◆ Live demo workspace · No signup · Loads in 2s
Click around the CRM that
Click around the CRM that
100+ teams use daily.
Real CRM. Real screens. Pre-loaded with 12 clients, deals across stages, paid + overdue invoices, deliverables, contracts, AI assistant, client portal — every view wired with sample data so nothing's empty. Look at everything. Nothing you click here touches real records.
No card. No email. Opens in a new tab.
100+
teams using it
$18k+
saved/yr vs HubSpot
60s
to sign up + go
$98
starter · /mo · flat
What you'll see
Every feature live, wired to realistic agency data
Not screenshots. Not a slide deck. The actual product, populated with twelve real-shaped clients across the full funnel — so you can click anything and it works.
◆ Twelve sample clients · full lifecycle
New lead → discovery → proposal-sent → onboarding → active → renewal-due → closed-won (and one closed-lost). Each carries deals, deliverables, invoices, contracts, meetings, notes — populated end-to-end.
◆ Pipeline kanban + list views
Drag cards between 11 stages. Real dollar values, weighted forecasts, contracts mid-flight, invoices paid + overdue. Right-click any card for transfer / archive / convert / delete actions.
◆ Reports
Revenue MTD + pipeline + win-rate + cycle-days strip, full pipeline funnel, 6-month win-rate trend, MTD-pace revenue forecast, 90-day cohort retention. Per-client monthly reports with AI recommendations.
◆ AI assistant · Ask Zay
Sidebar AI that knows your contacts, deals, deliverables, invoices. Drafts proposals + emails, scores leads, summarizes notes. BYO keys on Growth+ (Claude / OpenAI / Gemini / Perplexity).
◆ Six native integrations · Layer A+B+C
GBP (post, reviews, reply, multi-location, 30-day insights). LinkedIn (post, drafts, scheduling, engagement analytics). Calendly (event types, round-robin, per-rep stats). Dropbox (folder browser, share links, per-contact mirror). Zapier (event log, filter rules, retry-from-log). Google Meet (auto-attach toggle).
◆ Per-user email — Gmail + Outlook OAuth
Each rep connects their own mailbox. Send + receive + inline compose from inside the CRM, separate from workspace transactional mail. Inbox preview shows latest 25 messages per account.
◆ Inbox v2 · unified channel queue
Email + GBP reviews + LinkedIn comments funnel into one place. Channel chips, urgent + unread + stuck-3d badges, snooze actions (+1h / +1d / +1w), AI-drafted replies.
◆ Notebook · handwritten + AI summary
Per-client notebook pages with stylus drawing, tag filter, AI-generated summary chips, link-to-client-files export.
◆ Lead Marketplace + SEO Monitor
Ranked lead opportunities with deal-size predictions. SEO ranking trackers per client domain across keywords + locations.
◆ Client portal + e-signatures + invoicing
White-label client portal: log in, see invoices, contracts, deliverables, files. Send a contract → get it signed → invoice → collect via Stripe (or Square if that's your POS) — all in-platform.
◆ Multi-tenant + full white-label
Each agency gets their own workspace, branding, pricing, colors, templates, integrations. Lunna doesn't see ZRG's data; ZRG doesn't see Lunna's. One CRM, hard tenant boundaries.
◆ Cross-device sync · mobile-first
Open the CRM on your phone — every contact, deal, note, file is there. Settings + UI prefs sync via /api/me/settings/sync. Light mode + dark mode work end-to-end on iOS Safari.
◆ Built for agencies running agencies
Promo codes (CRM tier + tool credit), per-tenant Stripe + Square parity, 70+ luxury polish utilities, audit log on every mutation, soft-delete with restore. The kind of plumbing you discover six months in — already done.
See it in action
Every surface, fully wired
Live product on real seed data. Mix of dark + light mode so you can see how the design tokens carry across.
Dark
Dashboard (Dark)
Pipeline value · MRR · active clients · open tasks at a glance. Donut + 30-day activity chart. Customizable widgets, pin-to-top reorder.
Light
Dashboard (Light)
Same dashboard. Light theme. Brand tokens carry across — no broken contrast, no hidden chips. One-tap toggle in the top bar.
Dark
Deal Pipeline (Kanban)
Sales pipeline with vertical tags (FITNESS · BEAUTY · RESTAURANT), retainer values, health dots. List ⇄ Kanban switcher with drag-to-stage.
Light
Pipeline (Light Mode)
Same Kanban in light theme. NEW LEAD → CONTACTED → DISCOVERY → PROPOSAL → ACTIVE. Search, filter, save per-role views.
Dark
AI Chat (BYO Key)
Claude · Gemini · OpenAI side-by-side. Pin a client and the model gets their full context. Bring your own API key — no markup, you pay the provider direct.
Dark
Custom Dashboards
Drag-to-add widgets, auto-pack 1st-fit grid. Revenue · pipeline · win-rate · cycle days · funnel · trend · leaderboard · activity. Save per-role.
Light
SEO + GEO Auditor
On-page checks · Lighthouse mobile + desktop · CWV · DNS · tracking pixels · AI-engine citability (ChatGPT / Perplexity / Claude / Gemini). Saved per workspace.
Light
Integrations Hub
OAuth-connect Google Workspace · Microsoft 365 · Calendly · LinkedIn · Stripe · Square · Twilio · Dropbox · Plaid in two clicks each.
Light
Add-Ons & Plan
Side-by-side plan compare. Buy seats · contacts · phone lines self-serve. Twilio sub-account auto-provisions. A2P 10DLC paperwork handled. Stripe Customer Portal.
Liked what you saw?
Skip the demo gate. Sign up in 60 seconds. Seven days free. Card required, charged day 7 unless you cancel.
Demo workspace is read-only on the server (edits don't persist). Local browser changes reset on next launch.