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The CRM of record for startups, with agents doing the admin

Zero is an AI-native CRM and go-to-market platform for startups and scaleups.

AI Panel Score

7.5/10

6 AI reviews

Reviewed

Facts checked against zero.inc

AI Editor Approved

About Zero

Zero organizes the customer lifecycle into four stages: Prospect, Close, Grow, and Scale. Users search a database of more than 350 million contacts and 20 million companies, filtered by fit and signals such as job changes, funding, or hiring, then reach out through email and LinkedIn sequences or a built-in dialer. As deals progress, Zero syncs Gmail, Google Calendar, and Outlook, and turns meeting notes and transcripts from connected notetakers into deal updates, tasks, and follow-up drafts. In the Grow stage, product usage, billing, support tickets, and customer conversations sit on the same record, with alerts when an account looks at risk.

The distinguishing piece is the agent layer sitting on top of this CRM data. Agents work from stored 'agent context' about the business, such as the ICP and why customers buy, and act on triggers like an accepted LinkedIn connection or a new transcript to research leads, update records, draft messages, and take actions in other apps through MCP. Every agent action is logged, and a chat interface answers questions about pipeline, contacts, and accounts using the live records. Zero also connects to meeting notetakers (Fireflies, Circleback, Fathom, Granola, Notion AI), support and product tools (Plain, Pylon, Linear, Front, Intercom, PostHog, Stripe), outreach tools (Apollo, Instantly, Loops, Resend), and Luma for events, plus two-way sync with HubSpot and imports from HubSpot, Attio, Affinity, Pipedrive, or CSV.

Zero is built for seed to Series B startups and scaleups, ranging from founder-led sales to teams with dedicated AEs, SDRs, RevOps, and customer success staff. It is positioned as a replacement for HubSpot, Salesforce, Attio, Pipedrive, or Folk plus the separate tools typically stacked around them for lead data, enrichment, and sequencing. Pricing runs on a subscription model: the Pro plan is $60 per seat per month at launch pricing (held for 12 months on annual billing or 3 months on monthly billing before rising to $77 or $96 respectively), including 500 credits per seat per month, while the Scale plan uses custom pricing for teams of 10 or more seats that need SSO, custom integrations, and a white-glove migration.

For technical users, Zero exposes an MCP server compatible with Claude, ChatGPT, and other MCP clients, along with a REST API and webhooks, so external tools and agents can read and act on CRM data directly.

Features

AI

  • Agent Context

    Maintains a shared knowledge base of business context, such as ICP and buying reasons, that agents read and keep up to date.

  • Agentic Chat

    Answers questions about pipeline, contacts, and accounts by drawing on actual CRM records.

  • Agents

    Runs autonomous agents on triggers and schedules—like a new call transcript or a changed record—that research, update records, draft messages, and act in other apps through MCP, with human approval required before anything reaches a customer.

  • Enrichment

    Enriches contacts and companies with verified emails, phone numbers, LinkedIn profiles, and company data, plus AI properties that research, classify, and score records.

  • Meeting Prep & Recommendations

    Prepares reps for upcoming meetings and recommends the next best step on every deal.

Analytics

  • Customer Health Signals

    Combines product usage, billing, support tickets, and conversations on each customer record and alerts the team when an account is at risk.

  • Reports & Dashboards

    Generates reports and dashboards across pipeline, activity, revenue, product usage, and billing, including website-visit reports.

Automation

  • Email & LinkedIn Sequences

    Builds multi-step outbound and inbound outreach across email and LinkedIn with configurable delays, automation actions, and per-contact tracking.

  • Meeting Notes & Transcript Sync

    Pulls meeting notes and transcripts from supported notetakers to automatically create deal updates, tasks, and follow-up drafts.

Core

  • Built-in Dialer

    Places calls directly from a customer record within the CRM.

  • CRM of Record

    Stores contacts, companies, deals, lists, tasks, notes, emails, meetings, and custom activities across multiple pipelines with custom properties.

  • Lead Database & Search

    Searches over 350M contacts and 20 million companies, filtered by fit and buying signals like job changes, funding, and hiring.

Integration

  • Data Import & Migration

    Imports and enriches records from HubSpot, Attio, Affinity, Pipedrive, or CSV files during migration.

  • Email, Calendar & Messaging Integrations

    Syncs with Gmail, Google Calendar, Microsoft Outlook, LinkedIn (via Chrome extension), and Slack.

  • MCP Server & API

    Provides an MCP server for Claude, ChatGPT, and other MCP clients, plus a REST API and webhooks for external connections.

