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ALLZONE PRODUCT · AI VOICE CRM

Zonified Connect

Sounds Like a Human.Sells Like a Pro.Works 24/7.

Every new lead called and texted on your own sequence, every conversation logged against the lead record, every appointment confirmed before it reaches a calendar.

CHANNELS
Voice · SMS · Email
CALENDARS
Google · Outlook
PIPELINE
5 stages, agent-aware
BUILT BY
Allzone

THE GAP

A lead goes cold in the time it takes someone to notice it.

A form gets submitted. It lands in an inbox, or a dashboard, or a spreadsheet, and then it waits for a person to see it, decide it is worth a call, and find a gap between two other calls to make one. By the time anyone dials, the person on the other end has filled in three more forms and spoken to whoever rang first.

The usual fix is to hire someone to work the list, which turns a timing problem into a headcount problem and leaves evenings and weekends uncovered anyway. Zonified Connect closes the gap instead: the sequence runs the moment the lead arrives, on rules the business writes, and a person picks it up when there is something worth picking up.

THE PIPELINE

What happens next depends on where the lead is.

The agents are not running one script at everybody. Behaviour is defined per stage, including the stage at which they stop and your team takes over.

  1. 01New Lead

    Arrives and is contacted

    In through a webhook, the API, or a bulk import from CSV or spreadsheet with phone and email validation on the way. The sequence starts immediately.

  2. 02Connected

    A conversation is running

    The lead replied. The agent answers questions about what they asked for, and offers a call once there is real interest rather than at the first reply.

  3. 03Appointment Scheduled

    A meeting is on a calendar

    Booked only after the lead has confirmed a specific time and a contact email, then written to Google or Outlook with a confirmation sent out.

  4. 04Quoted

    Your team has taken over

    Automated contact stops here. The agent's job was to get a person in front of a person, and it is done.

  5. 05Closed

    Out of automation

    As is any lead that has gone silent for thirty days, until someone reactivates it deliberately.

Automation · Appointment Scheduled
The Zonified Connect workflow builder, showing an Appointment Scheduled sequence laid out as connected nodes running from a trigger through notify staff, send SMS, wait, send SMS, wait and an AI call to the end, with the available step types listed down the left

HOW IT WORKS

The path every new lead follows.

  1. 01

    A new lead arrives, and a text goes out immediately

    A short intro message asking what they are looking for, sent the moment the lead lands rather than the next time someone checks.

  2. 02

    No reply after the wait you set, and a second text follows

    The interval is yours. So is whether this step runs at all.

  3. 03

    They reply, and the conversation starts

    The agent answers what they asked, and once they show real interest, offers a call.

  4. 04

    They say yes, and the call comes a couple of minutes later

    Briefed on the whole text conversation, so it does not open by asking what they have already answered.

  5. 05

    Still nothing after two texts, and one check-in call goes out

    One. Not a dialler working down a list.

  6. 06

    An appointment is booked, and the lead moves stage

    By text or on the call. Either way it lands on the calendar and the pipeline reflects it.

Automation · Quick Setup
The Zonified Connect Automation and Lead Behavior Engine, showing a numbered six-step explanation of the path every new lead follows, with toggles beneath it for texting new leads matically, calling once a lead confirms interest, and calling a lead that has gone silent after two texts

Every interval, and whether a step runs at all, is a setting.

YOUR PROCESS

Or build the sequence yourself.

Quick Setup covers the common case. When your process is not the common case, the builder covers it without an engineer.

  • Send SMS

    A text message, over SMS or WhatsApp.

  • Send Email

    An AI-written email through Gmail, skipped when the lead has no email on file.

  • AI Call

    An outbound voice call.

  • Wait

    A pause before the next step.

  • Branch

    Split the path on what actually happened. Did they reply? Was the call confirmed?

  • Move Stage

    Advance the lead through the pipeline.

  • Add Tag

    Tag the lead for routing or reporting.

  • Notify Staff

    Post to the live activity feed so a person knows to look.

CAPABILITIES

What it does day to day.

  • One timeline per lead

    Every call and text timestamped on a single record, alongside the activity log, a generated summary and a lead score. Nobody reconstructs a history from two systems.

  • Voice and SMS that coordinate

    Separate agents for calls and texts, set to run together or in sequence, working from one shared view of the stage the lead is at.

  • Behaviour set per stage

    What the agents do at New Lead is not what they do at Quoted, and the point at which staff take over is a setting rather than a convention.

  • Quick setup or full control

    Toggles for the common case, and a visual builder with branching for the sequence that is actually yours.

  • Bulk import with validation

    CSV or spreadsheet in, with phone and email checked on the way rather than discovered later by a failed call.

  • Access scoped by role

    Agency administrator, business staff and customer views, so one workspace can hold several unrelated businesses.

GUARDRAILS

Why it is safe to leave switched on.

The reason teams switch a voice agent off is not that it cannot hold a conversation. It is that they cannot predict what it will do next. Each of these is a limit, not a setting someone has to remember.

  • It never books a meeting nobody agreed to

    An appointment is created only once the lead has confirmed a specific time and a contact email. No inference, no best guess from a vague answer.

  • Retries are capped

    Voicemail retries stop at a limit you set. There is no configuration in which this becomes a dialler that calls someone eleven times.

  • It stops when the lead has moved on

    mated contact ends once a lead passes the active stages, so nobody who has already spoken to your team gets chased by software.

  • Silence is respected

    Thirty days without a response and the lead drops out of mation entirely, until somebody reactivates it on purpose.

  • Timing is resolved in your time zone

    Call timing, SMS timing and calendar invites all resolve against the business's own zone, not the server's.

CONNECTIONS

It plugs into what you already run.

  • Google CalendarConfirmed appointments synced straight to the calendar.
  • Outlook CalendarThe same, for Microsoft shops.
  • HubSpot CRMBidirectional contact and meeting sync, so Zonified Connect runs alongside a CRM you already have.
  • Vapi Voice AIThe voice layer, over Twilio telephony.
  • Twilio SMSTexts, reminders and confirmations.
Settings · Integrations
The Zonified Connect integrations settings, listing Google Calendar, Outlook Calendar, HubSpot CRM, Vapi Voice AI and Twilio SMS, each with a connect button and a line describing what it syncs

FAQ

Before you ask.

No, and it is not configured to try. The agents work a lead up to the point where there is a real conversation to have, then hand over. mated contact stops once a lead reaches the Quoted stage, and the Notify Staff step exists so a person can step in at any point before that.

NEXT STEP

See it work a lead.

The quickest way to judge this is to watch it handle one. Send us a number we can call and a rough idea of how your team follows up today, and we will show you the sequence running against it.