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Product Overview

One Command Layer for
Sales, Hiring, and AI.

Pipeline execution. Model-driven scoring. Insight-triggered tasks.
Three modules. One unified intelligence engine.

Connects to the tools your team already uses

CRM Core

Close more deals with a pipeline that thinks for itself.

Full lead and deal lifecycle management — visual Kanban movement, event ingestion, and AI stage-health scores written back directly into your CRM.

🔁

Lead & Deal Lifecycle

Visual Kanban board with drag-to-move deal cards and automatic event ingestion from email, calendar, and CRM APIs.

📊

AI Stage-Health Scoring

The Deal Agent writes zitboard_score and zitboard_stage_health back to your CRM — reps see ZitBoard intelligence inside the tool they already use.

⏱️

Pipeline Velocity & Stall Detection

Days-in-stage counter flags deals going cold before they fall out of forecast. Velocity scores update in real time as deal signals change.

Deal Agent Auto-Actions

Score drops below threshold? The Deal Agent auto-creates a follow-up task, updates forecast weighting, and notifies the rep via Slack — no human trigger required.

Hiring Core

From sourced to signed — without the spreadsheet chaos.

Candidate flow management from Google Sheets sync to stage bottleneck detection, powered by the Hiring Agent that ranks, alerts, and moves candidates automatically.

Applied · 8 candidates
Screened · 5 candidates
Interview · 3 candidates
Offer sent · 1 candidate
📋

Sheet Sync → Stage Pipeline

Google Forms and Sheets entries auto-convert into candidate records in ZitBoard with field mapping — no manual import needed.

🔍

Bottleneck Detection

Stage latency heatmap shows where candidates are stalling. Identify which stage is killing your offer acceptance rate before it costs you the hire.

🎯

Hiring Agent Fit Scoring

The Hiring Agent scores candidates against role requirements, past-hire signals, and activity recency — ranked so your team always reviews the best-fit first.

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SLA Alerts & Auto-Nudges

When a candidate exceeds the configured days-in-stage threshold, the Hiring Agent sends an alert to the recruiter and optionally drafts an outreach message.

Predictive AI

Forecast with numbers you can defend in the boardroom.

Live scoring APIs with explainable confidence layers. Know exactly which signals drive every score — and let the model improve itself as outcomes roll in.

Confidence Score — Live Inference
87
Stage age+41%
Last activity+28%
Deal size+18%
🧠

Live Scoring API

Real-time model inference scores every deal and candidate as new signals arrive — no batch jobs, no stale data.

💡

Explainability Layer

Every score shows the top 3 contributing signals with direction and weight — so your team understands why the AI said what it said.

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Confidence Bands

High / Medium / Low confidence bucketing with colour coding lets managers instantly triage which forecasts need human review.

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Retraining Hooks

Actual outcomes (won/lost, hired/passed) feed back into the model automatically — accuracy compounds over time without manual intervention.

AGENCY AGENTS

Three agents. Every decision covered.

Autonomous agents act on intelligence — writing back to your tools, notifying your teams, and triggering tasks without a human in the loop.

🔵
Deal Agent
Monitors pipeline health, writes scores back to Salesforce/HubSpot, triggers follow-up tasks on stall detection, and updates forecast weighting automatically.
🟢
Hiring Agent
Scores candidates against role fit, sends SLA alerts, drafts recruiter outreach, and moves candidates between stages based on activity and score signals.
🟣
Forecast Agent
Aggregates live deal and hiring signals into a unified forecast, flags confidence drift, and pushes boardroom-ready summaries to Slack or email on schedule.

PLATFORM CAPABILITIES

Everything your operations need. Nothing it doesn't.

Purposefully built features that wire together without configuration headaches.

Live Bi-directional Sync
AI scores write back to your CRM the instant they change — no manual exports, ever.
Data Layer
🏢
Multi-Tenant Architecture
Each org gets isolated models, pipeline configs, and integration credentials.
Architecture
🌙
Dark & Light Mode
System-native theme preference persists — built into the design system from day one.
UI / UX
📊
Unified Reporting
Sales, hiring, and AI metrics in one view — filterable, exportable, and role-gated.
Analytics
🔗
Webhooks & REST API
Inbound/outbound JSON webhooks plus a full REST API for any custom integration.
Integrations
🔒
Enterprise Security
RLS, encrypted credentials, OAuth 2.0, HTTPS-only — security baked into the data layer.
Enterprise
3
Unified pipelines
Sales · Hiring · AI
14
Dashboards replaced
by one command layer
<500ms
AI scoring latency
per record
99.9%
Uptime SLA
across all tenants
The Difference
1 / 5
Without ZitBoard
14 disjointed tools across sales and hiring
Manual CRM updates by reps after every call
Forecast built on gut feel in a spreadsheet
Candidates lost to slow follow-up and SLA misses
AI insights locked in a separate BI tool nobody opens
VS
With ZitBoard
One command layer for CRM, hiring, and forecasting
Agent auto-writes scores and tasks back to Salesforce
Model-driven forecast with confidence bands and explainability
Hiring Agent alerts before SLAs break — and auto-nudges
AI scores surfaced inline in every deal and candidate view
↓ Scroll to explore each change
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Your entire operations layer.
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