Preview

Zero desktop previewZero mobile preview

Pricing Plans

Popular

Pro

$60/monthly

Launch price for startups and scaleups, held for the first 12 months on annual billing (then $77) or first 3 months on monthly billing (then $96); per seat

  • 500 credits per seat a month
  • CRM of record with contacts, companies, deals, lists, tasks, notes
  • Lead search across 350M+ contacts and 20M+ companies
  • Enrichment with verified emails, phones, LinkedIn profiles
  • Email and LinkedIn sequences plus built-in dialer
  • Proactive recommendations included during beta

Scale

Contact sales

Custom pricing for larger teams, minimum 10 seats, needing SSO, custom integrations, and white glove migration

  • SSO
  • Custom integrations
  • White glove migration
  • Minimum 10 seats
  • Agent-driven GTM operating system at scale

AI Panel Reviews

The Decision Maker

The Decision Maker

Strategic bet, vendor viability, timing, adoption approval
7.8/10

A real CRM replacement with agents that do the admin work, priced to match.

“Zero bundles CRM, lead database, and outreach into one record with agents doing the busywork. $60 a seat is a bet worth taking for teams drowning in stitched-together tools.”

350 million contacts, 20 million companies, and a dialer built into the record. That's the pitch: replace HubSpot or Pipedrive plus the five tools bolted around them. The agent layer is the interesting part — agents fire on triggers like a new transcript, draft the follow-up, and wait for a human to hit send before anything reaches a customer.

Credits are the catch. 500 per seat covers 1,500 verified emails or 50 phone numbers, and launch pricing at $60 jumps to $77 or $96 after 3-12 months depending on billing. That's a real cost curve to model before you commit a whole team.

Two-way HubSpot sync and migration from Attio, Pipedrive, or Affinity in under an hour for 100k records lowers the switching cost. SSO is Scale-only, minimum 10 seats — fine for a 60-person team, a gap for anyone regulated and small.

Competitive Positioning8.0

The agent layer acting on triggers like accepted LinkedIn connections, plus an MCP server for Claude and ChatGPT, goes beyond what a standard CRM-plus-sequencer stack offers.

Reputation Risk6.8

Two-way HubSpot sync and CSV export help portability, but SSO gated behind Scale's 10-seat minimum is a real gap for security-conscious buyers on Pro.

Speed to Value7.8

Sub-hour migration for 100,000 records and a 14-day trial with 2,000 credits point to a fast first result.

Strategic Fit8.0

Consolidates CRM, enrichment, sequencing, and reporting into one record, which advances how a small team operates rather than just discounting an existing tool.

Vendor Viability7.5

Docs, changelog, and a detailed pricing page with credit mechanics suggest active building, though I couldn't find an API reference.

Pros

  • Single record spanning Prospect through Scale stages, replacing multiple stitched tools
  • Agents draft and update records automatically but hold for human approval before customer contact
  • Fast migration path: under an hour for 100k records from HubSpot, Attio, Pipedrive, or Affinity
  • MCP server plus REST API for teams building on top of the CRM data

Cons

  • Launch pricing at $60/seat rises to $77 or $96 within months, changing the economics fast
  • Credit system adds a metering layer on top of per-seat pricing to track
  • SSO locked to Scale plan with a 10-seat minimum, leaving smaller security-conscious teams without it

Right for

Seed-to-Series-B startups ready to consolidate CRM, outreach, and enrichment into one system.

Avoid if

Skip it if you're under 10 seats and need SSO now, or can't tolerate a pricing jump within the first year.

The Domain Strategist

The Domain Strategist

Craft and strategy in the product's domain — adapts identity per category, same lens
7.8/10

A quota-carrying VP's dream stack, if the credit meter doesn't turn my reps into accountants.

“Zero pitches itself as the CRM my reps stop fighting and start living in. The pipeline math looks real, but I need to see credit burn before I bet a quarter on it.”

I've run enough forecast calls to know the killer feature here isn't the 350M contact database, it's Meeting Prep & Recommendations telling a rep the next best step on a deal before they walk into it. That's coaching at scale I usually pay a Sales Ops hire to half-do manually. Customer Health Signals folding product usage, billing, and support tickets into one record is exactly the Grow-stage visibility I've never had without a separate CS tool subscription.

My hesitation is the credit system eating into rep capacity planning. 500 credits per seat covers 1,500 verified emails or 50 phone lookups, and a founder-led team will burn through that differently than a team with dedicated SDRs — I'd want three months of usage data before I trust the seat math for budgeting next year's headcount.

Agentic Chat answering pipeline questions instead of me building another dashboard is the real time-back for a VP. Against Salesforce, this trades depth for speed; fine for seed to Series B, less clear once I need territory rules and complex approval chains.

