ZlyntOffice
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ClientsClient management software run by message.

Run every client relationship from a single message.

Client management software that keeps requests, files and invoices on one record. Ask in the app, and ZlyntOffice does the follow-up once you confirm. Slack, Teams, WhatsApp and email are coming soon.

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14-day free trial · No credit card

What is pending for Northwind?

Northwind Retail · 4 open requests

  • 2 waiting on Northwind · chase today?
  • 1 new request, unassigned · suggest Ananya
  • Q4 campaign report · due Fri 16 Oct
  • Invoice 0043 · ₹60,000 overdue by 9 days
14 days
free, no credit card needed
10 min
to undo a change before anyone acts on it
4 countries
GSTIN for India and TRN for the UAE on the client, with a starter setup for the US and UK
Channels

Message it from wherever you work.

Ask ZlyntOffice in the app today. Slack, Teams, WhatsApp and email are coming soon. It reads the client record, suggests the next step and does it once you tap Confirm.

ZlyntOfficeSearch people, requests and approvals
ZlyntOfficeHomeAsk ZlyntOfficeRequestsApprovalsPeople
Ask ZlyntOffice
Priya Menon 10:42
@ZlyntOffice what is pending for Northwind?
ZlyntOffice Business brain 10:42
Northwind · 4 open requests
Waiting
2 · send a reminder
New
1 · give to Ananya
Due
Q4 report · Fri
Overdue
₹60,000 · 9 days
✓ Done
✓ Done. Northwind is reminded, and the new request is with Ananya.
Logged on the client timeline
Ask ZlyntOffice anything
How it works

Ask. Check. Done.

ZlyntOffice reads the whole client record and uses the same permissions you do. Nothing changes until you have seen what it will do.

01You ask
"Okra needs the Q3 report revised by Friday."
Ask in plain wordsType it the way you would say it, in the app today. Slack, Teams, WhatsApp and email are coming soon.
02You confirm
Okra Foods · Q3 report revision · To Tom O. · Due Fri 16 Oct · Confirm?
Check the summaryIt shows the client, the request, who it goes to and the due date, and asks only for what is missing.
03Fully logged
✓ Request logged ✓ Tom assigned ✓ Client notified
It does the workThe request is logged and assigned, and the client is notified. Every step lands on the client timeline.
Client tools

Connected to everything else.

Clients, requests and service delivery share one record. Every change reaches Projects, Documents and Finance, so your team sees the whole relationship.

Client overview
Contacts, work, money and history on one page

Every contact, request, project, document, invoice and conversation on one client record your whole team can read.

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Requests
Every request tracked to done

Assigned, in progress, waiting on the client and completed.

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Service management
Ongoing work for every client

Recurring services, due dates and who is handling what.

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Client documents
A vault and secure client links

Share and collect files through links that expire and can be withdrawn.

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AI agent
Client work run by message

Ask what is pending for any client from the app, Slack, Teams, WhatsApp or email. The agent chases, assigns and updates.

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Workflows
Onboarding that follows your steps

Checklists, scope approvals and offboarding set up by you.

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Security
Access set per client

Only the owner and the people you name can open a client. Every change is logged.

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India, UAE, US and UK

Clients across borders handled the same way.

Serve clients in India, the UAE, the US and the UK from one team. Each client carries its own country’s tax details and currency.

KA
Kumar & AssociatesMumbai, Pune and Bengaluru · 3 offices
Contacts
6 people across 3 offices
Client owner
Ananya R.
Tax IDs
GSTIN and PAN
Open requests
4 · 1 waiting on Pune
Ask ZlyntOffice
"What is open for Kumar’s Pune office?"
Use caseThe client’s state decides CGST and SGST or IGST, in INR
What you get

What you get with ZlyntOffice client management.

Six tools that keep every client relationship in order. Open one to see how it works.

01
Client record

Contacts, work, money and history on one page you can actually read.

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02
Document vault

Versioned files with permissions.

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03
Requests tracker

Every client request tracked from received to completed. Items waiting on the client are chased until they reply.

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04
Secure client links

Share files and collect documents through links that expire and can be withdrawn.

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05
Interaction timeline

Every note, call, approval and change of scope in order.

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06
Ownership

Who runs each relationship and who covers when they are away.

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Pricing

Pricing that fits your client work.

Every client feature is included. Records, requests, services and documents come together in one place.

What every team gets4
  • Included
    Client overview, requests and service management
  • Coming soon
    A client portal
  • Included
    The business brain in the appSlack, Teams, WhatsApp and email coming soon
  • Included
    Import your clients from a spreadsheet
Contact us to know more about pricing.

Tell us about your team and we’ll walk you through the details.

  1. TodayStart your 14-day free trial with full access. No card needed.
  2. Day 14Your trial ends. We email you first.
  3. After thatTalk to us about pricing whenever you’re ready.
Start free trialContact us for pricing
FAQs

Questions, answered.

Show all questions

What is client management software?

Client management software keeps everything about a client in one place: contacts, requests, documents, invoices and activity. ZlyntOffice is client management software you run by message.

What is client service management?

Client service management is how you handle the ongoing work you do for clients: logging requests, assigning them, delivering on time and keeping the client informed. In ZlyntOffice, every request moves from received to completed on the client record.

Does ZlyntOffice act on its own?

No. It shows what will change and who will hear about it, and waits for you to tap Confirm.

Is it client management software for small business?

Yes. It is built for services businesses such as consultancies, agencies, accounting firms and IT services teams. Import your clients from a spreadsheet and see a preview before anything is saved.

How is it different from a CRM?

A CRM covers leads and deals up to the signature. Client management covers everything after it: requests, service delivery, documents and billing. ZlyntOffice starts where the deal is signed. CRM is coming.

Is our client data safe with AI?

Yes. ZlyntOffice sees only what the person asking is allowed to see. Sensitive data is encrypted, every action is logged, and your data is never used to train AI models.

Get started

Put every client request on track
from day one.

Start free for 14 days. No credit card needed.

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14-day free trial. No card needed.