--- title: "Zenith CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Zenith CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10018683/Zenith-CRM/" page_type: "product" language: "en" --- # Zenith CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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 \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Zenith CRM?[Manage this product listing](https://www.g2.com/products/zenith-crm/claim_requests/new?auto=true) ## 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. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price Contact vendor Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (4) Ease Of Use 4.0 (973) Value For Money 5.0 (4) Value For Money 4.0 (796) Customer Service 5.0 (4) Customer Service 4.1 (768) ## Zenith CRM alternatives [4.3 (6,999)](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 (6,117)](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 (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 [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [4.2 (1,005)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/113540/Bitrix24/) ## FAQs about Zenith CRM Overview ### What company size and specific industries is Zenith CRM built for? Zenith CRM targets small to mid-sized companies and larger departments in need of CRM organization, especially sales, marketing, and customer service teams. It is also suited to call centers that want AI automation for managing customer interactions and internal workflows. Features and Usability ### What are the key features of Zenith CRM? Zenith CRM offers contact and lead management, pipeline management, and deal management for sales tracking. It also includes workflow automation, customizable reports, and real-time analytics, plus call center tools such as auto-dialer, call routing, call recording, and call transcription for communication management. Getting Started and Support ### What training and onboarding options does Zenith CRM offer? Zenith CRM provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover group learning sessions, documentation offers written reference material, and videos provide visual walkthroughs for selected tasks and features. Getting Started and Support ### What customer support options does Zenith CRM offer? Zenith CRM provides Email/Help Desk, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback is available about support experience, so user sentiment on response times, helpfulness, or common frustrations cannot be stated from the catalog data. ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Zenith CRM supports all three features that reviewers rate most highly: **Data Security**, **Customer Database**, and **Real-Time Data**. Together, these capabilities help businesses protect customer information, keep records organized in one place, and work with up-to-date insights, allowing teams to respond faster and manage customer relationships more effectively. 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 ### All Features - 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 Tracking: Track and document all activities across devices, networks, and other systems - Activity/News Feed: Continuous profile-based stream of news and activity - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Assignment Management: Assign issues and tasks based on availability or required skills - Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention - Audio Capture: Record audio or import/upload audio files - Auto-Dialer: System that automatically dials calls - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Automatic Call Distribution: Distribute/route/connect calls - Automatic Transcription: Use AI to convert voice into text automatically - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Blended Call Center: A call center that both makes and receives calls - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Center Management: Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. - Call Disposition: Track and report on call outcomes - Call List Management: Manage and track all past and future calls. - Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details - Call Monitoring: Listen to live phone conversations for the purpose of training and assessing agent performance - Call Recording: Record the audio of phone conversations for quality assurance purposes - Call Reporting: Track and report on all incoming and outgoing calls - Call Routing: Sends voice calls to a specific queue based on predetermined criteria - Call Scoring: Each call is assigned a score based on predetermined criteria, such as the quality of the call or the likelihood of conversion. - Call Scripting: Provide agents with a typical response for common call subject matter - Call Tracking: Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number - Call Tracking Metrics: Measure campaign influence through collection of keyword tracking and revenue sources - Call Transcription: Voice conversion to text - Call Transfer: Transfers live calls to other agents - Call Whispering: Displays a personalized message to the receiver of the call, offering details about the reason or origin of the call. - Callback Scheduling: Schedules callback times - Caller ID: Identify the number and contact information of a caller before answering the phone - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Categorization/Grouping: Organize and group data or items based on various criteria - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Chat/Messaging: Communicate using direct chat or messages within the system - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Client/Property Matching: Match clients or tenants with suitable properties based on their specific requirements, preferences and budget - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Computer Telephony Integration: Computer-telephony integration is the use of computers to manage telephone calls - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - For Healthcare: Software designed for the healthcare industry - For Insurance Industry: Intended to be used by insurers - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - For Sales Teams/Organizations: Caters to sales teams - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Gamification: Games or game-like elements to track progress and reward accomplishments - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Inbound Call Center: A call center that primarily receives calls, typically customer service focused - Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - IVR: Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Keyword Tracking: Track and monitor a specific set of keywords - Language Detection: Identify different languages - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Leaderboards: Boards that use custom metrics to show how leading performers compare to other individuals/teams - Live Chat: Ability to chat online in real time - Manual Dialer: Agents choose who to call and when - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Medical History Records: Records of patients' medical history - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Campaign: Manage multiple campaigns in one system - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Management: Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels - Multi-Language: Manage and support multiple languages - Multi-Location: Manage and support multiple locations - Natural Language Processing: Process and analyze human language in text or audio form - Omnichannel Outreach: Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Outbound Call Center: A call center that primarily makes calls, typically sales focused - Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more - Patient Management: Managing and tracking patient health, progress, communication, and treatment plans - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Physician Management: Track and organize physician schedules and pertinent information - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Predictive Analytics: Predict future data based on historical data sets - Predictive Dialer: System calls multiple numbers at once and connects the agent to the first number that answers - Prioritization: Arrange tasks based on the level of priority or urgency - Product Catalog: Present a catalog of inventory that customers can view - Progressive Dialer: Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls - Property Database: Centralized database to track details of properties (including lease, tenant, and owner information) - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quality Assurance: Systematic evaluation of various aspects of a project or service to prevent defects or issues - Queue Management: Monitor wait time and abandonment for incoming requests that have not been routed - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Reporting: Active reporting of data and metrics - Records Management: Ability to record, store, update, and retrieve information - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Self-Service Search: Enables users to search, access, and retrieve information from the system's database without needing technical assistance or support - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Single Sign On: Allow users to access multiple services after entering their login credentials once - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Softphone: Use your computer as a phone device to make calls over the internet - Speech-to-Text Analysis: Analyze, correct, and monitor speech for transcriptions or recordings - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transfers/Routing: Transfer queries and organize messages between agents - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Voice Mail: Computer-based system that allows users to send and receive voice messages - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Web-based Deployment: SaaS, web-based, online deployment - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: 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 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.