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The five things that make the rest of Zenia make sense: brands, the sidebar, search, notifications and your own preferences.

Every person in the brand, with their history, consent, associations and predicted scores in one place.

Static lists you fill by hand and smart lists that keep themselves up to date from filter rules.

Build reusable templates and one-off sends with a block editor, then send now or schedule to a list.

The five things that make the rest of Zenia make sense: brands, the sidebar, search, notifications and your own preferences.

Two home screens — one for sales reps, one for marketers — showing what needs attention today.

A chat that actually operates the CRM — it can create records, build sequences and set up campaigns for you.

Your work queue — calls, emails, follow-ups and to-dos, tied to the record they are about.

A calendar of your meetings, tasks and scheduled sends — yours, a colleague's, or the whole brand's.

Every person in the brand, with their history, consent, associations and predicted scores in one place.

Accounts in a real hierarchy — brand at the top, legal entities and branches beneath.

Opportunities on a drag-and-drop board or a filterable table, scoped to a product and a pipeline.

Static lists you fill by hand and smart lists that keep themselves up to date from filter rules.

The stage flow deals move through, configured per product so each product can run its own process.

Phone calls synced from Microsoft Teams, matched to contacts by number.

Rep-owned sales cadences: a linear run of touches that stops the moment the contact replies.

Build reusable templates and one-off sends with a block editor, then send now or schedule to a list.

Generate on-brand marketing emails — AI writes the copy and creates supporting images.

Group emails, SMS and ads under one campaign, plan the dates, approve it, and see the blended result.

Blended ad performance across every connected source — Google Ads, GA4, Meta and custom data.

One source of colours, fonts, logo and tone for every generated email and print piece — plus print-ready materials.

Your SharePoint marketing calendar in Zenia, with the emails and posts built against each planned activity.

Write posts once and let your website and apps read them through one API, with categories, tags, authors and a review step before anything goes live.

Give a website or an app a channel key to read posts as JSON, HTML or RSS — and write, import and publish them programmatically.

Draft LinkedIn posts, refine them in conversation, approve them, then copy them across and record where they went.

Change a generated email or post by describing what you want, undo anything, and see exactly which version was approved.

Send Net Promoter Score surveys to a list, track the score over time, and read what people wrote.

Build a lead-capture form, map its fields onto contacts, and publish it as a hosted page, an embed, or a public API.

Visual automation: a trigger enrols records, then they flow through timing, messaging, branching and action steps.

Visits, visitors, sessions, pages, referrers, clicks and forms for every site running your tracking snippet.

Hide your own team from the website report, narrow it to one segment, and save the filters you keep rebuilding.

Sessions, screens, sign-ups and active users from your mobile apps — plus the events your own backend reports — on the same contact records as your website traffic.

Marketing and sales reports for one brand or the whole organisation, over the window you choose.

Follow people from an email, through the website, into a loan application, and out the other side as a funded loan — and see exactly which step loses them.

Predicted Intelligence — model scores per contact, their distribution, the top-scoring people, and how fresh the scores are.

A guided import for contacts, companies and deals — upload, map columns, watch it run.

Export contacts, companies and deals to CSV — everything, or one saved list's members.

Products scope deals, pipelines and owner assignment for a brand.

Create and remove users, and control which brands each one can see. Administrators only.

Verify a sending domain, publish its DNS, set the From address, and manage inbound addresses.

Check a list’s addresses before you send to it, so the dead ones are blocked instead of bouncing.

Share a link, let people pick a free time, and get a Teams meeting created and logged automatically.

Serve a brand’s hosted forms, NPS surveys and booking pages from its own hostname, and choose exactly which pages that hostname may serve.

A snippet that captures page views, clicks, form fills and custom events — and ties them to contacts.

Zenia adds campaign tracking to the links in your marketing emails, so a website visit that follows a click carries the campaign it came from.

Deliberate cross-brand shares — what other brands let this brand see, and what this brand has shared out.

Every privileged action taken in the active brand, searchable by action.

Your own account: name, photo, password, notifications and your personal calendar connection.

Connect Google Ads, Google Analytics, Meta Ads and Microsoft 365 — self-serve, per brand.

Mirror a contact list into Meta or Google Ads so you can target — or exclude — exactly those people.

Loans, applications, purchases and subscriptions from connected systems, shown on the contact or company they belong to.

The whole CRM is exposed as a Model Context Protocol server, so agents and services can operate it directly.