originating campaign, when identified.
- Need. Name, product, quantity and expected date inform the deal and sales forecast.
- Follow-up. Viviseven continues or a salesperson takes over: owner, commitment and next action.
- Quotation. CRM keeps the link to the document and the quoted products.
- Outcome. CRM records the won deal and keeps the link to the quotation or order. Issuing the invoice is the next step.
- Electronic invoice. Management or your integrated business management system issues the electronic invoice and links it to the customer and deal in CRM. Viviseven supports the process through enabled services.
See inside the product
See your sales process inside Zencillo CRM.
Review opportunities by stage, identify the value of each deal and keep track of progress.
- 01Deals organized by stage
- 02Amounts and probabilities at a glance
- 03Context for every opportunity
Your process, your way of working
Combine automation with your team's personal attention.
Decide which stages to automate and where your salesperson joins. The relationship keeps its context as the deal moves forward.
01The customer startsInquiry and requirements
02VivisevenHandles and advances the process
03Zencillo CRMFollow-up and outcomes
Automate the stages you need.
Viviseven handles inquiries, captures information and can advance quotations and sales through connected services. CRM keeps follow-up and related documents together.
Keep your team in charge.
The salesperson receives the case with its context, continues the negotiation and records their work. AI helps interpret the opportunity and prepare next actions.
Your team can also create and manage opportunities directly in CRM. Each business defines its rules and enabled actions.
AI within your sales process
Understand what is happening. Decide what comes next.
Artificial intelligence works alongside the information you are reviewing, from one customer's needs to your entire team's results.
With AI byVivisevenWhat should I review before reaching out?
Example context · 10 units · next month
- What we know
- The customer confirmed the quantity and purchase period.
- What is missing
- Delivery terms still need to be confirmed.
- Suggested next action
- Review delivery terms before preparing the proposal.
What are these results telling me?
Example context · one campaign · same cohort
20quoted customers
10new buyers
The example records 20 quoted customers and 10 new buyers. Review linked documents to understand which deals progressed and which need follow-up.
Illustrative analysis examples. Review the context, assess the recommendations and stay in control of sales decisions.
The center of your customer relationships
Customers, deals and next actions in one place.
Organize each deal with the information your team needs. Preserve customer history and review progress alongside related documents.
Your forecast shows expected sales. Invoices let you verify what has actually sold.
01Customer 360Customer context grows with every conversation.
Contacts, notes, conversations, deals, purchases and commitments help prepare each interaction, even when the account owner changes.
02OpportunitiesEvery deal has its products, dates and next step.
Organize products, quantities, values, currency, owner and stage. One account can have multiple deals in progress, and an opportunity can start before a quotation.
03Activities and calendarFollow-up has ownership and continuity.
Plan tasks, calls, visits and appointments. Keep agreements and next actions; distinguish a booked appointment from a completed meeting.
04Sales forecastForecast the deals your team is building.
Review expected sales by period and owner, with value, probability and expected date. Compare the forecast with available invoiced sales using comparable criteria.
05Related documentsFrom proposal to administrative outcome.
View linked quotations, orders, delivery notes and invoices from Management or your integrated business management system. Account for partial sales, cancellations and adjustments according to your business process.
Explore the dashboards
From daily follow-up to an overview of your team.
Review opportunity value, weighted projections and committed deals.
From campaign to actual purchase
See which campaigns lead to sales.
Connect Meta and Google Ads campaigns to your customers' sales journeys. See who arrived, booked an appointment, received a quotation and went on to buy.
MetaGoogle Ads↓Zencillo CRM
Illustrative example in USD
How much did we invest for each outcome?
1,000 USDin advertising spend for one campaign
100 USDper attributed new buyer
| Outcome | Count | Cost per outcome |
|---|---|---|
| Clicks | 2,000 | 0.50 USD |
| Unique contacts | 100 | 10 USD |
| Contacts with an appointment | 50 | 20 USD |
| Contacts with a quotation | 20 | 50 USD |
| New buyers | 10 | 100 USD |
Understand these metrics
Each cost divides the USD 1,000 investment by the stated outcome. Contacts are counted once within each category; categories are not added together. Appointments are booked, and new buyers have a valid invoice under the example's rule. A sale can occur without a prior appointment or quotation.
Ad cost per buyer is not total CAC, which also includes the sales and marketing costs defined by the business. Measurement requires linked sources, costs and sales, with comparable periods, conversion windows, currency and attribution rules. Records without a known source remain unattributed; cancellations and adjustments are taken into account.
