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Step-by-step guides for every part of Zenia. Work through one with the checklist, or search for the thing you are stuck on.
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These four, in this order, cover most of the day job.
The five things that make the rest of Zenia make sense: brands, the sidebar, search, notifications and your own preferences.
5 steps · 4 min
Every person in the brand, with their history, consent, associations and predicted scores in one place.
6 steps · 6 min
Static lists you fill by hand and smart lists that keep themselves up to date from filter rules.
8 steps · 6 min
Build reusable templates and one-off sends with a block editor, then send now or schedule to a list.
7 steps · 7 min
Workspace
Getting oriented, and the records everything else is built on.
The five things that make the rest of Zenia make sense: brands, the sidebar, search, notifications and your own preferences.
5 steps · 4 min
Two home screens — one for sales reps, one for marketers — showing what needs attention today.
3 steps · 3 min
A chat that actually operates the CRM — it can create records, build sequences and set up campaigns for you.
4 steps · 4 min
Your work queue — calls, emails, follow-ups and to-dos, tied to the record they are about.
4 steps · 3 min
A calendar of your meetings, tasks and scheduled sends — yours, a colleague's, or the whole brand's.
5 steps · 3 min
Every person in the brand, with their history, consent, associations and predicted scores in one place.
6 steps · 6 min
Accounts in a real hierarchy — brand at the top, legal entities and branches beneath.
6 steps · 4 min
Opportunities on a drag-and-drop board or a filterable table, scoped to a product and a pipeline.
5 steps · 5 min
Static lists you fill by hand and smart lists that keep themselves up to date from filter rules.
8 steps · 6 min
Sales
Pipelines, calls and rep-owned follow-up.
The stage flow deals move through, configured per product so each product can run its own process.
5 steps · 4 min
Phone calls synced from Microsoft Teams, matched to contacts by number.
4 steps · 3 min
Rep-owned sales cadences: a linear run of touches that stops the moment the contact replies.
6 steps · 6 min
Marketing
Email, campaigns, ads, brand and customer feedback.
Build reusable templates and one-off sends with a block editor, then send now or schedule to a list.
7 steps · 7 min
Generate on-brand marketing emails — AI writes the copy and creates supporting images.
7 steps · 4 min
Group emails, SMS and ads under one campaign, plan the dates, approve it, and see the blended result.
7 steps · 6 min
Blended ad performance across every connected source — Google Ads, GA4, Meta and custom data.
5 steps · 4 min
One source of colours, fonts, logo and tone for every generated email and print piece — plus print-ready materials.
6 steps · 5 min
Your SharePoint marketing calendar in Zenia, with the emails and posts built against each planned activity.
6 steps · 5 min
Draft LinkedIn posts, refine them in conversation, approve them, then copy them across and record where they went.
5 steps · 3 min
Change a generated email or post by describing what you want, undo anything, and see exactly which version was approved.
5 steps · 3 min
Send Net Promoter Score surveys to a list, track the score over time, and read what people wrote.
6 steps · 5 min
Automation
Doing the repetitive parts without you.
Analytics
Reporting, and the predictions behind the scores.
Visits, visitors, sessions, pages, referrers, clicks and forms for every site running your tracking snippet.
7 steps · 6 min
Marketing and sales reports for one brand or the whole organisation, over the window you choose.
4 steps · 5 min
Predicted Intelligence — model scores per contact, their distribution, the top-scoring people, and how fresh the scores are.
5 steps · 4 min
Settings & data
Getting data in and out, and configuring the brand.
A guided import for contacts, companies and deals — upload, map columns, watch it run.
6 steps · 6 min
Export contacts, companies and deals to CSV — everything, or one saved list's members.
3 steps · 3 min
Products scope deals, pipelines and owner assignment for a brand.
3 steps · 3 min
Create and remove users, and control which brands each one can see. Administrators only.
3 steps · 3 min
Verify a sending domain, publish its DNS, set the From address, and manage inbound addresses.
5 steps · 6 min
Check a list’s addresses before you send to it, so the dead ones are blocked instead of bouncing.
6 steps · 4 min
Share a link, let people pick a free time, and get a Teams meeting created and logged automatically.
4 steps · 4 min
A snippet that captures page views, clicks, form fills and custom events — and ties them to contacts.
8 steps · 5 min
Deliberate cross-brand shares — what other brands let this brand see, and what this brand has shared out.
3 steps · 3 min
Every privileged action taken in the active brand, searchable by action.
2 steps · 2 min
Your own account: name, photo, password, notifications and your personal calendar connection.
4 steps · 3 min
Integrations
Connecting Zenia to the tools around it.
Connect Google Ads, Google Analytics, Meta Ads and Microsoft 365 — self-serve, per brand.
4 steps · 4 min
Loans, applications, purchases and subscriptions from connected systems, shown on the contact or company they belong to.
4 steps · 3 min
The whole CRM is exposed as a Model Context Protocol server, so agents and services can operate it directly.
6 steps · 5 min
Looking for what changed? Releases and fixes now live on their own page, separate from these guides.
What's new