Features
What Zulivio does
Zulivio is a free, open-source, self-hostable telecalling CRM and workforce-operations platform — a drag-and-drop lead pipeline, one-tap call dispositions, due-dated follow-ups and configurable lead scoring, plus role-based employee management, work assignments, attendance tracking and a live master dashboard. It runs on your own hardware, so your team's data never leaves your server. No subscription, no per-seat fee.
Telecalling CRM
A phone-first lead workspace: call, log a single-tap disposition, qualify, move the stage, and schedule the follow-up without leaving the screen. Drag and drop leads across a configurable pipeline — New, Contacted, Connected, Interested, Qualified, Meeting Booked, Proposal Sent, Negotiation, Won — with granular loss reasons on the way out.
Follow-ups that don't slip
Real due-dated follow-ups, grouped into overdue, due now, today, tomorrow and upcoming — completed or rescheduled inline from the queue. A 'Call next lead' button picks the single highest-priority lead for you: overdue follow-up first, then a callback due soon, then a hot lead.
Lead scoring you control
Every lead gets a transparent 0–100 score from budget, decision-maker access, urgency, requirement clarity, timeline and business fit — banded HOT, WARM, or COLD. The weights and thresholds live in your database and are editable in the app, so tuning them never needs a redeploy.
Activity timeline
Every call with its duration and disposition, every note, stage change, reassignment and follow-up, in order, on the lead. Append-only — it records what actually happened rather than what someone remembers.
Lead assignment & routing
Three routing modes per rule — round robin, territory, or capacity — each with a response SLA and an overdue queue. Assign or reassign one lead or hundreds at once, with every reassignment written to the audit log.
Manager & admin dashboards
Per-telecaller calls, connect rate, leads qualified, meetings booked, follow-ups completed, deals won and revenue — plus an org-wide conversion funnel, leads by stage and source, pipeline value, and follow-up health.
Deals & forecasting
Convert a qualified lead into an opportunity without losing its history, then track it on a Kanban deal board with an auditable stage trail, manager-only forecast-category overrides, and a weighted forecast by rep.
Employee lifecycle
Add, edit, and remove employees with auto-generated credentials and a unique employee number. Force-reset a password, change a role or department, or reactivate someone from suspension — all rank-guarded, so no one can promote themselves or a peer.
Role-based access control
Master Owner, Company Admin, Sales Head, Manager, and Employee form a strict hierarchy enforced server-side on every request — not just a hidden button in the UI.
Work assignments
Create work and assign it to a selected employee by number. A guarded status pipeline — Assigned, In Progress, Follow-up, Blocked, Completed, Canceled — rejects invalid jumps and keeps a full transition audit trail with outcome notes.
Attendance tracking
An explicit shift and break state machine — logged out, working, on break — with server timestamps, one open session per employee, and a dangling break auto-closed on shift end. No guessing who's actually on the clock.
Knowledge base & tips
Upload PDF training documents with a draft/publish lifecycle and per-version acknowledgement tracking, plus a daily 'today's tip' feed on every employee's front page.
Master dashboard
Live headcount, assignments by status, overdue count, and a real-time 'who's working / on break right now' board — one screen for the whole organization's operational health.
Employee reports
Login/logout times, total worked and break minutes, per-session breakdown, and assignment counts by outcome — the same evidence for the employee and their manager, not a one-sided surveillance log.
CSV & Google Sheets
Export employees and assignments to CSV with formula-injection protection built in. Import employees from CSV with row-level error reporting, and a real Google Sheets adapter that only activates once you provide credentials — never a fake integration.
Self-hosted, your data
Runs entirely on your own server via Docker. No subscription, no per-seat fee, and nothing about your team or customers leaves your infrastructure.
Backups & one-click updates
Connect any S3-compatible bucket and Zulivio backs itself up on a schedule — download or restore a copy any time — plus a one-click update button in Settings that pulls the latest release and restarts the app for you.
MCP server for AI assistants
Point Claude, ChatGPT, or any MCP-compatible client at Zulivio's own MCP server with a personal API key, and it can list your leads, create one, check the sales dashboard, log your attendance, or update a task — scoped to exactly your own role's permissions, nothing more.