Common questions.

Every objection, answered straight. The questions prospects ask before they start their trial.

01We don’t use a CRM. Can we still use ZUUZ?

Yes. ZUUZ works with or without a CRM. If you don’t run one yet, ZUUZ can be your AI CRM: it builds your leads, contacts, accounts, deals and renewals from your team’s email, calendar, meetings and LinkedIn messages, so nobody has to set up a CRM or type into one first. If you already run Salesforce, HubSpot, Microsoft Dynamics 365, Zoho CRM, Pipedrive, Attio or Less Annoying CRM, ZUUZ works inside it instead. Either way, ZUUZ updates your CRM and ConnectWise PSA automatically.

02How is ZUUZ different from HubSpot, Salesforce, Claude or Copilot?

HubSpot and Salesforce store what someone types in. Claude and Copilot answer the person who asks them. ZUUZ does the part neither does: it works inside your CRM, nobody types, and it covers the whole team. It picks up the deal signals in every connected mailbox, calendar, meeting and LinkedIn conversation and keeps leads, deals and renewals current in your CRM and PSA on its own, with full change history and one-click rollback. You can still ask ZUUZ questions from Claude, ChatGPT or Copilot, but the records stay current whether anyone asks or not.

03Does ZUUZ read all of our emails?

No. ZUUZ connects via the official Microsoft Graph or Google Workspace OAuth API and runs a classification filter before anything is processed. Only emails that match sales patterns (inbound inquiries, RFPs, renewal threads, quote requests) are passed to the pipeline engine. Personal email, HR, finance, and legal threads are never read, never stored, never processed. You also choose exactly which mailboxes and folders are in scope.

04Will ZUUZ email a customer without us approving it?

Never. ZUUZ drafts. It does not send autonomously. Every reply suggestion and follow-up is queued for your team to review. Nothing goes out until a human approves it. CRM updates work differently: ZUUZ writes them to your CRM automatically, keeps a full change history, and lets you roll back any change in one click. You get the speed of AI without giving up control of your customer relationships. The change history records what ZUUZ changed, the conversation it came from, and when.

05We already run ConnectWise and a CRM. Do we need to replace either?

No replacement needed. ZUUZ writes into your existing CRM and PSA. It doesn’t compete with them. RA Technologies ran HubSpot for two years before they connected ZUUZ. Within 72 hours, ZUUZ surfaced $120K in pipeline on top of the same HubSpot instance, with the same team (identified pipeline, not closed revenue). Your CRM stores what reps type in. ZUUZ captures what they never type in, and writes it there for you.

06How long does setup take?

Most teams see surfaced pipeline within 72 hours. You connect one mailbox and one CRM. There’s no IT project, no data migration, no custom code, and no onboarding call is required to start. Full field mapping across the team typically takes one to two weeks. RA Technologies found $120K in pipeline within 72 hours starting from a single mailbox connection (identified pipeline, not closed revenue).

07How is this different from Gong or Clari?

Gong records calls and analyzes conversation patterns for enterprises paying $100K+ per year. Clari forecasts revenue for large sales organizations with established pipeline data. Both tools require your reps to already be capturing deals in the CRM. They optimize what’s there, they don’t find what’s missing. ZUUZ starts one step earlier: it reads the inbound email, qualifies the lead, and writes the deal to your CRM automatically, with one-click rollback. For MSPs, VARs, distributors and IT services teams where deals live in email threads rather than call recordings, ZUUZ solves a problem Gong and Clari weren’t built for. At a fraction of the cost.

08Who is ZUUZ built for?

ZUUZ is built for the IT channel: managed service providers (MSPs) and the vendors, distributors and value-added resellers (VARs) they work with. In this channel one opportunity is spread across a vendor, a distributor, a reseller and a customer, over email, LinkedIn, calls and meetings. Most MSPs run a PSA and a CRM, not an ERP, and somebody has to read every thread and update both. ZUUZ does that work, updating your CRM and PSA automatically, with full change history and one-click rollback. The same approach works for IT services firms and other B2B teams that sell by email. If your CRM lags reality by two weeks, ZUUZ was built for you.

09Our reps don’t update the CRM and PSA. Will that change?

