Contacts and companies
Keep every person and organisation in one place, with notes, tasks and deals on the same record.
ZenStax CRM
Contacts, pipelines, follow-ups and reports in one clean workspace, tailored to your business and hosted for you.
Explore it yourself
The live demo opens a read-only version of ZenStax CRM filled with sample data. Look through contacts, drag through the deal pipeline, open the reports and check the settings, all without creating an account.
Nothing you do in the demo changes anything, and none of the data is real.
What is inside
Keep every person and organisation in one place, with notes, tasks and deals on the same record.
Drag deals between stages, run more than one pipeline, and see the value in each stage at a glance.
Add the fields your business actually uses to contacts, companies and deals, without a developer.
Create follow-up tasks or update a contact automatically when a deal is created or reaches a stage.
Publish a form for your website. Each enquiry becomes a contact with a note and a follow-up task.
Track won deals, win rate, lead sources and a weighted forecast, and export your data to CSV.
How it works
We learn how your team sells today: your stages, your fields and where leads come from.
We set up the CRM around your process, with your branding, pipelines, fields and automations.
Your team gets access, and we help you bring your existing contacts and deals across.
Your CRM runs online on its own database, covered by one simple monthly fee.
Pricing
One-time
Quoted for your project
The cost depends on how much the CRM needs to be shaped around your workflow. After a short discovery call you receive a clear quote before any work starts.
Monthly
Billed monthly
Your CRM is hosted online and your data lives in a database set up for your business, so it is not mixed with other companies.
Every business works differently, so we quote each CRM after talking to you. Book a call and you will get a clear price before you commit.
Next step
We will show you how ZenStax CRM can be shaped around your process and give you a clear quote.