Zemark for CRM

Keep your CRM current. Give every rep a personal marketer.

Zemark for CRM brings an AI coworker into your sales team. He captures the customer information your people share, maintains contacts and opportunities, and helps them act on the next sales conversation.

Choose Essentials for contact and pipeline maintenance, with Ask Zemark for everyday questions. Choose Professional to add Meeting Intelligence and a personal marketer who prepares and runs each rep's approved outbound campaigns.

Bring a customer email, an offer or an account you would like to develop. We will show the relevant workflow.

Zemark — Pobuca’s AI agentYour AI expert, trained by Pobuca.
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Three jobs for your sales team

Contact management

Turn business cards, signatures and introductions shared with Zemark into useful account and contact records. Match existing records, reduce duplicates and complete missing business information from supported sources.

Leads and opportunities

Turn shared conversations, offers and meeting notes into a clearer pipeline. Capture the requirement, people involved, commercial value and next action, asking the salesperson when an important detail is uncertain.

A personal marketer for each rep

With Professional, use customer knowledge to decide whom to approach and why. Zemark prepares relevant messages in the rep's style, runs the approved campaign and handles the agreed follow-through.

Contact management without repeated data entry

Include Zemark in the To, CC or BCC field of the relevant email, or send him a direct message through your supported chat connection. Share a business card, signature or introduction through that workflow.

Zemark identifies the company and person, checks for existing records and prepares or makes the permitted update. Supported research can add business details such as company website, location, role and publicly available company or professional-profile information.

An ambiguous match or missing fact goes back to the salesperson. Sources and the resulting update remain traceable, and writes are verified.

Professional adds account and contact monitoring: relevant company news, role changes and other supported signals can prompt a useful account action. Monitoring scope and cadence are agreed during setup. If there is no material change, the agent stays quiet.

A pipeline connected to the real conversation

Share the relevant customer email, offer or meeting notes with Zemark. He extracts the information needed to create or update the lead or opportunity: product interest, owner, stakeholders, value, decision timing, objections and next steps.

Offer analysis can distinguish recurring from one-off value and identify terms or deadlines. Stage, probability and close-date recommendations include the reason and source; unknown information is left for clarification.

Professional adds proactive priorities and follow-up. Reps receive a focused view of the deals needing attention, including inactivity, approaching dates and outstanding actions. Calendar-based preparation and meeting checks use the authorised calendar connection agreed for the deployment.

Ask Zemark — included in both plans

Ask a question in natural language by email or direct chat: “What are this contact's details?” or “What is the latest status of this lead or opportunity?” Zemark uses the customer records and information you are authorised to access, so you can find the answer in your everyday workflow.

Meeting Intelligence — from conversation to CRM

In Professional, Zemark has his own mailbox and calendar. Invite him to selected customer meetings through the supported online-meeting connection. His meeting assistant captures the authorised discussion and prepares a one-page summary of the decisions and next steps.

Zemark automatically creates or updates permitted CRM records under your approved rules. Important ambiguities return to the responsible salesperson. He attends only meetings to which he is explicitly invited; access to a calendar does not authorise him to join every meeting.

Your personal outbound marketer

Your next useful sales conversation may already be in your customer database: an earlier proposal, an inactive relationship, or a client who could benefit from another offering.

Zemark connects the available CRM history, deliberately shared messages and approved company knowledge to a relevant campaign. He can help:

  • Reactivate dormant relationships or revisit earlier proposals.
  • Identify suitable cross-sell or upsell conversations.
  • Follow up contacts from an event or an introduction.
  • Develop an approved audience for a new offering.

Before activation, the rep approves the audience, message approach, delivery channel and follow-up rules. Zemark then executes within that mandate. Ownership checks, active opportunities and contact restrictions help prevent conflicting or inappropriate approaches.

Routine replies can be handled through the configured campaign channel. Zemark follows the agreed cadence, stops according to the campaign rules and coordinates a meeting when the customer is interested. Commercial commitments, uncertain questions and exceptions return to the responsible salesperson.

Outbound capacity is sized in your annual offer. It is not an unlimited prospecting or sending entitlement.

An AI avatar for the next conversation

Professional includes Zemark AI avatar conversations. A customer can speak with Zemark for an introductory product conversation or qualification discussion, with a clear route to the salesperson.

