On the roadmap

One address book that never forgets a birthday

Keep every customer, vendor and lead in a single contact book — with birthdays, anniversaries and key dates. ZingoorCRM wishes them automatically on the day by WhatsApp, SMS or email, and keeps everything in sync with Google Contacts.

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Why Contacts with Zingoor

Relationships, remembered for you

One rich address book

Every contact in one place — with custom fields, tags and the full history of what you have sent them.

Birthdays & anniversaries

Store key dates once. Wedding anniversaries, work anniversaries, renewals — whatever matters to your business.

Auto-greetings on the day

Set it and forget it. On the date, we send your greeting automatically — no diary, no missed wishes.

Google Contacts sync

Sync with third-party contacts, especially the Google Contacts API, so your book stays current without re-typing.

Choose the channel

Send greetings over WhatsApp, SMS or email — using your templates, credits and delivery reports.

Private & India-hosted

Contacts stay on our own servers in India, isolated per account, never sold or shared.

Never miss an occasion

Wish them on the day — automatically

Add a birthday or anniversary to a contact, pick a channel and a message template, and you are done. When the day arrives, ZingoorCRM sends the greeting for you — a small, personal touch that keeps customers loyal, done at scale without anyone remembering to do it.

  • Birthdays, anniversaries & any custom date
  • Per-occasion channel: WhatsApp, SMS or email
  • Personalised templates with the contact’s name
Always in sync

Sync with Google Contacts — no double entry

Your contacts already live in Google. Connect the Google Contacts API and ZingoorCRM keeps your address book in step — pulling in new contacts, matching duplicates and merging them — so you work from one clean, current list instead of scattered spreadsheets.

  • Google Contacts API sync
  • Smart duplicate matching & merge
  • Custom connectors for other sources on request
How it works

Up and running fast

1

Bring contacts in

Import your list or sync from Google Contacts — new contacts flow in automatically.

2

Add the dates

Tag birthdays, anniversaries and any key dates against each contact.

3

Design greetings

Create your WhatsApp, SMS or email templates once, personalised with names.

4

We send on the day

On each date, greetings go out automatically — and you see the delivery reports.

À-la-carte, built to order: Contacts & Occasions is a custom feature you opt into and pay only for what you use. It is on our roadmap and we build it out as genuine orders come in — so it fits how your business celebrates customers.

Better together

Works well with

WhatsApp Business

Send, receive & automate on the official WhatsApp Business API.

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SMS & DLT

DLT-compliant bulk & transactional SMS for India.

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Business Email

Send from your own domain with your own branding.

Learn more

Sales CRM & Work

Leads, pipeline, tasks and projects — the core cockpit.

Learn more
Questions, answered

Contacts & Occasions FAQs

It keeps all your contacts in one address book with details like birthdays and anniversaries, and automatically sends greetings on the day — over WhatsApp, SMS or email — using templates you design. It can also sync contacts from Google.
Yes. Store the date once and choose a channel and message template. On the day, ZingoorCRM sends the greeting automatically, so you never miss an occasion.
Your choice, per occasion. Greetings go out through the same WhatsApp, SMS and Email modules, using your credits and approved templates, with delivery reports.
Yes. Sync with third-party contacts — especially the Google Contacts API — so your address book stays up to date without manual re-entry. Duplicates are matched and merged.
No. Contacts & Occasions is an à-la-carte custom feature — you opt in and pay only for what you use. It is on our roadmap and we build it out as genuine orders come in.
Yes. Your contacts are stored on infrastructure we own and host in India, with strict isolation between accounts, and are never sold, shared or sent to external AI unless you explicitly choose.

Ready to see Contacts & Occasions live?

Get a guided demo and a price for exactly the modules you switch on.

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