Zams

Product Introduction

1. Zams is an AI-powered sales automation platform that enables users to create AI agents to automate sales processes across CRM operations, meeting preparation, lead research, and data reporting using plain English commands. These agents operate 24/7 across 100+ integrated applications, eliminating the need for rigid workflows or manual setup. The platform is designed for B2B sales teams to streamline repetitive tasks while maintaining focus on revenue generation.
2. The core value of Zams lies in its ability to reduce manual labor by 20+ hours per week and increase revenue closure rates by 3.2x through context-aware automation. It replaces complex workflow builders like Zapier with natural language commands, enabling sales teams to automate tasks such as syncing CRM data, drafting follow-up emails, and generating real-time reports without technical expertise.

Main Features

1. Zams integrates with 100+ sales tools, including HubSpot, Slack, Apollo, Gong, and Salesforce, allowing seamless automation of cross-platform tasks like lead enrichment, CRM updates, and Slack notifications. The platform supports multi-step workflows triggered by a single command, such as syncing BANT-structured call notes from Grain to Close CRM and sending follow-up emails.
2. The platform uses proprietary AI agents trained on sales-specific contexts, including pipeline stages, CRM data, emails, PDFs, and call recordings. This enables it to execute tasks like generating LinkedIn-based lead recommendations, drafting expansion alerts, and preparing meeting briefings with name-drop insights from historical interactions.
3. Zams’ Z1 Engine™ provides a proprietary framework that combines large language models (LLMs) with memory retention and action-taking capabilities, allowing it to handle large data volumes, adapt to unique sales processes, and automate tasks like sending closing paperwork or reactivating stale leads in Pipedrive. Enterprise-grade security measures ensure compliance with data protection standards.

Problems Solved

1. Zams addresses the inefficiency of manual sales workflows, such as time-consuming CRM updates, post-meeting follow-ups, and lead research, which divert reps from high-value closing activities. It eliminates the need for repetitive data entry, cross-app coordination, and error-prone manual reporting.
2. The platform targets B2B sales teams, revenue operations managers, and customer success leaders who rely on tools like HubSpot, Salesforce, and Gong but struggle with workflow fragmentation. It is particularly valuable for organizations scaling operations without increasing headcount.
3. Typical use cases include automating daily briefings in Slack using HubSpot and Gong data, creating performance reports from Salesloft and Google Sheets, and syncing call notes from Grain to CRMs. Reps also use it to trigger expansion alerts via Mixpanel usage thresholds or enrich leads using Apollo and LinkedIn.

Unique Advantages

1. Unlike traditional automation tools like Zapier, Zams requires no pre-built workflows or technical setup, relying instead on natural language commands. It understands sales-specific contexts (e.g., pipeline stages, deal urgency) rather than treating tasks as generic triggers.
2. The Z1 Engine™ enables adaptive automation by combining LLMs with app-specific actions, memory for historical interactions, and CRM-aware decision-making. This allows it to handle multi-step tasks like lead reactivation campaigns or pricing offer adjustments autonomously.
3. Competitive advantages include enterprise-ready scalability (handling large data/file volumes), seamless integration with niche sales tools like Clay and Pipedrive, and demonstrated results such as 80 hours saved monthly per team and $10M in ARR generated for customers like Shipskart.

Frequently Asked Questions (FAQ)

1. How does Zams integrate with existing tools without IT support? Zams uses pre-built, secure API connections to 100+ sales apps, allowing users to connect tools like HubSpot or Slack in seconds via OAuth. No coding or workflow configuration is required, as agents execute commands directly within the connected apps.
2. Is Zams secure for handling sensitive CRM data? Yes, Zams employs enterprise-grade encryption, SOC 2 compliance, and granular permission controls. Data is processed in isolated environments, and actions are auditable through detailed logs in the platform’s Security Center.
3. Can Zams adapt to our unique sales process? The Z1 Engine™ dynamically adjusts to your CRM structure, team terminology, and process stages. For example, it can prioritize leads based on custom deal stages in HubSpot or automate follow-ups aligned with your SLA timelines.
4. How does Zams handle complex multi-app workflows? Users describe tasks in plain English (e.g., “Alert me on Slack when Mixpanel hits 80% usage, then draft an email”), and the Z1 Engine™ breaks them into steps, executes actions across apps, and retries failed steps automatically.
5. Does Zams support real-time data syncing? Yes, Zams agents monitor connected apps in real time. For instance, it instantly updates CRM records when new Gong call transcripts are available or triggers lead enrichment when Apollo data changes.