Zemark coordinates the supported booking and follow-up workflow. Calendar availability, meeting channels and the questions the avatar may answer are configured for your business.

Professional includes a fixed allowance of 60 avatar conversation minutes per organization per month, shared across the company regardless of seat count. Additional avatar minutes are purchased in prepaid minute packs. When the included allowance and purchased minutes are exhausted, avatar conversations pause until an administrator tops up. There is no silent overage. Other chargeable AI usage is quoted separately in your annual offer. The customer is informed that the conversation is with an AI agent.

Keep your CRM — or use embedded Customer 360

Zemark works with your existing CRM and collaboration environment through supported or separately scoped connections. Connect the CRM, email/calendar, direct chat and online meetings required for your agreed workflow. Supported versions, fields and permissions are confirmed during setup. Your CRM remains the source of record for the agreed sales process; access and licensing continue to follow its provider's terms.

If you do not have a CRM, use the embedded Pobuca Customer 360 configuration for accounts, contacts, leads, opportunities and relationship history. Zemark operates the included customer-management tools, so the team can begin with a useful database and pipeline.

This embedded configuration does not include every enterprise CDP, marketing, loyalty or service capability. Additional data sources and wider integrations are agreed separately.

When the next step needs a person on site

Pobuca Reach can add a scoped human field assignment to the workflow. Examples include an authorised business-location visit to clarify an opportunity, a channel-availability check before an approach, or evidence that an agreed promotional activity is in place.

Zemark can use the findings to prepare the next account action. Task availability, scope and price are confirmed before execution. Fieldwork is charged separately from the subscription.

Explore Pobuca Reach

Deliberate sharing and clear authority

You choose which messages become CRM information

For new contact, lead and opportunity capture, Zemark uses only emails deliberately addressed to him in To, CC or BCC, direct messages through your supported chat connection, or, in Professional, customer meetings to which you explicitly invite him. Existing documents and meeting notes reach him through deliberate sharing. Campaign replies use the separately approved campaign channel.

You approve the campaign

Including Zemark in an email allows it to enter the authorised processing workflow. It does not itself authorise an outbound campaign. Professional uses a separate approval of the audience and campaign rules before execution.

Uncertainty returns to a person

Important ambiguities and commercial exceptions go to the owning salesperson. Permissions, source history and verified CRM writes help your team review and correct the work.

Plans

Standard onboarding is included in your licence.

Supported connections, configuration, knowledge preparation and guidance through customer prerequisites are included within the supported scope of your selected plan.

Zemark for CRM

Contact and opportunity management with Ask Zemark in both plans; Meeting Intelligence and a personal marketer in Professional.

Essentials

Keep customer information and your pipeline up to date.

€30

/ user / month equivalent — billed annually

€360 per user per year. Minimum 5 users: €1,800 per year.

Minimum 5 licensed users

  • Contact intake, matching and duplicate-aware updates.
  • Business-information enrichment from supported sources.
  • Lead and opportunity updates from deliberately shared material.
  • Ask Zemark by email or direct chat in natural language about permitted contact details and lead/opportunity status.
  • Supported CRM connection or embedded Customer 360.
  • Standard onboarding included within defined scope.

Standard onboarding included

Discuss Essentials

Professional

Add a personal marketer for each rep and proactive follow-through.

Starting from €150

/ user / month equivalent — billed annually

Starting from €1,800 per user per year. Minimum 5 users: starting from €9,000 per year.

Minimum 5 licensed users

  • Everything in Essentials
  • Account/contact monitoring and proactive pipeline priorities.
  • Meeting Intelligence for explicitly invited customer meetings: Zemark's meeting assistant, a one-page summary of decisions and next steps, and CRM updates under approved rules.
  • Rep-approved outbound campaigns, routine reply handling and meeting coordination.
  • Outbound capacity sized in your annual offer.
  • Fixed 60 avatar conversation minutes per organization per month, shared across the company regardless of seat count.
  • Extra avatar minutes in prepaid minute packs. Conversations pause when the included allowance and purchased minutes are exhausted, until an administrator tops up.
  • Other chargeable AI usage quoted separately in your annual offer.
  • Standard onboarding included within defined scope.

Standard onboarding included

Discuss Professional

Choose one plan for all licensed users in your company. Minimum 5 users; annual purchase. Human fieldwork, optional human management and implementation beyond the standard onboarding scope are agreed separately. Your offer confirms applicable taxes, exact capacity, avatar minute-pack prices, separately quoted AI usage and contract terms.

