# Zenith CRM Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Zenith CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/10018683/Zenith-CRM

---

# 

 Zenith CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Zenith CRM

## What is Zenith CRM?

Our AI-powered, cloud-based CRM & All In One Call Center Software offers seamless communication through phone, SMS, voice mail, and email. Our intelligent dialer enables you to connect with more prospects in less time, significantly boosting your team's efficiency. Customizable to fit your unique business needs, our system automates tasks, maintains client engagement, and supports your strategic growth. Z-CRM works for you even when you stop! - Fully Scalable and Customizable CRM - AI Automation for Auto Call, Sms, Voicemail, Email etc... - Complete Cloud Based, Secure and Highly Reliable Call - Center Software -Smart Call Routing (Eleminating traditional IVR) - Smart Dialer Algorithm to Increase Sales - Advanced AI Quick Summary of Each Call and Detailed Analytics - Lead Management with Intelligent Prioritization -Automation for Repetitive Work -ZCRM can be completely customized to represent your company's branding

## What is Zenith CRM used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)[Online CRM](https://www.capterra.com/online-crm-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/)

Top alternative

Featured

Overall rating

Based on 4 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

\-

Contact vendor  
for pricing

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Zenith CRM

5.0 (4)

VS.

[4.2 (990)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting Price

Contact vendor

Starting Price

$69

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (4)

Ease Of Use

4.0 (958)

Value For Money

5.0 (4)

Value For Money

4.2 (781)

Customer Service

5.0 (4)

Customer Service

4.0 (753)

## Zenith CRM alternatives

[4.3 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

Highest Rated

[4.6 (6,035)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.4 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Contact Management

5.0 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Interaction Tracking

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Track interaction history by documenting conversations for contacts

Lead Management

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity/News Feed

Continuous profile-based stream of news and activity

Zenith CRM 180 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Continuous profile-based stream of news and activity

System alerts about the need to escalate an issue or request

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage various aspects of appointments including booking, rescheduling, canceling

Schedule appointments via a calendar

Assign issues and tasks based on availability or required skills

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Record audio or import/upload audio files

System that automatically dials calls

Automatically create schedules based on business needs or employee availability and qualifications

Distribute/route/connect calls

Use AI to convert voice into text automatically

Create, manage, and send invoices or bills to customers

A call center that both makes and receives calls

Track and manage schedules and meetings via an integrated calendar

Synchronize with other calendars to view mutual availability and schedules

Notifications/alerts for upcoming events or tasks

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Track and report on call outcomes

Manage and track all past and future calls.

Collects essential call data such as call origin, call destination, call length, and other transaction details

Listen to live phone conversations for the purpose of training and assessing agent performance

Record the audio of phone conversations for quality assurance purposes

Track and report on all incoming and outgoing calls

Sends voice calls to a specific queue based on predetermined criteria

Each call is assigned a score based on predetermined criteria, such as the quality of the call or the likelihood of conversion.

Provide agents with a typical response for common call subject matter

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Measure campaign influence through collection of keyword tracking and revenue sources

Voice conversion to text

Transfers live calls to other agents

Displays a personalized message to the receiver of the call, offering details about the reason or origin of the call.

Schedules callback times

Identify the number and contact information of a caller before answering the phone

Track and interpret campaign performance metrics

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Organize and group data or items based on various criteria

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Communicate using direct chat or messages within the system

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Match clients or tenants with suitable properties based on their specific requirements, preferences and budget

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Tracking, calculating, and paying commissions and earnings to employees

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage adherence to policies for any service, product, process, or supplier

Computer-telephony integration is the use of computers to manage telephone calls

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Visualize and analyze customer experience across all touchpoints and channels

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Protect sensitive data for digital privacy

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Defines specific deal parameters to negotiate and secure deals

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Digitally sign online documents

Receive and/or send email notifications for urgent updates, requests, or other information

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Track delivered, received, and opened emails

Predefined actions automatically performed on the occurance of specific events

Monitor and record expenses such as purchases or charges incurred

Public or private sharing of digital files such as documents, audio/video, images, and more

Plan, manage, and track the financial activities of an individual or organization

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Software designed for the healthcare industry

Intended to be used by insurers

For realtors, real estate investors, property managers, and other real estate professionals.

