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Zapo CRM
Jubilee House, East Beach, Lytham St Annes, FY8 5FT, United Kingdom
What it is
Zapo CRM is a lead management platform for small businesses, with a roofing page describing tools for managing prospects and growing sales. It organizes leads, contacts, and deals in a visual pipeline, sends lead alerts, and lets users email, call, or send SMS messages to contacts. Call Assistant can record, transcribe, categorize, and summarize calls, then extract key contact data. Reporting covers lead funnels, deal and call metrics, and ROI calculations for Zapo marketing spend. The Loop integration sends value data from Zapo CRM back to Zapo Ads to help optimize campaigns for valuable leads. Customers can import data from other applications with CSV files. Zapo CRM is available on Android, iOS, and web, but only to Zapo customers; no public release date is stated. A free plan and free trial are listed, and the pricing note says From £49/mo. Plans are listed for one user, two users, and unlimited users, with usage fees applying. Calls, recording, transcription, Call Assistant, SMS, and call and data storage can incur metered charges.
For and against
For
- Visual pipeline organizes leads, contacts, and deals.
- Email, calls, and SMS are available from the platform.
- Call Assistant extracts key contact data.
- CSV import supports data from other applications.
- Available on Android, iOS, and web.
Against
- Currently available only to Zapo customers.
- Calls and related services may incur metered fees.
- No public release date is stated.
- Pricing note says From £49/mo.
The verdict
Zapo CRM brings lead tracking, contact communications, call summaries, and reporting into one platform for Zapo customers. Check availability and usage charges as well as the listed pricing note before deciding whether it fits.
Who it suits
It may suit Zapo customers, including local businesses and roofing contractors, who need lead and deal tracking with contact tools and reporting. Businesses should consider the usage fees attached to calls, messaging, and storage.
Plans and prices
Plus
2 users · usage fees apply
Read 4 Oct 2026 · zapo.com
Pro
Unlimited users · usage fees apply
Read 4 Oct 2026 · zapo.com
Standard
1 user · usage fees apply
Read 4 Oct 2026 · zapo.com
On the record
- AI calls
- Call Assistant records, transcribes, categorises and summarises calls and extracts key contact data.zapo.com · read 4 Oct 2026
- Audience
- Zapo describes its mission as helping local businesses find and win new customers.zapo.com · read 4 Oct 2026
- Availability
- Zapo CRM is currently available only to Zapo customers, with no public release date stated.zapo.com · read 4 Oct 2026
- Communications
- Users can email, call and send SMS messages to contacts from the platform.zapo.com · read 4 Oct 2026
- Company history
- The company says its founders launched Get Work in February 2018 as a lead generation service for roofing contractors.zapo.com · read 4 Oct 2026
- Data import
- The maker says customers can import data from other applications using CSV files.zapo.com · read 4 Oct 2026
- Lead and deal management
- The CRM manages leads, contacts and deals, with a visual deal pipeline and lead alerts.zapo.com · read 4 Oct 2026
- Privacy
- Zapo says it is committed to protecting privacy and identifies Zapo Limited as the data controller in its privacy policy.zapo.com · read 4 Oct 2026
- Purpose
- Zapo CRM is a lead management platform for small businesses to nurture leads into paying customers.zapo.com · read 4 Oct 2026
- Reporting
- Reporting includes lead funnels, deal metrics, call metrics and ROI calculations for Zapo marketing spend.zapo.com · read 4 Oct 2026
- Roofing
- The roofing page describes it as free CRM software for roofers to manage prospects and grow sales.zapo.com · read 4 Oct 2026
- Support
- The maker directs users to its help centre or team chat for assistance.zapo.com · read 4 Oct 2026
- Usage charges
- Calls, call recording and transcription, Call Assistant, SMS, call storage and data storage can incur metered usage fees.zapo.com · read 4 Oct 2026
- Zapo integration
- Loop sends value data from Zapo CRM back into Zapo Ads to help optimise campaigns for valuable leads.zapo.com · read 4 Oct 2026
