ZipClients ? CRM, funnels, email, SMS, booking & AI in one app
One login instead of ten subscriptions 14 days free No contract � cancel anytime

An AI employee + every tool � one login

Stop chasing. Start closing.

Leads, conversations, bookings, payments, reviews, follow-ups ? finally in one place, with an AI employee working the front desk. It answers your missed calls in seconds, books the appointments, sends the reminders, and chases the invoices ? while you do the actual work.

?AI answers 24/7 ?No contract ?Cancel anytime ?Live the same day
One connected workspace
BrightSmile Dental ? AI � answering Sample data
Tuesday, moving fast.
New leads0? this month
Bookings0? this week
Won deals0? this month
Pipeline, picking up
Missed call from Maya ? text-back sent9s later
Sam booked ? reminder scheduledjust now
Review ask sent to Alex after visit2m ago
AI text-back � sent in 9 seconds
Sorry we missed your call! This is BrightSmile ? want to grab a time that works? Book here: zc.link/book
New review
?????
"Booked in two minutes." ? Maya C.
One subscription replaces
The CRMThe email platformThe SMS toolThe funnel builderThe website builderThe booking appThe review softwareThe call trackerThe answering serviceThe course platformThe social schedulerThe invoicing app

The problem

Clients don't leave. They fall through.

Winning a client is a chain of small moments: the page, the reply, the booking, the reminder, the call, the follow-up, the invoice, the review. Like the teeth of a zipper, each one has to interlock with the next. Zipped, it's one smooth pull from lead to paid. Unzipped, money falls straight through the gap.

Your software is what unzips it. The lead lives in one tool, the follow-up in another, the booking in a third ? and none of them talk. Every gap between apps is a place a paying client quietly disappears, and nobody ever finds out it happened.

ZipClients closes the chain: every step in one system, so nothing falls between your tools ? because there are no tools to fall between.

Sound familiar?

  • ?A lead texts back at 9pm and nobody sees it until Thursday
  • ?Three apps hold three different versions of the same customer
  • ?Missed calls go to voicemail. Voicemails go nowhere.
  • ?Eight subscriptions, and you still chase follow-ups by hand

Every step, connected.

What's inside

Everything in the machine.

Every card below is usually a separate subscription. Here it's one login ? and every piece talks to the others out of the box.

Capture

CRM & pipeline

Every lead from every source in one pipeline ? forms, calls, texts, DMs, walk-ins. See who's new, who's warm, and who's about to close without opening a spreadsheet.

On every plan ? see pricing ?

Convert

Funnels & websites

Drag-and-drop pages, funnels, and full websites from proven templates. Launch a landing page before lunch, not after a three-week web project.

On every plan ? see pricing ?

Nurture

Email & SMS

Welcome flows, appointment reminders, long-term nurture, win-backs. Written once, sent forever ? from the same place that holds the contact.

On every plan ? see pricing ?

Answer

AI employee

Conversation AI that replies to chats, books appointments, and answers every missed call with a text in seconds ? nights, weekends, and while you're on a job.

On every plan ? see pricing ?

Book

Calendars & booking

Self-serve booking with reminders and no-show follow-up built in. The confirmation, the reminder, and the reschedule all send themselves.

On every plan ? see pricing ?

Close

Payments & invoices

Send the quote, take the card, chase the unpaid invoice automatically. Text-to-pay turns "I'll get to it" into paid today.

On every plan ? see pricing ?

Reputation

Reviews

Review requests that send themselves after every job, replies handled from one inbox, and stars that show up where your next client is looking.

On every plan ? see pricing ?

Proof

Reporting

One dashboard for the numbers that matter: leads, bookings, closes, revenue. Calls and campaigns tracked to the dollar, not to a feeling.

On every plan ? see pricing ?
And there's more Shared inbox for email, SMS & DMsSocial plannerWorkflow automationsCourses & membershipsMobile app

The AI employee

It answers. It books. It never sleeps.

Around half of new enquiries arrive after hours or while you're mid-job ? and the business that replies first usually wins the work. ZipClients ships with an AI employee trained on your services, prices, hours, and calendar. That's the difference between a chatbot and an agentic AI: it doesn't just answer ? it acts. The slot gets booked, the pipeline moves, the reminder schedules itself, and the conversation lands in your hands the moment it should.

Conversation AIReplies to texts, webchat, DMs, and email in seconds ? and logs it all in the CRM
Voice AI receptionistAnswers the calls you can't, takes the job details, books the slot
Missed-call text-backA text goes out in seconds ? before they call the next name on Google
Reviews AIDrafts a reply to every review in your tone, ready for one-tap approval
Content AIWrites your emails, landing pages, and social posts on request
Your rulesYou set what it says, watch every conversation, and can jump in live

Included on every plan ? chat, voice, all of it. The 14-day trial gets the full thing too.