Caters to sales teams

Form predictions based on past and present data/trends

Store, manage and track all forms in a centralized location

Games or game-like elements to track progress and reward accomplishments

Establish measurable goals and objectives and track their progress over a specific period of time

Compliant with HIPAA, which sets standards for sensitive patient data protection

A call center that primarily receives calls, typically customer service focused

Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage

Track interaction history by documenting conversations for contacts

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Track and monitor a specific set of keywords

Identify different languages

Automatically identify and save contact information of potential customers

Route and distribute your leads to third party buyers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Engage with a lead throughout the sales process by actively providing information

Score a lead on their quality or likelihood to buy based on certain behaviors

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Divide leads into buckets based on predefined criteria and routing rules

Boards that use custom metrics to show how leading performers compare to other individuals/teams

Ability to chat online in real time

Agents choose who to call and when

Automate workflows and trigger campaigns based on customer actions

Records of patients' medical history

Access software remotely via mobile devices

Access the system via a mobile application

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage multiple campaigns in one system

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Manage and support multiple languages

Manage and support multiple locations

Process and analyze human language in text or audio form

Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement

Track all opportunities for potential sales and convert them into recurring revenue

A call center that primarily makes calls, typically sales focused

Allow communication between the company and patients via messages, SMS, emails, phone, and more

Managing and tracking patient health, progress, communication, and treatment plans

Organize and manage the accomplishments and development of employees or performance of applications or systems

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Track and organize physician schedules and pertinent information

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Predict future data based on historical data sets

System calls multiple numbers at once and connects the agent to the first number that answers

Arrange tasks based on the level of priority or urgency

Streamlining repetitive tasks and activities through automated and predefined workflows

Present a catalog of inventory that customers can view

Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls

Centralized database to track details of properties (including lease, tenant, and owner information)

Tools designed to streamline the process of lead generation and management for sales teams

Systematic evaluation of various aspects of a project or service to prevent defects or issues

Monitor wait time and abandonment for incoming requests that have not been routed

Generate quotes or estimates for customers

Analyze and gain insights into data in real-time

Receive data and information in real time

Active monitoring of systems, applications, or networks

Active reporting of data and metrics

Ability to record, store, update, and retrieve information

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Monitor sales and make necessary adjustment in order to increase demand and revenue

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Define, track, and/or automate sales activities and sales processes

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Plan availability and assign specific time slots for tasks and resources

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Online portal through which end users can access the system, manage tasks, or obtain information

Enables users to search, access, and retrieve information from the system's database without needing technical assistance or support

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Allow users to access multiple services after entering their login credentials once

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Use your computer as a phone device to make calls over the internet

Analyze, correct, and monitor speech for transcriptions or recordings

Gauge satisfaction and receive information for improvement and success

Create, manage and track all task activities and progression

Track the status and progress of tasks

Track and manage the scheduling of tasks

Create, save, and re-purpose templates for emails, forms, etc.

Organize customer data and accounts by user or geography

Set up connections to third-party platforms to improve business processes

Transfer queries and organize messages between agents

Interact with data visualization elements, such as charts and graphs, to drill down into data

Computer-based system that allows users to send and receive voice messages

Web form that allows users to enter data that is sent and processed for different reasons

SaaS, web-based, online deployment

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

5.0 (4)

5.0

Based on 4 reviews

## Pricing

Value for money

5.0 (4)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

5.0 (4)

5.0

Based on 4 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (4)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (4)

5.0

Based on 4 reviews

## User reviews

Overall rating

5.0

Based on 4 reviews

Filter by rating

5(4)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AZ

Ana Z.

Owner

Financial Services

### "Zenith Crm Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 10, 2024

Over all so good. i increased sales and doing more job with less people. definitely worthed and recomended.

Pros

Everything is ai based automation. super easy to use after you learn how to set up and they are helping every step. increased my team efficiency and boosted my sales about 40% with reaching more people.

Cons

Initial set up is hard becuase it is a complicated software. But they helped everystep. It wasn't easy to set up everything by my self.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MD

Michael D.

Program Director

Sports

### "Love this CRM"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 8, 2024

Pros

We love how user friendly the system is as well as the customer support

Cons

At this time our team does not have any negative feedback

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CB

Charles B.

President

Construction

### "Outstanding company "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 8, 2024

Pros

User friendly and the zenith team was great to work with.

Cons

I have no cons just wished I had gotten it sooner.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KE

Kerem E.

Owner

Information Technology and Services

### "Comprehensive CRM with intuitive design"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 7, 2024

I have been using their CRM feature for over a year now and it definitely boosted my sales.

Pros

Ease of use. It streamlined my client management process which in return increased my sales.

Cons

So far, no issues on my end so no complaints

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)