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Zinvee CRMEvery lead called. Every follow‑up on time.
Your team taps Start calling and works one queue in priority order. Callers decide what happened on the call; Zinvee CRM decides when to call next. That is why nothing slips.
The next call is never a guess.
After each call the caller picks what happened. The next call is set for them, inside your calling hours, and the next lead opens.
- One queue, in order. Callbacks the customer asked for come first, then fresh leads, then the follow-ups due today. Nothing is served before its time.
- A time the customer named stays. Anything else is placed inside your calling window, which you set for the whole team or per caller.
- Not connected gets retried. Three tries per caller, then a second caller; after six tries in all the lead is closed as lost.
Managers start the day knowing what matters.
The morning board ranks today’s work by money, so the first calls are the ones closest to a payment.
- This morning’s list. Leads ready to pay that went quiet, hot leads going cold, overdue callbacks and leads nobody has called.
- Targets and huddles. A daily target for real conversations, the leads each caller commits to in the morning huddle, and a 7 pm summary.
- Coaching from real calls. Short calls are listed for coaching, and managers keep coaching notes for each caller.
Everything else your calling team gets.
Leads arrive on their own
Meta lead ads come in as they are filled and are shared out by campaign. Website forms come in through the API, and spreadsheets by CSV import with undo.
Know who is calling
When a lead rings an Android phone, their name, course and stage show on screen, even on the lock screen. An unknown number offers to add a lead.
Every call logged
Calls from your team’s own phones and SIMs are logged, including the ones made outside the app. Personal numbers are left out.
WhatsApp in one tap
Each outcome suggests a message with the lead’s name and course filled in. It opens in the caller’s WhatsApp, ready to send.
Reports that answer questions
Per caller: calls, connected calls, talk time, follow-ups kept and breaks. For the team: the funnel, lead sources and why leads were lost.
Fees and admissions
Record payments against an enquiry and see the balance. A lead becomes an admission only when the full fee is in.
One history per lead
Calls, follow-ups, reassignments, stage changes, payments and WhatsApp messages in one plain timeline, on web and on the phone.
Everyone sees their part
Callers see their own leads, managers see the campaigns they run, admins see everything.
A recycle bin
Deleted leads and enquiries can be restored for 30 days before they are gone for good.
Good to know
- The Android app is installed from a download link and updates itself inside the app. There is no iPhone app yet; the web app works in any browser.
- Calls go out from your team’s own phones and SIMs, so there are no per-minute charges from Zinvee.
- Meta lead ads need your Facebook Page connected to Zinvee. We set this up with you.
- WhatsApp messages open in each caller’s own WhatsApp. Sending from a business WhatsApp API number needs that account to be connected.
