ZenBee CRM

A CRM that fills itself
from your prospecting

Save the people you find in ZenBee straight into a pipeline, with their emails, phone numbers and full profiles. Then move them through your stages, track deal value and keep every record fresh, all without leaving ZenBee.

Start for Free Request a Demo

Built into ZenBeeSave contacts in one clickNo re-typing, no imports

app.zenbee.io/crm

CRM

Search name, company, title… BoardTable Upload contactsAdd contact

New 14$42k

Priya Lal

Head of RevOps · Northwind

Enriched 2d ago$8,000

Tom Becker

VP Sales · Larkspur

Added today$12,500

Ana Novak

COO · Brightline

Enriched 5d ago$6,000

Qualified 9$61k

Dana Reyes

VP Operations · Helios Grid

Enriched 1d ago$18,000

Kofi Sarpong

Director IT · Meridian

Enriched 3d ago$9,500

Contacted 11$54k

Marco Okafor

Head of Sales · Quanta

Enriched 6d ago$11,000

Meeting Booked 4$37k

Jun Tanaka

CFO · Orbit Labs

Enriched today$15,000

Lina Ström

Head of RevOps · Quanta

Enriched 4d ago$22,000

Your data, your pipeline and your contacts, in one place

Most teams find people in one tool and track them in another. ZenBee CRM sits next to the search you already use, so a contact goes from search result to pipeline in one step.

Save from search

Send contacts from search, lists and profiles into the CRM, enriched with the details you choose.

Up to 1,000 contacts in one save
Business email, personal email and phone
Basic or full profile

Work the pipeline

Move contacts through your stages on a board or in a table, with deal value totalled per stage.

Drag-and-drop stages
Deal value and expected close date
Stages you name, colour and reorder

Keep records fresh

See how old each record's data is and refresh it from ZenBee's data network when it matters.

"Enriched X ago" on every contact
No duplicate contacts
Your own edits are never overwritten

How it works

From search result to closed deal

Find the right people

Search ZenBee's contact data, or open a saved list, and tick the people worth tracking.

Save to CRM

Pick the contact details you need and how much profile to fetch. ZenBee saves them in the background.

Move them through stages

Drag each contact from New to Qualified to Meeting Booked, and record the deal value as it grows.

Close and keep fresh

Mark deals Closed Won or Closed Lost, and refresh any record whose data has gone stale.

Save to CRM

One click from search to pipeline

Tick contacts in a search, or pick a range of pages, and choose Save to CRM. Decide which contact details you need and whether to fetch the full profile. ZenBee does the rest in the background and lets you know when it's done.

Save from Contacts search, a contact's profile or a saved list
Mark each detail as Required or Optional. People missing a required detail are skipped
Choose a basic profile (free) or enrich the profile with experience, education and skills
See the estimated cost before you save. Only contacts with results are charged
Already in your CRM? Only the missing details are fetched

Contacts · 48 selected

Save to CRM

48 contacts

1. Contact information2. Profile and sharing

Contact information

Business emailRequiredOptional

PhoneRequiredOptional

Profile

Basic profile (free)

Name, title, company and location

Enrich the profile

Adds experience, education, skills and languages

Who can see them?

Private to me

Shared with my team

Estimate shown here before you save. Only contacts with results are charged.

BackSave

Board & table

See the whole pipeline, then act on many contacts at once

Switch between a board for moving deals and a table for working through contacts in bulk. Each stage shows its total deal value, and the table lets you change a stage inline.

Sort by updated, added, name, company, value, stage or when last enriched
Filter by stage, owner and contact details, or search by name, company or title
Select many contacts to move stage, enrich, email, add to a list, share or remove
Show, hide and reorder columns, and add custom columns for your own fields
Rename, recolour and reorder stages to match how your team sells

app.zenbee.io/crm · Table

3 selectedMove to stageEnrichEmailAdd to listShare

Name	Company	Stage	Deal value	Enriched
Dana Reyes	Helios Grid	Qualified	$18,000	1d ago
Priya Lal	Northwind	New	$8,000	2d ago
Jun Tanaka	Orbit Labs	Meeting Booked	$15,000	Today
Marco Okafor	Quanta	Contacted	$11,000	6d ago
Kofi Sarpong	Meridian	Qualified	$9,500	3d ago

Sort: UpdatedShowing 5 of 38

Contact record

Everything you know about a contact, on one page

Each contact has a full record: how to reach them, where they sit in your pipeline and their professional background, from career history to skills.

