Your sales schedule, meetings and notes in one place
Month, week and day calendar; meetings with minutes and quick actions (spin off a quote or an invoice for the contact); activities (calls, meetings, lunches…), email reminders and shared or private notes — with tax deadlines and due dates overlaid.
- Month · week · day
- Meetings with minutes
- Email reminders
- Shared notes
- Due dates and deadlines
- Google Calendar sync
Today
+ New activityActivities today
6
Meetings
3
2 with minutes
Reminders
4
The business schedule, connected to your contacts and your invoicing
The usual problems
A scattered schedule
Meetings in one calendar, tasks in another and notes on a scrap of paper.
Meetings with no follow-up
You talk, you agree… and then nobody notes down the outcome or the next step.
From agreement to invoice
Closing a deal in a meeting and then having to re-enter the data for the quote or the invoice.
Deadlines that slip by
Invoice due dates, quote expiry and tax-return filings for the Spanish Tax Agency (AEAT), with no reminder.
Notes that get lost
Ideas and agreements on sticky notes or chats that no one ever finds again.
Remembering by hand
Relying on your own memory to flag every call or meeting.
How Zynvio solves it
Month, week and day views
A clear grid with drag-to-reschedule; create an activity with one click on the day or time slot.
Meetings with an outcome
Save the minutes and outcome of every meeting, with internal and external guests.
Quick meeting actions
From a meeting with a contact, spin off a quote or an invoice by reusing your invoicing.
Activity types
Calls, meetings, flights, lunches and dinners — each with its own icon and colour.
Email reminders
Schedule an alert before the event; it reaches the owner, the assignee or the guests.
Assign and invite
Assign the activity to a colleague and invite people by email.
Link a contact
Link any activity to a contact (client or supplier) from your directory.
Notes in 3 scopes
Notes shared across the business, private to the business or personal to you.
Overlaid layers
Tax deadlines (AEAT), invoice and quote due dates, project milestones and contact activities — all read-only.
Shared or private
Each event is private or shared with the business; you see your own and the team's.
Automate your workflows
Your schedule works for you and connects with the rest of the business.
- Email reminders that send themselves before every event.
- Spin off a quote or an invoice for the contact straight from the meeting.
- Overlay tax deadlines, invoice due dates and project milestones without duplicating anything.
- Your contacts' activities appear on the calendar automatically.
Who it's for
Sales teams
Calls and meetings with their minutes and the next step.
What you gain
Your whole schedule — meetings, activities and notes — in one place.
From meeting to quote or invoice without retyping.
Email reminders so you never miss an appointment.
Tax and payment deadlines, overlaid and effortless.
Notes shared with the team or kept private to you.
Frequently asked questions
What calendar views does it have?
Month, week and day, with drag-to-reschedule and one-click activity creation on the day or the time slot.
Can I go from a meeting to a quote or invoice?
Yes. If the meeting is linked to a contact, from its panel you can spin off a quote or create an invoice by reusing your invoicing, with the contact already selected.
How do reminders work?
You schedule an email alert before the event; it can go to the creator, the assignee or the guests. They are sent automatically.
What are the notes in 3 scopes?
Notes shared with the whole business, private to the business (only you, tied to the company) or personal (only yours, across any business).
What gets overlaid on the calendar?
Read-only layers: tax deadlines (AEAT forms), invoice due dates and quote expiry, project milestones and tasks, and your contacts' activities. You turn them on and off as layers.
Does it sync with Google Calendar or Microsoft?
With Google Calendar, yes: connect your account and your events sync. Microsoft 365 sync is on the roadmap. The built-in calendar is fully functional without connecting anything.
Explore more modules
Turn your operation into a connected system
Request a demo and see Zynvio in action.