AI BrightSmile DentalAI answering � you're off tonight

Tonight � 9:47 PM

hey do you take new patients? my crown just popped off ?
We do ? and ouch, sorry about the crown! Dr. Patel can see you tomorrow morning: I've got 8:30 or 11:15 open, which works better?AI � replied in 6 seconds
8:30 please ?
You're booked for 8:30 AM with Dr. Patel ? Confirmation is on its way by text ? and keep the crown somewhere safe, we'll want it!

Booked � pipeline updated � reminder scheduled ? while you were asleep

Scripted examples. Trained on your prices, services, and calendar ? it sounds like your front desk, not a robot. Take over any conversation with one tap.

Play the client

The only click is the client's.

Maya enquired at 9pm. The AI already texted her your booking link ? you were asleep. Be Maya for a second: pick a time. Then watch what runs on your side of the screen while you keep doing nothing.

New enquiries2
Website form � 9:02 PM MCMaya Carter "Anything this week?" ? AI sent your booking link Maya's screen ? pick a time
Missed call AMAlex Morgan Text-back sent � replied ? Follow-up scheduled
Booked1
Discovery call STSam Taylor Tomorrow � 10:30 AM ? Reminder scheduled

What ran on your side ? zero clicks from you

Waiting on Maya ? she's looking at your calendar.

Pipeline updated itselfMaya moved to Booked ? nobody dragged a card
Confirmation text sent to Maya"You're booked for Thu 2:00 PM ? see you then!"
Calendar synced & reminder scheduledOn your calendar � her reminder texts the morning before
Review ask queuedSends two hours after the visit wraps up

Your total effort: none. Maya booked herself, the pipeline updated itself, the follow-up scheduled itself. Now multiply by every lead you get this month.

The switching math

Everything you can cancel.

A typical service-business stack, tool by tool ? every line of it is included in ZipClients, on every plan.

What your business needs Separate tools They charge Every plan
CRM & pipelineHubSpotActiveCampaign$99/mo? Included
Funnels & landing pagesClickFunnelsLeadpages$297/mo? Included
Website builderWordPressSquarespaceWix$29/mo? Included
Surveys & formsJotformTypeform$79/mo? Included
Email marketingMailchimpConstant Contact$99/mo? Included
SMS marketingPodiumSendlane$99/mo? Included
Booking & appointmentsCalendlyAcuity Scheduling$29/mo? Included
Workflow automationsKeapActiveCampaign$169/mo? Included
AI content & chatJasperDrift$99/mo? Included
AI voice agentSynthflowAir$199/mo? Included
Call trackingCallRailCallTrackingMetrics$49/mo? Included
Reviews & reputationBirdeyePodium$159/mo? Included
Courses & membershipsKajabiTeachable$99/mo? Included
CommunitiesSkoolCircle$89/mo? Included
Social media plannerBufferHootsuite$49/mo? Included
Document signingDocuSignPandaDoc$47/mo? Included
Tracking & analyticsAgencyAnalytics$49/mo? Included
Overall price, bought separately$1,739 /mo
ZipClientsEvery feature � every planfrom $97/mo

Tool names illustrate categories, not identical products ? trademarks of their respective owners, listed for comparison only. Prices are typical published entry-tier rates per category, rounded; messaging, voice, and AI usage on ZipClients is billed at carrier cost.

Pricing

Every feature. Every plan.

Nothing is gated ? both plans get the entire machine. Pick by team size, start with 14 days free. No setup fee, no annual lock-in, no feature ransom.

Always included CRM & pipelineFunnels & websitesEmail & SMSAI employee ? chat & voiceMissed-call text-backBooking & calendarsReviewsPayments & invoicesCall trackingAutomationsCourses & communitiesReportingMobile app

Launch

Owner-operators and small crews.

$97/month
  • ?Up to 3 team members
  • ?Every feature above ? nothing held back
  • ?Unlimited contacts
  • ?Guided onboarding & live chat support
  • ?14-day free trial
Start 14-day free trial
Most popular

Scale

Growing teams that live in the pipeline all day.

$297/month
  • ?Up to 10 team members
  • ?Every feature above ? nothing held back
  • ?Unlimited contacts
  • ?Guided onboarding & live chat support
  • ?14-day free trial
Start 14-day free trial

Enterprise

Teams of 10+, multi-location, franchises.

Custom
  • ?10+ team members
  • ?Every feature above, at volume pricing
  • ?Custom onboarding & migration
  • ?Dedicated account manager
  • ?Quote shaped to your team, not a slider
Talk to us

[email protected]

Email, SMS, and voice usage is billed at carrier cost on top of the plan ? pennies, passed through without markup. Cancel anytime in two clicks; your contacts export to CSV any day, including day 13.

