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.

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Trusted by 0+
worldwide!
All contacts
10,324Every 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
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 WuHot
Liam O'SullivanWarm
Ava PatelCold

Liam O'Sullivan
theliamosullivan@mybusiness.org
Came from a landing page
Page builder · 2d ago
Submitted coaching enquiry
Forms · 2d ago
Bought “Creators 101”
Storefront · 1d ago
Received Whatsapp followup
Whatsapp · 30m ago
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
0people match
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.

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 - 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
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
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wondering...
Bring your audience into one place
Start organising your leads, buyers, subscribers, students, and members from the CRM built for creator businesses.
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