Drive More Deals, Not Costs
It's replacing the manual admin around selling — quotes, approvals, contracts, invoices, follow-ups, and reporting — with no-code, AI-powered workflows. Zenphi runs them natively inside Google Workspace and generative AI, so reps spend time with customers instead of paperwork.
Zenphi helps sales teams operationalize AI to reduce cost, improve efficiency, and shorten the sales cycle.
An AI-Driven Sales Workflow Builder — in Minutes, Not Months
Zenphi empowers sales teams by harnessing Google Workspace and generative AI to automate essential sales processes — from generating and approving quotes to creating agreements, invoicing, and onboarding customers. By streamlining operations and accelerating sales cycles, Zenphi boosts efficiency and frees your team to focus on selling.
From crafting quotes to contract approvals, you can build entire workflows in plain English with ZAIA, Zenphi's AI assistant — no code required.
Quote-to-cash
Generate quotes, route approvals, and create agreements and invoices
Generative AI documents
Draft contracts and extract data from unstructured documents
Google Workspace native
Runs in Gmail, Drive, Docs, and Sheets — no new SaaS to buy
Build in plain English
Describe a process and ZAIA drafts the working workflow for you
Sales teams using Zenphi cite efficient volume management as the biggest benefit — handling fluctuating transaction volumes without any changes to staffing.
Streamline Your Success With Zenphi Sales Automations
Using Google Workspace apps and embedded AI models, Zenphi automates the most critical sales processes and saves your team hours every week.
Sales Quote Generation, Approval & Emailing
Generate professional sales quotes with your company logo as a watermark, submit them for approval, and email them to a lead automatically — all in one set-and-forget workflow.
Book a demo →HubSpot-Based Workflows
Unlock advanced HubSpot capabilities without overpaying. Automate new-lead onboarding with custom segmentation, contact and company updates, deal management, and more.
Book a demo →Sales Contract Generation & Review
Generate sales contracts with generative AI, route them through the necessary approvals with Legal, then send back to the account executive and on to the customer for electronic signature.
Book a demo →Customized Emailing Workflows
Auto-generate customized emails to customers, leads, and opportunities — without fancy SaaS apps or premium CRM plans. All you need is Gmail.
Book a demo →Reporting Automation
Pull sales data from multiple sources, generate dynamic reports, and email them to stakeholders on a consistent schedule.
Book a demo →Invoice Generation
Use Zenphi's AI models to extract data from unstructured documents like agreements and contracts, create invoices from it, and email them to the customer automatically.
Book a demo →Automated Follow-Up Emails
Automatically create follow-up emails with a meeting summary, action items, and tasks every time you use Google Meet.
Book a demo →Incoming Email Data Extraction
Extract data from incoming emails to schedule meetings or assign tasks to your team automatically.
Book a demo →Pipeline Analysis
Apply AI to analyze deals on a recurring basis, automatically create reports that highlight risks and opportunities, and let AI draft emails to the team.
Book a demo →Human Support, Always Live
While other platforms push you through chatbots and endless loops before reaching a real person, Zenphi takes a different approach. Our Customer Success team is always live — no bots, no scripted responses, no wasted time. Every support request is handled directly by a human expert who understands your workflows and can help you fast.
Even though Zenphi is an AI enablement platform, we believe some things should never be automated — like the way we support our customers.
Talk to us →Real Companies, Real Results — Unlocking Efficiency With AI-Powered Process Automation
"Zenphi's AI-powered document processing has completely transformed our workflow. What used to take hours now happens in minutes, with zero manual effort. The accuracy and speed have been a game-changer for us."
"Zenphi's team is incredible! Customer support went out of their way to show us how Zenphi can save us dozens of hours, worked hard to understand our use case, and helped us build a flow that fit it perfectly."
"Zenphi supports our operations. We value its flexibility and adaptability to our needs. With Zenphi, as long as you know what you want, you can create any workflow that suits your needs."
Questions Teams Ask About Sales Automation
What sales processes can Zenphi automate?
Zenphi can automate a wide range of sales processes, including quote generation and approval, agreement creation, invoice processing, and new customer onboarding.
How do I start with sales operations automation?
You can begin by signing up for a free trial to explore Zenphi's capabilities firsthand. However, to fully leverage our platform and tailor it to your specific needs, we recommend speaking with our experts. They can assist you in building and optimizing your sales automation workflows, ensuring a smooth and effective integration into your sales strategy.
How does Zenphi integrate with Google Workspace?
Zenphi integrates seamlessly with Google Workspace, leveraging apps like Gmail, Google Forms, Sheets, Docs, and Drive to streamline and enhance your sales processes directly within your existing Google environment.
What makes Zenphi different from other sales automation tools?
Zenphi sets itself apart by deeply integrating with Google Workspace and leveraging the power of generative AI to simplify complex tasks. This enables advanced document generation and automation of intricate workflows, all without extensive technical knowledge. Its cost-effectiveness and user-friendly design also make it uniquely suited to enhance sales efficiency and effectiveness, providing substantial benefits over other automation tools.
Can non-technical team members use Zenphi to automate processes?
Yes, Zenphi is designed to be user-friendly and accessible to non-technical users. Its intuitive interface allows sales teams to set up and manage automations without needing IT expertise.
How does Zenphi ensure the security of my data and workflows?
Zenphi facilitates the automation process, ensuring your data remains within your Google Workspace environment for utmost security and control. Learn more about Zenphi's data security policy.
Why is Zenphi one of the best AI enablers for sales teams?
Because Zenphi goes beyond simple task automation. It lets sales teams build and run AI-powered workflows inside Google Workspace — from lead qualification and pipeline reviews to quote approvals and contract generation. With ZAIA, the AI assistant, you can create workflows in minutes using plain language, then fine-tune them for your exact process. The result: faster cycle times, better pipeline visibility, and more time for your team to focus on closing deals.
How can Zenphi's AI Assistant (ZAIA) help sales teams?
ZAIA makes it easy to build sales workflows in minutes. Simply describe what you want in plain language — like "When a new lead email arrives, extract details, qualify based on region and deal size, and assign it to the right sales rep" — and ZAIA will generate the workflow framework for you. You can then fine-tune steps, add approvals, and go live quickly.
Let AI Handle the Routine, So Your Team Can Close More Deals
Talk to us to see how AI-powered sales workflows transform results.