No highlight reel.

Software pages love a wall of five-star quotes. We'd rather you judge the machine inside your own account ? your real leads, your real calendar, your real follow-up, for fourteen days. If it doesn't earn the subscription, cancel. The export button works on day 13 too.

Who's behind it

Built by people who close for a living.

Most software is built by developers who have never watched a hot lead go cold in a voicemail box, or waited on an invoice that never quite gets paid. We have. ZipClients comes from the team at MarketingAndSales.com, an agency that runs ads, funnels, email, and sales teams for client accounts every day. This platform is our own toolkit, packaged so you can run it yourself.

Every automation in it exists because a real account needed it first. Nothing in here is a demo feature ? it's what actually keeps follow-up from slipping.

Two ways to run it

ZipClients ? do it yourself

The whole system, run by you. Fourteen days free, then one monthly price.

The agency ? done for you

Want your ads, funnels, email, and sales run by the team behind this software? Request an account review ?

How it starts

Live the same day.

1

Start the trial

Create your account in about two minutes. Fourteen days of the full machine ? every feature unlocked from the first login.

2

Move in

Import contacts from a CSV, pick a funnel template, connect your number and calendar. Guided setup, no developer required.

3

Let it run

Switch on the follow-up machine: your AI employee, missed-call text-back, review requests, nurture flows. From then on it runs whether you remember to or not.

Most accounts take their first automated action ? a text-back, a booking, a review ask ? on day one.

Straight answer

Who it's for ? and who it isn't.

A good fit

  • ?A local or service business that lives on leads, calls, quotes, and bookings
  • ?An operator tired of paying eight tools that don't talk to each other
  • ?A coach, consultant, or agency that wants one system under every client

Not a good fit

  • ?You want it done for you, not software ? our agency side handles that
  • ?A pure e-commerce store with no calls, quotes, or bookings in the sale
  • ?You love your current stack and enjoy the duct tape

FAQ

Fair questions.

Is this really all-in-one, or "all-in-one" with asterisks?

The platform genuinely covers the stack: CRM, funnels, websites, email, SMS, booking, reviews, payments, call tracking, automations, courses, and the mobile app ? one login, one contact record underneath all of it.

The one honest asterisk: email, SMS, and voice usage is billed at carrier cost on top of your plan, passed through without markup. Every platform pays those fees; most just hide them in a higher sticker price.

Do I need to be technical?

No. Pages are drag-and-drop, automations start from templates, and setup is guided step by step. If you can write an email, you can run ZipClients. When you do get stuck, support is a live chat away ? an actual person, not a chatbot maze.

What does the AI actually do ? and what doesn't it?

It answers: webchat, SMS, social DMs, email, and the phone itself ? on every plan. It's trained on your business: services, prices, hours, service area, common questions. It qualifies the lead, offers real openings from your calendar, books the appointment, and logs the whole conversation in the CRM. It also drafts review replies, emails, pages, and posts when you ask.

What it doesn't do: go rogue. You approve what it's allowed to say, you can watch every conversation live, and you can take over with one tap. It hands off to a human the moment a conversation needs one ? it's a front desk, not a spokesperson.

What happens to my current tools and data?

Run ZipClients alongside them during the trial ? nothing breaks by signing up. Contacts import from CSV in minutes, your phone number can be ported or forwarded, and your calendar connects to Google or Outlook. Keep whatever still earns its fee; cancel what doesn't.

And it works in both directions: your contacts export to CSV any day you like.

Is there a contract?

No. Month to month, cancel anytime in two clicks from your own account ? no retention call, no "email us to cancel." The trial runs 14 days; if it hasn't earned the subscription by then, it shouldn't get one.

Who's behind ZipClients?

ZipClients is owned by the team at MarketingAndSales.com, an agency that runs marketing and sales hands-on for client accounts. ZipClients is the software side of the house: the same systems, packaged for businesses that want to run them in-house.

If you ever outgrow doing it yourself, the hand-off is easy ? the agency already speaks your software.

What support do I get?

Live chat support, a step-by-step help library, and guided onboarding on every plan ? support isn't a paid tier here. Enterprise accounts add a dedicated account manager and custom onboarding for the whole team.

Goodbye, loose ends

All zipped up.

Fourteen days. Your real leads, your real calendar, the whole machine. Every day the stack stays unzipped, another lead falls through it.

Start your 14-day free trial ?
?No contract ?Cancel in two clicks ?Export your data any day
ZipClients — CRM, funnels, email, SMS, booking & AI in one app