Zeeg CRM is an integrated customer relationship management system that combines appointment booking with data management. All customer information from your scheduling activity is automatically captured and organized, creating a complete view of your business relationships without manual data entry.
How Zeeg CRM automation works
Every time someone books an appointment with you, Zeeg CRM automatically captures their information and builds a structured database without you lifting a finger. Here's what happens:
Meeting scheduled: When a prospect books an appointment through your Zeeg scheduling page, their information is instantly captured from the booking form—name, email, phone number, company, and any custom fields you've configured.
Contact created or updated: Zeeg automatically creates a new contact record in your CRM with all the details from the booking. If this person has booked with you before, their existing record is updated instead—no duplicates, no manual checking.
Company detected and linked: Zeeg analyzes the email domain (e.g., @acmecorp.com) and automatically detects which company the contact belongs to. If the company doesn't exist in your CRM yet, Zeeg creates it. If it does exist, the contact is linked to that company record.
Contacts grouped under companies: All contacts from the same email domain are automatically grouped under their company. When multiple people from Acme Corporation book meetings, they're all linked to the same company record—giving you a complete view of your relationship with that organization.
Interaction timeline started: Every booking, reschedule, cancellation, and meeting completion is automatically logged in the contact's interaction timeline. You get a complete history of every touchpoint without manually updating "last interaction" dates or taking notes.
Zeeg CRM structure
Zeeg CRM is built on a flexible data model that lets you organize customer information exactly how your business works. The structure consists of three core building blocks:
Objects define what types of data you track (contacts, companies, deals)
Attributes are the fields that capture details about each record (name, email, budget, status)
Records are the individual entries within each object (specific people or organizations)
Let's look at them in more detail:
Objects
Objects are the building blocks of your CRM. They define the types of data you want to track like contacts, companies, or custom entities specific to your business. Each object functions as a customizable database with its own fields and relationships.
Standard objects
Zeeg CRM comes with two pre-built objects that you can start using immediately:
People Object – Store and manage individual contacts including leads, customers, partners, and prospects. Each person record includes essential details like name, email, phone number, location, social media profiles, and interaction history.
Companies Object – Track organizations and accounts with fields for company name, website, industry, location, and team details. Link multiple people to companies to see complete account relationships.
These standard objects are fully functional out of the box and require no configuration to get started.
Custom objects
But there's more than just the standard objects (contacts and companies). You can also create custom objects to match your specific business processes. These can be, for example:
Deals/Opportunities – Track your sales pipeline from first contact to closed won
Projects – Manage client deliverables and track progress
Support Tickets – Handle customer service requests and resolutions
Products – Maintain a catalog of your offerings with pricing and specifications
Events – Coordinate conferences, webinars, or workshops with attendee tracking
Custom objects give you the freedom to model any workflow or data structure your business needs.
Example: A consulting firm might create custom objects for "Proposals," "Contracts," and "Deliverables" to track the complete client engagement lifecycle, while a recruiting agency might build "Job Openings," "Candidates," and "Interview Rounds."
Learn how to create and configure custom objects in our guide on custom objects.
2. Attributes
Attributes (fields) are the individual fields defined at the object level (you add "Email" as an attribute to the People object); and they make up each record. They define what specific information you capture—like name, email, phone number, or custom fields like "Lead Score" or "Deal Stage." Each attribute has a specific type that determines what kind of data it can store.
Standard attributes
Standard objects come with built-in attributes ready to use:
People Object includes:
First Name, Last Name, Email
Phone Number
Description (notes field)
Primary Location
Social Media profiles (LinkedIn, Twitter, Facebook, etc.)
Contact Owner (team member responsible)
Last Interaction, Next Interaction dates
Companies Object includes:
Company Name, Website, Logo URL
Domain
Description
Primary Location
Industries
Social Media profiles
Account Owner (team member managing this account)
Custom Attributes
You can add custom attributes to any object (standard or custom) to track exactly what matters to your business. These can be, for example:
Budget, Contract Value, Lead Score – Track financial and qualification metrics
Priority Level, Deal Stage, Project Status – Monitor progress and importance
Source, Referral Partner, Campaign – Understand where leads come from
Custom dates, ratings, checkboxes – Capture any type of business-specific information
Zeeg CRM supports 13 different attribute types including text, number, date, currency, dropdown selections, checkboxes, relationships (to connect records across objects), and more.
Example: A sales team might add custom attributes like "Lead Source" (dropdown), "Budget Range" (currency), "Decision Timeline" (date), and "Lead Score" (number) to their People object for better lead qualification.
Learn about all available attribute types and how to create custom attributes in our guide on custom attributes.
3. Records
Records are the individual entries within an object—the actual data you store. While an object defines the structure (like "Contacts"), a record represents a specific instance (like "Jane Doe, jane@example.com").
In the People object, each contact is a record
In the Companies object, each organization is a record
In a Custom object, each sales opportunity is a record
You can think of the relationship this way:
Object = The type of thing (like a spreadsheet template or database table)
Record = A specific instance (like a row in that spreadsheet)
When you add a new contact named "Jane Doe" with her email and phone number, you're creating a new record in the People object.
Relationships between records
Connect records across different objects to create a complete picture of your customer data. Link multiple people to a company, associate deals with contacts, or connect projects to client organizations.
Zeeg CRM supports flexible relationship types: one-to-one, one-to-many, many-to-one, and many-to-many. To set up and configure relationship types between objects, go to Attributes. Learn more in our guide on custom attributes in Zeeg.
Permissions and access control
To manage permisions, go to:
The dashboard of your object (e.g. People)
Click the three dots "(...)" next to Object name
Click "Manage permissions"
Control who can see and modify CRM data with permissions set per object and per team member:
Can edit – Full access: create, view, edit, and delete records
Can view – Read-only access
No access – Cannot see or interact with this object
Example: Sales team gets full access to Deals while Support team gets read-only access.
Activity tracking and audit trail
Zeeg CRM automatically tracks all changes to your data for complete transparency and accountability.
What's tracked: Record creation, attribute updates, relationship changes, record deletion, booking activity, workflow triggers, and notes added.
Use cases: GDPR compliance, troubleshooting, team accountability, and customer interaction history.
Data import and export
You can export CRM data to CSV or Excel for analysis, backup, or migration:
Open any object (e.g., People)
Click Export
Choose format: CSV or Excel (XLSX)
Download file
What's included in exports:
All visible attributes
Properly formatted values (dates, currency with symbols)
Related record names (not just internal IDs)
Common export use cases:
Backup your data regularly
Analyze trends in Excel or Google Sheets
Share reports with external stakeholders
Prepare for system migrations
Zeeg currently does not support bulk data import via CSV/Excel.