Turn agency inquiries into signed, paid, delivered projects
ZenTalk answers the lead on your site, takes the deposit in the chat, and turns the deal into a project with a contract, versioned deliveries, and a portal your client actually opens.
ZenTalk gives marketing, design, and web development agencies one workspace for the whole client cycle. An AI agent on your site answers questions about your services and pricing, qualifies the brief, and books a discovery call. When the client says yes, you send a payment request for the deposit in the chat, then the deal becomes a project with a kanban board, versioned deliveries, e signed contracts, and a magic link client portal. Each client brand can run as its own workspace under one organization.
What gets in the way today
Leads go cold between the form and the call
A prospect fills in your contact form at 11pm, gets an autoresponder, and has booked two other agencies by the time your account manager replies. The brief, the budget, and the deadline sit in an inbox nobody owns.
Proposal, contract, deposit, and kickoff live in four tools
You quote in a doc, send the contract through an e signature service, chase the deposit with an invoice, and only then open a project board. Every handoff is a chance for the client to stall or for your team to drop a detail.
Feedback arrives by email, WhatsApp, and screenshots
Clients review v1 in one thread, approve v2 in another, and ask for status on a call. Your designers lose hours digging for the latest comments, and nobody can prove which version the client signed off.
How it works for agencies
- 1
The AI answers the inquiry on your site
It knows your services, packages, and starting prices from your own website, asks about scope, budget, and timeline, and checks the phone number and email the prospect gives so your team is not chasing a typo.
- 2
Discovery call booked into your calendar
The AI offers real open slots from your team's working hours and books a phone or video call, with reminders 24 hours and 30 minutes before. Your strategist joins with the full chat already in the thread.
- 3
Deposit collected in the same conversation
When the client agrees to the scope, the AI or your account manager sends a payment request in the chat through your Stripe or Authorize.Net account, so the deposit is paid while the client is still keen.
- 4
The deal becomes a project with a signed contract
Open a project with a kanban board, upload the contract, and the client signs it on the portal. You get an audit grade PDF with the signature, timestamp, and IP address.
- 5
Deliveries, feedback, and sign off in the portal
Publish Homepage v1, v2, and final files as versioned deliveries. The client comments on each version, approves it, and can see tasks you mark as client visible, all through a magic link with no password.
The parts of ZenTalk you will use most
AI sales chat that qualifies the brief
Your AI agent explains what you build, quotes from your own packages, captures scope and budget, and hands the chat to a human the moment a deal needs a person.
Learn moreDeposits and retainers paid in chat
Send the deposit or monthly retainer as a payment request in the thread instead of drafting an invoice and waiting a week for it to clear.
Learn moreProjects, deliveries, and e signatures
A kanban board per client project, versioned deliveries with feedback threads, and an optional sign off gate that holds the next version until the current one is approved.
Learn moreClient portal on a magic link
Clients follow progress, approve deliveries, sign contracts, and see their chat history in one branded portal. No passwords to reset, no status calls just to ask where things are.
Learn moreOne organization, a workspace per client
Run each client brand as its own workspace with its own sites, inbox, and team. Give the client a read only Viewer seat, and pause a workspace with one switch when a retainer ends.
Learn moreInsights on which channels bring paying clients
See which keyword, which bot, and which account manager turned chats into revenue, and join your Google Ads spend to check the real return on your own lead generation.
Learn moreWhere ZenTalk fits, and where it does not
ZenTalk is not a full resource planning or time tracking tool. If you bill by the hour against detailed timesheets, keep your time tracker and use ZenTalk for the client conversation, contracts, and deliveries.
It does not replace design or development tools. Deliveries hold files and links, so your Figma files, repositories, and staging sites stay where they are.
If you only want a contact form on your site and never take payment online, most of the sales and payment side will go unused.
For agencies, ZenTalk closes the gap between the first chat and the first invoice. The AI catches the inquiry, the deposit is paid in the thread, and the same conversation follows the client into a project, a signed contract, and a portal. You trade four disconnected tools for one record of every client, from lead to final delivery.
Similar industries
Common questions
Can I run each client as a separate account in ZenTalk?
Yes. Group every client brand as its own workspace under one organization, each with its own sites, inbox, and team. You switch between them in a click, assign roles down to a read only Viewer, and pause any workspace with a single switch when the engagement ends.
Can clients approve work and sign contracts without creating an account?
Yes. Clients enter their email and click a magic link to open the portal. There they review versioned deliveries, leave feedback, sign contracts on a signature pad, and pay invoices. The signed contract is saved as an audit grade PDF with timestamp, IP address, and signature image.
Will contractors and freelancers see every client's files?
No. Agent visibility is scoped per project, so a designer or developer only sees the projects they are added to. You can also grant access by module, for example Projects without Chat, so contractors work on deliveries without seeing your sales conversations.
Which payment gateways can I use for deposits?
You connect your own Stripe or Authorize.Net account once. After that the AI or a team member can send a payment request inside the chat, and every payment is tied to that client and conversation so you can see which chats turned into revenue.
How much does ZenTalk cost for an agency?
ZenTalk is a flat $50 per agent, per month, per workspace, with the AI included and no per resolution fees. One agent covers as many websites as you want inside a workspace. You can start with a one week free trial before you commit.
For marketing, design and web agencies
Put an AI agent on your site and one inbox behind it.
Start your free trial, and we will walk your workspace through setup personally.
One week free. Cancel anytime. No long-term contract.