Analyze what happens after the click, with sales documents as part of the context.
Request a demonstrationReactiv · Part of Zencillo CRM
After the sale, find the next conversation.
Analyze purchase history to identify customers who need attention and products that may need follow-up. Combine Radar, RFM and repurchase signals with AI support to prepare the conversation.
Radar and RFM analysis
Identify active, dormant, lost or non-purchasing accounts according to your rules. RFM combines recency, frequency and monetary value. A classification guides attention; it does not determine that a relationship has ended.
Follow-up with context
Review purchases, proposals and pending documents before reaching out. AI analysis helps interpret signals and prepare actions; a repurchase signal is not a confirmed buying intention.
An active customer may still need follow-up.
A
Still purchasing
RegularThe account remains active.
B
Purchase overdue
ReviewThe history suggests reviewing this item.
Review the context and confirm the need before recording a new deal.
For your whole team
A useful sales perspective for every role.
Salesperson
Context, commitments and next steps for each deal, supported by AI.
Sales leader
Team activity and opportunities that need attention.
Sales management
Forecasts, actual results and follow-up priorities.
Marketing
Campaigns linked to appointments, quotations and attributed buyers.
Connect your tools
Your CRM adapts to your business.
Manage customer relationships with Zencillo CRM and connect your sales process with your business tools. Use the included Zencillo Management administrative features or integrate your current system through the available connection options.
Management is included; using it is optional.
Extend customer interactions with Viviseven Sales Agent.
You can integrate the sales agent to automate customer interactions and populate CRM from conversations. Your team can also manage the sales process directly.
Explore the sales agent ↗Reactiv is part of Zencillo CRM, supporting customer recovery and repurchase. Third-party connections are defined according to your operations and the available capabilities.
Frequently asked questions
Discover how you can work with Zencillo CRM.
What makes Zencillo CRM different?
It combines sales management with integrated AI. Automated customer interactions can populate CRM, salespeople get help analyzing deals, and linked documents connect acquisition with purchases and repeat business.
Does the entire process have to be automated?
You can combine automation and human involvement. Your business defines which stages Viviseven handles, when a salesperson joins and which actions need review.
Can my team manage opportunities directly?
Yes. Your team can create and manage deals directly in CRM. Automated customer interactions provide an additional way to start and inform that process.
What information can a conversation provide?
Contact details and requirements: products, quantities, expected dates and commitments, based on what the customer shares and your process rules. Missing information is completed as the relationship develops.
Does AI also help with opportunities and dashboards?
Yes. It helps interpret deals, summarize context and prepare follow-up. On dashboards, it helps explain results within the period, filters and data being reviewed.
How is a campaign linked to a sale?
An identified acquisition source is linked to follow-up and sales documents. With costs and attribution rules defined, you can analyze appointments, quoted customers and new buyers attributed to the campaign.
Is ad cost per buyer the same as total CAC?
That metric uses ad spend. Total customer acquisition cost, or CAC, also includes the sales and marketing costs your business defines for measuring acquisition.
Where are quotations and invoices issued?
Management or your integrated business management system issues them. Viviseven can request them within the enabled process, while CRM keeps the commercial link to those documents.
Do I have to replace my business management system to use Zencillo CRM?
You do not have to. You can use Zencillo CRM and connect your business management system through its API, subject to a review of compatibility and integration scope. Zencillo Management is also included, and using it is optional.
Which Management features are included?
Quotation, order, delivery note, invoicing and accounts receivable management. You can use the features you need; having them available does not require replacing your current system. Electronic invoicing depends on country coverage and configuration.
Do I need Viviseven Sales Agent to use CRM?
No. Your team can manage customers, opportunities and follow-up directly. Viviseven Sales Agent is an optional integration for automated customer interactions, distinct from AI support within CRM workflows.
Can I connect it to my accounting system or ERP?
Zencillo CRM provides an API for integration with other systems. Available interfaces, permissions and the information to exchange are reviewed. Having an API does not mean a ready-made connector exists for every platform.
Do I need to use Reactiv as a separate product?
Reactiv is part of Zencillo CRM and provides purchase-history, recovery and repurchase analysis. Capabilities and commercial terms are reviewed for your operation.
Zencillo CRM
See your sales process connected, from the first contact to the next sale.
Show us how customers find you, how you engage with them and how you close sales. Discover which stages you can automate and how your team can work with AI.
Request a demonstration