Sales
From a system of record to a system of action.
Pipeline, relationships, quotes and revenue on the same record. Your team spends its time on the next step, not on data entry.
Open an opportunity in a minute.
As you type a company name, existing companies are listed; pick a contact and their title and email fill in. Create the company, contact and opportunity from one form, and the same customer is never created twice.
- Drag-and-drop board and table view; a new opportunity from any column header in one click
- Stages tailored to your company, with stage-specific required fields
- One customer record through tax ID, domain and Turkish-aware name matching
- Contact company and position history, and their role in each opportunity
- Command palette (Ctrl/⌘+K) to reach any record in two keystrokes
- Filter panel, column picker and team-shared views on every list
Every morning, the next step is clear.
The Today screen gathers overdue tasks, stalled opportunities, cooling relationships and upcoming renewals in one list. Managers no longer have to guess where the team is stuck.
- A risk score that says why: close date, time in stage, engagement, decision maker, competitor
- Customer health updated every night, with history
- Automation rules and stage-specific playbooks
- Monday summary and weekly pipeline change
- Task board with priority, reminder emails and rich notes
Your relationships, mapped.
In B2B sales, the right introduction often opens the door. ZP CRM calculates relationship strength from your team’s real interactions and shows the shortest warm path to the person you need.
- Relationship strength from recency, frequency, reciprocity and meetings
- Introduction paths of up to three steps, with one-click introduction requests
- “Who knows them?”, buying committee card and reporting lines
- Group company tree and untapped areas within the group
- Opportunity radar: champions who changed companies and cross-sell suggestions
- Reference customer matching and an “Ask for a reference” task
From quote to cash, on the same record.
Your quote goes out with your own cover and pricing page. A won quote becomes a contract and the contract becomes invoices; amounts are never retyped along the way.
- Quote template with drag-and-drop cover fields; PDF and Word output
- Revision history, alternative options and promotional items
- Tiered SaaS pricing, with approval flow for discount and margin
- Foreign currency with Central Bank of Türkiye rates; rate freeze on quotes and invoices
- Invoice from quote, collections with receipts and receivables aging
- Contracts from won deals, recurring billing and one-click renewal opportunities
A sales week with ZP CRM.
Instead of a feature list, let’s look at an ordinary week.
- Monday
The week starts with a summary
What changed in the pipeline since last week, which deal grew and which slipped, in one chart.
- Tuesday
Walk into the meeting prepared
Recent interactions, open opportunities and pending tasks for the customer, in front of you before the meeting.
- Wednesday
The quote is revised
The customer wants two options; copy the existing items and send the alternative in minutes.
- Thursday
A dealer brings a new customer
The registration arrives through the portal, the distributor and you approve, and the dealer’s protection period starts.
- Friday
Won deals turn into invoices
The quote is accepted, the contract and invoice are created from the same items and the renewal schedule sets itself up.
Your dealers and distributors on the same platform.
Deal registration in the portal, approval flow, protection period and tier program.
Dashboards and reports
Separate dashboards for the general manager, sales director and sales rep, with drill-down on every number. The reports you check most arrive in your inbox in the morning.
- Daily, weekly or monthly report emails
- Targets, saved and shared reports, CSV
- Activity stream: every event on one timeline
On the roadmap
We are working on the items below and will announce them here when they go live.
- Mobile app
- WhatsApp Business
- ERP integration
Already using ZP CRM?
Log in at crm.zeypam.comBetter together.
This module works on the same customer record as the others.
