Zenvlo CRM
The CRM your team will actually keep up to date.
Leads, deals, follow-ups and automation in one calm workspace. Fast to learn, hard to forget to use.
Pipeline
See every deal. Move it forward.
A visual pipeline with the numbers that matter on top: open value, weighted forecast, win rate and what is going stale. Drag a deal to its next stage and the history writes itself.
- Multiple pipelines with your own stages
- Weighted forecast and overdue alerts
- Reopen, win or lose with a reason
Follow-ups
Never miss a follow-up again.
Every call, email and reminder you owe a customer in one list: today, upcoming, overdue. Pick the lead, contact, company or deal by name, set a priority, and Zenvlo reminds you before it is due.
- Tabs for today, upcoming, overdue and missed
- Priorities and reminders
- Auto-created follow-ups from your automations
Automation
Put routine work on autopilot.
Build a workflow on a canvas: when something happens, wait, check a condition, then act. Welcome every new lead, nudge stalled deals, start onboarding the moment a deal is won.
- Triggers on leads, deals, follow-ups and more
- Delays, conditions and branching
- A run log that shows exactly what happened
Customer record
Every customer, one timeline.
Open a lead and see the whole story: notes, emails, meetings, tasks, files and follow-ups. Convert it to a contact, company and deal in one step when it is ready.
- Notes, emails and attachments in one place
- Duplicate check and one-click conversion
- Custom fields for the details only you track
Insights
Know what is working.
A dashboard for the whole team and a focused one for each rep. Revenue, win rate, funnel, lead sources and a leaderboard, compared against the last period, with goals to aim at.
- Own view for each rep, full view for managers
- Funnel, sources and leaderboard
- Revenue goals with live progress
And everything else you would expect
Custom fields
Add the fields your business needs, on any record.
Roles and permissions
Decide who sees and changes what.
Audit trail
Know who did what, when and from where.
Import and export
Bring your data in from CSV. Take it out any time.
Documents
Attach proposals and contracts to the right record.
Meetings and calendar
Schedule and log calls, linked to the customer.
Email from the CRM
Send from your own address and keep the history.
Web forms
Capture leads from your website straight into the pipeline.
Made for teams
Give every rep their own view and every manager the whole picture, with roles that decide who sees what.
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