Find answers. Put ZIP to work.
Learn how to deploy your AI CRM team, connect your sales stack, understand customer conversations, and get help when you need it.
Understand ZIP, create your account, and choose the first CRM job to deploy.
↓02AI agents & memoryLearn how specialised agents share context and complete work across your CRM.
↓03Calls & intelligenceSet up conversation capture, analysis, coaching, and customer insights.
↓04IntegrationsConnect your CRM, calendars, meeting rooms, telephony, WhatsApp, and email.
↓05Account & supportManage access, security, billing, or a technical issue.
↓Start with the CRM job—not the software setup.
Tell ZIP what your team spends time on, see a sample workflow, and connect your systems only when the outcome makes sense.
Getting started with ZIP
Start with one clear outcome, connect the systems it needs, and expand after your team sees the result.
What is Zipteams?+
Zipteams is an AI-native CRM platform built as a team of specialised AI agents and shared customer memory. ZIP can understand customer conversations, maintain CRM context, and complete repetitive sales work across voice, email, chat, and WhatsApp.
Do I need to replace my current CRM?+
No. ZIP is designed to begin on top of the CRM your team already uses. You can connect a supported CRM, deploy one focused workflow, and expand gradually. Teams without a CRM can also begin with ZIP as their customer system.
How do I get started?+
Choose the CRM job consuming the most time or losing the most opportunities. You can experience ZIP on the website, create an account, or book a deployment call so our team can map the workflow, channels, data, and success measure.
What should we deploy first?+
Good first workflows have a clear trigger and measurable result—for example qualifying website leads, following up dormant leads, analysing every sales call, updating CRM fields, or coaching sellers from customer conversations.
AI agents and shared memory
Every agent has a specialised job, but they work from the same current understanding of the customer.
What can Zipteams AI agents do?+
ZIP agents can qualify leads, make or receive calls, reply over WhatsApp and email, analyse conversations, update CRM records, recommend next actions, coach sellers, and coordinate follow-up across channels.
How does shared customer memory work?+
ZIP turns calls, messages, meetings, CRM fields, intent, needs, objections, promises, and outcomes into connected customer context. An agent reads that context before it acts and writes the result back for the next agent or human seller.
Can a human review or take over?+
Yes. Workflows can require human approval, route qualified opportunities to a seller, or allow immediate takeover when judgment, negotiation, or a relationship matters.
Can agents follow our sales process?+
Yes. Agents can be configured around your industry, qualification criteria, scripts, business rules, CRM stages, approved knowledge, and escalation requirements.
Conversations and intelligence
Turn every eligible customer interaction into structured context, measurable quality, and a clear next action.
Which conversations can ZIP analyse?+
ZIP can work with connected voice calls, meeting recordings, WhatsApp messages, email, and chat. Availability depends on the connectors and permissions selected for your deployment.
What insights can ZIP capture?+
Common insights include summaries, needs, buying intent, objections, sentiment, qualification fields, commitments, next steps, conversation quality, pitch coverage, and reasons for progression or drop-off.
Can we customise call-quality scoring?+
Yes. ZIP can evaluate conversations using your own pitch, discovery framework, compliance parameters, objection-handling criteria, and score weights.
How accurate is conversation analysis?+
Accuracy depends on recording quality, language, terminology, prompt design, selected models, and available context. ZIP deployments are tested on your real examples and can be tuned as your team reviews outcomes.
Integrations and deployment
Connect once, then let agents understand and act across the systems your team already uses.
Which CRMs does Zipteams integrate with?+
Zipteams supports standard integrations including Salesforce, HubSpot, Zoho CRM, and LeadSquared, with API, webhook, and custom integration options for other systems.
Can ZIP connect to telephony, WhatsApp, email, and meetings?+
Yes. ZIP can connect to supported telephony providers, WhatsApp platforms, email services, calendars, meeting rooms, and AI voice providers. Visit the Integrations directory for available guides.
What permissions are needed?+
Most organisation-wide CRM, calendar, or communication integrations require an administrator to authorise access. Individual users may also need to connect their own calendar or meeting account. The setup guide for each connector lists the requirements.
How long does implementation take?+
A focused standard workflow can be configured quickly when system access, business rules, and sample data are available. Custom integrations or multi-team deployments require a scoped implementation plan.
Account, security, and support
Get practical help with access, privacy, service availability, and account administration.
How do I invite or manage team members?+
Workspace administrators can manage users and roles from organisation settings. The exact controls available depend on your plan and connected systems. Contact support if you need a bulk change or role configuration.
How is customer data protected?+
Zipteams uses access controls, encrypted transport, secure cloud infrastructure, and documented data-processing practices. Review the Privacy Policy, Data Processing Agreement, Sub-processors page, and contractual clauses for details.
What should I do if calls or meetings have audio issues?+
First confirm browser permissions, microphone and speaker selection, network stability, and whether your corporate firewall permits the meeting service. If the issue continues, contact support with the affected user, time, meeting or call identifier, and any error message.
How can I delete or deactivate my account?+
Contact hello@zipteams.com from an authorised company email with the workspace and users affected. The team will verify the request and guide you through access removal, export, retention, and deletion requirements.
How do I contact support?+
Email hello@zipteams.com, call or WhatsApp +91 96531 98284, or use the Support page. Include the affected workflow, workspace, users, and the result you expected so the request can be routed quickly.