Turn opportunities into successful engagements.
From the first conversation to a signed agreement, Kerrzo connects sales, operations and delivery into one continuous workflow. Every client, conversation, estimate and commitment flows seamlessly into the next stage—so your team starts every engagement with complete context and confidence.
Northgate Retail — POS Rollout
Priya Shah · VP Operations
$5.9m
38% · $2.2m expected
Harbor & Vine — Booking Platform
Daniel Okafor · Founder & CEO
$4.2m
45% · $1.9m expected
Delta Cloud — Managed Services
Ana Ferreira · Head of IT
$6.1m
65% · $4.0m expected
Opportunities move through the same system that turns them into estimates, projects and client relationships — so nothing gets rebuilt from scratch once a deal is won.
Northgate Retail — POS Rollout
Priya Shah · VP Operations
$5.9m
38% · $2.2m expected
Harbor & Vine — Booking Platform
Daniel Okafor · Founder & CEO
$4.2m
45% · $1.9m expected
Delta Cloud — Managed Services
Ana Ferreira · Head of IT
$6.1m
65% · $4.0m expected
Kerrzo's AI agent researches prospects, qualifies new leads against your ideal customer profile, and flags risk before a deal moves forward — so your team walks into every conversation prepared.
It doesn't make the decisions. It makes sure you have what you need to make them well.
Every open deal is weighed against real team availability and existing project load — so what looks likely to close also looks realistic to start, staff and deliver on time.
Weighted forecast
$4.9m
Next 12 months
Open pipeline
$36.0m
Full value if everything closes
Committed
$8.4m
Highest-confidence open deals
Won this quarter
$1.4m
6 deals closed
Every contact and company lives in a single record that travels with them — through the sale, into delivery, and for as long as they're a customer. No separate list for sales, support and delivery to argue over.
1,204
Total Contacts
918
Linked to Companies
266
Linked to Deals
94%
Email Verified
Priya Shah
VP Operations · Northgate Retail
Daniel Okafor
Founder & CEO · Harbor & Vine Hospitality
Ana Ferreira
Head of IT · Delta Cloud Services
Define the kind of client your business does its best work for. Kerrzo scores every new lead against it automatically, so your team spends time on opportunities worth winning — not just any opportunity.
Managed IT Services Provider
Active21 leads
Hospitality Technology Provider
Active9 leads
Digital Delivery Agency
Active4 leads
Ideal Customer Profile
Multi-location service businesses juggling several tools per client, growing job volume, and a hybrid team that needs one shared system instead of a stack of spreadsheets.
Strong Kerrzo fit: wants a client-facing portal, tired of chasing status updates over email, ready to replace manual reporting.
Outbound and inbound campaigns turn into qualified pipeline — not just names on a list.
See win rate, cycle time and deals at risk by owner, so you can fix what's off before it costs you a quarter.
Nothing gets re-entered. The moment a deal is won, it's a live client record delivery can pick up right away.
Every call, note and decision stays attached to the client — long after the deal that started it is closed.
New leads arrive with the company context your team needs, without anyone digging for it.
Every lead, contact and company is one search away, no matter which part of the business you're in.
Free for up to 3 seats during private beta. No lock-in.