Connect the basics.
Add your contacts, connect your calendar, and set up your business number.
Every feature · $297/month*
They called.You were busy.Your AI booked them.
AI answers, follows up and books the appointment. Your calls, CRM, texts and emails—one login.
$297/month. Billed from signup. Usage charges apply.*
No contract Cancel anytime AI answers 24/7
YOU’RE WORKING. SO IS ZIPCLIENTS.
FROM CALL TO CALENDAR
AI VOICE CALL
AN ENQUIRY COMES IN
“Can I book
a time tomorrow?”
APPOINTMENT BOOKEDTomorrow. 2:30pm.Confirmation sent. Reminder set.
Missed call?AI texts them back.
THE PART THAT USUALLY FALLS ON YOU
The reply is
just the first step.
01 A missed call needs a text back.
02 An interested lead needs a time to book.
03 A booking needs a reminder.
04 Finished work still needs payment and a review.
FROM LEAD TO REVIEWOne login.
Lead01
Reply02
Book03
Remind04
Pay05
Review06
Set the steps once. Let each one trigger the next.
Try the booking demoGET THE BASICS WORKING FIRST
From signup to first reply.
Give AI the answers.
Add your services, hours, and booking rules so it knows what to say.
Test it. Then turn it on.
Make a test call. Book a slot. Check the reply and reminders before customers use it.
Try the booking demoAGENTIC AI
Answers the call.
Books the appointment.
Handles questions, texts back missed callers, and books available slots using your rules.
Voice calls, covered.Let AI take the calls you can’t.
Missed doesn’t mean lost.Text-back gives unanswered callers a way to reply.
More than “we’ll get back to you.”Go from a question to a time in the calendar.
Your services. Your hours. Your booking rules.
Choose a demoTap a button to switch
An incoming call. A booked appointment.Voice call · appointment booking
Appointment booked. Confirmation sent.
Interactive walkthrough · no messages or bookings are created.
EVERY STEP. ONE LOGIN.
From new lead
to sale to review.
Capture the lead, follow up, take payment and ask for a review. Every step stays with the customer.
01
CRM & pipeline
Know who needs a reply.
Keep the contact, conversation, and deal together. See what was said and what needs to happen next.
Contact → Conversation → Next step
02
Funnels & websites
Give your offer somewhere to land.
Build pages that explain the offer, collect the enquiry, and send it straight into your CRM.
Visit → Enquiry
03
Email & SMS
Follow up without starting from scratch.
Send the right message after an enquiry, a booking, or a missed call. Set the sequence and timing.*
Write once. Follow up on schedule.
04
AI chat & voice
Be there when you can’t be.
AI talks, texts, emails, and books. Give it your business details and the rules it should follow.
Calls + chat + email + booking
05
Booking & reminders
Get a time in the diary.
Let clients choose an available slot. Send the confirmation and remind them before it starts.
Booked → Confirmed → Reminded
06
Payments & invoices
Finish the job. Get paid.
Send the invoice and see who has paid, with the customer record right there when you need it.
Invoice → Payment
07
Reviews
Ask while the work is still fresh.
Send a review request after the work is done, without relying on someone to remember.
Job done → Review request
08
Reporting
See what turned into business.
Track leads, bookings, and sales so you can see what is moving and where to look next.
Leads → Bookings → Sales
ALSO INCLUDED
*Email, SMS, and voice usage are charged separately at carrier cost.
CLICK THROUGH THE NEXT STEP
Get them booked.
Help them show up.
They choose an available time. ZipClients books it, sends the confirmation and reminds them before the appointment.
Booked. Confirmed. Reminded.
JT
Jordan TaylorNew enquiry
Ready to bookCHOOSE A TIME
You’re in the calendar.
What happens next
- 1Appointment booked
The time is added to the calendar.
- 2Confirmation sent
The client gets the appointment details.
- 3Reminder scheduled
A reminder before it’s time to show up.
- 4Contact updated
The conversation stays with the lead.
Choose a time to run the example.
Put it to work for your business.
Subscribe, connect your calendar, and set up your booking and follow-up.
YOUR BUSINESS. CONNECTED.
Set it up once.
Make every enquiry count.
Add your business details, connect your calendar, and set your follow-up rules. Bring every new enquiry into one place.
Every feature. One subscription. Cancel anytime.
YOUR FIRST STEPS
Add your services and business hours.
Connect your calendar and booking rules.
Set your follow-up and reminders.
Test your AI before going live.
Your leads. Your calendar. One connected system.
THE TOOLS BEHIND YOUR BUSINESS
All of this.
One subscription.
