From your first client conversation to your final invoice and ongoing support, Kerrzo keeps everything working together.
Every opportunity connects straight into delivery — so what you sell is what your team can actually build, and nothing gets lost the moment a deal closes.
Northgate Retail — POS Rollout
Priya Shah · VP Operations
$5.9m
38% · $2.2m expected
Harbor & Vine — Booking Platform
Daniel Okafor · Founder & CEO
$4.2m
45% · $1.9m expected
Delta Cloud — Managed Services
Ana Ferreira · Head of IT
$6.1m
65% · $4.0m expected
Headcount, leave, performance and payroll stay connected to the people actually delivering client work — so growing the team never means losing sight of it.
Active headcount
24
Pending leave requests
3
On leave today
1
Attendance rate today
96%
Review cycle completion
68%
Headcount by department
Every brief, estimate and contract flows straight into the plan that delivers it — so what you promised a client is what actually gets built and billed.
New briefs this week
6
+2In triage
4
Converted to projects (30d)
82%
Avg response time
1.8 days
-0.4dHomepage Redesign
Northgate Retail · Client Portal
Loyalty App Refresh
Harbor & Vine · Website Form
Support Desk Migration
Delta Cloud · Referral
Every task ties back to the plan that was agreed — so the team always knows what's next, what's blocked, and what's at risk, before it becomes a client problem.
Total Boards
22
Needs Attention
2
Overdue Tasks
5
On Track
17
Northgate — POS Rollout
Northgate Retail · 14 tasks
Harbor & Vine — Booking App
Harbor & Vine · 22 tasks
Delta Cloud — Support Desk
Delta Cloud Services · 9 tasks
Every customer conversation is connected to their full history — past projects, delivered assets, agreements — so service stays proactive long after delivery.
Open Tickets
24
Urgent / At Risk
1
Coverage Status
Covered
Resolved Today
7
Research, forecasting, recommendations and risk detection — quietly built into the workflows your team already uses, sharing the same data as the rest of the platform.
Kerrzo is not a closed platform. Use Claude, ChatGPT, Cursor or any AI you choose — Kerrzo provides the secure API, MCP server and business context that let it work inside your business.
One shared record for every client, project and person — so information entered once in one department is already there for the next. Fewer manual processes, one source of truth, and a clearer view of the whole business.
Every opportunity connects straight into delivery, so what you sell is what your team can build.
Headcount, leave, performance and payroll, connected to the people delivering the work.
Every brief, estimate and contract flows into one connected commercial plan, through to invoice.
Every task ties back to the agreed plan, so risk surfaces before it reaches the client.
Every customer issue connects to their full history, so service stays proactive after delivery.
An open, API-first platform — use any AI you choose, Kerrzo provides the secure business context.
Reception, sales, support, operations, production, HR and finance agents are landing module by module — sharing the same data as the rest of the platform from day one.
Most businesses run on tools that don't talk to each other. Kerrzo replaces the stack with one operating system, so nothing gets re-entered, re-explained or lost between departments.
| Feature | Jira | Harvest | Slack | Zendesk | Notion | Forecast | Kerrzo |
|---|---|---|---|---|---|---|---|
| Tasks & Board | |||||||
| Clients & Approvals | |||||||
| Financials & Utilisation | |||||||
| Support Inbox | |||||||
| AI PM | |||||||
| Forecasting | |||||||
| Client Portal | |||||||
| Unified Data |
For small teams ready to run sales and delivery from one connected system, instead of stitching tools together.
From $299/mo
Get StartedFor growing teams connecting sales, delivery and support at scale, with AI support built into every workflow.
From $499/mo
Talk to usFor multi-team businesses running every department — sales, HR, operations, production and support — as one business.
Custom
Talk to usNeed a tailored plan? Talk to us about seats, departments, and rollout.
Free for up to 3 seats during private beta. No lock-in.