ZelkonCRM
Setup guide

Up and running in about 15 minutes

Five short steps take you from sign-up to handling real customer conversations with AI-assisted replies.

  1. Step 1

    Create your workspace

    2 min

    Sign up and name your workspace. This is the shared home where your team, conversations, and CRM records live.

    • Pick a workspace name
    • Set your time zone
    • Choose your team size
  2. Step 2

    Connect your inbox

    3 min

    Connect your Outlook or Microsoft 365 mailbox with a secure OAuth connection. We never store your password.

    • Authorize with one click
    • Keep your address and signature
    • Sync existing threads
  3. Step 3

    Invite your team

    2 min

    Add teammates and decide who can view, draft, and send. Conversations route to the right person automatically.

    • Invite by email
    • Set roles and permissions
    • Create assignment rules
  4. Step 4

    Turn on AI replies

    4 min

    Choose how AI drafts replies in your tone, and set what can auto-send versus what always needs a human review.

    • Train the tone on past replies
    • Set auto-send rules
    • Enable review queues
  5. Step 5

    Go live

    1 min

    Point your shared inbox at ZelkonCRM and start handling real conversations. Records and follow-ups stay current on their own.

    • Route your shared inbox
    • Watch the CRM update live
    • Track your first responses

Make every customer email easier to handle.

Connect your business email, keep your team in control, and let AI handle the busywork.

Book a demo