CRM Module

CRM software built to close more deals and lose fewer customers.

Capture every lead, organize your pipeline, and follow up at the right moment — with all customer communication in one timeline.

app.zeysale.com/crm
Open deals
46
▲ 9%
Won (mo)
23
▲ 14%
New leads
312
▲ 21%
Pipeline Kanban view
ACAcme Trading — $4,200Qualified
BLBlueLeaf Co — $2,800Proposal
RSRosa Stores — $6,100Won
MNMetro North — $1,900New

What is Zey Sale CRM?

Zey Sale CRM is the heart of your sales operation. It stores every lead and customer, tracks deals through a clear pipeline, and keeps calls, chats, and emails together so your team always knows the next step.

0x
Faster follow-up
0%
Lead conversion
0%
Customer retention
0
Lost conversations
Pipeline & Leads

A sales pipeline your team will actually use.

Drag deals through stages, assign owners, and instantly see where revenue is stuck.

Lead managementVisual sales pipelineStaff assignmentLost / won tracking
app.zeysale.com/crm/pipeline
Open deals
46
▲ 9%
Won (mo)
23
▲ 14%
New leads
312
▲ 21%
Pipeline Kanban view
ACAcme Trading — $4,200Qualified
BLBlueLeaf Co — $2,800Proposal
RSRosa Stores — $6,100Won
MNMetro North — $1,900New
Profiles & Timeline

One timeline for every customer.

See every call, message, note, and order in a single profile — no more switching apps.

Customer profilesCommunication timelineNotes & activity historyWhatsApp / email / call tracking
app.zeysale.com/crm/customer
Customer profile
AC Acme Trading
VIP · 8 orders · $24,100 lifetime
WhatsApp · "Need a re-order"2h ago
Call · Follow-up bookedYesterday
Email · Quote sent3d ago
Segments & Reminders

Follow up at exactly the right time.

Group customers automatically and let reminders make sure no one is forgotten.

Customer segmentationFollow-up remindersReportsConversion tracking
app.zeysale.com/crm/segments
Segments Auto-updated
VIP customers84
Repeat buyers212
Needs follow-up37
At risk19
Conversion
32%
▲ 6%
Response
11m
▲ 40%
Retention
88%
▲ 3%
Capabilities

Everything your sales team needs

A complete CRM toolkit designed around how real sales teams work.

Lead management

Capture leads from every channel and never let one slip away.

Customer profiles

Rich profiles with history, value, and contact details.

Sales pipeline

Visual stages that show exactly where each deal stands.

Follow-up reminders

Automatic reminders so the right action happens on time.

Staff assignment

Assign owners and balance workload across your team.

Communication timeline

WhatsApp, email, and calls together in one view.

Customer segmentation

Group customers by value, status, or behaviour.

CRM reports

Track conversion, response time, and win rates.

Lost / won tracking

Learn why deals close — or don’t — and improve.

See Zey Sale CRM in action

Give your sales team one place to capture, follow up, and close every opportunity.