Powered by Zenith Intelligence AI
My CRM — AI-powered leads, pipeline, and Zi Copilot in one portal.
Capture Meta Lead Ads, manage kanban pipelines, and let Zi Copilot score leads, draft quotations, and brief your team daily — powered by Zenith Intelligence AI.
Pipeline
My CRM
New
2Sarah M.
Meta Lead
James K.
Website form
Contacted
1Aisha R.
Follow-up today
Won
1Northline Co.
$2,400 deal
Zi Copilot — AI built into your CRM
Ask questions, score leads, draft quotations, and get daily AI briefings — all powered by Zenith Intelligence AI.
Zi Copilot chat
Search leads, check follow-ups, and draft quotes in plain language from your client portal.
AI lead scoring
Automatic intent analysis, duplicate detection, and next-step suggestions on every lead.
AI quotation drafts
Generate line items, terms, and totals from a lead — review and send in minutes.
AI daily digest
Morning briefings on hot leads, follow-ups due, and expiring quotations.
Powered by Zenith Intelligence AI
Overview
A complete AI-powered CRM for agencies, freelancers and growing teams
Stop juggling spreadsheets and missed follow-ups. My CRM combines pipeline management with Zi Copilot — ask about leads in plain language, auto-score intent, draft quotes with AI, and get daily briefings on what needs attention.
Zi Copilot
Chat with your CRM — search leads, check follow-ups, pipeline stats, and draft quotations instantly.
Visual kanban
Drag leads across stages with AI scores and next-step hints on every card.
Meta Lead Ads routing
Facebook and Instagram leads land in CRM with AI enrichment and routing rules.
Choose My CRM Pro or grow with a bundle
Subscribe from your client portal. Start with a free 14-day trial, then pick the plan that fits.
Features
Everything you need — with Zi Copilot AI built in
Zi Copilot, AI lead analysis, quotation drafts, Meta routing, and email alerts — everything to capture and close faster.
Zi Copilot
Natural-language CRM assistant for leads, follow-ups, pipeline, and quote drafts.
AI lead scoring
Intent summaries, duplicate detection, and recommended next actions on every lead.
AI quotation drafts
Generate line items and terms from a lead — review PDFs before sending.
Leads pipeline & kanban
Track every inquiry from new to won with visual boards and CSV export.
Meta Lead Ads auto-routing
Connect Meta Lead Ads and route form submissions into the right pipeline.
AI daily digest
Morning briefings on hot leads, follow-ups due, and expiring quotes.
Workflow
From Meta Ads to closed deal — one AI-connected workflow
Capture leads, let AI score and brief you, draft quotes with Zi Copilot, and close from one portal.
Zenith Intelligence AI
Lead in. AI helps. Deal closed.
Meta forms and manual leads feed one AI-enriched pipeline. Zi Copilot helps you qualify, draft quotes, and stay on top of follow-ups — with email alerts when new inquiries arrive.
Capture
Manual entry, Meta Lead Ads, or service inquiry forms.
AI qualify
Zi Copilot scores leads and suggests next steps.
Quote
AI drafts quotations from lead context.
Win
Track wins, pipeline value and monthly performance.
Questions before starting with National IT Solutions CRM
Start capturing leads with AI-powered My CRM today.
Pick a plan, open Zi Copilot, connect Meta Lead Ads, and let AI help you capture and close every lead.