Email, phone and location, each revealed or refreshed in one click
Deal stage, deal value, expected close date and owner at the top
Experience, education, certifications, skills and languages
Edit any detail yourself when you know better
Notes on any contact, kept with the record

CRM / Dana Reyes

Dana Reyes

VP Operations · Helios Grid · Renewable energy

In CRM

Deal stage

Qualified

Deal value

$18,000

Expected close

Nov 28

Owner

You · Private

Contact Details

Business emaildana.reyes@heliosgrid.com Phone+1 (617) 555-0142 TitleVP Operations LocationBoston, United States

Experience

VP Operations

Helios Grid · 2022 – Present

Director of Operations

Sunward Power · 2017 – 2022

Clean data

No duplicates. No stale records. No lost edits.

ZenBee recognises a contact you already have, even when you save them again from a different search, and fills in only what's missing. Your own corrections stay put when ZenBee refreshes a record.

Contacts are matched by LinkedIn profile, email, or name and company
Saving someone again adds what's missing instead of creating a copy
Fields you edit by hand aren't overwritten by a refresh
Every record shows how long ago it was enriched, with a nudge when it's getting old
Enrich one contact, or fetch missing emails and phones for many at once

Save to CRM · Completed

Already in your CRM

Matched by LinkedIn profile

Dana ReyesFrom today's search
+ personal email

→

Dana ReyesExisting record updated
Stage, notes and edits kept

Freshness

Jun Tanaka

Enriched today

Up to date

Marco Okafor

Enriched 6 days ago

Up to date

Ana Novak

Enriched 7 months ago · worth refreshing before you act on it

Refresh

Teams

Private by default. Shared when you're ready.

Every contact has an owner. New contacts are private to the person who saved them, and can be shared with the rest of the team in one click, one contact or many at a time.

Choose "Private to me" or "Shared with my team" when you save
Share or make private later, from the board or the table
Teammates see shared contacts. Only the owner can edit them
One set of stages for the whole team, so everyone reads the pipeline the same way

app.zenbee.io/crm · Table

Name	Owner	Visibility	Stage
Dana Reyes	You	Private	Qualified
Jun Tanaka	You	Shared	Meeting Booked
Lina Ström	Alex Morgan	Shared	Meeting Booked
Kofi Sarpong	Sam Patel	Shared	Qualified

Dana Reyes

Only you can see this contact

Share with team

Frequently asked questions

How do contacts get into the CRM?

Three ways. Use Save to CRM from a Contacts search, a contact's profile or a saved list. Add a contact by hand with Add contact. Or upload a file of contacts with Upload contacts (paid plans).

Does saving to the CRM cost tokens?

A basic profile is free. Emails, phone numbers and the full profile use tokens, the same as revealing them anywhere else in ZenBee. You see an estimate before you save, and only contacts with results are charged. If a contact is already in your CRM, only the details it is missing are fetched.

What happens if I save someone who is already in my CRM?

ZenBee recognises them by LinkedIn profile, email, or name and company, and updates the existing record instead of creating a duplicate. Their stage, deal value, notes and your manual edits are kept.

Can I change the pipeline stages?

Yes. The CRM starts with New, Qualified, Contacted, Meeting Booked, Proposal Sent and Closed Won, plus stages for deals that end without a sale, such as Closed Lost. Use Manage stages to rename, recolour, reorder, add or delete stages.

Who can see my contacts?

Contacts are private to you by default. You can share any contact with your team, and make it private again later. Teammates can see shared contacts, and only the owner can edit them.

Can I add my own fields?

Yes. Add custom columns to the table for anything your team tracks, and fill them in for each contact.

Stop copying contacts between tools

Find the right people in ZenBee and track every deal in the same place.

Start for Free Request a Demo

A CRM that fills itself
from your prospecting

CRM

Your data, your pipeline and your contacts, in one place

Save from search

Work the pipeline

Keep records fresh

From search result to closed deal

Find the right people

Save to CRM

Move them through stages

Close and keep fresh

One click from search to pipeline

Save to CRM

See the whole pipeline, then act on many contacts at once

Everything you know about a contact, on one page

Dana Reyes

No duplicates. No stale records. No lost edits.

Already in your CRM

Private by default. Shared when you're ready.

Frequently asked questions

Stop copying contacts between tools

Bundles

Quick Links

Get In Touch

A CRM that fills itself from your prospecting

CRM

Your data, your pipeline and your contacts, in one place

Save from search

Work the pipeline

Keep records fresh

From search result to closed deal

Find the right people

Save to CRM

Move them through stages

Close and keep fresh

One click from search to pipeline

Save to CRM

See the whole pipeline, then act on many contacts at once

Everything you know about a contact, on one page

Dana Reyes

No duplicates. No stale records. No lost edits.

Already in your CRM

Private by default. Shared when you're ready.

Frequently asked questions

Stop copying contacts between tools

Bundles

Quick Links

Get In Touch

A CRM that fills itself
from your prospecting