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Every Lead,
One Place

Zweelie is your AI that manages calls, texts, forms, files, payments, appointments, and follow-ups in one place.

Zweelie learns your workflow and keeps it together.

Zweelie organizes files, your calendar, payments, contacts, and more, so your work is reachable from anywhere.

What's at stake

Missed calls

A customer who needed help moves on before your team can respond.

Lost contacts

Your team cannot follow up quickly when the customer details are hard to find.

Disorganized files

Forms, IDs, photos, and documents get buried when they matter most.

Forgotten follow-ups

Good opportunities stall because no one knows what needs to happen next.

Buried appointments

Meetings and deadlines can slip because the date never made it to the calendar.

Payments elsewhere

Paid work is harder to track, collect, and connect back to the customer.

Details everywhere

Your team wastes time piecing together the story before every call.

Desk-bound work

Work slows down when you cannot manage calls, files, and follow-ups from anywhere.

Capabilities

Your AI, ready to work

Zweelie can answer calls, read texts and documents, collect payments, add appointments, and keep every customer detail connected across the systems your team already uses.

Calls and SMS

Zweelie handles calls and texts with an AI receptionist, giving your team full context before anyone picks up or replies.

Can I send the details here?
Yes, send everything here.
Square$325 payment link

pay.zweelie.com/n4K

Done thank you
You're all set
MR

Marcus Reed

4 calls2 payments
Marcus needs help before Friday.

Opportunities

Zweelie turns every call, form, and message into work your team can track and assign.

Emergency repair request

Bianca Flores

$450

Contacts

Zweelie lets you know all you need about the people you speak with, including contact details, payments, files, texts, pages viewed, and how they found you.

Calendar

Zweelie reads dates from documents and messages, then adds appointments, meetings, and deadlines to your calendar.

9:30 AM

Nadia Brooks

Consultation

Record EV-48291

New customer consult

Jun 24Added
Video meeting
1:15 PM

Elliot Walsh

Follow-up

Record EV-73904

Payment follow-up

Jun 27Added
Phone call
11:00 AM

Marcus Reed

Review

Record EV-58319

Document review

Jun 28Added
Team calendar
9:30 AM

Nadia Brooks

Consultation

Record EV-48291

New customer consult

Jun 24Added
Video meeting
1:15 PM

Elliot Walsh

Follow-up

Record EV-73904

Payment follow-up

Jun 27Added
Phone call
11:00 AM

Marcus Reed

Review

Record EV-58319

Document review

Jun 28Added
Team calendar

Files

Zweelie keeps incoming, outgoing, and uploaded documents, images, and attachments organized in the right contact, opportunity, or folder.

MR
Marcus Reed4 files
Drop files hereForms, IDs, docs, images, videos
intake-form.pdfFiled under Marcus Reed
Intake
photo-id.jpgAdded to contact details
ID
signed-document.docLinked to opportunity
Document

Websites

Zweelie creates and hosts a custom website for your business with intake forms, tracking, and attribution connected to opportunities.

example.org
Service Help

Fast help from your team.

Form submitted
New opportunity

Payments

Zweelie lets you send payment links, take manual and in-person payments, and track paid work without jumping between apps.

Notes

Zweelie keeps call notes and any other notes organized and attached to the right contact, folder, or opportunity.

JO

Call summary

Call back Marcus before Friday. He sent the details. Send the $325 payment link.

Marcus ReedNew inquiryWonCreated by John · 8:42 AM
SA

Next steps

Draft

Call back Nadia before Friday. He sent the details. Send the $325 payment link.

Nadia BrooksNew inquiryOpenCreated by Sam · 9:18 AM
Integrations

Works with the tools you already use

Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.

Don't see an integration here? We can build it.

Everything Zweelie handles for you

For Zweelie customers and their teams

Time back for the work that matters

Based on averages from businesses using Zweelie.

  • Hours back each day on average for Zweelie customers

  • Hours saved each month on average for Zweelie customer teams

  • Daily calls and texts handled by Zweelie customers

  • Monthly client touchpoints routed for Zweelie customers

Security & privacy

We take privacy seriously

Built to keep your customer conversations, files, payments, and business data organized and protected at every layer.

HIPAA alignedBAA available

  • AES 256 encryption

    Your business data is encrypted in transit and at rest with industry standard AES 256 encryption.

  • Per business encryption key

    Each business has its own encryption key to isolate your data and prevent unauthorized access.

  • Sensitive data protection

    Personally identifiable information, payment data, files, uploads, and customer details are handled with care and protected with redaction where needed.

  • Confidential work respected

    Zweelie is designed for businesses that handle private customer conversations, files, payments, and operational records.

  • Owner permission required

    Zweelie staff access to a business account requires explicit permission from the business owner. We will never ask you to share passwords or verification codes.

  • Never used to train models

    Your business data is never used to train public or third party AI models. AI features use zero retention data and are not retained by model providers.

Read our full Privacy Policy and Terms of Service.