Premium collection
CRM
Track every deal from first conversation to signed proposal.
Manage your pipeline and send proposals your clients can sign online. Part of the Premium Collection: won deals flow straight into Project Management, so nothing gets re-entered by hand.
What it does
- Pipeline view for every deal in progress
- Branded proposals with e-signature
- Won deals become projects automatically
- Shared database for your whole team
Part of the Premium Collection.
CRM is one piece of a connected system built on Zite. See how it fits with the rest of the collection and what it costs.
See pricing