CRM
Relationships tied to orders and revenue, not just contacts
Manage leads, accounts, proposals, and email campaigns in the same system where orders and invoices live. Your sales team sees the full customer picture — from first touch to latest delivery — without switching apps.
Capabilities
Everything your team needs in CRM
Lead management
Capture leads from web forms, import lists, or manual entry. Score and qualify them through configurable stages.
Accounts & contacts
Organize customers into accounts with multiple contacts, addresses, and communication history.
Proposals
Create branded proposals with line items, terms, and PDF export. Convert accepted proposals to sales orders.
Email campaigns
Send targeted emails to segments and track opens, clicks, and engagement analytics.
Pipeline & reports
Visualize your sales pipeline and generate reports on conversion rates, deal value, and rep performance.
Web lead capture
Embed a lead capture form on your website. New submissions land in your CRM pipeline automatically.
Use cases
Built for teams like yours
CRM is designed for real operational workflows. Here are some of the teams that get the most value.
- Sales teams that want CRM and order history in the same tool
- Marketing teams running email campaigns tied to real purchase data
- Account managers who need a 360-degree view of each customer relationship
- Companies replacing standalone CRMs with an ERP-integrated solution
Explore more
Works with every other module
Zeeventory modules share data seamlessly. Enable what you need and add more as you grow.
Ready to put CRM to work?
Sign in to your workspace or start a trial. CRM is included in every Zeeventory plan.
Get started with CRM