01
Know the person behind every project.
Bring contacts, conversations, opportunities and follow-ups into one CRM record. When a job begins, the relationship history is already there for the people delivering it.
Explore the CRM
For independent operators and small service teams
CRM, proposals and financial management in one workspace.
CRMZI connects client relationships, proposals, projects, invoices and day-to-day financial management—so you can move from first conversation to paid work without losing context.
Follow the full client journey—from lead and proposal to invoice and financial reporting.
One connected business view
Keep the client, the promise and the numbers together.
CRMZI gives each part of the business its own clear workspace while preserving the context between them. Your team can understand who the client is, what was agreed and how the work is performing.
02
Keep the promise made in every proposal.
Keep scope, value and approval status connected to the project that follows. Your team can deliver against the same expectations the client accepted.
See proposals and delivery03
See how the work shapes your numbers.
Move from invoicing to income, expenses and reporting without losing the client or project behind each figure. Review business performance in operational context.
Explore financial managementA clearer day, from start to finish
Stay focused on the work only you can do.
A small team should not need a handover meeting with its own software. CRMZI keeps the client story close as you move from enquiry to proposal, project and payment.
See what connectsExample client view
One story, end to end.
Client conversation
The context is captured
Proposal & project
The scope keeps moving
Invoice & accounts
The numbers stay connected
Illustrative product flow
One connected journey
The work changes shape. The story stays together.
Follow a client through the moments that matter. Select a chapter to see how CRMZI keeps the next step in reach.
Relationship
Pick up the conversation, not the pieces.
Keep contacts, opportunities, emails, activities and cases in view so the next conversation starts with context.
Explore CRMConnected view
Client record
- 01Contact and company details
- 02Opportunity and next action
- 03Recent activity and cases
Confidence you can check
The details matter. So we make them easy to find.
Trust starts with clarity: what the product does, who can access it and which questions still need an answer.
Explore the product and the published terms before you commit. If you have specialist tax, lodgement or compliance needs, confirm those requirements first.
01
Built around small teams
Client work, delivery and finances are connected in a focused workspace for independent operators and compact service teams.
Who it is for02
Your access, explained
Read how workspace access, data handling and security boundaries are described before adding business information.
Trust and security03
Pricing in plain sight
Review the published plan, trial details and policy terms before you decide.
See pricingQuestions before you explore
A clear view of what CRMZI is—and what still needs confirming
What is CRMZI?
CRMZI is a combined CRM and everyday accounting workspace for independent operators and small service teams. It connects client records, sales opportunities, projects, proposals, invoices, expenses and core reporting.
Who is CRMZI designed for?
The current product is shaped for small service businesses where client relationships, delivery work and cash flow are closely connected—such as consultants, studios and compact professional teams.
Can CRMZI replace my accounting software?
That depends on the accounting, tax and lodgement functions your business requires. CRMZI’s current product surface covers everyday records, invoicing, income and expenses, a chart of accounts and reporting; specialist compliance needs should be confirmed before switching.
Can I track work after a deal is won?
Yes. CRMZI includes proposals, projects, activities and client cases so the context gathered before a sale can continue into delivery and follow-up.
Make room for more of the work that matters
Explore CRMZI’s working product surface and follow the connection between clients, delivery, invoicing and reporting.