Features › Contacts / mini CRM

Contacts / mini CRM

All your meetings with a client in one place

Each contact keeps all your meetings together, along with tasks and an AI relationship summary. A simple CRM built right into ZAPSIO, so you don’t have to copy anything into spreadsheets or pay for another system.

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Client · Jana Nováková

Client · 4 meetings
Relationship summary

Mortgage closed, insurance in progress. 2 open tasks, last meeting Oct 24.

Shared meetings

First meeting · Mortgage · Insurance · Contract signing

Open tasks

Send insurance proposal · Watch the fixed-rate end date

Your history with a client at a glance

For each contact you see all your shared meetings, their summaries and open tasks. When a client calls, you have the full context at hand, with nothing to look up or remember.

  • All meetings with the contact
  • Open tasks and last contact
  • Ready for every call
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AI relationship summary

From your shared meetings, ZAPSIO puts together a short summary of the relationship: where you started, how far you have come and what is still open. Great before an important meeting or when handing a client over to a colleague.

  • How the relationship developed, in a few sentences
  • Ideal before a meeting
  • Easy handover to a colleague
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Full management: add, edit, link

A contact can be a client, a prospect or a former client. You add and edit everything yourself, name, phone, email, date of birth, notes, and easily link meetings to the contact.

  • Clients, prospects and former clients
  • Your own notes and details
  • Link meetings in a few clicks
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How it works

Contacts in three steps

1

Add a contact

Fill in the name, phone and other details, or create the contact right from a meeting.

2

Link meetings

Assign meetings to the contact and tasks add up automatically.

3

Stay on top of things

History, tasks and the AI relationship summary, always at hand.

Related

What else you get out of your meeting

Online meetings In-person meetings in a room Existing recording

From every one of them you get:

  • Full meeting transcript
  • AI summary + key points
  • Tasks with deadlines and priority
  • Smart chapters
  • Meeting mood
  • Effectiveness score + tips
  • Speaking coach
  • Promises and commitments
  • Continuity with the previous meeting
  • Objections and buying signals
  • TOP moments + audio clips
  • Question analysis
  • Follow-up email
  • Price quote
  • Draft contract
  • Meeting report
  • Meeting record (PDF)
  • Record completeness check
  • Condensed version of the meeting
  • Deal reminders (fixed rates, anniversaries)
  • AI chat with your meeting
  • Output in any language
  • Export to PDF / Word / TXT
  • Share via link or WhatsApp
Frequently asked questions

What people most often ask about contacts

Is it a full-blown CRM?

It’s a simple mini-CRM built around meetings, with the meeting history, tasks and a relationship summary on each contact. For advisors who don’t need a big, expensive system, it’s often more than enough.

What types of contacts can I have?

Client, prospect or former client. Choose the status on the contact and it gets a color label for a quick overview.

How do I link a meeting to a contact?

In the meeting, select an existing contact or create a new one on the spot. Tasks and the meeting count then add up for the contact automatically.

What is the AI relationship summary?

A short overview of your relationship with a contact, put together from their meetings: where you started, what has moved forward and what is still open.

Can I edit or delete a contact?

Yes, you are in full control: add, rename, edit or delete at any time. When you delete a contact, the meetings remain.

Is it connected to the client portal?

Yes. You can create a secure client portal for a contact: a single link where the client can see your shared meetings without logging in.

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Keep your clients under control

5 days free. Try a simple CRM built right into your meetings.

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