Big Zen CRM: Step-by-Step Setup Guide

Welcome to Big Zen CRM—your all-in-one solution for AI-powered SMS automation and reputation management. Follow these simple steps to get started with your sub-account and optimize your business operations.

Step 1: Log In & Update Your Company Information

After logging into Big Zen CRM, the first thing you should do is update your company details and upload your business logo.

Navigate to the right-side menu and select Company Settings.
Fill in your business name, contact details, and other relevant information.
Upload your company logo to ensure consistent branding across all communications.

Step 2: Register Your Phone Number for AI SMS

To start using AI-powered SMS messaging, you must register a phone number. Watch the video and follow the guided steps to register your business phone number. Once completed, your AI SMS system will be ready to engage with leads and customers.

Step 3: Validate Email and domain (This will be needed for Email Deliverability)

Step 4: Connect Your Social Media Accounts

Ensure seamless communication by linking your business’s social media platforms.

Navigate to Integrations under the settings menu.
Connect platforms like Facebook, Instagram, WhatsApp, and Google My Business.
This enables you to manage all conversations within Big Zen CRM.

Step 5: Upload Your Contacts & Database

Import your existing customer list to make full use of AI automation and messaging.

Go to Contacts in the main menu.
Click Import Contacts and upload your CSV file.
Organize your data with tags and lists for better segmentation.

Step 6: Start Collecting Business Reviews

Reputation management is crucial for business growth. Big Zen CRM makes it easy to collect and showcase reviews.

Navigate to the Reputation Management section.
Send out review requests to customers with one click.
Monitor and manage reviews from platforms like Google and Facebook.

Step 7: Activate Automations & Track Conversations

Now that your AI-powered SMS system and automations are in place, you can start tracking interactions and conversions.

Set up automated follow-ups, appointment reminders, and lead nurturing sequences.
Monitor conversations in the Inbox and let AI handle responses.
Gain insights into engagement and conversion rates through the dashboard.

Step 8: Download the Lead Connect App

Stay connected with your business leads at all times by using the Lead Connect App.

Download the Lead Connect app on your phone.
Receive notifications and never miss a chat or lead.
Let AI and automations handle the bulk of conversations while you focus on closing deals.

Final Thoughts

Congratulations! Your Big Zen CRM account is now set up and ready to enhance your business with AI automation, SMS marketing, and reputation management. If you need further assistance, visit our Big Zen CRM Support or contact our support team.

Frequently Asked Questions

What does the £295 setup fee cover?

Your setup fee includes full customisation of your AI assistant, onboarding with our team, and your first month of service.

Is there a long-term contract?

No! BIG ZEN AI is a month-to-month service. You can cancel anytime.

How does BIG ZEN AI save me money?

By automating repetitive tasks like admin, bookings, and customer follow-ups, BIG ZEN AI reduces the need for extra staff—saving you thousands annually.

How easy is it to get started?

It’s simple! Once you sign up, we’ll guide you through every step of the setup process to get your AI assistant working perfectly for your business.