Contact management
Keep all your leads and customers organized, with full context and history at your fingertips.
AI-powered CRM for the business behind the business
Your whole business,
one calm workspace.
Replace ten disconnected tools with Zalio — the all-in-one platform for managing your contacts, deals, tasks, emails, invoices and AI agents, all in one place.
Start free trial3-day free trial · 30-day money-back guarantee · Cancel anytime
Everything you need to grow
Powerful tools, simple workflows, and AI agents — all working together to help you do more with less.
Deal pipeline
Track every deal from first contact to closed-won with a visual pipeline that keeps you moving.
Task tracking
Stay on top of your day with clear priorities, reminders, and team collaboration.
Communicate faster with built-in email tools, templates and conversation history.
Invoicing
Create and send professional invoices in seconds, and get paid faster.
AI agents
Automate the busy work with intelligent agents that handle the routine, so you can focus on what matters.
Five extra pairs of hands
Meet the agents that keep work moving.
Zalio’s specialized AI agents handle the busywork that steals your best hours. Choose the jobs you want help with, then keep the final say.
Sales Agent
Research prospects, draft outreach, and keep follow-ups moving.
Content Agent
Draft social posts, blogs, and email campaigns in your brand voice.
Support Agent
Triage requests, draft replies, and surface what needs a human.
Research Agent
Pull together market intel, competitor analysis, and lead enrichment.
CRM Agent
Keep your database useful with auto-tagging, duplicate detection, and clean data.
One place instead of ten
More context. Less tab switching.
Your contacts know what is happening in your pipeline. Your tasks know what your next email should say. Your invoices know which deal they came from. Zalio keeps the threads together so your brain does not have to.
See all featuresYour whole workflow
From first hello to paid invoice, with the context in between.
A calmer daily view
See what needs your attention without the noise.
Built for real work
Flexible fields, pipelines, and automations that adapt as your business grows.
Setup without engineering
Start with your work, not a blank screen.
Get a useful workspace set up in an afternoon, then let it grow with you.
01
Import your contacts
Bring in a CSV and review duplicates before anything lands in your workspace.
02
Pick your agents
Choose the jobs you want help with and customize instructions in your own words.
03
Keep work moving
Agents draft outreach, tag contacts, and surface follow-ups while you make the calls.
Built for any industry
Your business is not a template. Your CRM can still start there.
Choose from 26 ready-made starting points, then make the workflow yours.
Real estate
Marketing agencies
SaaS
Healthcare
Legal
E-commerce
Construction
Consulting
Coaching
Home services
Photography
Financial services
Education
Nonprofits
Hospitality
Professional services
Recruiting
Fitness
Events
Manufacturing
Insurance
Beauty
Automotive
Travel
Media
Other
Simple, flat pricing
One workspace. One monthly price.
No per-seat surprises. Start small and choose more room when you need it.
Starter
$29/ workspace / month
For getting your workflow in one place.
Start free trial- 500 contacts
- 2 AI agents
- 1,000 AI credits / month
- CRM, pipeline, tasks, email, calendar
Professional
Most popular$49/ workspace / month
For a growing business with more to automate.
Start free trial- 5,000 contacts
- All 5 AI agents
- 10,000 AI credits / month
- Campaigns, workflows, sequences, web forms
Business
$97/ workspace / month
For teams ready for a deeper operating system.
Start free trial- 25,000 contacts
- All 5 AI agents
- 50,000 AI credits / month
- Analytics, knowledge base, projects, store
Save with annual billing · Enterprise plans available · Compare all plans
A calmer business is a better business.
“I built Zalio for the owner who is doing sales in the morning, delivery at lunch, and invoices after dinner. You deserve one place that remembers the details and gives you room to think.”
Deontae Smith
Founder, Zalio
Questions, meet answers.
Is Zalio just for sales teams?
No. Zalio is for the person running the business—whether that is just you or a small team. Your pipeline, delivery, follow-up, invoices, and support can all live in one workspace.
Is pricing per user?
No. Every plan is a flat monthly price per workspace, so you can bring your team in without watching a seat counter.
How do the AI credits work?
Credits power specific agent jobs, like a short outreach draft or a research report. Every plan includes a monthly allowance, and you can see what is being used.
Can I use Zalio for my industry?
Yes. Start with one of 26 industry templates or customize your pipeline stages, fields, and workflows to fit how your business actually works.
What happens if I cancel?
Your workspace becomes read-only, but your data is safe and can be exported to CSV.
Get back to the work only you can do.
Let Zalio hold the details, so you can focus on the people, ideas, and decisions that move your business forward.
Start free trial