Zapo CRM
Zapo CRM is a lead management platform for small businesses, with its roofing page focused on helping roofers manage prospects.
What Zapo CRM is
Zapo CRM is a lead management platform for small businesses, with its roofing page focused on helping roofers manage prospects. It organizes leads, contacts, and deals in a visual pipeline, sends lead alerts, and supports basic pipeline customization and bid tracking. Users can email, call, or send SMS messages to contacts from the platform. Call Assistant can record, transcribe, categorize, and summarize calls, then extract key contact data. Reports cover lead funnels, deal and call metrics, and ROI calculations for Zapo marketing spend. The Loop integration sends value data from Zapo CRM to Zapo Ads to help optimize campaigns. Customers can import data from other applications using CSV files. Zapo CRM is available on Android, iOS, and web, but only to Zapo customers; no public release date is stated. A free plan and free trial are listed, alongside a pricing note of From £49/mo. Plans include Standard for one user, Plus for two, and Pro for unlimited users. Calls, recording, transcription, Call Assistant, SMS, and storage can incur metered usage fees.
Good
- Organizes leads, contacts, and deals in a visual pipeline.
- Supports email, calls, and SMS to contacts.
- Call Assistant extracts key contact data from calls.
- Reports include funnels, deal metrics, and ROI calculations.
- CSV imports are supported.
Watch out
- Currently available only to Zapo customers.
- Calls and several related features can incur metered fees.
- Standard plan is limited to one user.
- Plus plan is limited to two users.
Who it suits
Zapo CRM suits small businesses, including roofers, that want to manage leads and deals across web and mobile. It is currently limited to Zapo customers, and teams should account for possible usage fees on calls, messaging, and storage.
Verdict
Zapo CRM combines lead tracking, communications, call summaries, and reporting, with a roofing-focused page for prospect management. Confirm customer availability and usage charges before choosing it.
Plans and prices
From Zapo CRM's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Plus | — | 2 users · usage fees apply |
| Pro | — | Unlimited users · usage fees apply |
| Standard | — | 1 user · usage fees apply |
The facts
Each one read from Zapo CRM's own pages, with the date it was checked.
What it does
- AI calls
- Call Assistant records, transcribes, categorises and summarises calls and extracts key contact data.checked 4 Oct 2026
- Audience
- Zapo describes its mission as helping local businesses find and win new customers.checked 4 Oct 2026
- Availability
- Zapo CRM is currently available only to Zapo customers, with no public release date stated.checked 4 Oct 2026
- Communications
- Users can email, call and send SMS messages to contacts from the platform.checked 4 Oct 2026
- Data import
- The maker says customers can import data from other applications using CSV files.checked 4 Oct 2026
- Lead and deal management
- The CRM manages leads, contacts and deals, with a visual deal pipeline and lead alerts.checked 4 Oct 2026
- Privacy
- Zapo says it is committed to protecting privacy and identifies Zapo Limited as the data controller in its privacy policy.checked 4 Oct 2026
- Purpose
- Zapo CRM is a lead management platform for small businesses to nurture leads into paying customers.checked 4 Oct 2026
- Reporting
- Reporting includes lead funnels, deal metrics, call metrics and ROI calculations for Zapo marketing spend.checked 4 Oct 2026
- Roofing
- The roofing page describes it as free CRM software for roofers to manage prospects and grow sales.checked 4 Oct 2026
- Support
- The maker directs users to its help centre or team chat for assistance.checked 4 Oct 2026
- Usage charges
- Calls, call recording and transcription, Call Assistant, SMS, call storage and data storage can incur metered usage fees.checked 4 Oct 2026
- Zapo integration
- Loop sends value data from Zapo CRM back into Zapo Ads to help optimise campaigns for valuable leads.checked 4 Oct 2026
The company
- Company history
- The company says its founders launched Get Work in February 2018 as a lead generation service for roofing contractors.checked 4 Oct 2026
- Founded
- 2018checked 28 Sep 2026
- Headquarters
- Jubilee House, East Beach, Lytham St Annes, FY8 5FT, United Kingdomchecked 28 Sep 2026
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