The product
One calm platform for the whole customer journey
Everything below works together on your Microsoft 365 — capturing, drafting and proposing, so your team approves work instead of doing data entry.
Zero-entry CRM
It captures the work, so your team doesn’t have to
The reason CRMs fail is data entry. Zaatly removes it. It watches your Microsoft 365 mail and calendar, understands what happened, and proposes the update — a new contact, a logged call, a moved deal — for a human to approve.
- Automatic logging of emails and meetings against the right contact and deal
- AI extraction of new contacts, companies and opportunities from real conversations
- Proposed updates queue — nothing is written without a one-tap human approval
- Being CC’d on a customer thread is enough to keep the record complete
- Duplicate detection and merge, so the database stays clean on its own
AI everywhere
AI that drafts and decides-support — you stay in control
Zaatly’s intelligence is woven through the product, not bolted on as a pricey add-on. It writes, scores and summarises; the rep approves. That is the whole thesis: Approve. Don’t type.
- Ask Zaatly — natural-language questions answered over your own governed data
- AI drafting for replies, proposals, meeting summaries and follow-ups
- Lead & deal scoring with health bands and clear reasons
- Next-best-action and a planned “My Day” so reps know exactly what to do
- Pre-call briefs that assemble everything about an account in seconds
Unified workspace
Your mail, calendar, chat and files — in the CRM
Stop bouncing between tabs. Zaatly runs a full workspace on your own Microsoft 365 accounts, so the whole day happens in one calm place, and everything is logged automatically as you work.
- Full mail experience — read, reply, forward with the real quoted trail
- Calendar, scheduling and one-click booking pages
- Microsoft Teams and WhatsApp conversations, captured to the timeline
- Files and SharePoint deal rooms attached to the right record
- Runs from each user’s own mailbox — native M365 permissions apply
Pipeline & forecasting
A number leadership can actually defend
A fast, tactile pipeline that reps enjoy, and a forecast built on evidence — not vibes. Rep-committed categories, weighted expected value, and nightly snapshots that give you real trend.
- Drag-and-drop Kanban board with health, rotting-deal and next-step signals
- Rep-overridable forecast categories: commit, best case, pipeline, omitted
- Weighted forecast, My / Team scoping, and quota coverage at a glance
- Nightly snapshots for week-over-week movement and trend charts
- Goals, attainment pacing and a team leaderboard
Proposals & quotes
From draft to signed — without leaving Zaatly
Design a beautiful proposal or quotation, preview it live, and send it from your own mailbox. The customer opens a branded link, accepts and signs online. Prices come straight from your catalog.
- Reusable branded templates with your logo, colours and sections
- Multi-currency and configurable tax, with exact fils-precision totals
- One-click send as a real PDF from your mailbox — saved to Sent, auto-logged
- A public link where customers view, accept and e-sign; you see who signed
- AI drafting of narrative sections and catalog-grounded line suggestions
- Bridge an accepted quote into Business Central for the order
Service hub
Support that keeps its promises
Turn post-sale into a strength. Tickets, SLAs, a knowledge base and a website live-chat widget — all sharing the same customer record as sales.
- Ticket pipelines with SLA timers and breach tracking
- Knowledge base and canned snippets for fast, consistent answers
- A website live-chat widget that routes into a shared inbox
- One 360° customer record across sales and service
Marketing & automation
Grow pipeline on autopilot
Nurture and convert without hiring a marketing ops team. Sequences, campaigns, capture forms, smart lists and a visual automation engine.
- Multi-step sales sequences that run themselves
- Email campaigns to segmented, self-updating smart lists
- Embeddable lead-capture forms that flow straight into the CRM
- A no-code workflow engine for enrolment and follow-through
Integrations & platform
Fits the stack you already run
Zaatly is Microsoft-native and connects to the tools UAE businesses actually use — no fragile middleware, no surprise connector bills.
- Microsoft 365 — mail, calendar, Teams, files, SSO
- Business Central / ERP for products, quotes and orders
- WhatsApp Business for two-way, logged customer chat
- Custom objects and a governed reporting layer for anything bespoke
Approve. Don't type.
The best way to understand Zaatly is to watch it work.
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