THE AGENTIC BUSINESS OS ZENAGE REACH

ZENAGE REACH / PRODUCT DIRECTION

Know the customer. Keep the next move clear.

Zenage Reach brings leads, relationships, and the work of following through into one focused customer workspace.

Explore capabilities See the workflow
Capture interestBuild relationshipsMove the pipeline
01 / ZENAGE REACHOPERATING VIEW
A NEW OPPORTUNITYFrom interest to next step.

A lead arrives with its source. Your team reviews the details, assigns a next move, and keeps the relationship in motion.

01Capture interest
02Build relationships
03Move the pipeline
INDEPENDENT BY DESIGNZENAGE.CO

THE RELATIONSHIP SURFACE

Give every lead a place to go next.

Reach is designed for the real work after someone raises a hand: understand the contact, see the source, coordinate the team, and make the next step visible.

01Capture and import leads
02Organize contacts and companies
03Track deals, tasks, and follow-up

WHAT REACH IS BUILT FOR

Focused work. Clear purpose.

A dedicated operating surface for the moments this product owns.

01 / CAPTURE

Bring interest into view.

Collect website inquiries and other leads with their source context, then review what was supplied before work begins.

LEAD INTAKE
02 / RELATIONSHIPS

Know who you are working with.

Keep customer, company, and contact context together so conversations do not reset every time someone follows up.

CUSTOMER WORKSPACE
03 / MOMENTUM

Make the next step visible.

Use opportunities, pipelines, tasks, and reminders to move work toward an outcome your team can see.

PIPELINE & FOLLOW-UP
04 / ENRICHMENT

Add context with review.

Licensed discovery and enrichment can suggest useful business details. People review uncertain matches before applying them.

LICENSED ADDITION

FOLLOW THE WORK

Follow a lead from hello to next step.

A sample journey shows how Reach keeps the source, review, and follow-up together. The interaction below is a website concept, not a live customer record.

ZENAGE REACH / EXAMPLE FLOW01 — 03
NEW LEAD

Website inquiry

A customer asks about a service. Reach keeps the inquiry and where it came from together.

STEP 01 / 03SOURCE CONTEXT RETAINED

INDEPENDENT. CONNECTED BY CHOICE.

Strong on its own. Better together when it helps.

01 / STANDALONE

A complete relationship workspace on its own.

Capture leads, manage contacts and companies, work deals, and report on the sales work inside Reach without buying another product.

  • Leads and customer records
  • Pipeline and tasks
  • Basic CRM reporting
02 / OPTIONAL CONNECTIONS

Add context where it matters.

When separately entitled and authorized, Reach can prepare reviewed work for Engage, receive social care handoffs from Pulse, and contribute to deeper Signals analysis.

  • Reviewed Reach → Engage handoffs
  • Pulse care → customer follow-up
  • Signals analysis with source permissions

TOOLS & CONNECTIONS

The tools around Reach.

Connection status depends on product access, account setup, provider permission, and the operation being used. Catalog entries do not imply a live connection.

Mailbox connections

Gmail + Outlook

Bring permitted email conversation context into customer work. Activation and access depend on administrator setup and mailbox consent.

Implementation in testing
Customer-owned email

Mailchimp

Prepare reviewed lead lists for transfer to the customer's Mailchimp account. Campaign delivery remains in Mailchimp.

Setup dependent
Accounting marketplace

QuickBooks Online, Xero + Sage

Planned customer-owned accounting connections for approved estimates, invoices, and references. Sage product coverage varies by adapter.

Catalog / adapter setup required
Industry marketplace

RoofScope + HailTrace

Proposed measurement and storm context connections require customer subscriptions and provider-specific authorization.

Catalog / adapter setup required

Ask our team about the current readiness of a specific connection for your workspace. Contact Zenage ↗

KEEP EXPLORING

Each product keeps its own job. Choose the connections that serve yours.

02 / VOICE / CONVERSATIONSZenage Engage

Zenage Engage is the AI receptionist and conversation engine for the moments when customers need an answer, a booking, or a person.

 04 / DATA / INTELLIGENCEZenage Signals

Zenage Signals brings sources, models, and reports together so a team can see what is happening and decide what to do next.

 05 / FUTURE PRODUCT / ADVERTISING & SEOZenage Marketing PLANNED

Zenage Marketing is planned as a standalone operating surface for paid campaigns, search visibility, audiences, and performance.

COMMON QUESTIONS

Good to know.

Do I need Engage to use Reach?

No. Reach works as a CRM without Engage. Voice connections are optional and require the relevant products, features, and permissions.

Does enrichment automatically change customer records?

Uncertain matches require review. Enrichment is a licensed addition and source details remain visible so the team can make an informed decision.

Does Reach send marketing emails?

Email campaign delivery remains with customer-owned tools and supported Marketplace integrations. The future Zenage Marketing product is separate.

ZENAGE REACH / ONE OPERATING SURFACE

Keep every relationship moving.

See how Reach fits into the wider Zenage operating environment.

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