A useful client record
Keep business details, the primary contact, engagement status and current value visible without opening several tools.
CRM for small service business
Keep the client story intact after the deal is won
CRMZI connects contacts, opportunities, activities, projects and client requests so a small team can act on the same context from first conversation through delivery.
One relationship record
A CRM that follows the work, not just the sale
The point is not to collect more data. It is to keep the information that helps the next person understand the client, the commitment and the next action.
A pipeline your team can read
Track opportunities by stage, value, owner and next action, with a simple board for quick decisions.
Follow-up that stays visible
Bring tasks, meetings and calls into the same operating view as the client and opportunity.
A clean move into delivery
Carry client context into projects, budgets, hours and delivery stages once the work begins.
Client requests with ownership
Give service issues and advisory follow-ups a status, owner, stage and recent update.
Communication in context
Keep the email view close to client records and the work that makes each conversation meaningful.
CRM questions
What small teams need to know
Is CRMZI designed for sales teams or service teams?
CRMZI is designed around both sides of a small service business: winning the work and delivering it. The pipeline sits alongside projects, cases, activities and financial records.
Can I track client issues after a project starts?
Yes. Cases provide a dedicated record for client requests, issues and advisory follow-ups, including stage, status, owner and update date.
Does CRMZI include project management?
The current product tracks projects by client, stage, status, budget and hours. More advanced planning or resource-management requirements should be reviewed against the final launch scope.
Follow a client through the live CRM workspace
Explore clients, pipeline, projects, cases and activities in the current CRMZI product surface.