Beyond CRM.
Beyond Limits.
ZeroVector accelerates growth and achieves operating leverage for our clients – all in one modern platform.
Why ZeroVector
One Platform,
Infinite Possibilities.
ZeroVector isn’t just another CRM. It’s a complete business operating system powered by AI that allows for rapid and seamless customizations.
Simplify Complexity
One CRM to unify sales, projects, and billing—so everything works together seamlessly.
AI-Powered Productivity
Automations that slash admin work and standardize processes—freeing teams to focus on growth.
Scale with Confidence
Secure, reliable, and purpose-built for mid-market firms—enabling growth where revenue expands faster than overhead.
Core Capabilities
Every Feature You Need,
Nothing You Don't.
ZeroVector combines the power of enterprise CRM with the simplicity service businesses demand.
Contact & Lead Management
Centralized contact database with AI-powered enrichment, scoring, and segmentation.
Centralized 360° customer profiles
Automated data enrichment (VectorScout™ powered)
Smart lead scoring with AI (VectorScore™)
Sales Pipeline Management
Visual pipeline tracking with predictive insights to close deals faster and forecast with accuracy.
Customizable pipeline stages
AI-powered deal probability scoring
Predictive revenue forecasting (VectorPredict™)
Contract & Document Management
Streamlined contract lifecycle management with AI support.
Contracts, SOWs, authorization letters
AI-powered document drafting (VectorDraft™)
Digital signatures and compliance tracking
Project & Resource Management
End-to-end project tracking from estimation to completion, with intelligent resource planning.
End-to-end project tracking with AI-powered estimation
Resource planning and allocation
Real-time progress tracking
Billing & Invoicing
Automated billing workflows that keep cash flow moving and reporting accurate.
Automated invoice generation
Payment tracking & reconciliation
Financial reporting dashboards
Analytics & Reporting
Comprehensive business intelligence with predictive dashboards and deep insights.
Real-time executive dashboards
Custom report builder
Predictive insights (VectorPulse™ sentiment + VectorSight™ visibility)
Workflow Automation
Intelligent automation that learns from your processes and keeps your team focused on impact.
Smart task automation across functions
AI-generated sequences and reminders
Intelligent process optimization (VectorAssist™)
Customer Service & Support
Smarter case and field service management that ensures issues are resolved quickly.
Case management with AI prioritization
Field service scheduling and support
Knowledge base with AI search
Human Resources
Workforce tools built for mid-market teams to stay productive and future-ready.
Employee center with role-based access
AI-powered workforce forecasting (VectorWorkforce™)
Talent pipeline and onboarding tools
Built for Transformation
Built for Transformation
AI-Powered CRM for Service Businesses
Our AI-powered CRM gives Professional Service Firms the tools they need to simplify operations, grow faster, and deliver more value without adding more overhead. With ZeroVector, companies gain:
Strategic Enablement
Turn strategy into action faster by unifying data, workflows, and performance visibility. This alignment makes decision-making clear and execution more consistent across the organization.
Customer Experience
Deliver faster, more personalized service by improving response times, accuracy, and consistency—building stronger customer loyalty and retention.
Operating Leverage
Do more with less. Automate repetitive tasks, streamline workflows, and optimize resource deployment—allowing teams to scale growth without adding overhead.
Financial Performance
Achieve new levels of revenue growth and profitability by creating efficient workflows and organizational models that eliminate waste and reduce costs.
Employee Experience
Empower teams with modern, intuitive tools that cut down on manual work, increase confidence, and boost productivity—fueling higher performance and lower turnover.
Trusted by Enterprise Standards
Trusted by Enterprise Standards
Enterprise-Grade Security
Your data is protected by industry-leading security measures and compliance standards.
Data in Transit
All communication is protected with TLS encryption, creating a secure tunnel that prevents interception.
Data at Rest
All application data is encrypted in our databases by default, safeguarding accounts, opportunities, and projects.
Access Controls
Role-based permissions ensure users only see and change what they’re authorized to, enforcing least privilege.
Containerized Architecture
Isolated, self-contained design protects data and processes, minimizing risk and attack surface.
Audit Trails
Every action is logged with timestamp and user details, providing full accountability and compliance support.
Connected Ecosystem
Seamless Integrations
Connect ZeroVector with your existing tools and systems for a unified business ecosystem.
Payment & Accounting
Streamline billing with QuickBooks, Stripe, PayPal and other financial systems
Integration Name
Integration Name
Integration Name
Email & Communication
Connect with Gmail, Outlook, Slack and more to centralize all customer communications
Integration Name
Integration Name
Integration Name
Business Tools
Integrate with project management, marketing, and productivity tools seamlessly
Integration Name
Integration Name
Integration Name
Smarter Operations Start Here
Ready to Transform Your Business?
Be among the first to experience a CRM that learns, adapts, and scales with you — transforming how mid-market firms work, serve, and grow.