Pipeline
Your own stages; pipeline value by amount and close date.
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CRM
Turn opportunities into sales
Capture leads from your website, move opportunities through your pipeline stage by stage, and send the quote on time. Every conversation with a customer on one customer card.
Use it on its own or together with other Zenit apps.
From lead to customer
Qualify leads from web forms, trade fairs or an Excel list. In one step they become a customer card, a contact person and an opportunity.
- Leads tracked by source
- Import leads from Excel
- Tags and owners
- One-step conversion
No conversation forgotten
Plan calls, meetings and tasks; today's work and overdue items come first. Quotes, invoices and every conversation sit together on the customer card.
- Today's and overdue activities
- Customer 360 view
- Conversation history per opportunity
From your website straight into CRM
Build the form in Zenit, then add it to your site or share it as a link. Every submission arrives as a lead and is assigned to its owner, with spam protection included.
- Forms with your own fields
- Embed on your site or share a link
- Automatic assignment
Web form
Lead
Opportunity
Customer
Features
And much more
Lost reasons
Record why a deal was lost and see it in reports.
E-mail campaigns
To consenting contacts, with an unsubscribe link.
Limit and discount approval
Quotes over the credit limit or with a high discount go to approval.
Sales reports
By source, stage and sales rep.
Mobile CRM
Customers, activities and opportunities on the phone.