That’s exactly the problem ZUUZ solves, and you don’t need reps to change their behavior for it to work. ZUUZ reads the email, not the rep. It surfaces the signal, qualifies the lead, and updates the CRM and PSA automatically. Every change is recorded in the change history and can be rolled back in one click. Your reps stop doing data entry and spend that time on customers. Most teams see CRM completeness improve markedly within the first month, without a single training session.

10What does the 30-day free trial include?

Full access to every feature on your chosen plan, connected to your actual mailbox and your actual CRM, running on your live sales data. No demo environment, no sample data, no credit card until you’re ready. You’ll see your own pipeline, deals that have been sitting in your inbox uncaptured, within 72 hours. If you don’t see meaningful pipeline surfaced in 30 days, cancel with one click. No questions, no friction.

11We’re in a regulated industry. Is ZUUZ safe to use?

Yes. ZUUZ is SOC 2 Type I certified. Independently audited, with security controls verified by a third-party assessor. The API-first design means ZUUZ only processes what you explicitly authorize: no full mailbox access, no password storage, no bulk email export. The sales-email classifier filters out everything that isn’t a sales conversation before it reaches the pipeline engine. You define exactly which mailboxes and folders are in scope and can exclude domains, senders, or subject patterns. Enterprise plans add compliance exports, audit logs, and SSO. Contact us at contact@zuuz.ai to discuss your specific requirements before starting a trial.

12What results should we expect?

RA Technologies, an IT services firm, found $120K in pipeline within 72 hours (identified pipeline, not closed revenue). Leads and active conversations their CRM had never seen, surfaced from their existing sales mailbox. Cloud Box Technologies tracks 10 to 12 renewals in minutes. Across our trial and current customers, ZUUZ has surfaced more than $180M in identified pipeline (not closed revenue). Results depend on your email volume and deal size. The ROI calculator estimates your specific situation. One recovered deal typically pays for a full year of ZUUZ.

13How long does ZUUZ keep my email?

Email content is kept for 60 days by default, and accounts can choose a shorter window, for example 30 days. After that, ZUUZ deletes the email text, attachments, meeting transcripts and AI summaries from every system it runs. Encrypted backups expire within 30 days. Metadata and CRM records stay for as long as the account is active and contain no email text. The shorter-window option takes effect on a date ZUUZ will confirm.

14Where is my data stored and processed?

In ZUUZ's own Google Cloud project, encrypted at rest. AI processing runs on Google's Vertex AI (Gemini models) in that project, and the AI monitoring tool hides email text in production.

15Which tools does ZUUZ connect to?

ZUUZ connects to your email (Microsoft 365 or Google Workspace) and 18 tools today:

CRMs: Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics 365, Pipedrive, Attio and Less Annoying CRM. Records sync both ways, and you choose which side wins.

PSAs: ConnectWise and Syncro. When a deal is won, ZUUZ creates or updates that customer and its contacts.

Meetings: Microsoft Teams and Google Meet. ZUUZ uses the transcripts to write meeting minutes and update deals.

Calls: JustCall, GoTo Connect, CallTrackingMetrics and CallTools. Sales calls become leads.

Outreach: LinkedIn, Smartlead and Clay. Replies to your messages and campaigns become leads.

16Can I use ZUUZ from Claude, ChatGPT or Slack?

Yes. ZUUZ works with Claude, ChatGPT, Slack, Microsoft Teams, Perplexity and any other MCP client, all with one connection link. Each sign-in can only see your own ZUUZ data, and you can disconnect at any time without deleting anything.

17How does ZUUZ know a deal’s stage? Will it match my pipeline?

Each change comes from a real email, call or meeting, and ZUUZ shows you the source. You can set approval rules, and undo any change in one click.

18Does ZUUZ capture phone calls?

Yes. Calls made through GoTo Connect (including voicemail and texts), JustCall, CallTrackingMetrics and CallTools are captured today. Calls on personal cell phones aren’t captured.

19What does a sales manager see?

Who’s waiting for a reply, which deals have gone quiet, and every follow-up due today, without asking reps.

20How much does ZUUZ cost?

Plans start at $99 a month, billed yearly, with a 30-day free trial. No setup fees or surprise charges. See plans and pricing.

Stop losing deals to your inbox. Start winning with ZUUZ.