- Coming
Database to revenue
The names already in your CRM are your fastest revenue.
Most businesses hold hundreds of people who asked for a quote, booked once, or bought for years and then stopped. Zenith will find them in the systems you already run, check who agreed to hear from you, and work each one by text, email and phone until they book, reorder or say no. No campaign will send a word until you approve it.
What happens with Zenith
From a list nobody works to booked, paid work.
- 01
Find the names
Prospects who never converted, from your CRM. Lapsed customers, from your ERP, POS or practice system. Anyone else, by CSV. One record per person, so someone who calls in tomorrow is already known.
- 02
Check consent
Each person contacted only on the channels they agreed to. Names without consent listed for you, never contacted.
- 03
Plan and approve
Segments such as quoted but never booked, each with a sequence, a goal and any offer. Nothing will go out until a person on your team approves the campaign.
- 04
Work every reply
Questions answered from your records, the person qualified with your questions, then booked into your calendar or sent a payment link, in the same conversation.
- 05
Count the revenue
Reached, replied, booked, paid and opted out, per campaign. Revenue counted only from payments or orders traced to the campaign's own conversations.
46 names have no consent on file. They are listed for you and never contacted.
The outreach
Four lists most businesses already have.
Each segment gets its own sequence across text, email and calls, a goal and an offer if you choose one.
- Never converted
- People who called, filled in a form or asked for a quote and never booked. Goal: a first visit or a call back.
- Quoted, not booked
- An estimate or quote that went quiet. Goal: book the job, or learn why not.
- Lapsed six months
- Customers who came regularly and stopped. Goal: the next visit, order or service.
- Lapsed twelve months
- Customers you have not seen in a year. Goal: a reason to come back, or a clean goodbye.
Consent and compliance
The rules that hold on every campaign.
They are not settings. They are the same rules Ferrata's other products already run under.
Consent per channel
Someone who agreed to email will not be texted. Consent will be recorded per person and per channel.
STOP means stop
A STOP or an unsubscribe will end that channel for that person, across every campaign, at once.
Hours
Texts and calls only between 8am and 9pm in the person's own time zone.
One touch a day
Nobody will hear from you more than once a day, whatever else is running.
Disclosed as AI
On a call, your assistant says it is an AI at the start.
Registered texting
Business texting registered for A2P 10DLC before the first text is sent.
On its own, and what waits
It works the replies. You approve the campaign.
On its own
- Answering replies with facts from your records
- Asking your qualifying questions
- Booking into your calendar
- Sending a payment link for an amount from your records
- Ending a channel the moment someone says stop
Waits for a person
- Every campaign, before its first message
- Offers, discounts and anything above the limit you set
- A reply that is a complaint, or asks for a person
- Names with no consent on file: listed, never contacted
What it reads and writes
Your records in, the outcome back where it belongs.
Every name lands on one record per person, beside that person's calls, texts and bookings.
Reads
- HubSpotContacts and deals that never became customers.Live
- Your ERP, POS or practice systemCustomers, and when they last bought or visited.Coming
- A CSV importEveryone else, with consent noted per channel.Coming
Writes
- The customer's recordEvery message, reply and outcome, in Zenith.
- HubSpotCalls and notes written back.Live
- Google CalendarBooked visits.In beta
- ResultsRevenue traced to the campaign.Coming
FAQ
Questions buyers ask about database to revenue.
Can it text my whole customer list?
No. It will text only the people who agreed to hear from you by text, within texting rules and hours, and only after you approve the campaign. Everyone else will be listed for you, not contacted.
Will it keep messaging people who said no?
No. A STOP or an unsubscribe will end that channel for that person at once, across every campaign. Someone who declines will be marked so, and that campaign will not ask again.
How will you count the revenue a campaign brings in?
Only from payments or orders traced to that campaign's own conversations: the person replied, booked or was sent a link in the campaign, then paid or ordered. A customer who comes back on their own will not be counted.
We don't use HubSpot. Where will the names come from?
From your ERP, POS or practice system once that connection is set up for you, or from a CSV. HubSpot is live today; the others are coming, and the status table on the FAQ shows each one.
Do we have to write the messages?
No, but you approve them. Zenith will draft each segment's sequence in your voice, and you can edit any message before you approve the campaign.
What happens when someone replies with a question?
Your assistant will answer from your records, ask your qualifying questions, and book or send a payment link in the same thread. Anything outside its limits goes to a person, with the conversation attached.
Start with the list you already have.
Bring one segment, such as quotes that never booked. In the private beta we work it with you and count what it books.
Pricing is set with each business in the private beta.