Category Positioning7.8

Positioned as a full replacement for Salesforce, Attio, Pipedrive, or Folk plus bolt-on tools, which is the right fight to pick for teams under Series B scale.

Domain Fit8.2

The Prospect-Close-Grow-Scale structure maps to how a founder-led team actually runs GTM before it has dedicated RevOps.

Integration Surface8.0

Two-way HubSpot sync plus connections to Plain, Pylon, Linear, Front, Intercom, PostHog, and Stripe covers most of the stack a scaleup sales org actually touches.

Long-term Implications7.0

A credit-metered layer on top of per-seat pricing means my cost-per-rep isn't fixed the way a flat Salesforce or HubSpot seat fee is, which complicates 3-year budget planning.

Strategic Depth8.0

Meeting Prep & Recommendations plus Agentic Chat push past CRM record-keeping into actual deal coaching, which is a real ceiling above a static pipeline view.

Pros

  • Meeting Prep & Recommendations gives reps a next-best-action instead of a blank pipeline view
  • Customer Health Signals unifies usage, billing, and support into one at-risk alert
  • Broad native integration list (Plain, Pylon, Linear, PostHog, Stripe) means less stitching for a lean RevOps function

Cons

  • Credit-based metering on top of seat pricing makes cost-per-rep harder to forecast a year out
  • SSO gated to the Scale plan's 10-seat minimum leaves a security-conscious 6-person team stuck on 2FA
  • Proactive recommendations are still beta, so the coaching feature I'd lean on most isn't guaranteed to ship as scoped

Right for

A founder-led or early RevOps team on seed to Series B budget that wants pipeline coaching and account health in one record.

Avoid if

Skip it if you need SSO and enterprise security controls before you hit 10 seats.

The Finance Lead

The Finance Lead

Money, total cost of ownership, contracts, procurement math
7.1/10

$60/seat launch price. Three months to $96 monthly. Read the contract date, not the homepage.

“Pro is $60/seat annual, reverting to $77 after 12 months, or $96 on monthly billing after 3. The credit system on top of seats makes forecasting year-3 spend harder than a flat per-seat tool.”

$60/seat × 50 seats × 12 = $36K year one, annual billing. Same team monthly hits $96/seat within 3 months: $57.6K annualized. Pick your billing term carefully — the delta is $21K/year at 50 seats.

Credits complicate the math further. 500 credits/seat/month covers 1,500 emails or 50 phone lookups or up to 5,000 agent steps, depending on complexity. Heavy enrichment users burn credits faster than seats suggest — budget for overage before year 2, not after.

Migration is genuinely cheap: under an hour for 100K records from HubSpot, Attio, Pipedrive, or Affinity, per their own numbers. That's real switching-cost reduction versus a manual re-platform. Scale plan pricing is quote-only, so total cost above 10 seats needs a call — no way around that for SSO or white-glove onboarding. Pro plan pricing is public and clean; Scale is not.

Billing & Procurement7.0

Per-seat monthly or annual invoicing is standard; Scale plan procurement requires a sales cycle with no listed price.

Contract Flexibility6.5

Monthly billing avoids annual lock-in but pays the highest per-seat rate ($96) after only 3 months.

Pricing Transparency7.5

Pro tier price and credit allotment are public; Scale tier is quote-only starting at 10 seats.

ROI Clarity7.0

Sub-hour migration for 100K records and a single customer record spanning four lifecycle stages give measurable time-saved benchmarks.

Total Cost of Ownership6.0

Launch price at $60/seat rises to $77 or $96 within months, and credit metering adds a second variable cost on top of seats.

Pros

  • Public Pro pricing at $60/seat with a clear credit breakdown per action type
  • Sub-hour migration claimed for 100K records from major CRMs, lowering switching cost

Cons

  • Launch price expires in 3 months (monthly) or 12 months (annual), reshaping year-1 vs year-2 cost
  • Credit consumption varies by enrichment complexity, making spend hard to forecast a year out
  • Scale tier cost is invisible until a sales call, complicating budgeting past 10 seats

Right for

A seed-to-Series-B team that can commit to annual billing to lock the $60 rate before it reverts.

Avoid if

Avoid if you need predictable flat-fee billing without a credit-metering layer to track monthly.

The Domain Practitioner

The Domain Practitioner

Daily hands-on reality in the product's domain — adapts identity per category, same lens
7.8/10

One record from cold list to renewal, if you trust an agent to touch your pipeline first

“Zero puts prospecting, the deal, and the account health check on the same record instead of three tabs. The daily question is how much you let the agent layer write before you check it.”

