The CRM for service businesses, on your own equipment.

Zevli keeps clients, cases, quotes, contracts, payments and messaging on equipment that belongs to you, with your database and your brand. No monthly fees: a perpetual license with the first year of maintenance included.

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Inbox with conversations from every channel — Inbox

Zevli CRM dashboard with active cases, outstanding balance, upcoming deadlines, leads, tasks and agenda — Dashboard · Consultora Aurora

One-time purchase: Perpetual license. No monthly fees.
Your own equipment: A preinstalled mini PC on your local network.
Your own data: The database lives on your equipment, with no vendor access.
Spanish and English: The whole application and every message to your clients.

The case cycle

Every job is a case: it is opened for a client and quoted, the contract is signed, the deposit is collected, the work is done and the case is closed. The stages, prices and required documents of each service are configured for your industry.

Client
Case
Quote
Contract
Deposit
The lock
Work
Close

The lock

A case cannot move to the work stage until the contract is signed and the deposit is paid. The rule is enforced in the database: neither the interface nor the API can skip it. Each company decides whether to require the contract, the deposit, both or neither.

A locked case file: the CRM states that a signed contract and a paid deposit are required before moving to the work stage — Cases · Locked case

The whole business in one place

Seven modules, named exactly as you will see them on screen, each with a real screenshot.

Dashboard

Today’s numbers

Active cases, outstanding balance, upcoming deadlines, new leads, tasks and schedule, cases by stage and revenue by service and by month. The cases that need attention, sorted by priority.

Active cases, outstanding balance, upcoming deadlines and new leads from the last 30 days.
Pending tasks and the week’s schedule, each item one click away.
Cases by stage, leads by source, revenue by service and revenue by month.

Inbox

Every channel in one inbox

WhatsApp, Messenger, Instagram, Telegram, SMS and email land in the same inbox. The team replies, leaves internal notes and assigns an owner. An AI agent, running on the business’s own API key, gives the first reply if you switch it on.

Reply to the client, leave internal notes for the team, assign an owner, close or put on hold.
Quick replies and templates; saved views with each day’s filters.
Leads that arrive without a record: link them to a client or create one from the conversation.

Clients

The complete record

Details, cases, schedule, communications and notes for every client. CSV import, duplicate detection and merge, browser calls from the company’s own number, and a client portal with a secure link.

Manual entry or CSV import; export whenever you need it.
Duplicate detection and merge without losing cases, notes, communications or appointments.
Templated messages, browser calls from the company’s number, and a log of every call.

Cases

List, board and file

Deadline traffic light, priority, document checklist, case documents, intake by link and a board by stage. The contract-and-deposit lock, visible on every case.

A list with filters, deadline traffic light and priority; a board to move cases between stages.
A file with stage, checklist, uploaded and generated documents, and notes.
Intake by link: the client fills in the form and the answers are saved to the case as a PDF.

Sales

From quote to payment

Quotes built from the service catalog, contracts with your own PDF and e-signature, deposits and balances with Stripe payment links, per-company reports, WhatsApp and email campaigns, and Meta and Google Ads results.

A quote built from the service catalog; sent to the client, with their decision recorded.
A contract generated from the accepted quote, with your own clauses or the business’s own PDF; e-signature (DocuSign or Documenso), or a record of a signature obtained outside the system.
Deposit and balance with Stripe links and invoices, or payments recorded by any other means.

Operations

Documents, tasks, plans and calendar

Every file from every case on one screen and copied to the business’s cloud; tasks and reminders; follow-up plans that send messages automatically on the scheduled days; a calendar synced with Google Calendar or Outlook.

Documents: any file from any case on a single screen, with a marker showing whether it is already copied to the cloud.
Tasks: reminders generated by the CRM and follow-ups created by the team, grouped by owner.
Follow-up plans: sequences of messages and tasks the CRM sends automatically on the scheduled days, stopping when the client replies.

Pages for your clients

Portal, intake and public quote

The client opens a secure link to their portal: profile, cases, quotes, payments and appointments. They fill in their details on the intake form and accept the quote from their email.

Client portal with a secure link: profile, cases, quotes, payments and appointments.
Intake form: the client fills in their details and they are saved to the case as a PDF.
Public quote: the client accepts it from the link in their email.

Dashboard with indicators, pending tasks and the week’s schedule — Dashboard

A WhatsApp conversation in the inbox, with the client’s context on the right — Inbox

A client record with details, cases and activity — Clients

A case file with its stage, checklist and documents — Cases

Quote detail with line items and sending status — Sales

Pre-designed follow-up plans with their steps — Operations

Client portal with cases, payments and appointments — Pages for your clients