Relationships
Know the whole client story
Keep client details, opportunities, activities and requests connected—without reconstructing the story from scattered notes.
- Clients and contacts
- Pipeline and opportunities
- Activities and cases
CRMZI features
The client relationship, the work and the money—connected
CRMZI gives small service businesses a focused set of tools for moving from opportunity to delivery, invoice and review without duplicating the same context across systems.
Product map
Three parts of the business, one shared client context
Delivery
Move cleanly from scope to work
Turn commercial conversations into proposals and organised projects, with context carried through the workflow.
- Proposals
- Projects and stages
- Calendar and follow-ups
Money
See the work behind the numbers
Bring invoices, income, expenses and core accounts into the same view as the clients and projects that created them.
- Invoices and payments
- Income and expenses
- Accounts and reports
Feature overview
Enough structure to stay organised. Enough context to make decisions.
The current CRMZI product surface covers the core records and workflows shown below. Integrations, automation and compliance capabilities remain subject to launch confirmation.
Business overview
See pipeline, receivables, recent activity and the work that needs attention from one starting point.
Clients and contacts
Keep company details, contacts and engagement context together in a usable client record.
Sales pipeline
Track opportunities through clear stages, with value, owner and next-step context visible.
Projects
Organise delivery work by client, stage, budget and hours without breaking the link to the original opportunity.
Client cases
Track requests, issues and advisory follow-ups with a clear status, owner and resolution stage.
Activities and calendar
Bring meetings, calls and tasks into one schedule so client follow-up stays visible.
Proposals
Keep scope, value and approval status close to the client and the work that follows.
Invoices
Create and track invoices with issue dates, due dates, client context and payment status.
Income and expenses
Record money in and out with accounts, vendors, clients and useful transaction context.
Chart of accounts
Use an Australian-oriented account structure with tax treatment and account-type filters.
Financial snapshots
Review revenue, expenses, net profit and GST-related records from the same operating workspace.
Email workspace
Keep client communication accessible beside the records and activities that give each message context.
Clear boundaries. CRMZI’s current product surface supports everyday client and financial records. Tax, lodgement, bank-feed and compliance capabilities should be confirmed before replacing specialist accounting systems or professional advice.
Walk through the connected workspace
Start with a client, move through the pipeline and project, then review invoices, transactions and accounts in the live product surface.