26 tools
AI Assistants
Not a chatbot bolted onto the side — AI assistants embedded directly in CRM, marketing, and workflow automation, grounded in your data.
Included in StarterWorkflow Automation
No-code workflows connect CRM, marketing, and support so hand-offs happen automatically instead of falling through the cracks.
Included in StarterAnalytics
One reporting layer across CRM, marketing, and automation data — no manual reconciliation between four dashboards.
Included in StarterAI Workspace
AI Assistant, prompt library, knowledge base, and AI insights live in one workspace — grounded in your data, not scattered across a separate app your team has to remember to open.
Included in StarterAI Agents
AI Agents don't just draft a reply — they execute multi-step processes end to end: updating records, sending follow-ups, and moving work forward without waiting on a rep to do it manually.
Included in StarterAI Insights
AI lead scoring, generated messaging, and context-aware recommendations point your team at what matters most — the analytical layer that tells you where to focus.
Included in StarterAutomation Center
Triggers, conditions, actions, and AI Agent steps — assembled visually, monitored in real time, and extendable to any process across the platform.
Included in StarterReports
Build, run, and export the reports your team actually needs — pipeline detail, campaign performance, activity logs — without waiting on a dashboard rebuild.
Included in StarterBusiness Intelligence
Business Intelligence rolls up CRM, marketing, and automation data into executive-level insight — cross-functional, white-label-ready, and built for decisions above any single team's metrics.
Included in StarterExecutive Dashboards
Purpose-built rollups for CEO, COO, CRO, and CFO-level visibility — the whole business on one screen, not one team's numbers dressed up.
Included in StarterScheduled Reports
Set it once — daily, weekly, or monthly digests land in the right inbox automatically, so stakeholders never have to chase a number down.
Included in StarterProject Management
Boards, milestones, and resource plans stay connected to the same data as the rest of your business — no separate project tool to reconcile.
Included in StarterTask Management
Personal and team task lists, recurring work, and reminders — the day-to-day layer underneath your projects, not another project tool.
Included in StarterHR Management
HR Management keeps employee records, documents, and approval workflows inside the same operations platform as the rest of your business — one more capability, not a dedicated HR suite to bolt on.
Included in StarterAttendance & Leave
Track attendance, manage leave requests, and enforce policy automatically — approvals route to the right manager without a chase.
Included in StarterTeams & Departments
Departments, teams, managers, and permissions stay in sync with your real org chart — access follows structure automatically.
Included in StarterFinance & Accounting
Invoices, payments, expenses, and tax handling live inside the same operations platform as the rest of your business — one more capability, not a dedicated accounting suite to reconcile.
Included in StarterDocument Center
Centralized storage, version control, and permission-based sharing — with approvals and retention policy built in, not bolted on.
Included in StarterCustomer Portal
A branded, self-service space where your customers view account information, documents, and billing, and submit requests — without emailing your team.
Included in StarterSubscription & Billing
Subscription & Billing is the capability that governs plans, payment methods, usage, and which suites and features are available — the infrastructure your billing runs on, not a pricing page.
Included in StarterNotifications
In-app, email, and push notifications trigger off real platform events — with preferences and history in one place, so nothing important gets missed or duplicated.
Included in StarterMarketplace
Browse and install suites and tools from the ZynReach Marketplace — filtered to what your plan allows, configured without leaving the platform.
Included in StarterPlugin SDK
A developer platform and SDK for building, testing, and publishing plugins — ship a tool once, and every ZynReach customer on the Marketplace can install it.
Included in StarterOrganization Management
Set your organization's identity — logo, colors, timezone, locale, and even a custom domain — so ZynReach feels like part of your business, not a third-party tool.
Included in StarterBranch Management
Manage branches, territories, and branch managers with permissions and reporting scoped to each location — one platform, many locations.
Included in StarterAudit
Every action across every module — record changes, approvals, logins, and configuration — is logged automatically to one searchable audit trail, supporting your broader compliance and security posture.
Included in Starter