The stage model — Prospect, Close, Grow, Scale — maps to how I actually work a book, not how a CRM vendor imagines I work it. Meeting Prep & Recommendations sitting on the deal record means I open a call with a next step already drafted instead of scrolling notes from three weeks back trying to remember where things stand. That's a real morning-routine change, not a demo trick.

The friction I'd watch for is trust calibration. Agents update records and draft outreach off triggers like a new transcript or an accepted LinkedIn connect, and every action logs, but I still have to spot-check that log daily until I know what "good enough to send" looks like from the agent versus what needs my rewrite. That's a new habit, not zero habit.

Built-in dialer plus sequences plus the 350M-contact database means less alt-tabbing to Apollo or a separate dialer app. Enrichment quality and agent judgment are the two things a trial won't fully show me — I'd want a full quarter, not a demo, before betting quota on it.

Day-3 Reality7.5

Meeting Prep & Recommendations and the unified record cut context-switching fast, but verifying agent-drafted updates daily is new overhead.

Documentation Practitioner-Fit7.0

The credit breakdown by action type (1 credit per email, 10 per phone number) reads like it was written by someone who's actually burned credits, not marketing copy.

Friction Surface7.0

Credits meter enrichment and agent steps at variable rates per action, meaning a rep has to think about cost while working a list, not just at renewal time.

Power-User Depth7.8

MCP server and REST API give technical reps and RevOps a path to build custom automations beyond what's in the UI, though discoverability of that path for a non-technical AE is unclear to me.

Workflow Integration8.0

Gmail, Calendar, Outlook, and notetaker sync (Fireflies, Fathom, Granola) mean the CRM updates from where reps already work instead of demanding a new tab habit.

Pros

  • Meeting Prep & Recommendations puts a next-best-action on the deal instead of a blank pipeline view each morning
  • Native sync across Gmail, Calendar, Outlook, and major notetakers keeps updates flowing from tools reps already use
  • MCP server and REST API let RevOps extend the CRM beyond the built-in UI

Cons

  • Trusting agent-drafted record updates and outreach requires a daily verification habit until confidence is earned
  • Credit cost varies by action type, so a rep working an aggressive dialer-and-enrichment day burns spend differently than a quieter one

Right for

A founder-led or small AE team that wants prospecting, the deal record, and account health on one screen without stitching tools together.

Avoid if

Avoid if your reps need to fully trust automated drafts on day one without a settling-in period to calibrate what the agents get right.

The Power User

The Power User

Daily human experience, onboarding, polish, learning curve, reliability
7.6/10

A CRM where the agents do the typing, but you're still the one checking their work at 3pm.

“Zero packs lead search, sequencing, and agent-driven record-keeping into one screen. The daily question is whether an AI-drafted pipeline actually saves you time or just gives you a new inbox to babysit.”

Ten minutes in, this either feels like relief or like a second job supervising a very eager intern. The chat interface answering pipeline questions off live records is the kind of thing that's either genuinely fast on day one or a novelty you stop clicking by week two, and I couldn't find enough on its actual response quality to call it either way.

What I can tell is the design intent: every agent action gets logged, and nothing reaches a customer without approval. That's the right instinct for trust, but it also means your first month is spent reading agent drafts more than writing your own, which is its own kind of tax on attention.

The built-in dialer and 350M-contact search are real conveniences for a founder-led sales team not wanting five tabs open. Whether the daily rhythm holds up against something like HubSpot's more worn-in workflow, once the agent-glow fades, is the thing three months tells you and ten minutes can't.

Daily Polish7.0

Meeting Prep & Recommendations and Customer Health Signals suggest real attention to daily rep workflow, but proactive recommendations are explicitly still in beta.

Learning Curve7.5

Four clear lifecycle stages and native Gmail, Calendar, and Outlook sync give structure, though the credit system for enrichment and AI steps adds a layer to learn on top of the CRM itself.

Mobile Parity5.5

Only web is listed as a platform, with no mobile app mentioned anywhere I could find for a tool meant to run your daily pipeline.

Onboarding Experience7.5

A 14-day trial with 2,000 credits and no card required, plus sub-hour migration claims, lowers the homework feeling of getting started.

Reliability Feel7.0

Logging every agent action is a good trust signal, but I couldn't find detail on error handling or what happens when an enrichment or sync call fails.