CRM, websites, booking, courses, and the follow-up. Every feature is included for $297/month. Up to 10 people can use it.
| What your business needs | Separate tools | Monthly budget* |  Every feature |
|---|---|---|---|
| CRM & pipeline | HubSpotActiveCampaign | Illustrative budget $99/mo | Included |
| Funnels & landing pages | ClickFunnelsLeadpages | Illustrative budget $297/mo | Included |
| Website builder | WordPressSquarespaceWix | Illustrative budget $29/mo | Included |
| Surveys & forms | JotformTypeform | Illustrative budget $79/mo | Included |
| Email marketing | MailchimpConstant Contact | Illustrative budget $99/mo | Included |
| SMS marketing | PodiumSendlane | Illustrative budget $99/mo | Included |
| Booking & appointments | CalendlyAcuity Scheduling | Illustrative budget $29/mo | Included |
| Workflow automations | KeapActiveCampaign | Illustrative budget $169/mo | Included |
| AI content & chat | JasperDrift | Illustrative budget $99/mo | Included |
| AI voice agent | SynthflowAir | Illustrative budget $199/mo | Included |
| Call tracking | CallRailCallTrackingMetrics | Illustrative budget $49/mo | Included |
| Reviews & reputation | BirdeyePodium | Illustrative budget $159/mo | Included |
| Courses & memberships | KajabiTeachable | Illustrative budget $99/mo | Included |
| Communities | SkoolCircle | Illustrative budget $89/mo | Included |
| Social media planner | BufferHootsuite | Illustrative budget $49/mo | Included |
| Document signing | DocuSignPandaDoc | Illustrative budget $47/mo | Included |
| Tracking & analytics | AgencyAnalytics | Illustrative budget $49/mo | Included |
| Your monthly totalAll 17 categories above | Separate tools* $1,739/mo Illustrative budget |
ZipClients $297/mo* Every feature · Up to 10 seats |
|
| Have a question? | Cancel anytime | ||
*Illustrative monthly category budgets, not current vendor quotes. Products and plans differ; some tools cover multiple categories. Check which subscriptions you can replace. Email, SMS, and voice usage on ZipClients are charged separately at carrier cost.
ONE SUBSCRIPTION
One plan.
Every feature.
Answer the lead. Book the appointment. Keep the follow-up moving.
ZipClients
$297/month*
Up to 10 seats included
Your calls, clients, bookings, and follow-up. In one login.
Billed from signup · Cancel anytime
Have a question before subscribing?
SAVE $594 A YEAR
Prefer to pay yearly?
$2,970/year*Save $594 compared with 12 monthly payments. Billed annually.
It’s all included.
No feature tiers to work around.
- AI voice & chatAnswer questions and book clients when you can’t.
- CRM & pipelineKeep every lead, conversation, and next step together.
- Websites, funnels & formsTurn a visit into an enquiry in your CRM.
- Booking & remindersLet clients pick a time. Remind them to show up.
- Email, SMS & automationsText back missed callers and follow up on schedule.
- Payments & reviewsSend the invoice. Ask for the review after the job.
*Email, SMS, and voice usage are charged separately at carrier cost.
What can the AI actually do?
Answer questions, talk on calls, text, email, and book appointments using the business details and booking rules you set. After subscribing, add your business details and test it before customers use it.
Does it actually answer phone calls and book clients?
Yes. AI voice can answer when you can’t, have the conversation, and book an available appointment. Give it your services, hours, and booking rules, then test it before customers use it.
What happens when a call goes unanswered?
Missed-call text-back can send the caller a text, giving them a way to reply and keep the conversation going.
What’s included in the $297 plan?
Every feature, with access for up to 10 people. That includes AI voice and chat, CRM, websites, funnels, booking, automations, payments, reviews, and reporting. Email, SMS, and voice usage are charged separately at carrier cost.
When does billing start?
Your first subscription payment is collected at checkout. Choose $297/month or $2,970/year. There is no free trial. Email, SMS, and voice usage are charged separately at carrier cost.
Can I pay yearly?
Yes. Pay $2,970 per year instead of $297 per month. That saves $594 compared with 12 monthly payments. The yearly subscription is billed annually.
What costs extra?
Email, SMS, and voice usage are charged separately at carrier cost. The monthly subscription gives you access to every feature.
How soon can I start using it?
Start with your contacts, calendar, and first follow-up. Getting ready to use it depends on the setup and connections you need. Test those first, then add more as you go.
Can I bring my contacts with me?
Yes. You can import contacts from a CSV. You can also export to CSV any day.
Am I locked in?
No long-term contract. Cancel anytime. You can export your contacts to CSV.
Who built ZipClients?
ZipClients was built by the team at MarketingAndSales.com.
How do I get help?
Email [email protected] with your question and what you’re trying to do.
YOUR NEXT CLIENT IS CALLING.
Give them a reply.
Give them a time.
Let AI answer, follow up, and get the appointment booked.
No contract Cancel anytime
Call answered.Next step handled.