Skip to content

✦ AI-native CRM · Built on Microsoft 365

The CRM that fills itself in.

Zaatly captures your work automatically and drafts the next step — the email, the proposal, the follow-up. Your team just approves. Finally, a CRM people keep up to date because it keeps itself up to date.

Live demo · no signup · from USD 30/user/mo · cancel anytime

app.zaatly.com/my-day
Zaatly My Day — an AI-planned day with your tasks, quota, momentum and a live pipeline snapshot

The living CRM for teams that run on Microsoft — sales, service, marketing and quoting in one calm workspace.

0

minutes of data entry — it captures for you

1

workspace for mail, deals, service & marketing

100%

of your tenant’s data, isolated from everyone else’s

See it in action

This is Zaatly on a Monday morning.

Real product, real screens — your AI-planned day, a pipeline that's always current, and answers in plain English. No mockups.

app.zaatly.com/pipeline
Zaatly sales pipeline — a drag-and-drop Kanban with weighted forecast bands and a value snapshot
app.zaatly.com/deals
Zaatly deal workspace — AI win likelihood, an accepted quote, activity capture and buying committee
Every deal in one place — AI win likelihood, quotes, activity and the next step.
app.zaatly.com/ask
Ask Zaatly — plain-language questions answered over governed data, with the SQL shown
Ask in plain English. Get a governed answer — and the SQL behind it.
app.zaatly.com/forecast
Zaatly forecast — commit, best case and quota coverage weighted by win probability
A forecast leaders trust, weighted by real win probability.

The problem with every CRM

Reps don't hate CRM. They hate feeding it.

Pipelines rot because updating them is a chore nobody has time for. So forecasts drift, deals slip, and leaders fly blind. Zaatly flips the model: it does the capturing and drafting, and your people simply confirm. The CRM stays current because staying current is now effortless.

What you get

One platform. The whole customer journey.

Sales, service, marketing and quoting — intelligently connected, calmly designed.

A CRM that fills itself in

Zaatly reads your mail, calendar and meetings and quietly keeps contacts, companies and deals up to date. The busywork that kills every other CRM simply disappears.

AI that proposes — you approve

Draft replies, proposals, next steps and summaries are written for you. Nothing happens without a human tap. Approve. Don’t type.

Lives inside Microsoft 365

Mail, calendar, Teams, files and WhatsApp in one workspace — running on the licences you already pay for, from your own mailbox.

Pipeline & forecasting you trust

A fast Kanban board, weighted and rep-committed forecasting, nightly snapshots, trend and quota coverage — so the number is defensible.

Proposals, quotes & e-sign

Design a proposal, preview it, send it from your mailbox, and let the customer accept and sign online. Prices come from your catalog, never guessed.

Enterprise-grade by default

Hard per-tenant data isolation, a full audit trail, role-based access and UAE data residency — the serious controls, without the enterprise tax.

Why teams switch

Everything the big names charge extra for — included.

Instead of Salesforce

No admin army, no per-feature upsells, no six-month rollout. Zaatly is live in minutes, with AI in the box — not a five-figure Einstein add-on.

Instead of HubSpot

Not another silo bolted beside your inbox. Zaatly lives inside Microsoft 365 and captures automatically — with clean per-user pricing, not contact-tier surprises.

Instead of Zoho

A modern, AI-native platform with a premium, uncluttered experience — not a sprawling suite you have to assemble and babysit.

Instead of Pipedrive

A full platform — service desk, marketing, proposals and AI — not just a pretty pipeline you outgrow in a year.

AI everywhere

Ask in plain English. Get a governed answer.

"Which deals slipped this month?" "Draft a follow-up for the Acme meeting." Zaatly answers, drafts and scores — grounded in your data, with a human always in the loop.

  • Ask Zaatly — natural-language answers over your CRM
  • AI drafting for emails, proposals & summaries
  • Lead & deal scoring, health bands, next-best-action
  • Pre-call briefs and a planned "My Day"
You: which deals need attention today?
✦ Zaatly

3 deals are going quiet. Acme ($42k) has had no reply in 6 days — I've drafted a nudge.

✓ Approve & send Open deal

Simple, honest pricing

Two plans. Per user, per month.

Start on Standard, or unlock the full AI platform on Premium. Buy online or request a quote.

Most popular

Premium

USD 40 /user/mo

The full AI-native platform — sales, service, marketing, quoting.

See what's included

Save 10% with annual billing · Volume pricing for larger teams

Questions, answered

Everything you'd want to know

What makes Zaatly different from other CRMs?

Every other CRM is a database you have to feed. Zaatly is a living CRM: it captures activity automatically from Microsoft 365 and drafts the next step, so your team approves work instead of typing it in. That is the difference between a CRM people avoid and one they actually keep current.

Do we need to rip out Microsoft 365?

No — the opposite. Zaatly runs on the Microsoft 365 you already pay for. Mail, calendar, Teams and files work from your own accounts, so there is nothing new to license and nothing to migrate away from.

How long does it take to get started?

Minutes, not months. Connect Microsoft, invite your team, and the CRM begins capturing on day one. No admin army, no six-month implementation.

Is our data secure and private?

Yes. Every tenant’s data is isolated at the database level with forced row-level security, every change is audited, access is role-based, and data can be kept resident in the UAE.

Can we buy online or do we need to talk to sales?

Both. You can purchase Standard or Premium online per user, per month, or request a tailored quote for larger teams and annual billing.

Approve. Don't type.

See your CRM fill itself in.

Start in minutes on the Microsoft 365 you already use — no data migration marathon, no admin army.

14-day trial · Cancel anytime · sales@zaatly.com