Per licensed user, per month equivalent — billed annually. One plan for all licensed users in your company.

Compare included capabilities
Zemark for CRM — plan capabilities
CapabilityEssentialsProfessional
Monthly equivalent per user, billed annually€30Starting from €150
CapacityMinimum 5 licensed usersMinimum 5 licensed users
Annual price per user€360Starting from €1,800
Minimum annual purchase (5 users)€1,800Starting from €9,000
Deliberate To/CC/BCC email or supported direct-chat intakeIncludedIncluded
Contact/account matching and duplicate checksIncludedIncluded
Business-information enrichmentSupported scopeSupported scope
Lead/opportunity updates from shared messages and documentsIncludedIncluded
Ask Zemark: natural-language contact and pipeline lookup by email/direct chatIncludedIncluded
Clarification of uncertain facts; source history; verified writesIncludedIncluded
Supported CRM connection or embedded Customer 360 pipelineIncludedIncluded
Proactive account/contact monitoringNot includedIncluded within agreed scope
Meeting Intelligence: explicitly invited customer meetings, one-page summary and approved CRM updatesNot includedIncluded
Daily pipeline priorities and proactive follow-upNot includedIncluded
Approved outbound campaign preparation and executionNot includedIncluded within agreed capacity
Routine campaign replies and meeting coordinationNot includedIncluded within approved rules
Avatar conversationsNot includedFixed 60 minutes/organization/month, shared regardless of seats
Extra avatar minutesNot includedPrepaid minute packs; pause when allowance and packs are exhausted
Standard onboardingIncluded, defined scopeIncluded, defined scope
Ongoing human campaign managementSeparately scopedSeparately scoped
Reach field assignmentsSeparately scopedSeparately scoped

Enterprise requirements

Need a different deployment scope?

Talk to our team about product fit and available commercial options.

Discuss your requirements →

Zemark Managed by Pobuca

Add separately scoped human oversight and management of your Zemark agent.

Discuss managed operation

Usage allowances, any applicable external charges, taxes and contract terms are confirmed before contracting.

Frequently asked questions

Can we keep our CRM?

Yes, through the supported connection agreed for your deployment. Discovery confirms the application, entities, field mapping, permissions and any custom scope.

What if we have no CRM?

The embedded Customer 360 configuration manages contacts, leads and opportunities for the included scope.

Will Zemark read all our emails?

No. New customer and pipeline capture uses only deliberately addressed emails, supported direct-chat messages and, in Professional, explicitly invited customer meetings. Campaign replies and calendar functions use their separately configured, authorised channels.

Can we ask Zemark about our contacts and deals?

Yes. Ask Zemark is included in both plans. Use natural-language email or direct-chat questions about contact details and lead/opportunity status within your permitted CRM access.

Will Zemark join every meeting in our calendar?

No. Meeting Intelligence is included only in Professional and only for selected customer meetings to which a salesperson explicitly invites Zemark. He prepares a one-page summary and updates permitted CRM records under approved rules.

Will he send customer emails?

Professional can send and follow up after the rep approves the audience and campaign. Essentials provides contact and pipeline maintenance.

Can we mix Essentials and Professional users?

No. A customer selects one plan for all licensed Zemark users, with a minimum of five users.

Are these monthly subscriptions?

The displayed monthly prices are equivalents for an annual purchase. Essentials is €360 per user per year; Professional starts from €1,800 per user per year.

What does starting from €150 mean?

The Professional base includes the defined plan and a fixed 60-minute avatar allowance per organization per month. Your annual offer sizes outbound capacity, lists prepaid avatar minute packs and quotes other chargeable AI usage and additional work separately.

What happens when the avatar minutes run out?

Avatar conversations pause when the included allowance and any prepaid minutes are exhausted. An administrator can purchase another minute pack to resume them. The allowance does not increase with seat count, and no silent overage is applied.

Can using Zemark reduce our CRM licences?

Required CRM licences depend on the provider's terms and each user's access. Using an AI interface does not automatically remove those requirements. Companies without a CRM can use the embedded Customer 360 configuration.

Show Zemark the next job your sales team needs done

Bring an example of a CRM update or an account you want to approach. We will confirm the connection, plan, onboarding scope and capacity that fit your team.

Book a discovery meeting