Pros

  • Agent Context keeps ICP and buying reasons as a living reference agents actually read
  • Built-in dialer and 350M contact search remove the need for separate prospecting tools
  • MCP server plus REST API for teams wanting to build past the standard UI
  • Broad notetaker support (Fireflies, Circleback, Fathom, Granola, Notion AI) covers most existing meeting setups

Cons

  • No mobile app that I could find, for a tool meant to run daily sales motion
  • Chat interface and agentic recommendations are new enough that day-to-day reliability is unproven from what I could see
  • Proactive recommendations still in beta means the most interesting coaching feature isn't fully baked yet

Right for

A founder-led or small sales team at a startup willing to spend time reviewing agent drafts in exchange for fewer stitched-together tools.

Avoid if

You need a mobile-first tool for reps who work mostly away from a desk.

The Skeptic

The Skeptic

Contrarian. Watch-outs, deal-breakers, broken promises, category patterns
6.9/10

Make CRM history. Bold words for a product with a 3-month price window.

“Zero bundles a lot under one record, and the $60 launch price is the hook. The question is what this costs and looks like once the agent layer has a year of real logs behind it.”

"Make CRM history" is the kind of headline that ages badly if the agent layer underdelivers. HubSpot, Attio, Pipedrive, Affinity all get named as things Zero replaces. That's a specific claim, not a vague one, which counts in its favor. But replacing four categories of tool with one is also the pitch every consolidation play makes right before it turns into four half-features.

The credit system is the part I'd stress-test before signing. 500 credits a seat, verified emails at 1 credit, phone numbers at 10, agent steps at 0.1-5 depending on complexity. That's a lot of variables for a founder trying to budget seat cost twelve months out.

The MCP server and REST API are real exit insurance, assuming they hold up post-migration. Worth confirming before the $77 price kicks in.

Competitive Differentiation7.2

Naming HubSpot, Attio, Pipedrive, and Affinity as replacement targets is a concrete positioning claim, not just a category label.

Exit Portability7.0

A REST API, webhooks, and MCP server give a real path out, though nothing here shows how clean CRM-to-CRM export actually is.

Long-term Viability6.5

A changelog and docs exist; the beta tag on Proactive recommendations says the roadmap is still moving under the pricing.

Marketing Honesty6.5

"Make CRM history" is aspirational; the feature list and 350M contact figure are concrete enough to check against.

Track Record Match6.8

Specific numbers like 100,000-record migrations and credit costs per action back the claims better than most launch pages.

Pros

  • Two-way HubSpot sync plus CSV/Attio/Pipedrive/Affinity import lowers the cost of trying it
  • REST API, webhooks, and MCP server give technical teams a real hook past the UI
  • Credit costs are broken down by action type rather than left vague

Cons

  • Per-action credit pricing (0.1-5 credits for agent steps) makes year-2 cost genuinely hard to model
  • Launch price window is 3 months on monthly billing before jumping to $96/seat
  • Scale tier price is a sales call, so 10+ seat budgeting starts blind

Right for

A seed-to-Series-B team willing to model credit spend closely in exchange for one consolidated record.

Avoid if

You need locked-in year-two pricing before committing seats.

Buyer Questions

Common questions answered by our AI research team

Pricing

How much does Zero's Pro plan cost?

Zero's Pro plan is $77 per seat/month billed monthly, or $60 per seat/month billed annually. After your first 12 months on Pro, pricing reverts to $77 a seat, and a 14-day trial with 2,000 trial credits is available with no credit card required.

Pricing

What do Zero's monthly credits actually cover?

Pro includes 500 credits per seat per month, shared across the team (doubled in month one). Credits cover verified emails (1 credit each, so 500 covers 1,500 emails), phone numbers (10 credits each, covering 50 numbers), and agent AI steps or AI properties (0.1-5 credits each, covering 100-5,000 steps depending on research complexity).

Integration

Does Zero integrate with HubSpot?

Yes, Zero has a live two-way sync with HubSpot, keeping deals up to date in both systems. HubSpot is also listed as one of the agentic migration options for bringing in existing CRM data.

Setup

Can Zero migrate data from my existing CRM?

Yes, Zero offers agentic migration from HubSpot, Attio, Pipedrive, Affinity, or CSV, and enriches your CRM data during import to bring profiles up to date. A typical migration of 100,000 records takes less than an hour, and the Scale plan adds white-glove migration and onboarding support.

Security

Does Zero support SSO for enterprise security?

SSO is available on the Scale plan, which includes SSO, advanced permissions, and a security review. The Pro plan includes two-factor authentication rather than SSO.

Product Information

  • Company

    Zero
  • Pricing

    From $60/mo
  • Free Trial

    Available

Platforms

web

About Zero

Zero is a San Francisco-based provider of a revenue software stack combining sales, data, and AI agents across the customer lifecycle.

Resources

Documentation
Blog
Changelog

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