Know Your Pipeline. Know Your Customers. Close More Deals.
Instead of maintaining deal tracking in shared spreadsheets, storing customer notes in email threads, and estimating pipeline value from memory, sales teams get a dedicated CRM that records every interaction, surfaces the next action, and shows where every deal stands at any moment.
A lightweight CRM to manage leads, accounts and contacts, record interactions and notes, assign owners, track opportunities through sales stages, schedule follow-ups, monitor activity history, and provide pipeline and conversion reports.
A single CRM system that helps your business:
Every deal is tracked in a structured pipeline with a stage, value, owner, and expected close date — giving managers a real-time view of the full pipeline without manually consolidating spreadsheets.
Every call, email, meeting, and note is recorded against the relevant account and contact — so any team member can pick up the relationship with full context, regardless of who managed it previously.
Next actions are logged as tasks with owners and due dates. Overdue follow-ups are flagged automatically, ensuring no deal or relationship is neglected through oversight.
Pipeline value, stage distribution, and conversion rates are calculated automatically from live deal data — giving sales leaders accurate forecasts without end-of-week manual updates.
Every inbound or generated lead is captured with a source, qualification status, and assigned owner — ensuring leads are followed up systematically rather than handled inconsistently.
A real-time view of all opportunities by stage — showing deal count, total value, and weighted forecast — filterable by owner, industry, and time period.
A tracked list of all inbound and generated leads with qualification status, assigned owner, source, and date of last activity.
Complete profiles for each customer account and individual contact — with linked opportunities, interaction history, and scheduled tasks.
A full record for each deal including stage, value, expected close date, linked contacts, activity history, and next action.
A chronological log of all interactions — calls, emails, meetings, notes, and tasks — across accounts and opportunities, giving any team member full relationship context.
A view of all scheduled follow-up tasks by owner and due date — with overdue items highlighted and reminders sent automatically.
A structured summary of total pipeline value, stage distribution, conversion rates, average deal size, and sales cycle length — available by owner, team, or period.
A period-level analysis of lead-to-opportunity conversion rate, deal win and loss rates, and activity volume by owner — for sales performance management.
New leads are entered into the system with source, contact details, and initial qualification. The lead is assigned to a sales owner who is responsible for follow-up and progression.
When a lead is qualified, it is converted into an account and contact record. An opportunity is created and placed in the first stage of the sales pipeline with a value and expected close date.
After every call, email, or meeting, the sales owner logs the interaction against the opportunity or account. A next action task is created with a due date to ensure the deal continues to progress.
As the deal advances, the owner moves the opportunity through the pipeline stages — from prospecting through qualification, proposal, negotiation, and close. Each stage change is recorded with a date.
The system sends reminders for tasks approaching or past their due date. Managers can see overdue tasks across their team and follow up where deals are stalling.
When a deal is won or lost, it is marked with the outcome, reason, and final value. Lost deals are recorded with a reason to support pipeline analysis and process improvement.
Sales managers and leaders review the pipeline report, conversion rates, and activity data to assess team performance, adjust forecasts, and identify coaching opportunities.
The solution maintains data quality and ensures consistent pipeline management.
Opportunities cannot be created without a deal value, associated account, assigned owner, and expected close date — ensuring every pipeline entry contains the data needed for accurate forecasting.
Opportunities cannot skip mandatory stages without a manager override. Each stage change is recorded with a timestamp and the name of the user who made the change.
Tasks that pass their due date without being completed trigger an automatic reminder to the task owner and a flag in the manager's activity overview.
When a new account is created, the system checks for existing records with the same name or domain — prompting the user to confirm before creating a potential duplicate.
Leads that have had no logged activity for a configurable number of days are flagged and the assigned owner is notified — preventing qualified leads from going cold without follow-up.
Opportunities marked as won or lost cannot be reopened or modified without manager authorisation — preserving the accuracy of closed pipeline data for reporting.
Manages their assigned leads, accounts, and opportunities, logs all interactions, and tracks follow-up tasks — with a clear view of what needs attention each day.
Reviews team pipeline, monitors deal progression, identifies stalled opportunities, and uses activity and conversion data to coach team members and adjust forecasts.
Tracks new relationship development, logs early-stage interactions with prospects, and manages the lead qualification pipeline before handoff to account executives.
Accesses account interaction history and contact records to manage post-sale relationships and ensure a smooth transition from the sales process.
Reviews lead source data and conversion rates to assess which channels are generating the highest quality leads and to allocate campaign budgets effectively.
Reviews pipeline value, win rates, and sales cycle data to support revenue forecasting, board reporting, and commercial strategy decisions.
Share these inputs and Zinie turns them into a working DealFlow experience tailored to your process.