Can we start with just one tool?+
Yes. CRM, support, and phone software are included in both plans. Use one, two, or all three — the monthly software price stays the same.
Which AI capabilities are available on both plans?+
Both Standard and Pro support automatic call transcription and CRM logging, follow-ups based on lead history and conversation context, AI field updates for leads and contacts, and API access for your own AI agents. These capabilities are optional. AI usage, phone minutes, and VoIP service costs are charged at the underlying API or vendor cost, with no additional Zen & Zen markup.
How do we get access?+
Signups currently require waitlist approval. A credit card may be required for verification during the trial. Trial features and usage are limited or capped for fair use. White-glove support is initially available in North America, with worldwide expansion planned soon.
What costs extra?+
AI usage, phone minutes, and VoIP service costs are charged at the underlying API or vendor cost, with no additional Zen & Zen markup. The flat plan price covers the software subscription; usage charges are separate. Talk to us about your expected usage and migration requirements.
How do we estimate our monthly total?+
Start with the Standard software subscription at $99/month or Pro at $199/month. Add your actual AI usage, phone minutes, and VoIP service costs at the underlying vendor cost, with no Zen & Zen markup. You pay exactly what we pay ourselves for that usage. Taxes are excluded from this breakdown.
Are migration, setup, and integrations included?+
Standard customization is included in both plans; Pro adds advanced AI-based custom workflows. Discuss migration, any additional setup work, and custom integrations with us to confirm availability, scope, and any separate cost. API access for your own AI agents is available on both plans.
How do record and storage limits work?+
Standard is $99/month for up to 100 seats and 500,000 records. Pro is $199/month for up to 1,000 seats and 4,000,000 records. These are flat monthly software subscriptions, with no per-seat charge and no annual contract. Confirm which users and records count, attachment and storage allowances, and what happens at a plan limit with us.
Can we move from Salesforce or Zendesk?+
Salesforce and Zendesk migrations are supported for most users of those services. Talk to us about your source system, records, and history so we can discuss what comes across. Other migration needs can also be discussed.
Who owns our database?+
Your database belongs to you. You can download your full database and request deletion of all your workspace data from our servers. Once deletion is complete, we do not retain that workspace data. Your data is never held hostage to keep you subscribed.
Is there an annual contract?+
No. Pay monthly with no annual contract. You can cancel your next renewal and keep the service period you have already paid for.