Serlzo becomes the #1 Sales and Marketing tool for Creators and Digital businesses

Your audience, organised

Keep every lead, customer, subscriber, and community member in one place. See who they are, where they came from, what they've done, and what should happen next.

A creator checking in with their audience
Sarah ChenNew

officialsarahchen909@gmail.com

Trusted by 0+

Creators

worldwide!

All contacts

10,324
Candice Wu
New
Liam O'Sullivan
Contacted
Ava Patel
Nurturing
Maya Chen
New
Ethan Carter
Contacted

Every new signup, sale, and message becomes a contact

When someone fills a form, joins a waitlist, buys through your storefront, pays through a checkout link, joins a community, enrols in a course, or starts a chat, Serlzo keeps that activity connected to their profile.

Liam O'Sullivan

theliamosullivan@mybusiness.org

Warm
  • Submitted “Coaching application”

    Forms · 2m ago

  • Joined the waitlist

    Page builder · 2m ago

  • Added to “Warm leads”

    CRM · 1m ago

  • Welcome message sent

    Whatsapp · Just now

AI-powered

Lead scoring that does the hard work for you

Every contact gets a dynamic score based on behaviour, form answers, and engagement signal; updated in real time.

  • Candice WuHotHot
  • Liam O'SullivanWarmWarm
  • Ava PatelColdCold

Liam O'Sullivan

theliamosullivan@mybusiness.org

Hot
  1. Came from a landing page

    Page builder · 2d ago

  2. Submitted coaching enquiry

    Forms · 2d ago

  3. Bought “Creators 101”

    Storefront · 1d ago

  4. Received Whatsapp followup

    Whatsapp · 30m ago

  5. In “Nuture” sequence

    Automation · Running

See the story behind every person

Open a contact to see where they came from, what they signed up for, what they bought, which messages they received, and what should happen next.

Try it now
  • See where they first came from
  • Track forms, clicks, messages, and purchases
  • Notes and status to keep relationship context clear
  • See which follow-ups are already running

Group people in the way your business works

Create lists for leads, buyers, subscribers, students, clients, and members. Use tags, fields, filters, and statuses to find the right people quickly.

Build a segment

Status isCustomer
and
Tag iscourse buyer
A
+6

0people match

Saved lists:

Lists

Keep course buyers, waitlists, members, leads, and subscribers in clear groups.

Tags & fields

Add useful details like interest, source, product, or customer type.

Filters & segments

Find people by status, source, tag, purchase activity, course enrolment, or engagement.

Two people checking a message together on a phone

Reach the right people from the same place

Send a WhatsApp message, start an email or SMS follow up, continue a live chat, or add someone to an automation without losing their context.

Try it now
  • WhatsApp for direct customer conversations
  • Email & SMS for campaigns and follow ups
  • Automation for sequences that keep running

Your CRM is where Serlzo comes together

The rest of Serlzo can feed into your CRM, so every lead, customer, student, and member stays connected to one audience record.

Your CRM

"I finally see every lead, sale, and message for a person in one place. I know who's warm, what they've done, and exactly who to follow up with without digging through five tools.”

Jeffrey Davis

Jeffrey Davis - Entrepreneur

Migrate your CRM to Serlzo

Moving from another CRM? Serlzo makes it easier to bring over your contacts and key data, so you can get set up without rebuilding everything from scratch.

Start migration
Importing...
  • Alfonso Lipshutz

    alfonso.lipshutz79@gmail.com

  • L

    Lincoln Donin

    lincoln.donin@gmail.com

  • Omar Septimus

    omarseptimus_44@gmail.com

  • Corey Calzoni

    coreycalzoni@gmail.com

  • K

    Kaylynn Saris

    kaylynnsaris@gmail.com

  • C

    Chevenne Botosh

    chevenne.botosh@gmail.com

See what's happening across your audience

Track contact growth, list activity, revenue, conversion rate, and people who still need a follow up from one overview.

Revenue

$132,090.33

Last 12 months

Opens & clicks

68%

Conversion rate

68%

Contact growth

13,323

You're probably
wondering...

Bring your audience into one place

Start organising your leads, buyers, subscribers, students, and members from the CRM built for creator businesses.

Get started with CRM