Zenzo for Small & Medium BusinessFor growing businesses

Grow without hiring a data team first.

Growing teams run on a CRM, a billing tool, a help desk and a lot of spreadsheets. Zenzo joins them, so every manager can ask their own questions, see only the data they should, and check the proof behind every answer.

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  • Read-only connections
  • Sensitive data hidden before AI sees it
  • 30+ connectors

Connects to the tools growing businesses already use

HubSpotSalesforcePipedriveZoho CRMStripeChargebeeXeroZendeskGoogle SheetsPostgreSQL
Before and after

Stop waiting on the one person
who knows the spreadsheets.

Growth adds questions faster than it adds analysts. Zenzo closes that gap.

TodayManual work
COO · the usual way
  • The Monday numbersSomeone exports from four tools on Sunday night and pastes them into a deck.
  • Questions from managersRequests queue up with the one person who knows SQL.
  • Billing vs the booksTwo exports and a lookup, repeated every month end.
  • Finding the current policyAsk around in chat and hope the answer is up to date.
With ZenzoEvidence attached
COO · with Zenzo
  • The Monday numbersA digest arrives on its own, and anyone can ask a follow-up question.
  • Questions from managersManagers ask in plain English and see only the data their role allows.
  • Billing vs the booksA saved reconciliation that reruns on schedule and lists only the exceptions.
  • Finding the current policyAnswers quoted from the current document, with the section and version.
How it works

From question
to answer you can check.

Follow one question from growing businesses through Zenzo, from the moment it’s asked to the evidence behind the answer.

Ask
Are support tickets rising for our biggest accounts?
Which customer segments are growing, and which are shrinking?Which deals have gone quiet in the last two weeks?
Answer

Are support tickets rising for our biggest accounts?

Ticket volume and first-response time by account size, this month against last.

Answered with Zenzo Analyst · from Zendesk and Salesforce
Evidence attached · sources and query shown

You get a plain-English answer with the evidence attached.

Questions with proof

Questions every team asks.
One place to answer them.

Managers ask in plain English, inside the permissions you set. Every answer shows the sources and the query behind it.

Ask what your business asks every week

Managers ask in plain English, inside the permissions you set. Every answer shows the sources and the query behind it.

Are support tickets rising for our biggest accounts?

Ticket volume and first-response time by account size, this month against last.

Which deals have gone quiet in the last two weeks?

Open deals with no logged activity, ranked by value and owner.

A weekly view every manager can open

Shared dashboards with drill-down, opened by unlimited free viewers on paid plans.

What does our handbook say about expense approvals?

The rule quoted from the current handbook, with the section and last review date.

Tell us when a top customer’s payment fails.

Answered with Zenzo Analyst from Chargebee and Slack, with the evidence attached.

Decision rhythm

The growing-business week,
answered on time.

Every team asks its own questions on its own schedule. Zenzo answers each one from the same connected data.

  1. Monday standup
    What changed across sales, support and cash last week?

    Zenzo deliversOne digest in Slack or Microsoft Teams, with anything outside its normal range flagged.

  2. Mid-month
    Which customers are quietly at risk?

    Zenzo deliversAccounts with falling usage, open tickets or failed payments, ranked by revenue.

  3. Month end
    Do billing and the books agree?

    Zenzo deliversPayments matched to invoices, with only the exceptions listed.

  4. Quarterly planning
    Where should the next hire or the next dollar go?

    Zenzo deliversGrowth, cost and capacity by team, with a forecast and its accuracy shown.

Where each product fits

Start with Analyst.
Add the rest as you grow.

Zenzo products are built to work together on one platform, so each step builds on the one before it.

Live

Zenzo Analyst

Questions across your CRM, billing, help desk and database. Pro includes 5 contributors and Business includes 15, with free viewers on both.

Start here
Early access

Zenzo BI

Shared dashboards for every team, included on every plan, with row-level security so each manager sees their own numbers.

Learn more
Early access

Zenzo Knowledge

Answers from handbooks, policies and runbooks, cited to the exact section. Available as an add-on on Pro and Business.

Learn more
Coming soon

Zenzo Brain

A planned layer that will route questions across data and documents in a single request.

Learn more
Guardrails

Switched on
from the first question.

The controls growing businesses ask about first, applied to every query and every answer.

Privacy firewall

Only masked schema metadata is sent to the AI model. Sensitive data hidden before AI sees it.

Column-level masking

Give each role full, masked or no access per table, and redact, hash or partially mask sensitive columns.

Row-level security

Per-role and per-user filters are applied to every query automatically, so people only see their own data.

Tamper-proof audit trail

Every action is logged with personal data scrubbed and a cryptographic signature that proves it hasn’t been altered.

Single sign-on

Sign in with Google, Microsoft, Okta or any OIDC provider, with SCIM to add and remove users automatically.

Your model, your keys

Bring your own API key, choose OpenAI, Azure OpenAI or Anthropic, or run local models with Ollama.

Each manager sees their own dataSensitive fields stay maskedA record of who asked what
Explore more

Questions rarely stop
at one team.

These pages pick up where this one ends.

By department
OperationsSales & RevenueCustomer Success & Support
By industry
SaaS & Software
FAQ

Questions from
growing businesses.

Still deciding? We’re happy to walk through your own data and questions.

Which plan fits a team our size?

Pro includes 5 contributors and can grow to 10. Business includes 15 and can grow to 40, and adds scheduled syncs. Both include unlimited free viewers, so the people who only read dashboards and answers don’t need a paid seat.

What is the difference between a contributor and a viewer?

Contributors ask new AI questions, connect data and build dashboards. Viewers open shared dashboards and answers, get scheduled reports and alerts, and use no AI quota. Row and column security applies to both.

Do we need a data warehouse first?

No. Zenzo connects directly to apps such as HubSpot, Stripe, Xero and Zendesk, to databases, and to spreadsheets. You can add a warehouse later.

Can people ask questions in Slack or Microsoft Teams?

Alerts, digests and scheduled reports can be delivered to Slack and Microsoft Teams, so the team sees answers where it already works.

Can we try it before we buy?

Every new workspace gets the Business plan free for 14 days with no card.

Get started

Bring your business
questions.

Connect a source, ask what your team asks every week, and check the evidence behind every answer.

Get Started For Free Request A Demo
Read-only connections · Sensitive data hidden before AI sees it · 30+ connectors

Check out the plans that fit your team or organization.

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