Your sales and your team's operations, in one system
ZeraCRM is your team's sales pipeline. Every lead keeps the ad that brought it. On the Professional and Business plans, the closed sale goes back to Meta and Google, and the customer's delivery stays tied to the company that bought.
The ZeraCRM interface is currently available in Portuguese.
Today and with ZeraCRM
Situations for those who sell and deliver, and what changes with ZeraCRM
You pay for ads every month and don't know which campaign brought the customer who paid.
Every lead keeps the ad, campaign and channel it came from, and the report shows the revenue of each.
The ZeraCRM tracker records the ad click on the first visit and fills the hidden fields of your site's form. The lead is created with its source saved, and the attribution report adds up revenue by channel, campaign and ad, on first touch, last touch or last paid click. You paste the tracker on your site once and tag your ad links with UTM, including the content (utm_content): that is what identifies the ad in the report. Without UTM content, the sale shows as "No ad identified".
- The feature:
- Click attribution and a revenue report by channel, campaign and ad.
- Available in:
- All three plans.
Meta and Google learn from who fills in the form, not from who buys.
The closed sale goes back to Meta and Google with its real value.
When a deal is won, ZeraCRM sends the sale, with the value and the ad click, to Meta (CAPI) and Google (Data Manager API). Before sending, it shows a quality score from 0 to 10 and says what is missing, such as email, phone or click ID. It keeps what was sent, with the data masked, and you can test without touching the real account. It can also send back the created lead and the entry into a stage, such as a booked meeting.
- The feature:
- Conversion feedback to Meta and Google, with a quality score, auditable sending and a test mode.
- Available in:
- Professional and Business.
Whoever sold uses one system, whoever delivers uses another, and what was agreed gets lost in between.
The customer's delivery stays tied to the company that bought, with the same team, the same login and the same search.
In ZeraCRM, the delivery task list is linked to the company in the CRM. Seller and operator are the same people in the same account, and one search (Ctrl+K) finds deal, company, person, task and document in one place. The same tag marks a deal and a task. One system, one login, one invoice.
- The feature:
- Operations: task lists linked to the CRM company, with shared search and tags.
- Available in:
- Professional and Business.
For every new customer you build the same process from scratch, and nobody sees what is late.
A new customer starts from a ready template, and a late task shows as late.
Duplicate a whole template list, with its task tree, statuses and tags, in one click. Tasks have subtasks up to 7 levels deep, owners, due dates with or without time in the São Paulo time zone, board and list views. Documents have pages and subpages, linked to the customer's folder or list, and search finds them by title and by content.
- The feature:
- Template lists and duplication, task tree, board, documents with pages and history.
- Available in:
- Professional and Business.
The lead arrives and goes cold, the deal drops off the radar, and the routine is a spreadsheet and memory.
A stalled lead stands out, a deal without a next step lights up on the dashboard, and what repeats runs on its own.
A lead with no contact in 24 hours stands out. When you finish an activity, ZeraCRM offers to schedule the next one, and the "needs you" panel shows what is overdue and stalled. Automations have 10 triggers and 7 actions (create activity, move stage, assign owner, tag, notify, send to an external address and send the conversion), with a simulation before turning on, a brake against infinite loops and the trail of every run. The calendar syncs with Google Calendar and creates the meeting link.
- The feature:
- "Needs you" panel, automations with simulation and Google Calendar.
- Available in:
- Panel and calendar in all three plans. Automations in Professional and Business.
You want to leave your current system without losing history, and you fear being locked in.
Bring your Pipedrive with its history, and export people, companies, leads and deals as CSV.
The importer reads the Pipedrive export in Portuguese (deals, activities, notes and pipelines) and shows a check before saving. You can also import by CSV. People, companies, leads and deals export as CSV, by the account admin. Deleted people and companies can be restored; from the Professional plan, tasks and documents too. On the Business plan, the Zera team migrates ClickUp with you, quoted separately.
- The feature:
- Pipedrive and CSV import, CSV export of four lists, and restore for people, companies, tasks and documents.
- Available in:
- Import and export on all three plans. ClickUp migration on Business, quoted separately.
Who it is for
Who uses ZeraCRM
Three ways to use the same system.
-
Marketing agencies and consultancies
Every ad becomes measured revenue and, from the Professional plan, the operations for your clients live in lists tied to each one's company. One account instead of a CRM plus a task manager.
-
Companies that sell and deliver
Sales pipeline, calendar and automations, and the delivery of the project, onboarding or after-sales in the same system and with the same team.
-
Local businesses
A simple pipeline and ad attribution to know what brings customers, without needing the operations side.
Questions
Frequently asked questions
What do I need to do for the sale to go back to Meta and Google?
Paste the tracker on your site, connect your ad accounts and, on Google, bring your own Google Cloud project and accept the data terms. ZeraCRM shows a quality score before sending and has a test mode that does not touch the real account. For the report to show the ad, tag your ad links with UTM, including the content.
When I close a sale, does the customer's project start by itself?
Not today. The delivery task list is tied to the company in the CRM, but you create the list from the template. Whoever wants to automate it can connect an external flow through the operations API token.
Can I bring my Pipedrive and my ClickUp?
Pipedrive comes in through the Portuguese export, with history and a check before saving. On the Business plan, the Zera team migrates ClickUp, quoted separately, with the folder and list structure. The migration done by the Zera team is only on the Business plan. ClickUp comments, attachments and time tracking do not show on the ZeraCRM screen yet.
Does the Meta form lead arrive by itself?
ZeraCRM receives leads through a key-protected capture route, which your site's form uses. The native Meta form arrives through a flow set up by Zera, not through a direct ZeraCRM connection.
Can I take my data away?
In part. People, companies, leads and deals export as CSV, by the account admin. Tasks, documents, activities, notes and reports do not export yet, and there is no full company export. Deleted people and companies can be restored; from the Professional plan, tasks and documents too. Deleted deals, leads, activities and pipelines do not come back.
Does ZeraCRM do the work for me?
No. ZeraCRM is the tool, and your team does the selling and delivering. If you want someone running your paid traffic, see Digital Core.
Sales, delivery and ads in one system.
Ask for a proposal and talk to Zera about ZeraCRM.
