Zodiac Tech CRM Docs

What is Zodiac CRM?

The product in plain language — the Meta → CRM → WhatsApp → reports loop, who it is built for, and what it honestly does and does not do.

everyone Easy ⏱ 5 min Updated 2026-10-05

What is Zodiac CRM?

Zodiac Tech CRM is a client-getting system for Indian small and mid-sized businesses. It catches every enquiry from your Facebook and Instagram ads, puts it into a CRM your team actually opens, follows it up on WhatsApp and phone calls, and shows you where enquiries are stuck — in one place, on web and Android.

It is not just a contact list. It is the full path from "someone tapped your ad" to "someone paid you".

The core value loop

flowchart LR
    A[Meta lead<br/>Facebook / Instagram] --> B[CRM lead<br/>assigned to an agent]
    B --> C[WhatsApp + call<br/>follow-up]
    C --> D[Deal won or lost]
    D --> E[Reports<br/>where leads get stuck]
    E --> A

Every part of the product exists to keep that loop turning:

Stage What Zodiac Tech CRM does
Capture Meta lead forms stream into the CRM automatically — webhook-verified, no CSV exports.
Organise Leads are assigned to agents, scored, and moved through your sales stages.
Follow up WhatsApp messages, templates and automations, plus click-to-call from the lead.
Convert Follow-up tasks, appointments and reminders so no enquiry is forgotten.
Measure Reports on lead volume, source performance, agent response times and revenue.

Who it is for

  • Indian SMBs that advertise on Meta — clinics, real estate, coaching centres, gyms, dealers, local services — anyone whose enquiries arrive through Facebook or Instagram.
  • Business owners who want to see exactly how many leads came in, who followed up, and what it earned.
  • Sales teams of 1–20 people who need a simple daily list — not a spreadsheet or a 100-screen enterprise tool.
  • Digital agencies that run Meta ads for many clients and need one operations console (the /agency panel) to deliver them.
  • Platform operators who sell or self-host the CRM and manage many businesses from /super-admin.

The product is India-first: rupee formatting and GST-style billing details, Razorpay and Cashfree payment providers, WhatsApp as the primary follow-up channel, and a navigation built around the day plan (Leads → Follow-ups → Calls → WhatsApp → Appointments).

What you get

  • Leads & pipeline — list, Kanban board, and the Lead 360 view with the full history of one customer. See Leads and Lead 360 view.
  • WhatsApp Business — one shared inbox for the team, message templates, and automations. See WhatsApp inbox.
  • Calls — click-to-call from a lead; call outcomes are logged back onto the record. See Calls.
  • Follow-ups & appointments — tasks with reminders, and a calendar for bookings. See Follow-ups & tasks.
  • Reports — source performance, funnel, agent performance, response time and more. See Reports.
  • Meta ads tools — connect your Page and ad accounts, map lead forms, and watch ad performance. See Meta overview.
  • Android app — your team works leads, calls and follow-ups from the phone. See Installation.
  • AI assistant — ask questions about your leads and get next-best-action hints. See AI assistant.

How a business uses it

  1. The platform team creates your Business (workspace) and invites you as the owner.
  2. You complete the guided setup — business details, Meta connection, sales process, team.
  3. Meta lead forms are connected; new enquiries arrive as CRM leads within moments.
  4. Agents work the leads: call, WhatsApp, log the result, set follow-ups.
  5. You review reports and billing in the workspace; we run the ads side via the agency panel.

One install, many businesses Each business is a separate workspace with its own data, users, Meta connection and WhatsApp number. Nothing leaks between workspaces — see Multi-tenancy &amp; isolation.

What it is not (read this before you plan)

Honest limits

  • Call recording is per-device, not universal. The Android app reports what your specific phone supports; many phones allow import or metadata only. See Call recording & what your phone supports.
  • Campaigns are created PAUSED on Meta. Nothing spends money until someone activates it in Meta Ads Manager, and nothing launches without a QA pass.
  • WhatsApp needs an approved WhatsApp Business connection. Free-form messages work inside the 24-hour customer service window; outside it you must use approved templates.
  • This portal documents this install's real features. If a feature is not shown here, assume it is not part of the product rather than guessing.

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